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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
High Falls Advisors
Rochester,
New York
| USD 291 M | +USD 11.8 M | +4% | 1.48% | 56.9% | 98 | 16.33% | 1.8 |
|
| 2802 |
2802
Telos Capital Management
San Diego,
California
| USD 290 M | +USD 8.92 M | +3% | 1.83% | 71.1% | 163 | 13.5% | 3.2 |
|
| 2803 |
2803
Gemmer Asset Management
Walnut Creek,
California
| USD 290 M | -USD 244 k | -0.1% | 0.92% | 96.8% | 1,540 | 8.31% | 3 |
|
| 2804 |
2804
Financial Enhancement Group
Anderson,
Indiana
| USD 290 M | +USD 6.74 M | +2% | 1.08% | 62.2% | 285 | 15.79% | 0.6 |
|
| 2805 |
2805
Intrepid Capital Management
Jacksonville Beach,
Florida
| USD 290 M | -USD 4.55 M | -2% | 4% | 70.2% | 44 | 20.45% | 2.3 |
|
| 2806 |
CIM
2806
CIM Investment Management
Pittsburgh,
Pennsylvania
| USD 290 M | -USD 3.92 M | -1% | 3.38% | 123% | 374 | 22.99% | 1.9 |
|
| 2807 |
2807
Filament
Seattle,
Washington
| USD 290 M | +USD 11.7 M | +4% | 0.46% | 46.9% | 43 | 20.93% | 2.9 |
|
| 2808 |
2808
Dock Street Asset Management
Palm Beach,
Florida
| USD 290 M | +USD 23.5 M | +9% | 8.09% | 175% | 52 | 9.62% | 2.7 |
|
| 2809 |
2809
Greatmark Investment Partners
Columbus,
Georgia
| USD 290 M | +USD 15.3 M | +6% | 4.04% | 62% | 125 | 5.6% | 3.4 |
|
| 2810 |
2810
American Investment Services
Great Barrington,
Massachusetts
| USD 289 M | +USD 6.7 M | +2% | 2.61% | 63.1% | 120 | 5.83% | 3.2 |
|
| 2811 |
2811
Gifford Fong Associates
Lafayette,
California
| USD 289 M | +USD 44.4 M | +18% | 5.08% | 180% | 113 | 33.63% | 0.2 |
|
| 2812 |
2812
StrategIQ Financial Group
Merrillville,
Indiana
| USD 289 M | +USD 36.8 M | +15% | 0.56% | 12.6% | 178 | 9.55% | 1.5 |
|
| 2813 |
2813
Callan Capital
La Jolla,
California
| USD 289 M | -USD 20.2 M | -7% | 1.41% | 20.1% | 52 | 7.69% | 3 |
|
| 2814 |
2814
Jafra Capital Management
New York
| USD 289 M | -USD 33.9 M | -11% | 11.8% | – | 123 | 68.29% | 0.3 |
|
| 2815 |
2815
Focused Wealth Management
Newburgh,
New York
| USD 289 M | -USD 24.5 M | -8% | 1.62% | 73.9% | 783 | 19.8% | 3.1 |
|
| 2816 |
2816
Rosenblum Silverman Sutton
San Francisco,
California
| USD 288 M | +USD 7.44 M | +3% | 9.97% | 90.1% | 67 | 13.43% | 2.5 |
|
| 2817 |
2817
Aristotle Atlantic Partners
Sarasota,
Florida
| USD 288 M | +USD 11.3 M | +4% | 5.83% | 144% | 95 | 16.84% | 0.4 |
|
| 2818 |
2818
Kite Lake Capital Management (UK)
London,
United Kingdom
| USD 288 M | -USD 336 M | -54% | 2.85% | 337% | 26 | 76.92% | 0.1 |
|
| 2819 |
2819
Cahaba Wealth Management
Atlanta,
Georgia
| USD 288 M | +USD 34.4 M | +14% | 1.51% | 45.2% | 68 | 14.71% | 0.6 |
|
| 2820 |
ARMC
2820
American Research & Management Company
Marion,
Massachusetts
| USD 288 M | -USD 16.7 M | -5% | 1.75% | 35.1% | 381 | 20.73% | 3.5 |
|
| 2821 |
2821
CAS Investment Partners
Westport,
Connecticut
| USD 288 M | +USD 58.7 M | +26% | 30% | 527% | 5 | 0% | 0.5 |
|
| 2822 |
WIP
2822
Wellesley Investment Partners
Wellesley,
Massachusetts
| USD 288 M | +USD 9.6 M | +3% | 0.74% | 22.7% | 136 | 9.56% | 1.8 |
|
| 2823 |
2823
Spectrum Management Group
Indianapolis,
Indiana
| USD 288 M | +USD 11.4 M | +4% | 3.86% | 44% | 264 | 20.45% | 1.1 |
|
| 2824 |
2824
Berman Capital Advisors
Atlanta,
Georgia
| USD 287 M | +USD 25.2 M | +10% | 1.69% | 48.2% | 124 | 14.52% | 0.4 |
|
| 2825 |
PH
2825
Pinnacle Holdings
Tulsa,
Oklahoma
| USD 287 M | +USD 19.9 M | +7% | 6.02% | 79.6% | 219 | 9.59% | 3 |
|