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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2826 |
2826
American National Bank & Trust (Virginia)
Danville,
Virginia
| USD 210 M | +USD 4.17 M | +2% | 3.98% | – | 144 | 10.42% | 1.1 |
|
| 2827 |
2827
Smith & Howard Wealth Management
Atlanta,
Georgia
| USD 209 M | +USD 16.6 M | +9% | 1.37% | 40.4% | 56 | 28.57% | 0.9 |
|
| 2828 |
2828
Doheny Asset Management
Los Angeles,
California
| USD 209 M | +USD 9.28 M | +5% | 2.43% | 135% | 127 | 24.41% | 1.1 |
|
| 2829 |
2829
Montgomery Investment Management
Rockville,
Maryland
| USD 209 M | +USD 64.2 M | +44% | 1.29% | 98.4% | 80 | 13.75% | 1.2 |
|
| 2830 |
2830
Juncture Wealth Strategies
Scottsdale,
Arizona
| USD 208 M | – | – | 3.22% | 76.5% | 71 | – | 0 |
|
| 2831 |
T
2831
Tahithromos
New York
| USD 208 M | -USD 177 M | -46% | 2.03% | 16.4% | 49 | 65.31% | 0.4 |
|
| 2832 |
GTC
2832
Ghost Tree Capital
New York
| USD 208 M | +USD 24.2 M | +13% | 23.5% | 265% | 103 | 74.76% | 0.2 |
|
| 2833 |
KS
2833
Karpas Strategies
Litchfield,
Connecticut
| USD 208 M | +USD 8.26 M | +4% | 3.98% | 16.1% | 125 | 8% | 1.2 |
|
| 2834 |
WCMN
2834
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| USD 208 M | -USD 3.02 M | -1% | 3.98% | 121% | 44 | 18.18% | 1.3 |
|
| 2835 |
2835
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| USD 208 M | +USD 5.97 M | +3% | 2.68% | 282% | 42 | 42.86% | 0.4 |
|
| 2836 |
2836
Armistice Capital
New York
| USD 208 M | – | – | 2.87% | 79.7% | 29 | – | 0 |
|
| 2837 |
2837
Kopp Investment Advisors
Bloomington,
Minnesota
| USD 208 M | +USD 5.92 M | +3% | 9.57% | 109% | 74 | 10.81% | 1.1 |
|
| 2838 |
2838
Moneta Group Investment Advisors
St Louis,
Missouri
| USD 208 M | +USD 15.8 M | +8% | 3.95% | 64.3% | 147 | 14.29% | 1.2 |
|
| 2839 |
2839
Rothschild Capital Partners
New York
| USD 208 M | -USD 9.26 M | -4% | 5.5% | 90.8% | 48 | 22.92% | 1.1 |
|
| 2840 |
2840
Great Point Partners
Greenwich,
Connecticut
| USD 208 M | -USD 25.1 M | -11% | 4.2% | 710% | 46 | 58.7% | 0.5 |
|
| 2841 |
2841
Capital Investment Counsel Inc
Raleigh,
North Carolina
| USD 208 M | +USD 4.46 M | +2% | 6.27% | 174% | 148 | 10.81% | 1.3 |
|
| 2842 |
PCM
2842
Panning Capital Management
New York
| USD 208 M | -USD 361 M | -63% | 11.6% | 349% | 19 | 78.95% | 0.3 |
|
| 2843 |
2843
Waterstone Capital Management
St. Louis Park,
Minnesota
| USD 207 M | -USD 22 M | -10% | 3.78% | 23.4% | 27 | 37.04% | 0.6 |
|
| 2844 |
TFMS
2844
Trust & Fiduciary Management Services
Boston,
Massachusetts
| USD 207 M | -USD 24.2 M | -10% | 6.05% | – | 46 | 21.74% | 1.1 |
|
| 2845 |
IHM
2845
Iguana Healthcare Management
New York
| USD 207 M | +USD 19.7 M | +11% | 18.5% | 141% | 83 | 54.22% | 0.5 |
|
| 2846 |
PWAP
2846
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
| USD 207 M | +USD 17.1 M | +9% | 3.37% | 58.5% | 125 | 6.4% | 1.3 |
|
| 2847 |
2847
BCWM LLC
Overland Park,
Kansas
| USD 207 M | +USD 7.52 M | +4% | 0.51% | – | 104 | 19.23% | 1.1 |
|
| 2848 |
2848
Americafirst Capital Management
Roseville,
California
| USD 206 M | +USD 3.48 M | +2% | 3.96% | 32.9% | 323 | 80.19% | 0.1 |
|
| 2849 |
PAS
2849
Partnervest Advisory Services
Santa Barbara,
California
| USD 206 M | +USD 14.2 M | +7% | 0.69% | 45.1% | 185 | 31.35% | 1.1 |
|
| 2850 |
2850
Rowlandmiller & Partners
Atlanta,
Georgia
| USD 206 M | – | – | 6.35% | 84% | 124 | – | 0 |
|