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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2501 |
2501
Columbia Asset Management
Ann Arbor,
Michigan
| USD 246 M | -USD 16.8 M | -6% | 5.89% | 94.1% | 199 | 15.58% | 1.5 |
|
| 2502 |
SFG
2502
Sather Financial Group
Victoria,
Texas
| USD 246 M | +USD 9.6 M | +4% | 7.32% | 70% | 56 | 19.64% | 1.6 |
|
| 2503 |
2503
Monarch Capital Management
Fort Wayne,
Indiana
| USD 246 M | -USD 16.3 M | -6% | 5.5% | 77% | 104 | 8.65% | 2 |
|
| 2504 |
2504
CKW Financial Group
Honolulu,
Hawaii
| USD 245 M | -USD 9.19 M | -4% | 7.81% | 62.4% | 353 | 57.79% | 1.5 |
|
| 2505 |
WIP
2505
Wayzata Investment Partners
Wayzata,
Minnesota
| USD 245 M | +USD 55.3 M | +29% | 8.78% | – | 2 | 50% | 1.1 |
|
| 2506 |
2506
Carlson Capital Management
Northfield,
Minnesota
| USD 244 M | -USD 19.1 M | -7% | 7.08% | 9.85% | 60 | 8.33% | 2 |
|
| 2507 |
2507
Gargoyle Investment Advisor
Englewood,
New Jersey
| USD 244 M | -USD 18.5 M | -7% | 9.29% | 34.5% | 192 | 28.13% | 1 |
|
| 2508 |
2508
Aviance Capital Partners
Naples,
Florida
| USD 244 M | -USD 23.8 M | -9% | 7.59% | 98.2% | 215 | 21.86% | 1.7 |
|
| 2509 |
GFG
2509
Gray Financial Group
Atlanta,
Georgia
| USD 243 M | -USD 29.7 M | -11% | 6.43% | – | 59 | 20.34% | 0.6 |
|
| 2510 |
2510
HITE Hedge Asset Management
Braintree,
Massachusetts
| USD 243 M | -USD 122 M | -33% | 32.7% | 54.4% | 84 | 51.19% | 0.8 |
|
| 2511 |
2511
Grace Capital
Quincy,
Massachusetts
| USD 243 M | USD 0 | 0% | 6.71% | 127% | 107 | 0% | 1.5 |
|
| 2512 |
2512
Bienville Capital Management
New York
| USD 243 M | -USD 5.26 M | -2% | 13.6% | 36.3% | 86 | 18.6% | 0.5 |
|
| 2513 |
2513
Pomelo Capital
New York
| USD 242 M | +USD 85.3 M | +55% | 6.47% | 4.35% | 131 | 35.88% | 0.7 |
|
| 2514 |
BP
2514
Banbury Partners
Charlotte,
North Carolina
| USD 242 M | +USD 72.5 M | +43% | 7.08% | 138% | 16 | 56.25% | 0.4 |
|
| 2515 |
2515
West Face Capital
Toronto,
Ontario, Canada
| USD 241 M | -USD 97.6 M | -29% | 35.8% | 10.9% | 5 | 0% | 1.4 |
|
| 2516 |
GIM
2516
Greystone Investment Management
Cincinnati,
Ohio
| USD 241 M | -USD 23.4 M | -9% | 8.74% | 32.8% | 63 | 19.05% | 1.6 |
|
| 2517 |
2517
Bridgewater Wealth & Financial Management
Bethesda,
Maryland
| USD 241 M | +USD 5.6 M | +2% | 3.9% | 30.8% | 94 | 23.4% | 0.6 |
|
| 2518 |
2518
Flowering Tree Investment Management
Singapore
| USD 241 M | -USD 25 M | -9% | 27.2% | 47.4% | 5 | 20% | 1.9 |
|
| 2519 |
SAS
2519
Spectrum Advisory Services
Atlanta,
Georgia
| USD 241 M | -USD 21.7 M | -8% | 5.09% | 35.6% | 160 | 6.25% | 2.1 |
|
| 2520 |
2520
WBH Advisory
Baltimore,
Maryland
| USD 241 M | -USD 13.8 M | -5% | 6.55% | 57.6% | 210 | 14.29% | 1.9 |
|
| 2521 |
2521
Griffin Asset Management
New York
| USD 240 M | -USD 20.2 M | -8% | 7.18% | 88.9% | 106 | 13.21% | 1.9 |
|
| 2522 |
WA
2522
WealthTrust Axiom
Wayne,
Pennsylvania
| USD 240 M | -USD 30.3 M | -11% | 8.6% | 125% | 239 | 11.72% | 1.8 |
|
| 2523 |
2523
Gunma Bank
Gunma,
Japan
| USD 240 M | -USD 3.99 M | -2% | 2.1% | 24.5% | 15 | 40% | 1.8 |
|
| 2524 |
HCP
2524
Holt Capital Partners
Fort Worth,
Texas
| USD 240 M | -USD 7.45 M | -3% | 4.94% | 69.5% | 243 | 6.17% | 1.1 |
|
| 2525 |
2525
Ancora Family Wealth Advisors
Cleveland,
Ohio
| USD 240 M | – | – | 7.45% | – | 198 | – | 0 |
|