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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
2851
Kopp Investment Advisors
Bloomington,
Minnesota
| USD 186 M | -USD 38.6 M | -17% | 8.85% | 109% | 75 | 22.67% | 1.5 |
|
| 2852 |
2852
Keating Investment Counselors
Delray Beach,
Florida
| USD 186 M | -USD 10.3 M | -5% | 4.56% | 50% | 60 | 5% | 2 |
|
| 2853 |
JRM
2853
John R. Muse
| USD 185 M | -USD 44.2 M | -19% | 18.4% | – | 2 | 0% | 0.5 |
|
| 2854 |
2854
Confluence Wealth Management
Portland,
Oregon
| USD 185 M | +USD 2.38 M | +1% | 5.66% | 31.9% | 120 | 16.67% | 1 |
|
| 2855 |
2855
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| USD 185 M | -USD 19.5 M | -10% | 7.62% | 78.3% | 180 | 12.22% | 1.7 |
|
| 2856 |
2856
Capital Investment Counsel Inc
Raleigh,
North Carolina
| USD 185 M | -USD 15.8 M | -8% | 7.01% | 174% | 140 | 7.86% | 1.9 |
|
| 2857 |
2857
Cypress Wealth Advisors
San Francisco,
California
| USD 185 M | +USD 13.9 M | +8% | 8.7% | 29.3% | 199 | 34.17% | 0.2 |
|
| 2858 |
2858
Starwood Real Estate Securities
Greenwich,
Connecticut
| USD 185 M | -USD 100 M | -35% | 1.9% | – | 46 | 71.74% | 0.2 |
|
| 2859 |
2859
Ironwood Investment Counsel
Scottsdale,
Arizona
| USD 185 M | -USD 12.1 M | -6% | 6.53% | 64% | 142 | 9.15% | 1.9 |
|
| 2860 |
2860
MU Investments Company
Tokyo,
Japan
| USD 185 M | -USD 25.5 M | -12% | 7.07% | 40.4% | 308 | 17.86% | 1.7 |
|
| 2861 |
2861
Domani Wealth
Lancaster,
Pennsylvania
| USD 185 M | +USD 1.04 M | +0.6% | 10.2% | 48.6% | 110 | 23.64% | 0.4 |
|
| 2862 |
2862
The Family Firm
Bethesda,
Maryland
| USD 184 M | -USD 9.9 M | -5% | 7.28% | 40.2% | 119 | 20.17% | 0.6 |
|
| 2863 |
2863
Callan Capital
La Jolla,
California
| USD 184 M | -USD 292 M | -61% | 21% | 20.1% | 80 | 33.75% | 1.4 |
|
| 2864 |
2864
TIFF Advisory Services
Radnor,
Pennsylvania
| USD 184 M | -USD 65.8 M | -26% | 10.3% | 85.9% | 3 | 33.33% | 1.1 |
|
| 2865 |
2865
Benin Management Corp
Wilton,
Connecticut
| USD 184 M | -USD 3.5 M | -2% | 6.31% | 76.3% | 105 | 12.38% | 1.8 |
|
| 2866 |
2866
Taylor Cottrill
New London,
New Hampshire
| USD 184 M | -USD 23.5 M | -11% | 5.98% | – | 105 | 1.9% | 1.9 |
|
| 2867 |
2867
City Holding Co
Charleston,
West Virginia
| USD 183 M | -USD 13.3 M | -7% | 5.77% | 89.2% | 485 | 8.87% | 1.4 |
|
| 2868 |
LHC
2868
Levy Harkins & Co
New York
| USD 183 M | -USD 66.2 M | -27% | 8.13% | 62.9% | 21 | 14.29% | 1.9 |
|
| 2869 |
2869
Axis Capital Holdings
Pembroke,
| USD 183 M | -USD 2.87 M | -2% | 7.55% | 67% | 3 | 0% | 2.3 |
|
| 2870 |
2870
Barings Real Estate Advisers
Hartford,
Connecticut
| USD 183 M | -USD 40.5 M | -18% | 2.17% | 44.2% | 41 | 31.71% | 1.4 |
|
| 2871 |
2871
Adelphi Capital
London,
United Kingdom
| USD 182 M | +USD 1.21 M | +0.7% | 11.8% | – | 2 | 0% | 0.8 |
|
| 2872 |
2872
Rock Point Advisors
Burlington,
Vermont
| USD 182 M | -USD 13.2 M | -7% | 9.48% | 82.8% | 85 | 5.88% | 1.7 |
|
| 2873 |
2873
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 182 M | -USD 246 M | -57% | 8.09% | 261% | 33 | 54.55% | 0.4 |
|
| 2874 |
2874
Claar Advisors
New York
| USD 182 M | -USD 71.1 M | -28% | 9.03% | 65.5% | 34 | 44.12% | 0.7 |
|
| 2875 |
2875
Community Bank of Raymore
Raymore,
Missouri
| USD 182 M | -USD 10 M | -5% | 12.1% | 89.6% | 45 | 8.89% | 0.7 |
|