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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
Peak Asset Management
Louisville,
Colorado
| USD 267 M | -USD 30 M | -10% | 11.4% | 70.1% | 141 | 16.31% | 2.8 |
|
| 2827 |
2827
Needham Investment Management
New York
| USD 266 M | -USD 65.4 M | -20% | 15.8% | 424% | 94 | 21.28% | 3.4 |
|
| 2828 |
2828
Crestone Asset Management
Boulder,
Colorado
| USD 266 M | +USD 38 M | +17% | 15.3% | 6.65% | 49 | 28.57% | 1.7 |
|
| 2829 |
2829
First Wilshire Securities Management
Pasadena,
California
| USD 266 M | -USD 74.1 M | -22% | 16.8% | 135% | 121 | 9.09% | 3.5 |
|
| 2830 |
2830
Bright Rock Capital Management
Hanover,
Massachusetts
| USD 266 M | -USD 40.4 M | -13% | 9.74% | 53.1% | 82 | 17.07% | 3.4 |
|
| 2831 |
2831
Permanens Capital
New York
| USD 266 M | -USD 28.5 M | -10% | 13.8% | 76.9% | 25 | 68% | 1.2 |
|
| 2832 |
2832
Gifford Fong Associates
Lafayette,
California
| USD 265 M | -USD 49.4 M | -16% | 16.7% | 180% | 121 | 5.79% | 0.6 |
|
| 2833 |
2833
Bessemer Securities
New York
| USD 265 M | +USD 253 M | +2,232% | 11.3% | 45% | 100 | 99% | 0 |
|
| 2834 |
2834
BSW Wealth Partners
Boulder,
Colorado
| USD 265 M | +USD 2.25 M | +0.9% | 10.9% | 75.4% | 152 | 45.39% | 2.8 |
|
| 2835 |
2835
Parker Investment Management
Menlo Park,
California
| USD 265 M | -USD 62.9 M | -19% | 13.4% | 208% | 39 | 46.15% | 1.2 |
|
| 2836 |
2836
McGuire Investment Group
Wakefield,
Rhode Island
| USD 264 M | -USD 38.2 M | -13% | 11.6% | 202% | 90 | 7.78% | 0.2 |
|
| 2837 |
2837
Valley Forge Capital Management
Miami,
Florida
| USD 264 M | -USD 36.2 M | -12% | 15.4% | 49% | 11 | 9.09% | 1.5 |
|
| 2838 |
2838
Tuttle Capital Management
Riverside,
Connecticut
| USD 264 M | -USD 262 M | -50% | 0.17% | 115% | 175 | 82.86% | 0.2 |
|
| 2839 |
2839
Teza Capital Management
Chicago,
Illinois
| USD 264 M | -USD 170 M | -39% | 15% | 133% | 516 | 71.32% | 0.2 |
|
| 2840 |
2840
Solus Alternative Asset Management
Summit,
New Jersey
| USD 264 M | -USD 283 M | -52% | 28.7% | 79.3% | 15 | 40% | 1.3 |
|
| 2841 |
CFSG
2841
Community Financial Services Group
Newport,
Vermont
| USD 264 M | -USD 29.3 M | -10% | 10.7% | – | 100 | 16% | 2.8 |
|
| 2842 |
2842
Capital Advantage
Walnut Creek,
California
| USD 264 M | -USD 171 M | -39% | 8.54% | 49.2% | 89 | 26.97% | 3.2 |
|
| 2843 |
RTS
2843
Round Table Services
Westfield,
New Jersey
| USD 264 M | -USD 29 M | -10% | 13.1% | 16.1% | 159 | 31.45% | 1.9 |
|
| 2844 |
2844
CAS Investment Partners
Westport,
Connecticut
| USD 264 M | -USD 65.5 M | -20% | 16.4% | 527% | 5 | 0% | 1 |
|
| 2845 |
2845
MA Private Wealth
San Carlos,
California
| USD 264 M | – | – | 9.75% | 57.5% | 96 | – | 0 |
|
| 2846 |
CIA
2846
Covington Investment Advisors
Ligonier,
Pennsylvania
| USD 263 M | -USD 43.9 M | -14% | 9.62% | 100% | 96 | 14.58% | 3.7 |
|
| 2847 |
2847
Cutter & Co Brokerage
Ballwin,
Missouri
| USD 263 M | -USD 30 M | -10% | 11.9% | 40.4% | 308 | 21.43% | 2.3 |
|
| 2848 |
2848
Tortoise Index Solutions
Overland Park,
Kansas
| USD 263 M | +USD 111 M | +72% | 13.2% | 52.2% | 91 | 8.79% | 2.5 |
|
| 2849 |
2849
Dillon & Associates
Jackson,
Michigan
| USD 263 M | -USD 39.5 M | -13% | 11% | 117% | 73 | 12.33% | 4.3 |
|
| 2850 |
2850
Strategic Wealth Partners Group
Deerfield,
Illinois
| USD 263 M | – | – | 13.4% | – | 28 | – | 1.8 |
|