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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
Old Dominion Capital Management
Charlottesville,
Virginia
| USD 289 M | -USD 3.9 M | -1% | 4.17% | 45.9% | 145 | 13.79% | 1.6 |
|
| 2927 |
2927
Advanced Asset Management Advisors
Dublin,
Ohio
| USD 289 M | +USD 8.46 M | +3% | 3.9% | 93.6% | 107 | 21.5% | 1 |
|
| 2928 |
2928
Rowlandmiller & Partners
Atlanta,
Georgia
| USD 288 M | +USD 8.99 M | +3% | 3.63% | 84% | 137 | 4.38% | 3.6 |
|
| 2929 |
AC
2929
Apertura Capital
Dallas,
Texas
| USD 288 M | -USD 69.3 M | -19% | 3.38% | 41.5% | 45 | 77.78% | 0.2 |
|
| 2930 |
2930
Cliffwater
Marina Del Rey,
California
| USD 288 M | -USD 50.6 M | -15% | 1.08% | 29.4% | 20 | 10% | 1.3 |
|
| 2931 |
ACM
2931
Aquilo Capital Management
San Francisco,
California
| USD 288 M | +USD 62.2 M | +28% | 12.7% | 6.84% | 15 | 20% | 0.7 |
|
| 2932 |
2932
Lake Point Wealth Management
Rockwall,
Texas
| USD 288 M | USD 0 | 0% | 1.15% | – | 760 | 2.63% | 0.4 |
|
| 2933 |
2933
Haverford Financial Services
Radnor,
Pennsylvania
| USD 288 M | +USD 9.1 M | +3% | 4.97% | 57.9% | 69 | 7.25% | 2.8 |
|
| 2934 |
WA
2934
WealthTrust Axiom
Wayne,
Pennsylvania
| USD 288 M | +USD 6.7 M | +2% | 4.59% | 125% | 247 | 8.1% | 3.9 |
|
| 2935 |
2935
Robotti Robert
| USD 287 M | +USD 3.65 M | +1% | 4.92% | 107% | 66 | 16.67% | 3.1 |
|
| 2936 |
2936
George Kaiser Family Foundation
Tulsa,
Oklahoma
| USD 287 M | -USD 782 k | -0.3% | 8.74% | 106% | 22 | 4.55% | 2.3 |
|
| 2937 |
CDIA
2937
Capital Directions Investment Advisors
Atlanta,
Georgia
| USD 287 M | -USD 16.4 M | -5% | 2.28% | 7.53% | 106 | 33.02% | 2.6 |
|
| 2938 |
CRB
2938
Chad R. Baker
| USD 287 M | +USD 10.4 M | +4% | 4.56% | 123% | 56 | 3.57% | 2.8 |
|
| 2939 |
2939
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| USD 287 M | +USD 21.3 M | +8% | 7.67% | 55% | 75 | 14.67% | 1.6 |
|
| 2940 |
2940
Brian C. Broderick
| USD 286 M | +USD 5.92 M | +2% | 3.14% | 98.6% | 86 | 10.47% | 4.4 |
|
| 2941 |
2941
Forest Hill Capital
Little Rock,
Arkansas
| USD 286 M | -USD 39.4 M | -12% | 4.8% | 112% | 57 | 15.79% | 3.3 |
|
| 2942 |
2942
Sky Investment Group
Hartford,
Connecticut
| USD 285 M | +USD 13.1 M | +5% | 4.19% | 68% | 103 | 5.83% | 3.7 |
|
| 2943 |
2943
Blue Edge Capital
Richmond,
Virginia
| USD 285 M | +USD 22 M | +8% | 2.4% | 67.4% | 94 | 6.38% | 3 |
|
| 2944 |
2944
Crestone Asset Management
Boulder,
Colorado
| USD 285 M | +USD 2.13 M | +0.8% | 0.99% | 6.65% | 53 | 9.43% | 1.9 |
|
| 2945 |
2945
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| USD 285 M | +USD 11.9 M | +4% | 3.51% | 82.9% | 64 | 10.94% | 2.7 |
|
| 2946 |
2946
BW Gestao de Investimentos
Sao Paulo,
Brazil
| USD 285 M | +USD 46.3 M | +19% | 4.51% | 95.1% | 105 | 22.86% | 1.5 |
|
| 2947 |
2947
Essex Savings Bank
Essex,
Connecticut
| USD 284 M | +USD 108 M | +62% | 2.66% | 95.2% | 785 | 18.85% | 0.4 |
|
| 2948 |
2948
Cobalt Capital Management
Short Hills,
New Jersey
| USD 284 M | +USD 54.5 M | +24% | 3.75% | 235% | 51 | 70.59% | 0.5 |
|
| 2949 |
OH
2949
Overlook Holdings
Tortola,
British Virgin Islands
| USD 284 M | -USD 55.5 M | -16% | 4.84% | – | 3 | 33.33% | 2.3 |
|
| 2950 |
LWANC
2950
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| USD 284 M | +USD 11.4 M | +4% | 3.83% | 63.3% | 527 | 9.68% | 0.5 |
|