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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
Dorsey Asset Management
Chicago,
Illinois
| USD 277 M | +USD 46.6 M | +20% | 10.2% | 122% | 11 | 18.18% | 0.7 |
|
| 2827 |
2827
Cambridge Advisors
Omaha,
Nebraska
| USD 277 M | +USD 17 M | +7% | 4.73% | 58.6% | 145 | 6.9% | 2.4 |
|
| 2828 |
2828
Alaska Wealth Advisors
Anchorage,
Alaska
| USD 277 M | – | – | 2.79% | 44.3% | 45 | – | 0 |
|
| 2829 |
2829
BP Capital Fund Advisors
Dallas,
Texas
| USD 277 M | +USD 45.3 M | +20% | 4.72% | 17.9% | 58 | 18.97% | 1.1 |
|
| 2830 |
2830
EFG Asset Management (Americas)
Miami,
Florida
| USD 277 M | +USD 12.9 M | +5% | 5.8% | 112% | 143 | 17.48% | 1.7 |
|
| 2831 |
BRCA
2831
Birch Run Capital Advisors
Dallas,
Texas
| USD 276 M | -USD 7.9 M | -3% | 6.46% | 8.22% | 18 | 22.22% | 2.5 |
|
| 2832 |
IFS
2832
Ifrah Financial Services
Little Rock,
Arkansas
| USD 276 M | +USD 12.3 M | +5% | 4.1% | 64.1% | 212 | 17.45% | 2.3 |
|
| 2833 |
2833
Harvey Capital Management
Palm Beach,
Florida
| USD 276 M | +USD 28.1 M | +11% | 8.51% | 147% | 85 | 12.94% | 2.6 |
|
| 2834 |
BA
2834
BKS Advisors
Southfield,
Michigan
| USD 276 M | +USD 18.2 M | +7% | 7.67% | 58% | 230 | 14.78% | 1.7 |
|
| 2835 |
2835
Greatmark Investment Partners
Columbus,
Georgia
| USD 276 M | +USD 14.6 M | +6% | 10.2% | 62% | 122 | 9.02% | 3 |
|
| 2836 |
2836
Meristem Family Wealth
Minnetonka,
Minnesota
| USD 276 M | +USD 26.8 M | +11% | 6.28% | 67.7% | 125 | 12% | 2.4 |
|
| 2837 |
2837
Contravisory Investment Management
Norwell,
Massachusetts
| USD 276 M | -USD 4.52 M | -2% | 7.98% | 135% | 563 | 28.06% | 0.5 |
|
| 2838 |
PH
2838
Pinnacle Holdings
Tulsa,
Oklahoma
| USD 275 M | +USD 4.32 M | +2% | 3.97% | 79.6% | 229 | 11.35% | 2.7 |
|
| 2839 |
PAM
2839
PineView Asset Management
Greenwich,
Connecticut
| USD 275 M | +USD 3.13 M | +1% | 9.31% | – | 20 | 55% | 1 |
|
| 2840 |
2840
Mosaic Family Wealth
St. Louis,
Missouri
| USD 275 M | +USD 17.1 M | +7% | 5% | 85.2% | 1,014 | 41.42% | 1.5 |
|
| 2841 |
DCM
2841
Divisar Capital Management
San Francisco,
California
| USD 275 M | +USD 26.7 M | +11% | 4.35% | 194% | 30 | 23.33% | 0.7 |
|
| 2842 |
2842
Brian C. Broderick
| USD 274 M | -USD 3.18 M | -1% | 4.77% | 98.6% | 103 | 24.27% | 3.1 |
|
| 2843 |
2843
Verus Financial Partners
Richmond,
Virginia
| USD 274 M | +USD 15.3 M | +6% | 3.79% | 41.6% | 52 | 9.62% | 3.2 |
|
| 2844 |
2844
Haverford Financial Services
Radnor,
Pennsylvania
| USD 274 M | +USD 18.1 M | +7% | 6.76% | 57.9% | 91 | 18.68% | 2 |
|
| 2845 |
2845
American Investment Services
Great Barrington,
Massachusetts
| USD 274 M | +USD 12.5 M | +5% | 5.19% | 63.1% | 116 | 5.17% | 2.8 |
|
| 2846 |
2846
Parker Investment Management
Menlo Park,
California
| USD 274 M | +USD 43.5 M | +19% | 6.95% | 208% | 27 | 29.63% | 1.1 |
|
| 2847 |
2847
White Pine Capital
Bloomington,
Minnesota
| USD 274 M | +USD 13.7 M | +5% | 6.72% | 143% | 230 | 9.13% | 3.1 |
|
| 2848 |
2848
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| USD 274 M | +USD 17.8 M | +7% | 4.57% | 73.6% | 1,602 | 11.42% | 1.7 |
|
| 2849 |
2849
Peak Asset Management
Louisville,
Colorado
| USD 273 M | -USD 5.73 M | -2% | 5.66% | 70.1% | 152 | 17.76% | 2.2 |
|
| 2850 |
2850
Cadence Bank NA
Houston,
Texas
| USD 273 M | +USD 9.12 M | +3% | 5.39% | 33.3% | 189 | 12.7% | 2.3 |
|