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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
Ironwood Investment Counsel
Scottsdale,
Arizona
| USD 183 M | +USD 6.84 M | +4% | 1.16% | 64% | 139 | 10.79% | 0.6 |
|
| 2802 |
MAS
2802
Madden Advisory Services
Jacksonville,
Florida
| USD 183 M | +USD 49.6 M | +37% | 2.15% | 52.3% | 405 | 28.4% | 0.5 |
|
| 2803 |
2803
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| USD 182 M | – | – | 2.32% | 92% | 142 | – | 0 |
|
| 2804 |
2804
Advisor Partners
Walnut Creek,
California
| USD 182 M | +USD 8.33 M | +5% | 1.52% | 63.8% | 268 | 7.09% | 0.6 |
|
| 2805 |
2805
Kopernik Global Investors
Tampa,
Florida
| USD 182 M | +USD 120 M | +193% | 3.19% | 128% | 26 | 38.46% | 0.2 |
|
| 2806 |
2806
Perigon Wealth Management
San Francisco,
California
| USD 182 M | +USD 1.29 M | +0.7% | 0.41% | 104% | 137 | 7.3% | 0.2 |
|
| 2807 |
2807
Waratah Capital Advisors
Toronto,
Ontario, Canada
| USD 182 M | -USD 79.2 M | -30% | 3.81% | 192% | 121 | 70.25% | 0.3 |
|
| 2808 |
2808
Bandera Partners
New York
| USD 181 M | -USD 23 M | -11% | 0.84% | 55.4% | 17 | 11.76% | 0.6 |
|
| 2809 |
2809
Cheviot Value Management
Beverly Hills,
California
| USD 181 M | +USD 150 k | +0.1% | 4.07% | 77.8% | 35 | 2.86% | 0.7 |
|
| 2810 |
2810
TFG Asset Management
Grand Cayman,
Cayman Islands
| USD 181 M | +USD 70.7 M | +64% | 0.33% | 72.1% | 16 | 18.75% | 0.2 |
|
| 2811 |
2811
Abingworth
London,
United Kingdom
| USD 181 M | +USD 48.6 M | +37% | 2.39% | 184% | 13 | 15.38% | 0.6 |
|
| 2812 |
ICM
2812
Invicta Capital Management
New York
| USD 181 M | -USD 63.4 M | -26% | 6% | – | 32 | 59.38% | 0.3 |
|
| 2813 |
2813
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| USD 181 M | +USD 6.52 M | +4% | 0.32% | 75% | 143 | 11.19% | 0.2 |
|
| 2814 |
2814
Sky Investment Group
Hartford,
Connecticut
| USD 181 M | +USD 4.3 M | +2% | 0.31% | 68% | 77 | 6.49% | 0.4 |
|
| 2815 |
2815
HMI Capital Management
San Francisco,
California
| USD 181 M | +USD 37.2 M | +26% | 4.21% | 5.95% | 9 | 11.11% | 0.6 |
|
| 2816 |
2816
CT Financial Advisors
Chadds Ford,
Pennsylvania
| USD 181 M | – | – | 1.47% | – | 633 | – | 0 |
|
| 2817 |
2817
JFS Wealth Advisors
Hermitage,
Pennsylvania
| USD 181 M | -USD 49.1 M | -21% | 1.24% | 54.8% | 137 | 24.82% | 0.6 |
|
| 2818 |
2818
Verus Financial Partners
Richmond,
Virginia
| USD 180 M | -USD 11.7 M | -6% | 1.22% | 41.6% | 48 | 6.25% | 0.6 |
|
| 2819 |
GCA
2819
Gideon Capital Advisors
New York
| USD 180 M | +USD 11.8 M | +7% | 1.37% | 37.6% | 316 | 81.96% | 0.1 |
|
| 2820 |
2820
Flowering Tree Investment Management
Singapore
| USD 180 M | -USD 37.3 M | -17% | 8.17% | 47.4% | 9 | 22.22% | 0.6 |
|
| 2821 |
OL
2821
Orbitronix LP
Newport Beach,
California
| USD 180 M | +USD 42.9 M | +31% | 1.18% | 6.68% | 133 | 70.68% | 0.2 |
|
| 2822 |
FAG
2822
Financial Advisory Group
Houston,
Texas
| USD 179 M | +USD 3.53 M | +2% | 0.98% | 20.6% | 55 | 7.27% | 0.6 |
|
| 2823 |
TFMS
2823
Trust & Fiduciary Management Services
Boston,
Massachusetts
| USD 179 M | +USD 30.4 M | +20% | 3.85% | – | 130 | 20% | 0.6 |
|
| 2824 |
MP
2824
Mediatel Partners
Fort Worth,
Texas
| USD 178 M | -USD 5.69 M | -3% | 3.09% | 11.6% | 2 | 0% | 0.8 |
|
| 2825 |
2825
Selway Asset Management
| USD 178 M | -USD 6.21 M | -3% | 1% | 36.5% | 68 | 19.12% | 0.7 |
|