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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2601 |
2601
Exchange Capital Management
Ann Arbor,
Michigan
| USD 297 M | +USD 20.6 M | +7% | 3.36% | 57.8% | 265 | 23.77% | 1.5 |
|
| 2602 |
2602
Invesco Private Capital
New York
| USD 297 M | -USD 230 M | -44% | 26.2% | 41.9% | 5 | 20% | 3.5 |
|
| 2603 |
ECM
2603
EII Capital Management
New York
| USD 297 M | -USD 15.8 M | -5% | 2.94% | 46.9% | 122 | 20.49% | 1.9 |
|
| 2604 |
2604
CenturyLink Investment Management
Denver,
Colorado
| USD 296 M | -USD 12.3 M | -4% | 3.13% | – | 215 | 20.93% | 2.2 |
|
| 2605 |
2605
Kays Financial Advisory
Atlanta,
Georgia
| USD 296 M | +USD 14.8 M | +5% | 1.38% | 23.3% | 84 | 17.86% | 1.9 |
|
| 2606 |
2606
Jaffetilchin Investment Partners
Tampa,
Florida
| USD 296 M | -USD 97.9 M | -25% | 3.55% | 88.1% | 313 | 48.56% | 1 |
|
| 2607 |
2607
Radnor Capital Management
Wayne,
Pennsylvania
| USD 295 M | -USD 716 k | -0.2% | 1.16% | 86.6% | 180 | 6.67% | 0.5 |
|
| 2608 |
2608
Nelson Capital Management
Menlo Park,
California
| USD 295 M | -USD 2.13 M | -0.7% | 2.33% | 121% | 322 | 27.02% | 2.1 |
|
| 2609 |
2609
Bristlecone Advisors
Bellevue,
Washington
| USD 295 M | +USD 8.67 M | +3% | 3.13% | 103% | 157 | 11.46% | 1.3 |
|
| 2610 |
2610
Sunflower Bank Wealth Management
Scottsdale,
Arizona
| USD 295 M | +USD 1.02 M | +0.3% | 1.48% | 33.7% | 99 | 10.1% | 3.2 |
|
| 2611 |
PAM
2611
Pagoda Asset Management
New York
| USD 294 M | -USD 29.5 M | -9% | 5.79% | – | 26 | 61.54% | 0.4 |
|
| 2612 |
2612
Nadler Financial Group
Deerfield,
Illinois
| USD 294 M | +USD 7.12 M | +2% | 2.76% | 72.4% | 83 | 8.43% | 3 |
|
| 2613 |
2613
WealthSource Partners
San Luis Obispo,
California
| USD 293 M | +USD 22.1 M | +8% | 2% | 16.8% | 331 | 28.1% | 0.7 |
|
| 2614 |
2614
Intrust Bank
Wichita,
Kansas
| USD 293 M | +USD 10.4 M | +4% | 3.02% | 102% | 389 | 9% | 2.1 |
|
| 2615 |
KCP
2615
KDI Capital Partners
Raleigh,
North Carolina
| USD 293 M | +USD 1.3 M | +0.4% | 2.9% | 77.1% | 66 | 24.24% | 1.6 |
|
| 2616 |
CDIA
2616
Capital Directions Investment Advisors
Atlanta,
Georgia
| USD 293 M | +USD 4.44 M | +2% | 3.4% | 7.53% | 119 | 35.29% | 1.8 |
|
| 2617 |
2617
M Holdings Securities
Portland,
Oregon
| USD 293 M | +USD 33.6 M | +13% | 2.62% | 83.9% | 311 | 19.29% | 1.8 |
|
| 2618 |
2618
Clover Partners
Dallas,
Texas
| USD 293 M | +USD 40.8 M | +16% | 2.52% | 32.2% | 36 | 16.67% | 1.1 |
|
| 2619 |
2619
U.S. Global Investors (USGI)
San Antonio,
Texas
| USD 292 M | +USD 85.7 M | +42% | 2.48% | 119% | 209 | 56.46% | 0.7 |
|
| 2620 |
2620
Fusion Family Wealth
Woodbury,
New York
| USD 292 M | +USD 25.2 M | +9% | 2.61% | 58.2% | 335 | 20.9% | 0.4 |
|
| 2621 |
CC
2621
Carve Capital
Stockholm,
Sweden
| USD 292 M | -USD 95 M | -25% | 1.5% | 84.3% | 8 | 62.5% | 0.3 |
|
| 2622 |
2622
Vision Capital Management
Portland,
Oregon
| USD 292 M | +USD 13.3 M | +5% | 4.02% | 78.4% | 91 | 10.99% | 1.9 |
|
| 2623 |
2623
Herald Investment Management
London,
United Kingdom
| USD 292 M | +USD 18.7 M | +7% | 12.6% | 493% | 95 | 11.58% | 2.5 |
|
| 2624 |
PI
2624
PHH Investments
Addison,
Texas
| USD 291 M | +USD 18.2 M | +7% | 2.29% | 30.9% | 75 | 20% | 0.4 |
|
| 2625 |
2625
Oasis Management Company
Grand Cayman,
Cayman Islands
| USD 291 M | +USD 47.6 M | +20% | 5.46% | 368% | 41 | 63.41% | 0.4 |
|