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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
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| USD 212 M | +USD 9.46 M | +5% | 6.03% | 147% | 170 | 4.71% | 3.1 |
|
| 2927 |
2927
Willingdon Wealth Management
Huntersville,
North Carolina
| USD 212 M | +USD 13.7 M | +7% | 3.32% | 15.3% | 126 | 18.25% | 1.3 |
|
| 2928 |
2928
Filament
Seattle,
Washington
| USD 212 M | -USD 4.23 M | -2% | 0.06% | 46.9% | 34 | 8.82% | 2.4 |
|
| 2929 |
2929
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| USD 212 M | +USD 2.73 M | +1% | 1.63% | 81.8% | 62 | 6.45% | 2.9 |
|
| 2930 |
2930
Rosenblum Silverman Sutton
San Francisco,
California
| USD 211 M | -USD 6.91 M | -3% | 3.89% | 90.1% | 72 | 20.83% | 1.9 |
|
| 2931 |
WFG
2931
Windsor Financial Group
Minneapolis,
Minnesota
| USD 211 M | -USD 1.63 M | -0.8% | 0.06% | 15.3% | 79 | 10.13% | 2.5 |
|
| 2932 |
HIS
2932
Horizon Investment Services
Hammond,
Indiana
| USD 211 M | +USD 14.3 M | +7% | 10.1% | 250% | 118 | 23.73% | 1.4 |
|
| 2933 |
2933
Strategic Wealth Partners Group
Deerfield,
Illinois
| USD 211 M | +USD 20.6 M | +11% | 1.76% | – | 32 | 28.13% | 0.4 |
|
| 2934 |
2934
St Louis Trust
Saint Louis,
Missouri
| USD 211 M | +USD 2.51 M | +1% | 3.53% | 71.4% | 53 | 5.66% | 0.9 |
|
| 2935 |
2935
Kovack Advisors
Ft. Lauderdale,
Florida
| USD 210 M | +USD 4.75 M | +2% | 1.84% | 118% | 339 | 40.12% | 1.1 |
|
| 2936 |
2936
Bank of Stockton
Stockton,
California
| USD 210 M | +USD 8.71 M | +4% | 4.21% | 99.2% | 108 | 9.26% | 2.8 |
|
| 2937 |
2937
Marathon Capital Management
Hunt Valley,
Maryland
| USD 210 M | +USD 8.62 M | +4% | 9.43% | 70.9% | 101 | 23.76% | 1.8 |
|
| 2938 |
MA
2938
Marshwinds Advisory
St Simons Island,
Georgia
| USD 210 M | +USD 4.7 M | +2% | 3.3% | 32.9% | 145 | 6.9% | 3 |
|
| 2939 |
ILM
2939
Indigo Latam Management
Phoenix,
Arizona
| USD 210 M | -USD 32.8 M | -14% | 13.5% | 39.3% | 1 | 0% | 3 |
|
| 2940 |
SGH
2940
Sivik Global Healthcare
Greenwich,
Connecticut
| USD 210 M | +USD 11.3 M | +6% | 2.58% | 83.8% | 69 | 52.17% | 0.9 |
|
| 2941 |
2941
Dalton Investments
Las Vegas,
Nevada
| USD 209 M | -USD 38.1 M | -15% | 8.16% | 95.1% | 29 | 3.45% | 1.9 |
|
| 2942 |
2942
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| USD 209 M | +USD 13.1 M | +7% | 3.4% | 70.2% | 610 | 7.7% | 0.7 |
|
| 2943 |
2943
Front Street Capital Management
Missoula,
Montana
| USD 209 M | -USD 319 k | -0.2% | 9.76% | 316% | 66 | 1.52% | 0.5 |
|
| 2944 |
2944
Kimmeridge Energy Management
New York
| USD 209 M | – | – | 8.23% | 19.7% | 1 | – | 0 |
|
| 2945 |
2945
Standard General
New York
| USD 209 M | -USD 8.39 M | -4% | 3.41% | 259% | 5 | 20% | 1.3 |
|
| 2946 |
2946
IBEX Wealth Advisors
Bedminster,
New Jersey
| USD 209 M | +USD 26.3 M | +14% | 4.89% | 221% | 478 | 79.08% | 0.1 |
|
| 2947 |
2947
Hendershot Investments
Centreville,
Virginia
| USD 209 M | +USD 6.82 M | +3% | 4.05% | 50.5% | 63 | 0% | 2.9 |
|
| 2948 |
HA
2948
Harbor Advisors
West Palm Beach,
Florida
| USD 209 M | – | – | 4.98% | 125% | 121 | – | 0 |
|
| 2949 |
2949
VHCP Management II
New York
| USD 208 M | +USD 13.7 M | +7% | 11.9% | 2,334% | 26 | 23.08% | 0.8 |
|
| 2950 |
JIM
2950
JB Investments Management
Phoenixville,
Pennsylvania
| USD 208 M | – | – | 11.1% | – | 1 | – | 0 |
|