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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
INVST
Indianapolis,
Indiana
| USD 633 M | +USD 22.3 M | +4% | 0.9% | 78.5% | 208 | 9.13% | 1.3 |
|
| 2527 |
2527
Crestview Partners III
New York
| USD 633 M | -USD 39.5 M | -6% | 5.65% | 51.2% | 2 | 0% | 3.5 |
|
| 2528 |
2528
Chiron Investment Management
New York
| USD 632 M | -USD 198 M | -24% | 1.45% | 104% | 134 | 74.63% | 0.2 |
|
| 2529 |
2529
Berkshire Money Management
Dalton,
Massachusetts
| USD 630 M | +USD 8.36 M | +1% | 0.4% | 61.8% | 29 | 17.24% | 3 |
|
| 2530 |
2530
JLB & Associates
Plymouth,
Michigan
| USD 630 M | -USD 12.1 M | -2% | 1.43% | 69.9% | 78 | 8.97% | 5.5 |
|
| 2531 |
2531
Sunriver Management
Greenwich,
Connecticut
| USD 629 M | +USD 41.5 M | +7% | 5.5% | 9.27% | 26 | 42.31% | 0.8 |
|
| 2532 |
2532
Darwin Wealth Management
Tampa,
Florida
| USD 625 M | +USD 11 M | +2% | 0.36% | 56.8% | 184 | 15.76% | 2.2 |
|
| 2533 |
2533
Whitney & Co
Rochester,
New York
| USD 625 M | -USD 28 k | -0% | 0.74% | 110% | 133 | 8.27% | 3.8 |
|
| 2534 |
2534
Institutional & Family Asset Management
Fort Collins,
Colorado
| USD 625 M | +USD 18.5 M | +3% | 0.55% | 19% | 1,008 | 13.39% | 2.5 |
|
| 2535 |
2535
Foster Victor Wealth Advisors
Greenville,
South Carolina
| USD 625 M | +USD 26 M | +4% | 0.79% | 78.2% | 157 | 16.56% | 1.7 |
|
| 2536 |
2536
Baxter Bros Inc
Riverside,
Connecticut
| USD 625 M | -USD 6.36 M | -1% | 0.06% | 84.1% | 141 | 25.53% | 4.7 |
|
| 2537 |
2537
Ropes Wealth Advisors
Boston,
Massachusetts
| USD 624 M | -USD 8.14 M | -1% | 6.77% | 71% | 281 | 7.12% | 4.4 |
|
| 2538 |
2538
Atlas Capital Advisors
Jackson,
Wyoming
| USD 624 M | +USD 26.6 M | +4% | 0.77% | – | 993 | 9.57% | 1.2 |
|
| 2539 |
2539
Clear Creek Financial Management
Silverdale,
Washington
| USD 623 M | -USD 23.5 M | -4% | 1.61% | 86.1% | 382 | 28.27% | 0.3 |
|
| 2540 |
2540
Avalon Global Asset Management
San Francisco,
California
| USD 622 M | +USD 22.5 M | +4% | 2.5% | 278% | 66 | 39.39% | 1.9 |
|
| 2541 |
VCM
2541
Violich Capital Management
San Francisco,
California
| USD 622 M | +USD 25.9 M | +4% | 1.4% | 111% | 127 | 8.66% | 4.6 |
|
| 2542 |
2542
Academy Capital Management
Waco,
Texas
| USD 622 M | +USD 376 M | +153% | 2.93% | 85% | 41 | 36.59% | 2 |
|
| 2543 |
2543
Technology Crossover Management VII
Menlo Park,
California
| USD 622 M | -USD 165 M | -21% | 5.82% | 3.64% | 2 | 0% | 5.1 |
|
| 2544 |
2544
West Coast Financial
Santa Barbara,
California
| USD 621 M | +USD 8.07 M | +1% | 0.54% | 22.2% | 137 | 5.84% | 4 |
|
| 2545 |
2545
Bardin Hill Management Partners
New York
| USD 619 M | +USD 49.8 M | +9% | 7.75% | 214% | 119 | 45.38% | 0.5 |
|
| 2546 |
2546
Mechanics Bank - Trust Department
Walnut Creek,
California
| USD 618 M | +USD 8.64 M | +1% | 0.34% | 76.8% | 177 | 1.69% | 5 |
|
| 2547 |
2547
Granite Investment Advisors
Concord,
New Hampshire
| USD 618 M | -USD 21.2 M | -3% | 0.13% | 55.6% | 192 | 11.46% | 3.8 |
|
| 2548 |
2548
De Burlo Group
Boston,
Massachusetts
| USD 617 M | -USD 11.4 M | -2% | 3.95% | 164% | 100 | 21% | 3.4 |
|
| 2549 |
WAM
2549
Warberg Asset Management
Winnetka,
Illinois
| USD 617 M | +USD 101 M | +20% | 1.57% | 61.5% | 231 | 36.8% | 0.3 |
|
| 2550 |
2550
Oasis Management Company
Grand Cayman,
Cayman Islands
| USD 616 M | +USD 82.4 M | +15% | 5.5% | 368% | 99 | 41.41% | 0.4 |
|