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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
Capital Planning Advisors
Roseville,
California
| USD 344 M | +USD 3.17 M | +0.9% | 1.02% | 64.2% | 159 | 32.08% | 1.8 |
|
| 2652 |
KCM
2652
Karp Capital Management
Sausalito,
California
| USD 343 M | +USD 28 M | +9% | 1.55% | 21.3% | 108 | 12.04% | 1.9 |
|
| 2653 |
2653
Plante Moran Financial Advisors
Southfield,
Michigan
| USD 343 M | +USD 17.3 M | +5% | 2.45% | 62.8% | 945 | 24.87% | 3 |
|
| 2654 |
2654
South Street Advisors
New York
| USD 343 M | +USD 7.13 M | +2% | 1.9% | 169% | 70 | 12.86% | 3.2 |
|
| 2655 |
2655
Shelter Mutual Insurance
Columbia,
Missouri
| USD 343 M | -USD 7.66 M | -2% | 1.02% | 51.2% | 45 | 4.44% | 4.8 |
|
| 2656 |
2656
SlateStone Wealth
Jupiter,
Florida
| USD 343 M | -USD 12.6 M | -4% | 0.87% | 79.1% | 186 | 15.05% | 0.6 |
|
| 2657 |
2657
RWWM Inc
Rocklin,
California
| USD 342 M | -USD 18.4 M | -5% | 2.25% | 40.6% | 14 | 7.14% | 3.9 |
|
| 2658 |
2658
Cowen Investment Management
New York
| USD 341 M | – | – | 2.04% | 1.87% | 95 | – | 0 |
|
| 2659 |
2659
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| USD 341 M | +USD 9.6 M | +3% | 2.35% | 52.3% | 30 | 6.67% | 1.8 |
|
| 2660 |
2660
Yakira Capital Management
Westport,
Connecticut
| USD 341 M | -USD 170 M | -33% | 3.22% | 74.1% | 194 | 46.39% | 0.9 |
|
| 2661 |
2661
Roble Belko & Company
Sewickley,
Pennsylvania
| USD 341 M | +USD 17.2 M | +5% | 0.21% | 53.3% | 362 | 8.84% | 2.7 |
|
| 2662 |
2662
Hyperion Asset Management
Brisbane,
Australia
| USD 340 M | -USD 5.05 M | -1% | 1.05% | 151% | 15 | 6.67% | 1.5 |
|
| 2663 |
2663
Dorchester Wealth Management
Montreal,
Quebec, Canada
| USD 340 M | +USD 2.58 M | +0.8% | 1.19% | 18.3% | 137 | 13.87% | 2.8 |
|
| 2664 |
2664
Aviance Capital Partners
Naples,
Florida
| USD 340 M | -USD 22 M | -6% | 1.12% | 109% | 233 | 17.17% | 3.5 |
|
| 2665 |
2665
HSG Holding
Na,
Hong Kong
| USD 340 M | -USD 107 M | -24% | 2.29% | 2.94% | 12 | 8.33% | 1.9 |
|
| 2666 |
2666
McCutchen Group
Seattle,
Washington
| USD 339 M | +USD 14.9 M | +5% | 0.45% | 2.54% | 25 | 0% | 4.1 |
|
| 2667 |
2667
Finepoint Capital
Boston,
Massachusetts
| USD 339 M | +USD 145 M | +74% | 71.9% | 27.4% | 4 | 100% | 0 |
|
| 2668 |
2668
Lancaster Investment Management
London,
United Kingdom
| USD 339 M | +USD 44.2 M | +15% | 11.5% | 0.78% | 14 | 35.71% | 0.5 |
|
| 2669 |
RTS
2669
Round Table Services
Westfield,
New Jersey
| USD 338 M | +USD 13.7 M | +4% | 0.54% | 16.1% | 152 | 17.11% | 2 |
|
| 2670 |
2670
Advisory Alpha
Holland,
Michigan
| USD 338 M | +USD 38.3 M | +13% | 0.1% | 50.3% | 870 | 86.32% | 0.2 |
|
| 2671 |
2671
Darwin Wealth Management
Tampa,
Florida
| USD 338 M | +USD 14.8 M | +5% | 1.95% | 56.8% | 152 | 8.55% | 1.6 |
|
| 2672 |
OH
2672
Overlook Holdings
Tortola,
British Virgin Islands
| USD 337 M | +USD 53.3 M | +19% | 2.08% | – | 3 | 33.33% | 3.3 |
|
| 2673 |
2673
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| USD 337 M | +USD 2.3 M | +0.7% | 0.31% | 99.4% | 97 | 8.25% | 3.3 |
|
| 2674 |
2674
NBW Capital
Boston,
Massachusetts
| USD 337 M | -USD 26.8 M | -7% | 0.85% | 86% | 76 | 5.26% | 3.4 |
|
| 2675 |
2675
Montecito Bank & Trust
Santa Barbara,
California
| USD 337 M | +USD 5.47 M | +2% | 1.06% | – | 218 | 8.26% | 3.3 |
|