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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2876 |
2876
BSW Wealth Partners
Boulder,
Colorado
| USD 200 M | +USD 32.4 M | +19% | 3.79% | 75.4% | 69 | 21.74% | 1.7 |
|
| 2877 |
2877
FAS Wealth Partners
Leawood,
Kansas
| USD 200 M | +USD 26.5 M | +15% | 4.61% | 72.3% | 138 | 24.64% | 1.3 |
|
| 2878 |
2878
Reservoir Operations
New York
| USD 200 M | +USD 3.52 M | +2% | 2.73% | 12% | 31 | 6.45% | 1.7 |
|
| 2879 |
2879
Sageview Capital
Greenwich,
Connecticut
| USD 200 M | -USD 65.2 M | -25% | 17.9% | 335% | 5 | 20% | 2.1 |
|
| 2880 |
2880
Keating Investment Counselors
Delray Beach,
Florida
| USD 200 M | +USD 13.9 M | +7% | 8.5% | 50% | 59 | 3.39% | 2.2 |
|
| 2881 |
2881
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| USD 200 M | +USD 5.85 M | +3% | 6.14% | 81.8% | 63 | 4.76% | 2 |
|
| 2882 |
2882
Pegasus Partners
Mequon,
Wisconsin
| USD 199 M | +USD 23.4 M | +13% | 4.34% | 32.6% | 107 | 24.3% | 0.4 |
|
| 2883 |
2883
GM Advisory Group
Melville,
New York
| USD 199 M | +USD 5.71 M | +3% | 2.01% | 53.6% | 50 | 32% | 1.1 |
|
| 2884 |
2884
Vantage Investment Advisors
State College,
Pennsylvania
| USD 199 M | +USD 21.9 M | +12% | 7.04% | 56.3% | 890 | 15.17% | 1.5 |
|
| 2885 |
2885
Patton Albertson Miller Group
Chattanooga,
Tennessee
| USD 199 M | +USD 10.2 M | +5% | 4.06% | 109% | 123 | 8.94% | 1.8 |
|
| 2886 |
TCGI
2886
Three Corner Global Investors
New York
| USD 199 M | -USD 77.2 M | -28% | 2.68% | 57.5% | 28 | 53.57% | 0.6 |
|
| 2887 |
2887
Matisse Capital
Portland,
Oregon
| USD 199 M | – | – | 1.4% | 66.9% | 106 | – | 0 |
|
| 2888 |
2888
Rothschild Capital Partners
New York
| USD 199 M | +USD 5.59 M | +3% | 8.61% | 90.8% | 49 | 32.65% | 1.5 |
|
| 2889 |
TCM
2889
TCS Capital Management
New York
| USD 199 M | +USD 75.1 M | +61% | 36.1% | 271% | 36 | 77.78% | 0.5 |
|
| 2890 |
2890
McCutchen Group
Seattle,
Washington
| USD 198 M | -USD 1.04 M | -0.5% | 2.75% | 2.54% | 18 | 0% | 1.9 |
|
| 2891 |
2891
Lingohr Asset Management
Duesseldorf,
Germany
| USD 198 M | -USD 14.3 M | -7% | 1.01% | 141% | 108 | 22.22% | 1.5 |
|
| 2892 |
2892
Brevan Howard Capital Management
St. Helier,
Jersey
| USD 198 M | -USD 314 k | -0.2% | 21.1% | 148% | 19 | 36.84% | 0.8 |
|
| 2893 |
KM
2893
KS Management
New York
| USD 198 M | +USD 27.8 M | +16% | 12.4% | – | 50 | 72% | 0.3 |
|
| 2894 |
2894
ARS Wealth Advisors
St. Petersburg,
Florida
| USD 198 M | -USD 777 k | -0.4% | 6.22% | 62.5% | 84 | 16.67% | 1.4 |
|
| 2895 |
2895
Ausdal Financial Partners
Davenport,
Iowa
| USD 198 M | – | – | 3.29% | 63.2% | 1,360 | – | 0 |
|
| 2896 |
2896
Meritech Capital Associates III
Palo Alto,
California
| USD 198 M | -USD 57.2 M | -22% | 10.4% | 135% | 5 | 0% | 2.1 |
|
| 2897 |
AGC
2897
Alden Global Capital
Brandon,
Florida
| USD 198 M | +USD 46.9 M | +31% | 9.49% | 99.8% | 39 | 74.36% | 0.3 |
|
| 2898 |
2898
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| USD 197 M | +USD 8.95 M | +5% | 6.81% | 147% | 176 | 3.41% | 2.3 |
|
| 2899 |
2899
Cypress Wealth Advisors
San Francisco,
California
| USD 197 M | +USD 12.6 M | +7% | 4.47% | 29.3% | 202 | 16.83% | 0.4 |
|
| 2900 |
2900
Rowlandmiller & Partners
Atlanta,
Georgia
| USD 197 M | +USD 8.03 M | +4% | 7.88% | 84% | 123 | 2.44% | 1 |
|