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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
Sunflower Bank Wealth Management
Scottsdale,
Arizona
| USD 276 M | -USD 18.3 M | -6% | 4.12% | 33.7% | 102 | 13.73% | 3.3 |
|
| 2702 |
2702
Simon Quick Advisors
Morristown,
New Jersey
| USD 276 M | +USD 98.6 M | +56% | 3.81% | 69.5% | 558 | 51.61% | 0.3 |
|
| 2703 |
2703
Grace Capital
Quincy,
Massachusetts
| USD 275 M | +USD 25.2 M | +10% | 3.86% | 127% | 99 | 17.17% | 2.2 |
|
| 2704 |
CIM
2704
CIM Investment Management
Pittsburgh,
Pennsylvania
| USD 275 M | -USD 6.19 M | -2% | 3.41% | 123% | 400 | 32% | 1.8 |
|
| 2705 |
2705
Alley Company
Lake Forest,
Illinois
| USD 275 M | +USD 10.2 M | +4% | 3.57% | 88.2% | 79 | 5.06% | 3.2 |
|
| 2706 |
2706
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| USD 275 M | +USD 22.1 M | +9% | 4% | 71.4% | 158 | 20.25% | 1.7 |
|
| 2707 |
2707
Wright Investors Service
Shelton,
Connecticut
| USD 275 M | +USD 10.2 M | +4% | 6.82% | 146% | 246 | 22.36% | 2.1 |
|
| 2708 |
2708
Willingdon Wealth Management
Huntersville,
North Carolina
| USD 275 M | +USD 22.9 M | +9% | 4.57% | 15.3% | 315 | 63.17% | 0.6 |
|
| 2709 |
2709
Trust Asset Management
Houston,
Texas
| USD 275 M | +USD 349 k | +0.1% | 0.74% | 91.1% | 70 | 34.29% | 1.7 |
|
| 2710 |
2710
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| USD 274 M | +USD 10.9 M | +4% | 6.53% | 91.5% | 124 | 19.35% | 1.1 |
|
| 2711 |
TCM
2711
TVR Capital Management
Stamford,
Connecticut
| USD 274 M | -USD 94.4 M | -26% | 8.96% | – | 66 | 74.24% | 0.1 |
|
| 2712 |
2712
Mitchell Capital Management
Leawood,
Kansas
| USD 274 M | +USD 12.6 M | +5% | 7.55% | 219% | 73 | 24.66% | 1.2 |
|
| 2713 |
2713
Timpani Capital Management
Milwaukee,
Wisconsin
| USD 274 M | +USD 4.68 M | +2% | 14.9% | 383% | 122 | 38.52% | 0.7 |
|
| 2714 |
2714
Gilbert & Cook
West Des Moines,
Iowa
| USD 274 M | -USD 9.31 M | -3% | 3.31% | 63.2% | 146 | 43.84% | 0.7 |
|
| 2715 |
HA
2715
Harbor Advisors
West Palm Beach,
Florida
| USD 273 M | +USD 20.3 M | +8% | 5.28% | 125% | 159 | 10.06% | 0.6 |
|
| 2716 |
2716
Northeast Financial Consultants
Westport,
Connecticut
| USD 273 M | +USD 19.3 M | +8% | 4.85% | 63.8% | 154 | 10.39% | 2.3 |
|
| 2717 |
2717
Front Street Capital Management
Missoula,
Montana
| USD 273 M | +USD 13.1 M | +5% | 8.33% | 316% | 64 | 12.5% | 1.2 |
|
| 2718 |
2718
Gargoyle Investment Advisor
Englewood,
New Jersey
| USD 272 M | +USD 19.4 M | +8% | 3.98% | 34.5% | 212 | 33.96% | 1.1 |
|
| 2719 |
2719
OneDigital Investment Advisors
Overland Park,
Kansas
| USD 272 M | -USD 63.1 M | -19% | 4.15% | 57.3% | 1,326 | 28.51% | 0.2 |
|
| 2720 |
2720
Heritage Trust
Oklahoma City,
Oklahoma
| USD 272 M | +USD 12.5 M | +5% | 4.31% | – | 396 | 20.45% | 0.4 |
|
| 2721 |
2721
Harber Asset Management
Asheville,
North Carolina
| USD 272 M | +USD 28.5 M | +12% | 7.22% | 63.6% | 48 | 22.92% | 1 |
|
| 2722 |
PAM
2722
PineView Asset Management
Greenwich,
Connecticut
| USD 272 M | -USD 55.7 M | -17% | 7.85% | – | 20 | 20% | 0.8 |
|
| 2723 |
SWK
2723
Stephen W. Kidder
| USD 271 M | +USD 7.44 M | +3% | 4.44% | 94.7% | 96 | 9.38% | 3.1 |
|
| 2724 |
2724
Barry Investment Advisors
New Bedford,
Massachusetts
| USD 271 M | +USD 5.94 M | +2% | 4.1% | 66.7% | 74 | 14.86% | 1.9 |
|
| 2725 |
CCM
2725
Castine Capital Management
Boston,
Massachusetts
| USD 271 M | +USD 48.6 M | +22% | 5.08% | 13.9% | 36 | 16.67% | 1.8 |
|