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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2926 |
2926
Family Management
New York
| USD 194 M | -USD 33 M | -15% | 5.59% | 69% | 104 | 32.69% | 1.4 |
|
| 2927 |
2927
Laurel Wealth Advisors (California)
Solana Beach,
California
| USD 194 M | – | – | 4.93% | 33% | 331 | – | 0 |
|
| 2928 |
2928
Stratford Consulting
Addison,
Texas
| USD 193 M | +USD 6.96 M | +4% | 3.59% | 8.23% | 61 | 16.39% | 2 |
|
| 2929 |
2929
Ibbotson Associates
Chicago,
Illinois
| USD 193 M | +USD 25 M | +15% | 1.94% | – | 21 | 4.76% | 2.5 |
|
| 2930 |
2930
Kays Financial Advisory
Atlanta,
Georgia
| USD 193 M | +USD 17.3 M | +10% | 2.92% | 23.3% | 64 | 7.81% | 1.4 |
|
| 2931 |
2931
FCM Investments
Dallas,
Texas
| USD 193 M | -USD 10.1 M | -5% | 3% | 40.1% | 100 | 10% | 2.1 |
|
| 2932 |
AIM
2932
Advantage Investment Management
Cedar Rapids,
Iowa
| USD 193 M | +USD 17.5 M | +10% | 4.11% | 28.6% | 942 | 13.59% | 0.8 |
|
| 2933 |
2933
Northeast Financial Consultants
Westport,
Connecticut
| USD 193 M | -USD 4.18 M | -2% | 5.13% | 63.8% | 150 | 19.33% | 1.4 |
|
| 2934 |
2934
Capital Investment Counsel Inc
Raleigh,
North Carolina
| USD 192 M | +USD 7.3 M | +4% | 6.07% | 174% | 140 | 8.57% | 2.1 |
|
| 2935 |
2935
Rock Point Advisors
Burlington,
Vermont
| USD 192 M | +USD 9.7 M | +5% | 5.27% | 82.8% | 88 | 17.05% | 1.7 |
|
| 2936 |
DCM
2936
Dulcet Capital Management
New York
| USD 192 M | – | – | 0.12% | – | 9 | – | 0 |
|
| 2937 |
2937
Carderock Capital Management
Chevy Chase,
Maryland
| USD 192 M | +USD 12.8 M | +7% | 6.04% | 97.6% | 81 | 12.35% | 2 |
|
| 2938 |
2938
Rampart Investment Management
Hartford,
Connecticut
| USD 192 M | -USD 36.5 M | -16% | 6.96% | 74% | 11 | 36.36% | 0.6 |
|
| 2939 |
2939
Blue Chip Partners
Farmington Hills,
Michigan
| USD 192 M | +USD 34.9 M | +22% | 6.44% | 81.2% | 121 | 9.92% | 0.9 |
|
| 2940 |
2940
Capital Advisors Ltd
Shaker Heights,
Ohio
| USD 192 M | +USD 10.6 M | +6% | 4.46% | 54.2% | 358 | 8.94% | 1.6 |
|
| 2941 |
2941
Cambridge Associates
Boston,
Massachusetts
| USD 192 M | +USD 20.6 M | +12% | 0.63% | 50.1% | 21 | 28.57% | 1.2 |
|
| 2942 |
2942
U.S. Global Investors (USGI)
San Antonio,
Texas
| USD 192 M | +USD 3.22 M | +2% | 5.83% | 151% | 351 | 45.58% | 0.8 |
|
| 2943 |
ITIM
2943
Indiana Trust & Investment Management
Mishawaka,
Indiana
| USD 192 M | +USD 16.8 M | +10% | 3.82% | 114% | 139 | 27.34% | 2 |
|
| 2944 |
MA
2944
Marshwinds Advisory
St Simons Island,
Georgia
| USD 192 M | +USD 5.22 M | +3% | 7.7% | 32.9% | 143 | 6.99% | 2.2 |
|
| 2945 |
DA
2945
DSC Advisors
Chicago,
Illinois
| USD 191 M | -USD 14.6 M | -7% | 0.33% | 3.18% | 82 | 50% | 0.7 |
|
| 2946 |
2946
Truvvo Partners
New York
| USD 191 M | – | – | 11% | 21.1% | 107 | – | 0 |
|
| 2947 |
TM
2947
Tikvah Management
Charlotte,
North Carolina
| USD 191 M | +USD 11.2 M | +6% | 4.09% | 169% | 20 | 20% | 1.3 |
|
| 2948 |
2948
Chanos & Company
New York
| USD 190 M | -USD 57.5 M | -23% | 4.62% | – | 69 | 49.28% | 0.5 |
|
| 2949 |
2949
Barnett & Company
Chattanooga,
Tennessee
| USD 190 M | -USD 16.3 M | -8% | 2.19% | 65.9% | 185 | 20% | 1.8 |
|
| 2950 |
2950
Hillman Company
Pittsburgh,
Pennsylvania
| USD 190 M | -USD 15.2 M | -7% | 7.16% | 134% | 17 | 35.29% | 0.5 |
|