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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2526 |
2526
Steamboat Capital Partners
Rye,
New York
| USD 381 M | +USD 101 M | +36% | 9.02% | 280% | 34 | 14.71% | 1 |
|
| 2527 |
2527
Vision Capital Management
Portland,
Oregon
| USD 381 M | +USD 21.5 M | +6% | 4.99% | 78.4% | 85 | 7.06% | 3 |
|
| 2528 |
2528
Battery Partners IX
Boston,
Massachusetts
| USD 381 M | +USD 2.65 M | +0.7% | 17.1% | 322% | 5 | 20% | 1.6 |
|
| 2529 |
CFMC
2529
Curbstone Financial Management Corp
Manchester,
New Hampshire
| USD 381 M | +USD 13.2 M | +4% | 2.29% | 69.6% | 178 | 7.3% | 3.8 |
|
| 2530 |
2530
Columbia Asset Management
Ann Arbor,
Michigan
| USD 380 M | +USD 5.19 M | +1% | 5.42% | 94.1% | 222 | 27.48% | 4 |
|
| 2531 |
2531
American Assets Inc
San Diego,
California
| USD 379 M | +USD 14.3 M | +4% | 1.69% | 63.2% | 4 | 50% | 6 |
|
| 2532 |
2532
Litman Gregory Wealth Management
Larkspur,
California
| USD 379 M | +USD 11.7 M | +3% | 2.09% | 55.5% | 245 | 48.16% | 0.9 |
|
| 2533 |
FAG
2533
Financial Advisory Group
Houston,
Texas
| USD 378 M | +USD 15.7 M | +4% | 2.78% | 20.6% | 73 | 8.22% | 3.4 |
|
| 2534 |
2534
Serengeti Asset Management
New York
| USD 377 M | +USD 23 M | +7% | 3.79% | 14.9% | 31 | 35.48% | 1.3 |
|
| 2535 |
2535
Simcoe Capital Management
New York
| USD 377 M | -USD 20.5 M | -5% | 0.54% | 48.7% | 13 | 23.08% | 1.5 |
|
| 2536 |
2536
Viking Fund Management
Minot,
North Dakota
| USD 377 M | -USD 25.3 M | -6% | 1.25% | 105% | 126 | 15.87% | 2.2 |
|
| 2537 |
2537
Baker Ellis Asset Management
Vancouver,
Washington
| USD 377 M | +USD 17.5 M | +5% | 3.84% | 91.9% | 236 | 11.86% | 4 |
|
| 2538 |
AR
2538
Argyll Research
Wilmington,
Delaware
| USD 376 M | -USD 33.4 M | -8% | 0.56% | 0.8% | 3 | 33.33% | 3.3 |
|
| 2539 |
2539
Brasada Capital Management
Houston,
Texas
| USD 376 M | +USD 41.7 M | +12% | 5.8% | 76.5% | 177 | 25.42% | 1 |
|
| 2540 |
2540
L.J. Altfest & Co
New York
| USD 376 M | -USD 35 M | -9% | 2.04% | 90.3% | 209 | 25.84% | 1.8 |
|
| 2541 |
2541
Speece Thorson Capital Group
Minnetonka,
Minnesota
| USD 376 M | +USD 12 M | +3% | 3.22% | 34.2% | 42 | 4.76% | 4.5 |
|
| 2542 |
2542
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
| USD 375 M | +USD 24.9 M | +7% | 2.34% | 28% | 106 | 11.32% | 1.7 |
|
| 2543 |
2543
Brown Advisory Securities
Baltimore,
Maryland
| USD 375 M | -USD 50.1 M | -12% | 4.63% | 51% | 288 | 16.67% | 4.1 |
|
| 2544 |
2544
Traphagen Investment Advisors
Oradell,
New Jersey
| USD 375 M | +USD 20.4 M | +6% | 2.54% | 65.8% | 114 | 10.53% | 0.2 |
|
| 2545 |
2545
Private Ocean
San Rafael,
California
| USD 374 M | +USD 6.69 M | +2% | 1.91% | 2.82% | 555 | 36.22% | 1.6 |
|
| 2546 |
2546
Focused Wealth Management
Newburgh,
New York
| USD 374 M | +USD 44 M | +13% | 3.02% | 73.9% | 853 | 22.39% | 3.1 |
|
| 2547 |
2547
East Coast Asset Management
Essex,
Massachusetts
| USD 374 M | -USD 29.4 M | -7% | 6.83% | 147% | 72 | 4.17% | 5 |
|
| 2548 |
2548
Greenwood Gearhart
Fayetteville,
Arkansas
| USD 373 M | +USD 32.4 M | +10% | 2.82% | 70.6% | 78 | 20.51% | 3.7 |
|
| 2549 |
2549
Gemmer Asset Management
Walnut Creek,
California
| USD 373 M | +USD 5.71 M | +2% | 5% | 96.8% | 1,508 | 13.06% | 3.6 |
|
| 2550 |
2550
New Leaf Venture Partners
New York
| USD 373 M | +USD 8.14 M | +2% | 7.11% | 3.91% | 22 | 13.64% | 1 |
|