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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
D.L. Carlson Investment Group
Concord,
New Hampshire
| USD 324 M | -USD 17.8 M | -5% | 7.19% | 113% | 159 | 13.21% | 3.1 |
|
| 2752 |
2752
Quattro Financial Advisors
The Woodlands,
Texas
| USD 324 M | +USD 229 M | +242% | 2.13% | 77.6% | 86 | 84.88% | 0.2 |
|
| 2753 |
BA
2753
Broadview Advisors
Milwaukee,
Wisconsin
| USD 324 M | -USD 43.4 M | -12% | 2.86% | 65.3% | 97 | 30.93% | 2 |
|
| 2754 |
2754
Bayview Asset Management
Coral Gables,
Florida
| USD 324 M | +USD 7.88 M | +2% | 3.55% | 55.4% | 13 | 30.77% | 0.4 |
|
| 2755 |
2755
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| USD 324 M | +USD 77.3 M | +31% | 4.04% | 282% | 24 | 29.17% | 1.4 |
|
| 2756 |
2756
Ascent Wealth Partners
New Hartford,
New York
| USD 324 M | +USD 16.5 M | +5% | 4.43% | 105% | 141 | 18.44% | 3.6 |
|
| 2757 |
2757
Roble Belko & Company
Sewickley,
Pennsylvania
| USD 323 M | +USD 31.7 M | +11% | 2.19% | 53.3% | 370 | 18.65% | 2.5 |
|
| 2758 |
2758
Dillon & Associates
Jackson,
Michigan
| USD 323 M | +USD 15.6 M | +5% | 6.08% | 117% | 67 | 2.99% | 4.7 |
|
| 2759 |
2759
AIA Investment Management
Singapore
| USD 323 M | -USD 3.91 M | -1% | 4.85% | 63.3% | 13 | 0% | 1.1 |
|
| 2760 |
2760
Sensato Investors
San Francisco,
California
| USD 323 M | -USD 33.8 M | -9% | 4.17% | 75.8% | 91 | 38.46% | 1 |
|
| 2761 |
2761
RK Capital Management (Colorado)
Denver,
Colorado
| USD 323 M | -USD 24 M | -7% | 8.85% | 89% | 59 | 33.9% | 1.3 |
|
| 2762 |
2762
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| USD 323 M | +USD 248 M | +329% | 3.85% | 39.2% | 6 | 33.33% | 0.5 |
|
| 2763 |
2763
Darwin Wealth Management
Tampa,
Florida
| USD 323 M | +USD 19.5 M | +6% | 4.36% | 56.8% | 156 | 12.82% | 1.3 |
|
| 2764 |
PWW
2764
Pettyjohn Wood & White
Lynchburg,
Virginia
| USD 323 M | +USD 15.7 M | +5% | 4.1% | 70.9% | 150 | 8% | 4.1 |
|
| 2765 |
WAM
2765
WT Asset Management
Hong Kong
| USD 322 M | +USD 66.1 M | +26% | 0.15% | 2,788% | 41 | 58.54% | 0.2 |
|
| 2766 |
2766
Moerus Capital Management
New York
| USD 322 M | -USD 15.2 M | -5% | 0.82% | 220% | 15 | 0% | 0.5 |
|
| 2767 |
2767
Nicholas Hoffman & Company
Atlanta,
Georgia
| USD 322 M | +USD 10 M | +3% | 3.62% | 65.1% | 200 | 10% | 2.1 |
|
| 2768 |
2768
Abundance Wealth Counselors
State College,
Pennsylvania
| USD 321 M | +USD 16.8 M | +6% | 2.23% | 94.7% | 31 | 16.13% | 0.4 |
|
| 2769 |
2769
AlphaSimPlex Group
Boston,
Massachusetts
| USD 321 M | +USD 23.9 M | +8% | 4.73% | 35.5% | 237 | 22.36% | 0.5 |
|
| 2770 |
HJA
2770
Hugh Johnson Advisors
Albany,
New York
| USD 320 M | -USD 4.34 M | -1% | 3.68% | 41.5% | 96 | 5.21% | 4.1 |
|
| 2771 |
2771
Buffington Mohr McNeal
Boise,
Idaho
| USD 320 M | +USD 9.3 M | +3% | 5.39% | 29.3% | 365 | 68.77% | 3 |
|
| 2772 |
GPC
2772
Guardian Point Capital
Charlottesville,
Virginia
| USD 320 M | +USD 69.1 M | +28% | 3.44% | 142% | 17 | 29.41% | 1.1 |
|
| 2773 |
2773
Bulldog Investors
Saddle Brook,
New Jersey
| USD 320 M | +USD 94.5 M | +42% | 3.67% | 22.5% | 201 | 41.79% | 0.8 |
|
| 2774 |
2774
Tarbox Family Office
Newport Beach,
California
| USD 320 M | +USD 46.1 M | +17% | 2.39% | 66.4% | 1,135 | 45.2% | 2.3 |
|
| 2775 |
2775
Arbor Investment Advisors
Winston Salem,
North Carolina
| USD 320 M | +USD 5.7 M | +2% | 1.95% | 44.3% | 79 | 10.13% | 2.7 |
|