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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2701 |
2701
RiverPark Advisors
New York
| USD 209 M | +USD 11.3 M | +6% | 9.96% | 87.5% | 64 | 14.06% | 1.4 |
|
| 2702 |
HIS
2702
Horizon Investment Services
Hammond,
Indiana
| USD 208 M | -USD 41.5 M | -17% | 3.23% | 250% | 136 | 26.47% | 1.1 |
|
| 2703 |
ILM
2703
Indigo Latam Management
Phoenix,
Arizona
| USD 208 M | +USD 41.5 M | +25% | 25% | 39.3% | 1 | 0% | 1.8 |
|
| 2704 |
WFG
2704
Windsor Financial Group
Minneapolis,
Minnesota
| USD 208 M | -USD 24.2 M | -10% | 5.85% | 15.3% | 83 | 8.43% | 1.6 |
|
| 2705 |
2705
Bouchey Financial Group
Troy,
New York
| USD 208 M | -USD 26.6 M | -11% | 9.88% | 66.7% | 69 | 11.59% | 1.4 |
|
| 2706 |
2706
Hanson & Doremus Investment Management
Burlington,
Vermont
| USD 208 M | -USD 26.6 M | -11% | 8.97% | 86.3% | 486 | 12.14% | 1.8 |
|
| 2707 |
2707
TFG Asset Management
Grand Cayman,
Cayman Islands
| USD 208 M | -USD 62.1 M | -23% | 1.23% | 72.1% | 24 | 25% | 0.7 |
|
| 2708 |
2708
Smith & Howard Wealth Management
Atlanta,
Georgia
| USD 208 M | -USD 20.6 M | -9% | 8.78% | 40.4% | 90 | 43.33% | 1.3 |
|
| 2709 |
2709
Matterhorn Capital Management
San Antonio,
Texas
| USD 207 M | -USD 26.9 M | -11% | 9.12% | 38.8% | 60 | 20% | 1.5 |
|
| 2710 |
2710
Taylor Wealth Management Partners
Boston,
Massachusetts
| USD 207 M | -USD 106 M | -34% | 12.1% | 62% | 200 | 28% | 0.4 |
|
| 2711 |
CIM
2711
CIM Investment Management
Pittsburgh,
Pennsylvania
| USD 207 M | -USD 20.3 M | -9% | 7.59% | 123% | 287 | 23.34% | 1.1 |
|
| 2712 |
2712
Tinicum
New York
| USD 207 M | +USD 5.92 M | +3% | 19.3% | 21.1% | 13 | 15.38% | 1.3 |
|
| 2713 |
SGH
2713
Sivik Global Healthcare
Greenwich,
Connecticut
| USD 206 M | -USD 82 M | -28% | 11.9% | 83.8% | 74 | 29.73% | 1 |
|
| 2714 |
2714
Barnett & Company
Chattanooga,
Tennessee
| USD 206 M | -USD 36.6 M | -15% | 9.08% | 65.9% | 192 | 14.06% | 1.6 |
|
| 2715 |
DA
2715
DSC Advisors
Chicago,
Illinois
| USD 206 M | +USD 13.8 M | +7% | 11.8% | 3.18% | 94 | 56.38% | 0.6 |
|
| 2716 |
MHAM
2716
Monroe Hall Asset Management
New York
| USD 206 M | +USD 16.5 M | +9% | 4.92% | – | 19 | 36.84% | 0.5 |
|
| 2717 |
2717
Clover Partners
Dallas,
Texas
| USD 205 M | +USD 578 k | +0.3% | 0.64% | 32.2% | 30 | 23.33% | 1.2 |
|
| 2718 |
GECH
2718
Garnet Equity Capital Holdings
New York
| USD 205 M | +USD 68 M | +50% | 7.13% | 302% | 34 | 26.47% | 1.3 |
|
| 2719 |
2719
Hillman Company
Pittsburgh,
Pennsylvania
| USD 205 M | +USD 12.2 M | +6% | 7.83% | 134% | 16 | 37.5% | 0.4 |
|
| 2720 |
2720
Argyle Capital Management
Center Valley,
Pennsylvania
| USD 205 M | -USD 13.9 M | -6% | 6.92% | 95.8% | 118 | 5.08% | 2 |
|
| 2721 |
SCM
2721
Summit Capital Management
Seattle,
Washington
| USD 205 M | -USD 29.7 M | -13% | 8.33% | 12.4% | 70 | 20% | 1.1 |
|
| 2722 |
2722
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| USD 205 M | +USD 46.4 M | +29% | 7.6% | 58% | 149 | 38.26% | 1.2 |
|
| 2723 |
2723
Gagnon Securities
New York
| USD 204 M | -USD 48.3 M | -19% | 14.6% | 129% | 93 | 9.68% | 1.6 |
|
| 2724 |
2724
Univest Financial
Souderton,
Pennsylvania
| USD 204 M | -USD 13.4 M | -6% | 5.34% | 82.6% | 90 | 7.78% | 1.8 |
|
| 2725 |
2725
Verity & Verity
Beaufort,
South Carolina
| USD 204 M | -USD 2.69 M | -1% | 5.23% | 76.4% | 73 | 20.55% | 1.7 |
|