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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2751 |
2751
Waverly Advisors
Birmingham,
Alabama
| USD 221 M | +USD 57.1 M | +35% | 2% | 67.6% | 96 | 11.46% | 2.1 |
|
| 2752 |
2752
Summit Partners
Boston,
Massachusetts
| USD 220 M | +USD 46.8 M | +27% | 13.4% | 13.7% | 6 | 50% | 1.3 |
|
| 2753 |
2753
Alley Company
Lake Forest,
Illinois
| USD 220 M | +USD 11.8 M | +6% | 3.66% | 88.2% | 78 | 2.56% | 2.4 |
|
| 2754 |
DVC
2754
Deer VII & Co
Larchmont,
New York
| USD 220 M | -USD 171 M | -44% | 17.2% | 241% | 6 | 0% | 1.9 |
|
| 2755 |
SCM
2755
Stonebridge Capital Management
Los Angeles,
California
| USD 219 M | -USD 14.1 M | -6% | 2.47% | – | 163 | 23.31% | 2.1 |
|
| 2756 |
CBOR
2756
Community Bank of Raymore
Raymore,
Missouri
| USD 219 M | +USD 12.6 M | +6% | 5.87% | 89.6% | 48 | 4.17% | 1.3 |
|
| 2757 |
2757
Univest Financial
Souderton,
Pennsylvania
| USD 219 M | -USD 458 k | -0.2% | 2.57% | 82.6% | 96 | 4.17% | 2.2 |
|
| 2758 |
LYV
2758
Live Your Vision
West Conshohocken,
Pennsylvania
| USD 219 M | +USD 8.15 M | +4% | 2.18% | 17.9% | 62 | 8.06% | 2 |
|
| 2759 |
WFG
2759
Windsor Financial Group
Minneapolis,
Minnesota
| USD 219 M | +USD 520 k | +0.2% | 3.04% | 15.3% | 75 | 4% | 2.3 |
|
| 2760 |
SIRP
2760
Shelter Insurance Retirement Plan
Columbia,
Missouri
| USD 219 M | +USD 3.57 M | +2% | 4.36% | 60.5% | 42 | 2.38% | 2.6 |
|
| 2761 |
WAMC
2761
Western Asset Management Company
Pasadena,
California
| USD 219 M | +USD 72 M | +49% | 3.81% | 2.29% | 77 | 75.32% | 1.1 |
|
| 2762 |
CA
2762
Cambridge Advisors
Omaha,
Nebraska
| USD 219 M | +USD 3.37 M | +2% | 2.11% | 58.6% | 132 | 3.79% | 1.3 |
|
| 2763 |
AS
2763
AIA (Singapore)
Singapore
| USD 219 M | -USD 2.26 M | -1% | 2.32% | 15.4% | 4 | 0% | 2.3 |
|
| 2764 |
MC
2764
Muzinich & Co
New York
| USD 219 M | -USD 6.56 M | -3% | 2.05% | 9.67% | 55 | 5.45% | 1 |
|
| 2765 |
AGM
2765
Alpine Global Management
New York
| USD 219 M | -USD 219 M | -50% | 5.44% | 149% | 313 | 91.69% | 0.1 |
|
| 2766 |
2766
Portland Global Advisors
Portland,
Maine
| USD 218 M | +USD 9.48 M | +5% | 2.87% | 43.4% | 102 | 2.94% | 2.5 |
|
| 2767 |
2767
Founders Financial Securities
Towson,
Maryland
| USD 218 M | +USD 5.48 M | +3% | 1.68% | 64.3% | 84 | 36.9% | 0.9 |
|
| 2768 |
HP
2768
HealthInvest Partners
Stockholm,
Sweden
| USD 218 M | +USD 4.51 M | +2% | 0.9% | – | 22 | 36.36% | 0.9 |
|
| 2769 |
2769
Advisory Alpha
Holland,
Michigan
| USD 218 M | +USD 30.6 M | +16% | 2.21% | 50.3% | 75 | 24% | 1.3 |
|
| 2770 |
2770
Financial Planning & Information Services
De Pere,
Wisconsin
| USD 218 M | +USD 23.3 M | +12% | 2.13% | 13% | 35 | 2.86% | 2.1 |
|
| 2771 |
TCM
2771
Texan Capital Management
Houston,
Texas
| USD 218 M | +USD 3.91 M | +2% | 6.8% | 19.3% | 159 | 16.35% | 2 |
|
| 2772 |
MG
2772
McCutchen Group
Seattle,
Washington
| USD 218 M | +USD 7.45 M | +4% | 2.13% | 2.54% | 18 | 0% | 2.4 |
|
| 2773 |
UBWV
2773
United Bank (West Virginia)
Parkersburg,
West Virginia
| USD 218 M | -USD 927 k | -0.4% | 2.45% | 22.5% | 112 | 11.61% | 2.3 |
|
| 2774 |
2774
Dillon & Associates
Jackson,
Michigan
| USD 218 M | +USD 2.14 M | +1% | 1.67% | 98.2% | 70 | 1.43% | 2.4 |
|
| 2775 |
TFM
2775
Trimaran Fund Management
New York
| USD 218 M | -USD 5.69 M | -3% | 2.55% | 82.8% | 1 | 0% | 1.5 |
|