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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
Buckhead Capital Management
Atlanta,
Georgia
| USD 327 M | +USD 59.7 M | +22% | 14.8% | 67.6% | 110 | 33.64% | 3.8 |
|
| 2802 |
2802
Lenox Wealth Management
Cincinnati,
Ohio
| USD 327 M | +USD 36.5 M | +13% | 8.91% | 24.7% | 869 | 20.14% | 2.1 |
|
| 2803 |
TM
2803
Tikvah Management
Charlotte,
North Carolina
| USD 327 M | +USD 74.4 M | +29% | 24.7% | 169% | 19 | 10.53% | 3.9 |
|
| 2804 |
2804
Longfellow Investment Management
Boston,
Massachusetts
| USD 327 M | +USD 34.9 M | +12% | 14.9% | 45.9% | 153 | 36.6% | 0.6 |
|
| 2805 |
CAS
2805
Cascadia Advisory Services
Portland,
Oregon
| USD 327 M | – | – | 14.5% | – | 169 | – | 0.3 |
|
| 2806 |
2806
Minot Capital
Broomfield,
Colorado
| USD 327 M | +USD 74.9 M | +30% | 20.8% | 19.6% | 14 | 21.43% | 0.8 |
|
| 2807 |
2807
Opus Capital Group
Cincinnati,
Ohio
| USD 327 M | +USD 44 M | +16% | 13.6% | 53.7% | 120 | 17.5% | 3.3 |
|
| 2808 |
2808
Stratos Wealth Advisors
Beachwood,
Ohio
| USD 326 M | +USD 185 M | +131% | 17.6% | 65.7% | 384 | 55.21% | 0.7 |
|
| 2809 |
CIA
2809
Covington Investment Advisors
Ligonier,
Pennsylvania
| USD 326 M | +USD 62.7 M | +24% | 18.6% | 100% | 86 | 5.81% | 4.6 |
|
| 2810 |
2810
Foundation Resource Management
Little Rock,
Arkansas
| USD 325 M | +USD 45.1 M | +16% | 25% | 84.5% | 54 | 5.56% | 5.6 |
|
| 2811 |
2811
Marcum Wealth
Cleveland,
Ohio
| USD 325 M | +USD 66.8 M | +26% | 18.3% | 20% | 124 | 26.61% | 0.4 |
|
| 2812 |
2812
Essex Financial Services
Essex,
Connecticut
| USD 324 M | +USD 43.8 M | +16% | 20.5% | 87.7% | 268 | 18.28% | 4.2 |
|
| 2813 |
2813
Technology Crossover Management IX
Menlo Park,
California
| USD 324 M | +USD 126 M | +63% | 71% | 13% | 4 | 0% | 1.6 |
|
| 2814 |
GA
2814
GFS Advisors
Houston,
Texas
| USD 324 M | +USD 3.97 M | +1% | 17.7% | 97.9% | 130 | 16.15% | 4.2 |
|
| 2815 |
2815
Paradigm Asset Management
New York
| USD 324 M | +USD 65.5 M | +25% | 13.4% | 73.8% | 430 | 30.93% | 2.2 |
|
| 2816 |
2816
Diana Davis Spencer Foundation
Bethesda,
Maryland
| USD 324 M | +USD 14.5 M | +5% | 4.74% | 13.4% | 3 | 0% | 5.5 |
|
| 2817 |
2817
Vestar Capital Partners
New York
| USD 324 M | +USD 46.9 M | +17% | 16.9% | – | 1 | 0% | 3.8 |
|
| 2818 |
2818
Sandbar Asset Management
London,
United Kingdom
| USD 324 M | +USD 177 M | +120% | 23.7% | 128% | 53 | 62.26% | 0.4 |
|
| 2819 |
TF
2819
TimeScale Financial
Danvers,
Massachusetts
| USD 323 M | +USD 2.07 M | +0.6% | 17.3% | 31.3% | 497 | 9.66% | 1 |
|
| 2820 |
2820
Compass Group
New York
| USD 323 M | +USD 97.1 M | +43% | 56.8% | 64.6% | 17 | 17.65% | 1.3 |
|
| 2821 |
2821
RR Advisors
Dallas,
Texas
| USD 323 M | +USD 92.1 M | +40% | 60.3% | 115% | 26 | 50% | 2.2 |
|
| 2822 |
2822
Ally Invest Advisors
Charlotte,
North Carolina
| USD 323 M | +USD 56.9 M | +21% | 13.5% | 41.1% | 17 | 5.88% | 1.1 |
|
| 2823 |
2823
Old Dominion Capital Management
Charlottesville,
Virginia
| USD 323 M | +USD 80.4 M | +33% | 14.8% | 45.9% | 152 | 19.08% | 2.1 |
|
| 2824 |
2824
Probity Advisors
Dallas,
Texas
| USD 323 M | +USD 50.6 M | +19% | 15.6% | 61.7% | 174 | 10.34% | 2.8 |
|
| 2825 |
2825
Gryphon Financial Partners
Columbus,
Ohio
| USD 323 M | +USD 51.1 M | +19% | 20.9% | 93.7% | 159 | 23.9% | 1.7 |
|