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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2801 |
2801
BCWM LLC
Overland Park,
Kansas
| USD 177 M | +USD 13 M | +8% | 7.79% | – | 80 | 10% | 0.5 |
|
| 2802 |
2802
Sky Investment Group
Hartford,
Connecticut
| USD 177 M | +USD 138 M | +355% | 8.79% | 68% | 73 | 27.4% | 0.2 |
|
| 2803 |
2803
Osmium Partners
Greenbrae,
California
| USD 176 M | -USD 5.51 M | -3% | 3.41% | 28.4% | 29 | 31.03% | 0.5 |
|
| 2804 |
2804
Ironwood Investment Counsel
Scottsdale,
Arizona
| USD 176 M | +USD 24.9 M | +16% | 9.39% | 64% | 131 | 22.14% | 0.4 |
|
| 2805 |
2805
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| USD 176 M | +USD 7.36 M | +4% | 6.34% | 95.4% | 32 | 9.38% | 0.5 |
|
| 2806 |
CCA
2806
Covey Capital Advisors
Atlanta,
Georgia
| USD 176 M | – | – | 15.1% | 118% | 51 | – | 0 |
|
| 2807 |
ITIM
2807
Indiana Trust & Investment Management
Mishawaka,
Indiana
| USD 176 M | +USD 9.9 M | +6% | 7.44% | 114% | 331 | 5.14% | 0.3 |
|
| 2808 |
FAG
2808
Financial Advisory Group
Houston,
Texas
| USD 176 M | +USD 15.6 M | +10% | 8.46% | 20.6% | 54 | 18.52% | 0.4 |
|
| 2809 |
2809
Stratford Consulting
Addison,
Texas
| USD 176 M | +USD 11.3 M | +7% | 5.01% | 8.23% | 55 | 3.64% | 0.5 |
|
| 2810 |
IHM
2810
Iguana Healthcare Management
New York
| USD 175 M | – | – | 11.2% | 141% | 70 | – | 0 |
|
| 2811 |
2811
La Francaise Forum Securities
Old Greenwich,
Connecticut
| USD 175 M | -USD 28.9 M | -14% | 0.21% | 29.8% | 51 | 11.76% | 0.4 |
|
| 2812 |
KWMG
2812
King Wealth Management Group
Naples,
Florida
| USD 175 M | +USD 21.6 M | +14% | 8.21% | 86% | 118 | 18.64% | 0.4 |
|
| 2813 |
CCM
2813
Compton Capital Management
Providence,
Rhode Island
| USD 175 M | +USD 11.1 M | +7% | 10.5% | 75.6% | 149 | 12.08% | 0.5 |
|
| 2814 |
2814
Regal Investment Advisors
Kentwood,
Michigan
| USD 175 M | +USD 3.59 M | +2% | 8.27% | 64.7% | 1,045 | 32.63% | 0.4 |
|
| 2815 |
2815
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| USD 174 M | – | – | 8.25% | 75% | 134 | – | 0 |
|
| 2816 |
2816
LG Capital Management
Owings Mills,
Maryland
| USD 174 M | – | – | 15.2% | – | 31 | – | 0 |
|
| 2817 |
2817
Fieldpoint Private Advisors
New York
| USD 174 M | +USD 10.8 M | +7% | 6.77% | 34% | 72 | 11.11% | 0.4 |
|
| 2818 |
2818
Family Management
New York
| USD 174 M | +USD 19.2 M | +12% | 8.34% | 69% | 80 | 35% | 0.3 |
|
| 2819 |
2819
Advisor Partners
Walnut Creek,
California
| USD 174 M | +USD 33.9 M | +24% | 11% | 63.8% | 256 | 15.23% | 0.4 |
|
| 2820 |
2820
Legg Mason Asset Management
Tokyo,
Japan
| USD 174 M | -USD 11 M | -6% | 13.2% | – | 135 | 20% | 0.4 |
|
| 2821 |
FBT
2821
Founders Bank & Trust
Grand Rapids,
Michigan
| USD 173 M | -USD 22.3 M | -11% | 5.96% | – | 424 | 22.41% | 0.4 |
|
| 2822 |
2822
Monetta Financial Services
Wheaton,
Illinois
| USD 173 M | +USD 43.5 M | +34% | 12.6% | 275% | 72 | 33.33% | 0.4 |
|
| 2823 |
2823
FCA Corp
Houston,
Texas
| USD 173 M | +USD 4.62 M | +3% | 5.97% | 57.4% | 143 | 20.98% | 0.5 |
|
| 2824 |
GA
2824
Gagnon Advisors
New York
| USD 173 M | – | – | 6.08% | 129% | 28 | – | 0 |
|
| 2825 |
2825
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| USD 173 M | -USD 92.1 M | -35% | 11.2% | 167% | 70 | 42.86% | 0.3 |
|