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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2776 |
2776
Avalon Global Asset Management
San Francisco,
California
| USD 262 M | +USD 83.1 M | +46% | 8.18% | 278% | 58 | 44.83% | 1.3 |
|
| 2777 |
DGI
2777
Discovery Group I
Chicago,
Illinois
| USD 262 M | -USD 84.2 M | -24% | 10.2% | – | 19 | 47.37% | 0.6 |
|
| 2778 |
2778
AGF Investments America
Toronto,
Ontario, Canada
| USD 262 M | +USD 6.8 M | +3% | 5.79% | 72.1% | 72 | 4.17% | 1.8 |
|
| 2779 |
2779
Moller Wealth Partners
| USD 261 M | +USD 23.8 M | +10% | 5.05% | 44.1% | 49 | 16.33% | 3.2 |
|
| 2780 |
2780
Greatmark Investment Partners
Columbus,
Georgia
| USD 261 M | +USD 11.6 M | +5% | 4.37% | 62% | 115 | 7.83% | 2.9 |
|
| 2781 |
2781
American Investment Services
Great Barrington,
Massachusetts
| USD 261 M | +USD 8.93 M | +4% | 5.54% | 63.1% | 116 | 8.62% | 2.6 |
|
| 2782 |
2782
Strategic Global Advisors
Newport Beach,
California
| USD 261 M | -USD 10.3 M | -4% | 4.8% | 137% | 178 | 15.73% | 1.4 |
|
| 2783 |
2783
Portland Global Advisors
Portland,
Maine
| USD 261 M | +USD 11.5 M | +5% | 4.17% | 43.4% | 100 | 4% | 3.4 |
|
| 2784 |
2784
Filament
Seattle,
Washington
| USD 261 M | +USD 11.5 M | +5% | 2.61% | 46.9% | 36 | 8.33% | 3 |
|
| 2785 |
MP
2785
Mediatel Partners
Fort Worth,
Texas
| USD 261 M | -USD 1.22 M | -0.5% | 0.44% | 11.6% | 2 | 0% | 4.3 |
|
| 2786 |
2786
McKinley Carter Wealth Services
Wheeling,
West Virginia
| USD 261 M | +USD 34.5 M | +15% | 3.12% | 63.2% | 148 | 14.19% | 2.4 |
|
| 2787 |
2787
Marquette Asset Management
Minneapolis,
Minnesota
| USD 261 M | +USD 20.6 M | +9% | 4.11% | 69.6% | 90 | 11.11% | 3 |
|
| 2788 |
2788
Paragon Capital Management (Colorado)
Denver,
Colorado
| USD 260 M | +USD 42.2 M | +19% | 2.76% | 109% | 224 | 29.46% | 1.1 |
|
| 2789 |
2789
Cambridge Advisors
Omaha,
Nebraska
| USD 260 M | +USD 12.7 M | +5% | 3.55% | 58.6% | 141 | 7.09% | 2.3 |
|
| 2790 |
2790
White Pine Capital
Bloomington,
Minnesota
| USD 260 M | +USD 6.54 M | +3% | 4.26% | 143% | 234 | 12.82% | 2.9 |
|
| 2791 |
AC
2791
Argentiere Capital
Zug,
Switzerland
| USD 260 M | -USD 38.9 M | -13% | 1.57% | 1.96% | 58 | 58.62% | 0.3 |
|
| 2792 |
LSC
2792
Lyon Street Capital
Sausalito,
California
| USD 259 M | +USD 10.8 M | +4% | 9.11% | – | 63 | 30.16% | 1 |
|
| 2793 |
2793
Peak Financial Management
Wellesley,
Massachusetts
| USD 259 M | +USD 3.84 M | +2% | 2.74% | 58.2% | 51 | 17.65% | 1.1 |
|
| 2794 |
SCM
2794
Springhouse Capital Management
Westport,
Connecticut
| USD 259 M | +USD 6.32 M | +2% | 11.4% | 52% | 19 | 42.11% | 1 |
|
| 2795 |
2795
Telos Capital Management
San Diego,
California
| USD 259 M | +USD 8.88 M | +4% | 3.27% | 71.1% | 153 | 8.5% | 2.9 |
|
| 2796 |
2796
Foresters Asset Management
Toronto,
Ontario, Canada
| USD 259 M | +USD 14 M | +6% | 4.84% | 55.6% | 73 | 5.48% | 1 |
|
| 2797 |
2797
Verus Financial Partners
Richmond,
Virginia
| USD 259 M | +USD 10.8 M | +4% | 2.69% | 41.6% | 48 | 8.33% | 3.3 |
|
| 2798 |
2798
Pier 88 Investment Partners
San Francisco,
California
| USD 258 M | +USD 11.5 M | +5% | 0.75% | 36.1% | 106 | 4.72% | 0.6 |
|
| 2799 |
2799
Mosaic Family Wealth
St. Louis,
Missouri
| USD 258 M | +USD 18 M | +8% | 3.83% | 85.2% | 1,013 | 37.12% | 1.1 |
|
| 2800 |
BA
2800
BKS Advisors
Southfield,
Michigan
| USD 258 M | +USD 12.2 M | +5% | 4.73% | 58% | 224 | 12.05% | 1.5 |
|