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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
Raffa Wealth Management
Washington,
District of Columbia
| USD 283 M | +USD 14.1 M | +5% | 1.46% | 35.8% | 754 | 4.38% | 1.5 |
|
| 2902 |
2902
Strid Group
Newtown Square,
Pennsylvania
| USD 282 M | +USD 11.3 M | +4% | 4.14% | 50.4% | 26 | 7.69% | 1.6 |
|
| 2903 |
2903
Rikoon Group
Santa Fe,
New Mexico
| USD 282 M | +USD 20.7 M | +8% | 8.17% | 63.3% | 217 | 11.52% | 1.4 |
|
| 2904 |
2904
Hendershot Investments
Centreville,
Virginia
| USD 282 M | +USD 22.2 M | +9% | 9% | 50.5% | 70 | 5.71% | 3.6 |
|
| 2905 |
2905
Clarius Group LLC
Seattle,
Washington
| USD 282 M | +USD 41.3 M | +17% | 9.95% | 92.1% | 133 | 39.85% | 1.1 |
|
| 2906 |
2906
Hillman Company
Pittsburgh,
Pennsylvania
| USD 282 M | -USD 77.7 M | -22% | 3.91% | 134% | 15 | 13.33% | 1.8 |
|
| 2907 |
2907
Night Owl Capital Management
Greenwich,
Connecticut
| USD 282 M | +USD 8.89 M | +3% | 11.1% | 162% | 31 | 12.9% | 2.2 |
|
| 2908 |
2908
Haverford Financial Services
Radnor,
Pennsylvania
| USD 282 M | +USD 15.6 M | +6% | 9.47% | 57.9% | 81 | 11.11% | 2.3 |
|
| 2909 |
2909
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| USD 282 M | +USD 8.49 M | +3% | 2.22% | 17.7% | 314 | 16.88% | 2.6 |
|
| 2910 |
2910
Diana Davis Spencer Foundation
Bethesda,
Maryland
| USD 282 M | -USD 1.29 M | -0.5% | 0.46% | 13.4% | 3 | 0% | 3.8 |
|
| 2911 |
2911
American Economic Planning Group
Warren,
New Jersey
| USD 282 M | +USD 11.7 M | +4% | 5.11% | 25.9% | 79 | 13.92% | 2.3 |
|
| 2912 |
2912
DDD Partners
Bellevue,
Washington
| USD 282 M | +USD 35.8 M | +15% | 8.75% | 62.1% | 57 | 31.58% | 0.6 |
|
| 2913 |
2913
Diker Management
New York
| USD 281 M | +USD 1.89 M | +0.7% | 0.44% | 210% | 62 | 29.03% | 1.7 |
|
| 2914 |
2914
Kellner Capital
New York
| USD 281 M | +USD 48.7 M | +21% | 6.4% | 390% | 47 | 59.57% | 0.3 |
|
| 2915 |
2915
Birinyi Associates
Westport,
Connecticut
| USD 281 M | +USD 26 M | +10% | 10.2% | 113% | 102 | 17.65% | 3.1 |
|
| 2916 |
2916
Stratford Consulting
Addison,
Texas
| USD 281 M | +USD 12.6 M | +5% | 3.78% | 8.23% | 53 | 3.77% | 3.9 |
|
| 2917 |
2917
Acuta Capital Partners
Redwood City,
California
| USD 280 M | -USD 281 M | -50% | 2.49% | 7,269% | 63 | 57.14% | 1.3 |
|
| 2918 |
SGH
2918
Sivik Global Healthcare
Greenwich,
Connecticut
| USD 280 M | +USD 20.1 M | +8% | 15.9% | 83.8% | 74 | 33.78% | 1.3 |
|
| 2919 |
CIM
2919
CIM Investment Management
Pittsburgh,
Pennsylvania
| USD 280 M | -USD 9.6 M | -3% | 5.42% | 123% | 381 | 28.35% | 1.9 |
|
| 2920 |
2920
Anson Funds Management
Dallas,
Texas
| USD 280 M | +USD 109 M | +64% | 503% | 2,010% | 32 | 68.75% | 0.4 |
|
| 2921 |
2921
CenturyLink Investment Management
Denver,
Colorado
| USD 280 M | +USD 18.8 M | +7% | 7.99% | – | 154 | 1.3% | 3 |
|
| 2922 |
2922
Keywise Capital Management
Grand Cayman,
Cayman Islands
| USD 280 M | -USD 15.4 M | -5% | 1.85% | 219% | 21 | 47.62% | 0.9 |
|
| 2923 |
2923
Cypress Wealth Services
Palm Desert,
California
| USD 280 M | +USD 16.3 M | +6% | 5.29% | 82.7% | 235 | 6.81% | 0.6 |
|
| 2924 |
2924
Oakview Capital Management
Dallas,
Texas
| USD 280 M | +USD 29.6 M | +12% | 6.09% | 21.2% | 17 | 17.65% | 0.9 |
|
| 2925 |
2925
IBEX Wealth Advisors
Bedminster,
New Jersey
| USD 279 M | +USD 29.6 M | +12% | 6.71% | 221% | 104 | 31.73% | 0.9 |
|