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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
American Investment Services
Great Barrington,
Massachusetts
| USD 315 M | +USD 718 k | +0.2% | 1.98% | 63.1% | 136 | 8.09% | 3 |
|
| 2802 |
2802
Filament
Seattle,
Washington
| USD 315 M | +USD 14.8 M | +5% | 5.36% | 46.9% | 38 | 5.26% | 4 |
|
| 2803 |
NC
2803
Northpointe Capital
Bloomfield Hills,
Michigan
| USD 315 M | -USD 3.01 M | -0.9% | 2.86% | 33% | 113 | 46.9% | 1.5 |
|
| 2804 |
2804
Berman Capital Advisors
Atlanta,
Georgia
| USD 314 M | +USD 15.6 M | +5% | 2.8% | 48.2% | 1,678 | 17.76% | 0.5 |
|
| 2805 |
2805
Divergent Wealth Advisors
South Jordan,
Utah
| USD 314 M | +USD 13.4 M | +4% | 2.03% | 14.7% | 41 | 4.88% | 1.1 |
|
| 2806 |
2806
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| USD 314 M | +USD 27.4 M | +10% | 5.46% | 140% | 181 | 32.04% | 2.1 |
|
| 2807 |
2807
ARS Wealth Advisors
St. Petersburg,
Florida
| USD 314 M | +USD 847 k | +0.3% | 4.63% | 62.5% | 111 | 5.41% | 3.2 |
|
| 2808 |
2808
Terril Brothers
St. Louis,
Missouri
| USD 314 M | -USD 3.34 M | -1% | 2.55% | 94.4% | 63 | 20.63% | 2.5 |
|
| 2809 |
2809
Forte Capital
Rochester,
New York
| USD 314 M | +USD 35.9 M | +13% | 5.08% | 98.3% | 100 | 19% | 3.3 |
|
| 2810 |
2810
Ipswich Investment Management
Beverly,
Massachusetts
| USD 313 M | +USD 7.23 M | +2% | 3.71% | 104% | 182 | 7.14% | 2.4 |
|
| 2811 |
2811
Bright Rock Capital Management
Hanover,
Massachusetts
| USD 313 M | +USD 14.1 M | +5% | 5.13% | 53.1% | 78 | 7.69% | 3.7 |
|
| 2812 |
2812
ACON Equity Management
Washington,
District of Columbia
| USD 313 M | +USD 32.3 M | +12% | 11.5% | 32.1% | 1 | 0% | 1.5 |
|
| 2813 |
2813
DDD Partners
Bellevue,
Washington
| USD 313 M | +USD 22 M | +8% | 1.29% | 62.1% | 52 | 25% | 0.9 |
|
| 2814 |
2814
Altavista Wealth Management
Asheville,
North Carolina
| USD 312 M | +USD 29.9 M | +11% | 3.9% | 80.6% | 162 | 6.17% | 3.4 |
|
| 2815 |
2815
Syquant Capital SAS
Paris,
France
| USD 312 M | +USD 53.2 M | +21% | 9.99% | 160% | 25 | 84% | 0.1 |
|
| 2816 |
2816
Kontiki Capital Management (HK)
Hong Kong
| USD 311 M | -USD 15.7 M | -5% | 1.8% | 90.6% | 5 | 0% | 1 |
|
| 2817 |
2817
Zevin Asset Management
Boston,
Massachusetts
| USD 311 M | +USD 4.65 M | +2% | 4.18% | 71.7% | 96 | 11.46% | 3.4 |
|
| 2818 |
2818
Callan Capital
La Jolla,
California
| USD 311 M | +USD 4.23 M | +1% | 2.35% | 20.1% | 55 | 5.45% | 3.4 |
|
| 2819 |
2819
Teewinot Capital Advisers
New York
| USD 311 M | +USD 11.5 M | +4% | 5.76% | 149% | 50 | 40% | 2.7 |
|
| 2820 |
2820
Bishop Rock Capital
New York
| USD 310 M | +USD 22 M | +8% | 6.92% | 35.4% | 23 | 4.35% | 2.2 |
|
| 2821 |
2821
WrapManager Inc
Mill Valley,
California
| USD 310 M | +USD 6.97 M | +2% | 2.51% | 64.6% | 298 | 14.09% | 2 |
|
| 2822 |
2822
Sunflower Bank Wealth Management
Scottsdale,
Arizona
| USD 310 M | -USD 21.9 M | -7% | 3.11% | 33.7% | 135 | 5.93% | 3.7 |
|
| 2823 |
2823
Asset Dedication LLC
San Francisco,
California
| USD 310 M | +USD 22.6 M | +8% | 2.77% | 67.8% | 667 | 16.49% | 2 |
|
| 2824 |
2824
MGO One Seven
Beachwood,
Ohio
| USD 310 M | +USD 3.04 M | +1% | 3.89% | 90.7% | 446 | 15.02% | 1.2 |
|
| 2825 |
2825
Allen Capital Group
Grand Island,
Nebraska
| USD 310 M | +USD 7.14 M | +2% | 2.43% | 56.9% | 128 | 8.59% | 1.2 |
|