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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
Dillon & Associates
Jackson,
Michigan
| USD 243 M | +USD 7.78 M | +3% | 4.32% | 98.2% | 75 | 8% | 3.1 |
|
| 2877 |
2877
Clarius Group LLC
Seattle,
Washington
| USD 243 M | +USD 512 k | +0.2% | 3.91% | 92.1% | 99 | 12.12% | 1.2 |
|
| 2878 |
2878
Argent Trust Co
Nashville,
Tennessee
| USD 242 M | +USD 340 k | +0.1% | 3.54% | 86.2% | 273 | 15.02% | 1.8 |
|
| 2879 |
RCM
2879
Ratan Capital Management
Miami Beach,
Florida
| USD 242 M | +USD 33.4 M | +16% | 7.55% | 616% | 34 | 50% | 0.4 |
|
| 2880 |
2880
Independent Portfolio Consultants
Boca Raton,
Florida
| USD 241 M | -USD 48.6 M | -17% | 3.51% | 32.4% | 876 | 19.06% | 1.9 |
|
| 2881 |
2881
Proficio Capital Partners
Newton,
Massachusetts
| USD 241 M | +USD 12 M | +5% | 2.5% | 97% | 1,401 | 8.49% | 1.1 |
|
| 2882 |
2882
Avidian Wealth Enterprises
Houston,
Texas
| USD 241 M | -USD 20.4 M | -8% | 1.92% | 71.7% | 104 | 33.65% | 1.1 |
|
| 2883 |
2883
American Assets Capital Advisers
San Diego,
California
| USD 240 M | +USD 65.7 M | +38% | 3.34% | 73.5% | 35 | 25.71% | 1.7 |
|
| 2884 |
2884
Marquette Asset Management
Minneapolis,
Minnesota
| USD 240 M | -USD 5.62 M | -2% | 2.91% | 69.6% | 92 | 9.78% | 2.7 |
|
| 2885 |
2885
Mosaic Family Wealth
St. Louis,
Missouri
| USD 240 M | +USD 8.6 M | +4% | 1.88% | 85.2% | 768 | 10.16% | 1.3 |
|
| 2886 |
2886
Tokio Marine & Nichido Fire Insurance Company
Tokyo,
Japan
| USD 240 M | +USD 5.92 M | +3% | 2.67% | – | 5 | 20% | 2.3 |
|
| 2887 |
DMK
2887
David M. Knott
| USD 240 M | +USD 31.8 M | +15% | 7.42% | 81% | 94 | 20.21% | 2 |
|
| 2888 |
2888
American National Registered Investment Advisor
Galveston,
Texas
| USD 239 M | +USD 4.02 M | +2% | 2.48% | 95.8% | 250 | 0.8% | 3.1 |
|
| 2889 |
OM
2889
Opaleye Management
Boston,
Massachusetts
| USD 239 M | +USD 38.5 M | +19% | 23.8% | 748% | 53 | 39.62% | 0.9 |
|
| 2890 |
2890
Clean Yield Group
Norwich,
Vermont
| USD 239 M | +USD 1.68 M | +0.7% | 3.77% | 65% | 303 | 58.75% | 2.9 |
|
| 2891 |
2891
Ackerman Capital Advisors
Dallas,
Texas
| USD 239 M | – | – | 2.44% | 40.4% | 88 | – | 0 |
|
| 2892 |
2892
Gemmer Asset Management
Walnut Creek,
California
| USD 239 M | +USD 14.7 M | +7% | 1.87% | 96.8% | 1,312 | 7.39% | 2.6 |
|
| 2893 |
2893
NorthRock Partners
Minneapolis,
Minnesota
| USD 239 M | +USD 6.72 M | +3% | 1.23% | 62.8% | 54 | 22.22% | 1.2 |
|
| 2894 |
2894
Ritholtz Wealth Management
New York
| USD 238 M | – | – | 2.99% | 93% | 69 | – | 0.4 |
|
| 2895 |
PL
2895
Polianta Ltd
St Helier,
Jersey
| USD 238 M | +USD 71.7 M | +43% | 2.99% | 31.6% | 108 | 70.37% | 0.2 |
|
| 2896 |
WIP
2896
Wellesley Investment Partners
Wellesley,
Massachusetts
| USD 238 M | +USD 11.4 M | +5% | 2.12% | 22.7% | 123 | 12.2% | 1.1 |
|
| 2897 |
2897
United Bank (West Virginia)
Parkersburg,
West Virginia
| USD 238 M | +USD 8.21 M | +4% | 0.5% | 22.5% | 109 | 4.59% | 3 |
|
| 2898 |
2898
Univest Financial
Souderton,
Pennsylvania
| USD 238 M | +USD 9.08 M | +4% | 4.92% | 82.6% | 96 | 8.33% | 2.9 |
|
| 2899 |
2899
Moller Wealth Partners
| USD 238 M | +USD 8.93 M | +4% | 2.59% | 44.1% | 49 | 12.24% | 2.9 |
|
| 2900 |
2900
Pathstone Family Office
Englewood,
New Jersey
| USD 237 M | +USD 55.9 M | +31% | 3.46% | 38.9% | 729 | 57.48% | 0.5 |
|