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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2551 |
2551
Columbia Asset Management
Ann Arbor,
Michigan
| USD 263 M | -USD 3.09 M | -1% | 0.1% | 94.1% | 202 | 7.92% | 1.3 |
|
| 2552 |
2552
Weatherly Asset Management
Del Mar,
California
| USD 263 M | +USD 12.4 M | +5% | 4.69% | 116% | 155 | 7.1% | 1.7 |
|
| 2553 |
SAS
2553
Spectrum Advisory Services
Atlanta,
Georgia
| USD 262 M | -USD 20.3 M | -7% | 0.55% | 35.6% | 168 | 8.33% | 1.9 |
|
| 2554 |
2554
Gargoyle Investment Advisor
Englewood,
New Jersey
| USD 262 M | -USD 3.38 M | -1% | 0.58% | 34.5% | 194 | 31.96% | 0.8 |
|
| 2555 |
CAM
2555
CG Asset Management
New York
| USD 262 M | +USD 5.11 M | +2% | 3.58% | 62.7% | 146 | 28.77% | 1 |
|
| 2556 |
2556
Monarch Capital Management
Fort Wayne,
Indiana
| USD 262 M | -USD 2.81 M | -1% | 0.77% | 77% | 107 | 6.54% | 1.7 |
|
| 2557 |
2557
Hollow Brook Wealth Management
Katonah,
New York
| USD 261 M | -USD 39.9 M | -13% | 0.1% | 92.8% | 59 | 20.34% | 1.4 |
|
| 2558 |
2558
HMI Capital Management
San Francisco,
California
| USD 261 M | +USD 65.7 M | +34% | 2.7% | 5.95% | 9 | 33.33% | 1.1 |
|
| 2559 |
2559
SV Health Investors
Boston,
Massachusetts
| USD 261 M | -USD 41.4 M | -14% | 1.2% | 97.4% | 5 | 20% | 0.6 |
|
| 2560 |
2560
Advisor Partners
Walnut Creek,
California
| USD 261 M | +USD 25.5 M | +11% | 0.34% | 63.8% | 330 | 3.64% | 1.3 |
|
| 2561 |
2561
Maple-Brown Abbott
Barangaroo,
Australia
| USD 261 M | +USD 37.4 M | +17% | 2.92% | 7.92% | 20 | 15% | 0.4 |
|
| 2562 |
2562
U.S. Global Investors (USGI)
San Antonio,
Texas
| USD 261 M | -USD 97.5 M | -27% | 2.57% | 119% | 438 | 56.85% | 0.5 |
|
| 2563 |
2563
Bruderman Asset Management
Locust Valley,
New York
| USD 261 M | +USD 4.43 M | +2% | 1.15% | 31.7% | 473 | 15.64% | 0.2 |
|
| 2564 |
2564
Griffin Asset Management
New York
| USD 261 M | -USD 83.8 M | -24% | 0.77% | 80.7% | 105 | 9.52% | 1.8 |
|
| 2565 |
2565
Spitfire Capital
Mill Valley,
California
| USD 260 M | +USD 21 M | +9% | 4.69% | 25.9% | 24 | 8.33% | 1.3 |
|
| 2566 |
2566
Stonebridge Capital Advisors
St Paul,
Minnesota
| USD 260 M | +USD 1.11 M | +0.4% | 0.95% | 80.1% | 157 | 6.37% | 1.3 |
|
| 2567 |
2567
Giralda Advisors
New York
| USD 260 M | +USD 3.01 M | +1% | 0.51% | 36.8% | 21 | 0% | 0.9 |
|
| 2568 |
2568
Wynnefield Capital
New York
| USD 260 M | +USD 33.5 M | +15% | 0.72% | 52.1% | 36 | 25% | 1.2 |
|
| 2569 |
2569
Guinness Asset Management
London,
United Kingdom
| USD 260 M | +USD 46.3 M | +22% | 2.95% | 73.9% | 81 | 0% | 1.5 |
|
| 2570 |
2570
Diana Davis Spencer Foundation
Bethesda,
Maryland
| USD 259 M | -USD 8.84 M | -3% | 3.25% | 13.4% | 3 | 0% | 0.5 |
|
| 2571 |
OA
2571
Outfitter Advisors
Mclean,
Virginia
| USD 259 M | -USD 4.61 M | -2% | 1.28% | 35.6% | 151 | 7.95% | 1.7 |
|
| 2572 |
2572
Insight Equity Management Company
Southlake,
Texas
| USD 259 M | -USD 81.2 M | -24% | 23.9% | – | 1 | 0% | 0.8 |
|
| 2573 |
2573
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| USD 258 M | +USD 18.2 M | +8% | 1.14% | – | 1,594 | 20.51% | 0.2 |
|
| 2574 |
2574
FSI Group
Cincinnati,
Ohio
| USD 257 M | -USD 4.27 M | -2% | 6.17% | 44.1% | 76 | 47.37% | 0.8 |
|
| 2575 |
AB
2575
Atlas Brown
Louisville,
Kentucky
| USD 257 M | -USD 115 M | -31% | 11.7% | 115% | 121 | 14.88% | 1.5 |
|