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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2901 |
2901
Formidable Asset Management
Cincinnati,
Ohio
| USD 229 M | +USD 31.4 M | +16% | 5.8% | 52.2% | 215 | 25.12% | 1.9 |
|
| 2902 |
TLCM
2902
Tiger Legatus Capital Management
New York
| USD 229 M | -USD 41.5 M | -15% | 13.3% | 19.1% | 18 | 50% | 0.9 |
|
| 2903 |
2903
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| USD 229 M | +USD 1.54 M | +0.7% | 3.42% | 71.4% | 149 | 13.42% | 1.4 |
|
| 2904 |
2904
Oceanic Investment Management
Douglas,
Isle Of Man
| USD 229 M | -USD 9.1 M | -4% | 11.5% | – | 38 | 50% | 0.6 |
|
| 2905 |
2905
Proficio Capital Partners
Newton,
Massachusetts
| USD 229 M | -USD 7.01 M | -3% | 5.56% | 97% | 1,425 | 23.02% | 0.8 |
|
| 2906 |
2906
Moller Wealth Partners
| USD 229 M | +USD 26 M | +13% | 4.41% | 44.1% | 45 | 6.67% | 2.8 |
|
| 2907 |
2907
Univest Financial
Souderton,
Pennsylvania
| USD 229 M | -USD 7.55 M | -3% | 4.82% | 82.6% | 105 | 17.14% | 2.7 |
|
| 2908 |
SCM
2908
Stonehill Capital Management
New York
| USD 228 M | +USD 30.9 M | +16% | 15.5% | 117% | 21 | 42.86% | 0.8 |
|
| 2909 |
BA
2909
BKS Advisors
Southfield,
Michigan
| USD 228 M | +USD 15.6 M | +7% | 7.78% | 58% | 212 | 18.4% | 1.2 |
|
| 2910 |
IAA
2910
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| USD 228 M | -USD 138 M | -38% | 8.7% | 49.3% | 158 | 60.13% | 1.8 |
|
| 2911 |
JIM
2911
JB Investments Management
Phoenixville,
Pennsylvania
| USD 228 M | +USD 19.5 M | +9% | 9.34% | – | 1 | 0% | 0.3 |
|
| 2912 |
2912
Orgel Wealth Management
Altoona,
Wisconsin
| USD 228 M | +USD 72.9 M | +47% | 6% | 39.6% | 31 | 45.16% | 0.6 |
|
| 2913 |
2913
Quadrant Capital Group
Cincinnati,
Ohio
| USD 228 M | +USD 28.2 M | +14% | 5.54% | 118% | 2,261 | 10.08% | 1.2 |
|
| 2914 |
2914
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| USD 228 M | +USD 11.3 M | +5% | 7.01% | 17.7% | 325 | 14.77% | 2.1 |
|
| 2915 |
2915
Goldstein Munger & Associates
San Ramon,
California
| USD 227 M | +USD 2.99 M | +1% | 5.39% | 11.9% | 43 | 20.93% | 2.4 |
|
| 2916 |
2916
Buffington Mohr McNeal
Boise,
Idaho
| USD 227 M | -USD 34.5 M | -13% | 4.9% | 29.3% | 185 | 48.11% | 1.6 |
|
| 2917 |
2917
Edgestream Partners
Princeton,
New Jersey
| USD 227 M | +USD 179 M | +371% | 9.68% | 41.7% | 148 | 54.05% | 0.4 |
|
| 2918 |
2918
Rowlandmiller & Partners
Atlanta,
Georgia
| USD 227 M | +USD 5.75 M | +3% | 2.96% | 84% | 130 | 8.46% | 1.9 |
|
| 2919 |
2919
Sky Investment Group
Hartford,
Connecticut
| USD 227 M | +USD 11.1 M | +5% | 4.69% | 68% | 95 | 11.58% | 2.4 |
|
| 2920 |
WIP
2920
Wellesley Investment Partners
Wellesley,
Massachusetts
| USD 226 M | +USD 19.9 M | +10% | 3.96% | 22.7% | 115 | 10.43% | 1 |
|
| 2921 |
SD
2921
Sumway Development
Shanghai,
China
| USD 226 M | +USD 5.42 M | +2% | 21.9% | – | 11 | 18.18% | 0.8 |
|
| 2922 |
2922
Filament
Seattle,
Washington
| USD 226 M | +USD 14.7 M | +7% | 5.77% | 46.9% | 35 | 8.57% | 2.5 |
|
| 2923 |
2923
Rikoon Group
Santa Fe,
New Mexico
| USD 226 M | -USD 951 k | -0.4% | 4.84% | 63.3% | 176 | 9.09% | 0.4 |
|
| 2924 |
CT
2924
Chicago Trust
Grayslake,
Illinois
| USD 226 M | -USD 4.35 M | -2% | 3.74% | 85.9% | 169 | 13.61% | 1.7 |
|
| 2925 |
2925
Tandem Investment Advisors
Charleston,
South Carolina
| USD 226 M | +USD 18.6 M | +9% | 4.33% | 10.4% | 57 | 10.53% | 0.2 |
|