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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2651 |
2651
Montecito Bank & Trust
Santa Barbara,
California
| USD 243 M | +USD 6.62 M | +3% | 3.87% | – | 193 | 21.24% | 2 |
|
| 2652 |
2652
Financial Planning & Information Services
De Pere,
Wisconsin
| USD 243 M | +USD 25 M | +11% | 2.99% | 13% | 35 | 0% | 2.3 |
|
| 2653 |
2653
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| USD 243 M | +USD 21.9 M | +10% | 17.3% | 149% | 155 | 9.68% | 2 |
|
| 2654 |
2654
Sageview Capital
Greenwich,
Connecticut
| USD 243 M | +USD 68.2 M | +39% | 113% | 335% | 4 | 0% | 2.8 |
|
| 2655 |
2655
Callan Capital
La Jolla,
California
| USD 243 M | -USD 2.1 M | -0.9% | 6.01% | 20.1% | 71 | 40.85% | 2.3 |
|
| 2656 |
AB
2656
Atlas Brown
Louisville,
Kentucky
| USD 243 M | -USD 4.07 M | -2% | 1.72% | 115% | 118 | 5.08% | 2.4 |
|
| 2657 |
2657
Archford Capital Strategies
Swansea,
Illinois
| USD 243 M | +USD 52.5 M | +28% | 2.01% | 87.4% | 873 | 19.82% | 0.6 |
|
| 2658 |
ILM
2658
Indigo Latam Management
Phoenix,
Arizona
| USD 242 M | -USD 18.1 M | -7% | 6.96% | 39.3% | 1 | 0% | 2.8 |
|
| 2659 |
SHCM
2659
Stokes & Hubbell Capital Management
New Orleans,
Louisiana
| USD 242 M | +USD 10.4 M | +4% | 1.86% | 31.2% | 88 | 5.68% | 0.9 |
|
| 2660 |
2660
Whalerock Point Partners
Providence,
Rhode Island
| USD 242 M | – | – | 2.89% | 103% | 142 | – | 2 |
|
| 2661 |
2661
Bedell Frazier Investment Counselling
Walnut Creek,
California
| USD 241 M | +USD 39.1 M | +19% | 8.22% | 72.5% | 59 | 37.29% | 1.3 |
|
| 2662 |
GFG
2662
Gray Financial Group
Atlanta,
Georgia
| USD 241 M | -USD 1.59 M | -0.7% | 2.33% | – | 66 | 10.61% | 1.2 |
|
| 2663 |
2663
Tang Capital Management
San Diego,
California
| USD 241 M | +USD 16.7 M | +7% | 15.9% | 493% | 12 | 50% | 1.6 |
|
| 2664 |
AMG
2664
Asset Management Group
Stamford,
Connecticut
| USD 241 M | +USD 10 M | +4% | 3.1% | 57% | 104 | 6.73% | 2.6 |
|
| 2665 |
SA
2665
Smithwood Advisers
Los Angeles,
California
| USD 241 M | +USD 8.04 M | +3% | 4.36% | 23.3% | 13 | 53.85% | 0.8 |
|
| 2666 |
2666
American Investment Services
Great Barrington,
Massachusetts
| USD 240 M | +USD 9.18 M | +4% | 1.06% | 63.1% | 104 | 10.58% | 2 |
|
| 2667 |
2667
13D Management
New York
| USD 240 M | -USD 3.28 M | -1% | 10.3% | 157% | 38 | 34.21% | 0.8 |
|
| 2668 |
2668
Wright Investors Service
Shelton,
Connecticut
| USD 240 M | -USD 3.45 M | -1% | 4.92% | 146% | 232 | 21.12% | 1.9 |
|
| 2669 |
2669
McCutchen Group
Seattle,
Washington
| USD 240 M | +USD 21.8 M | +10% | 3.28% | 2.54% | 18 | 0% | 2.7 |
|
| 2670 |
2670
Waverly Advisors
Birmingham,
Alabama
| USD 240 M | +USD 19 M | +9% | 3.24% | 67.6% | 108 | 24.07% | 2 |
|
| 2671 |
NAMP
2671
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| USD 239 M | -USD 1.14 M | -0.5% | 4.1% | 73.1% | 115 | 5.22% | 2.5 |
|
| 2672 |
2672
Arlington Capital Management
Arlington Heights,
Illinois
| USD 239 M | +USD 67.8 M | +40% | 5.8% | 154% | 37 | 45.95% | 0.2 |
|
| 2673 |
2673
Advisory Alpha
Holland,
Michigan
| USD 239 M | +USD 20.7 M | +10% | 2.72% | 50.3% | 99 | 24.24% | 1.1 |
|
| 2674 |
IC
2674
Immersion Capital
London,
United Kingdom
| USD 239 M | -USD 20.3 M | -8% | 20.8% | 63.4% | 7 | 57.14% | 0.4 |
|
| 2675 |
2675
Vision Capital Management
Portland,
Oregon
| USD 239 M | +USD 2.54 M | +1% | 3.31% | 78.4% | 89 | 14.61% | 1.4 |
|