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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
AlphaSimPlex Group
Boston,
Massachusetts
| USD 297 M | +USD 186 M | +168% | 12.3% | 35.5% | 223 | 68.16% | 0.3 |
|
| 2852 |
2852
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| USD 297 M | +USD 16.6 M | +6% | 13.3% | 85.4% | 1,737 | 16.93% | 2.3 |
|
| 2853 |
2853
Orgel Wealth Management
Altoona,
Wisconsin
| USD 296 M | -USD 35 M | -11% | 6.38% | 39.6% | 42 | 19.05% | 1.6 |
|
| 2854 |
CIA
2854
Covington Investment Advisors
Ligonier,
Pennsylvania
| USD 296 M | +USD 32.8 M | +12% | 12.7% | 100% | 96 | 3.13% | 3.9 |
|
| 2855 |
2855
Meristem Family Wealth
Minnetonka,
Minnesota
| USD 296 M | +USD 22.5 M | +8% | 12.8% | 67.7% | 154 | 19.48% | 2.5 |
|
| 2856 |
2856
Tiger Pacific Capital
New York
| USD 295 M | +USD 84.4 M | +40% | 24.1% | 84.5% | 14 | 28.57% | 0.8 |
|
| 2857 |
2857
Legacy Financial Advisors
Covington,
Kentucky
| USD 295 M | +USD 36.8 M | +14% | 11.2% | 86.3% | 1,208 | 27.24% | 0.9 |
|
| 2858 |
2858
FundX Investment Group
San Francisco,
California
| USD 295 M | +USD 26 M | +10% | 9.26% | 94.6% | 59 | 35.59% | 1.2 |
|
| 2859 |
2859
Bessemer Securities
New York
| USD 294 M | +USD 29.5 M | +11% | 12.9% | 45% | 106 | 9.43% | 0.3 |
|
| 2860 |
2860
Needham Investment Management
New York
| USD 294 M | +USD 27.7 M | +10% | 18.1% | 424% | 87 | 14.94% | 3.6 |
|
| 2861 |
SAS
2861
Sarbit Advisory Services
Winnipeg,
Manitoba, Canada
| USD 294 M | -USD 78.4 M | -21% | 13% | 29.3% | 11 | 36.36% | 1.7 |
|
| 2862 |
2862
Canal Insurance Company
Greenville,
South Carolina
| USD 294 M | +USD 24 M | +9% | 9.02% | 114% | 79 | 26.58% | 3.3 |
|
| 2863 |
2863
Cypress Asset Management
Houston,
Texas
| USD 294 M | +USD 26.3 M | +10% | 14.9% | 141% | 159 | 12.58% | 3.9 |
|
| 2864 |
2864
Waterton Global Resource Management
Toronto,
Ontario, Canada
| USD 294 M | +USD 103 M | +54% | 44.6% | 21% | 4 | 0% | 0.3 |
|
| 2865 |
2865
Welch Capital Partners
Harrison,
New York
| USD 294 M | +USD 32.5 M | +12% | 14.2% | 79.2% | 33 | 18.18% | 2.1 |
|
| 2866 |
2866
Peak Asset Management
Louisville,
Colorado
| USD 294 M | +USD 27.3 M | +10% | 12.2% | 70.1% | 135 | 8.15% | 3 |
|
| 2867 |
CFSG
2867
Community Financial Services Group
Newport,
Vermont
| USD 294 M | +USD 29.9 M | +11% | 12.4% | – | 93 | 11.83% | 2.9 |
|
| 2868 |
2868
Cambridge Advisors
Omaha,
Nebraska
| USD 294 M | +USD 24.9 M | +9% | 10.6% | 58.6% | 139 | 5.76% | 3.5 |
|
| 2869 |
2869
First Wilshire Securities Management
Pasadena,
California
| USD 293 M | +USD 27.4 M | +10% | 13.5% | 135% | 117 | 4.27% | 3.6 |
|
| 2870 |
CCPM
2870
Cooper Creek Partners Management
New York
| USD 293 M | +USD 40.3 M | +16% | 19.3% | 86.4% | 100 | 75% | 0.2 |
|
| 2871 |
2871
Madison International Realty Holdings
New York
| USD 293 M | +USD 43.6 M | +17% | 15.7% | – | 8 | 12.5% | 1.6 |
|
| 2872 |
2872
Siris Capital Group
New York
| USD 293 M | +USD 37.9 M | +15% | 39.3% | – | 2 | 50% | 0.5 |
|
| 2873 |
CIM
2873
Castleton Investment Management
Stamford,
Connecticut
| USD 293 M | +USD 80.5 M | +38% | 12.7% | 15.1% | 71 | 60.56% | 0.6 |
|
| 2874 |
2874
Old Dominion Capital Management
Charlottesville,
Virginia
| USD 293 M | +USD 16.1 M | +6% | 12.8% | 45.9% | 150 | 16% | 1.4 |
|
| 2875 |
2875
Dock Street Asset Management
Palm Beach,
Florida
| USD 293 M | +USD 30.8 M | +12% | 19.1% | 175% | 56 | 17.86% | 2.9 |
|