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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
Gagnon Securities
New York
| USD 481 M | +USD 5.13 M | +1% | 6.47% | 129% | 116 | 19.83% | 3.8 |
|
| 2877 |
2877
Hanson & Doremus Investment Management
Burlington,
Vermont
| USD 481 M | +USD 30.8 M | +7% | 4.24% | 86.3% | 476 | 10.92% | 5.9 |
|
| 2878 |
2878
Total Wealth Planning
Cincinnati,
Ohio
| USD 480 M | +USD 27 M | +6% | 2.69% | 37.2% | 83 | 4.82% | 2.2 |
|
| 2879 |
2879
Thomas White International
Chicago,
Illinois
| USD 480 M | +USD 6.9 M | +1% | 2.92% | 34.9% | 280 | 11.79% | 3.9 |
|
| 2880 |
2880
Ophir Asset Management
Sydney,
Australia
| USD 480 M | -USD 57.7 M | -11% | 6.82% | 282% | 34 | 44.12% | 0.6 |
|
| 2881 |
2881
Blue Pool Management
Causeway Bay,
Hong Kong
| USD 479 M | +USD 12.3 M | +3% | 5.14% | 72.8% | 2 | 50% | 2 |
|
| 2882 |
2882
Capital Advantage
Walnut Creek,
California
| USD 479 M | +USD 9.45 M | +2% | 2.88% | 49.2% | 43 | 6.98% | 4.6 |
|
| 2883 |
2883
Rempart Asset Management
Montreal,
Canada
| USD 479 M | +USD 27.2 M | +6% | 5.27% | 70.5% | 41 | 4.88% | 2.2 |
|
| 2884 |
2884
BSW Wealth Partners
Boulder,
Colorado
| USD 479 M | -USD 8.89 M | -2% | 5.64% | 75.4% | 325 | 16.31% | 3 |
|
| 2885 |
PCM
2885
Prime Capital Management
Hong Kong
| USD 479 M | +USD 176 M | +58% | 27.1% | 579% | 4 | 25% | 0.9 |
|
| 2886 |
2886
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| USD 479 M | +USD 35.8 M | +8% | 11.2% | 183% | 71 | 1.41% | 5.6 |
|
| 2887 |
2887
Ithaka Group
Arlington,
Virginia
| USD 479 M | +USD 4.25 M | +0.9% | 17.5% | 143% | 40 | 20% | 4 |
|
| 2888 |
2888
Schnieders Capital Management
Pasadena,
California
| USD 479 M | +USD 33.1 M | +7% | 8.64% | 103% | 203 | 5.42% | 5.2 |
|
| 2889 |
2889
Bedel Financial Consulting
Indianapolis,
Indiana
| USD 479 M | +USD 68 M | +17% | 15% | 104% | 243 | 8.64% | 3.7 |
|
| 2890 |
2890
PM Capital
Sydney,
Australia
| USD 478 M | -USD 2.34 M | -0.5% | 8.15% | 105% | 11 | 27.27% | 6 |
|
| 2891 |
KNB
2891
KHAZANAH NASIONAL BERHAD
Kuala Lumpur,
| USD 478 M | +USD 24.5 M | +5% | 6.47% | 73.6% | 7 | 0% | 0.8 |
|
| 2892 |
EFL
2892
ERn Financial LLC
Middleton,
Wisconsin
| USD 478 M | +USD 22.9 M | +5% | 5.31% | 55.9% | 175 | 8% | 2.3 |
|
| 2893 |
JC
2893
JBF Capital
Aspen,
Colorado
| USD 478 M | +USD 36.6 M | +8% | 16.7% | 93.6% | 89 | 32.58% | 1.6 |
|
| 2894 |
2894
Goldstein Advisors
Madison,
Wisconsin
| USD 477 M | +USD 22.7 M | +5% | 4.68% | 62.6% | 177 | 8.47% | 0.4 |
|
| 2895 |
2895
McIlrath & Eck
Arlington,
Washington
| USD 477 M | +USD 48.7 M | +11% | 5.97% | 44% | 954 | 9.64% | 3.3 |
|
| 2896 |
2896
CVA Family Office
Denver,
Colorado
| USD 477 M | +USD 28.9 M | +6% | 4.97% | 71.6% | 1,083 | 16.34% | 1.7 |
|
| 2897 |
2897
Center for Financial Planning
Southfied,
Michigan
| USD 476 M | +USD 42.8 M | +10% | 6.05% | 57.5% | 591 | 12.35% | 2.5 |
|
| 2898 |
2898
Chatham Capital Group
Savannah,
Georgia
| USD 475 M | +USD 27.8 M | +6% | 6.22% | 97% | 189 | 4.76% | 5.2 |
|
| 2899 |
2899
Consolidated Planning Corp
Atlanta,
Georgia
| USD 475 M | +USD 89 M | +23% | 6.65% | 84.6% | 175 | 40% | 1.2 |
|
| 2900 |
2900
Land & Buildings Investment Management
Stamford,
Connecticut
| USD 475 M | +USD 42.5 M | +10% | 4.06% | 53.9% | 27 | 48.15% | 1.3 |
|