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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
Meristem Family Wealth
Minnetonka,
Minnesota
| USD 249 M | +USD 5.65 M | +2% | 3.95% | 67.7% | 115 | 12.17% | 2.4 |
|
| 2852 |
2852
Financial Enhancement Group
Anderson,
Indiana
| USD 249 M | +USD 12.8 M | +5% | 4.14% | 62.2% | 73 | 21.92% | 1.2 |
|
| 2853 |
2853
Rinet Company
Boston,
Massachusetts
| USD 249 M | +USD 15.3 M | +7% | 4.26% | 33.1% | 21 | 9.52% | 1.8 |
|
| 2854 |
2854
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| USD 249 M | +USD 11.8 M | +5% | 6.39% | 25.1% | 6 | 0% | 2.1 |
|
| 2855 |
2855
Tokio Marine & Nichido Fire Insurance Company
Tokyo,
Japan
| USD 249 M | +USD 9.18 M | +4% | 3.83% | – | 4 | 0% | 2.5 |
|
| 2856 |
2856
StrategIQ Financial Group
Merrillville,
Indiana
| USD 249 M | +USD 13.1 M | +6% | 3.12% | 12.6% | 157 | 8.92% | 1.1 |
|
| 2857 |
2857
Diker Management
New York
| USD 248 M | +USD 23.1 M | +10% | 13.7% | 210% | 70 | 32.86% | 1.4 |
|
| 2858 |
2858
Benin Management Corp
Wilton,
Connecticut
| USD 248 M | +USD 15.6 M | +7% | 3.83% | 76.3% | 101 | 8.91% | 3.3 |
|
| 2859 |
DCM
2859
Divisar Capital Management
San Francisco,
California
| USD 248 M | +USD 29.7 M | +14% | 5.18% | 194% | 28 | 14.29% | 0.7 |
|
| 2860 |
2860
Harvey Capital Management
Palm Beach,
Florida
| USD 248 M | +USD 14.6 M | +6% | 7.72% | 147% | 85 | 14.12% | 2.6 |
|
| 2861 |
2861
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| USD 248 M | +USD 47.8 M | +24% | 25.2% | 39.2% | 8 | 62.5% | 0.3 |
|
| 2862 |
CC
2862
Cognios Capital
Leawood,
Kansas
| USD 247 M | -USD 38.7 M | -14% | 2.04% | 28.5% | 184 | 23.91% | 1.3 |
|
| 2863 |
2863
Patten Group
Chattanooga,
Tennessee
| USD 247 M | +USD 461 k | +0.2% | 3.81% | 88.1% | 681 | 9.4% | 2 |
|
| 2864 |
2864
Ironwood Investment Counsel
Scottsdale,
Arizona
| USD 247 M | -USD 17.9 M | -7% | 3.35% | 64% | 169 | 24.85% | 2.6 |
|
| 2865 |
2865
Proficio Capital Partners
Newton,
Massachusetts
| USD 247 M | +USD 6.33 M | +3% | 3.44% | 97% | 1,376 | 6.69% | 1.3 |
|
| 2866 |
2866
Foresite Capital Management II
Larkspur,
California
| USD 247 M | +USD 28.4 M | +13% | 13.7% | 66.2% | 17 | 52.94% | 1.4 |
|
| 2867 |
2867
Intrepid Capital Management
Jacksonville Beach,
Florida
| USD 246 M | -USD 9.07 M | -4% | 3.48% | 70.2% | 33 | 6.06% | 2.8 |
|
| 2868 |
2868
Seafarer Capital Partners
Larkspur,
California
| USD 246 M | +USD 11.4 M | +5% | 9.35% | 43% | 3 | 0% | 0.8 |
|
| 2869 |
TC
2869
Tavio Capital
New York
| USD 246 M | +USD 44.9 M | +22% | 3.66% | 81.4% | 13 | 46.15% | 0.3 |
|
| 2870 |
2870
Raffa Wealth Management
Washington,
District of Columbia
| USD 246 M | +USD 14.4 M | +6% | 3.85% | 35.8% | 411 | 36.01% | 2.8 |
|
| 2871 |
2871
Beddow Capital Management
Jackson,
Wyoming
| USD 245 M | -USD 1.86 M | -0.8% | 8.45% | 50.7% | 46 | 15.22% | 2.9 |
|
| 2872 |
2872
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
| USD 245 M | -USD 6.75 M | -3% | 4.55% | 28% | 451 | 13.08% | 1.3 |
|
| 2873 |
2873
Clean Yield Group
Norwich,
Vermont
| USD 245 M | +USD 6.1 M | +3% | 5.63% | 65% | 135 | 5.19% | 3 |
|
| 2874 |
2874
Cryder Capital Partners
London,
United Kingdom
| USD 245 M | -USD 27.9 M | -10% | 4.92% | 55.7% | 11 | 18.18% | 2.1 |
|
| 2875 |
2875
Genesee Valley Trust
Pittsford,
New York
| USD 245 M | +USD 8.96 M | +4% | 2.48% | 30.2% | 244 | 15.98% | 2.1 |
|