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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
2951
Ferris Capital
Marlborough,
Massachusetts
| USD 466 M | +USD 211 M | +83% | 0.03% | 67% | 222 | 92.34% | 0.3 |
|
| 2952 |
2952
Advanced Asset Management Advisors
Dublin,
Ohio
| USD 466 M | -USD 6.78 M | -1% | 0.94% | 93.6% | 96 | 4.17% | 2.4 |
|
| 2953 |
JC
2953
JBF Capital
Aspen,
Colorado
| USD 466 M | +USD 33.8 M | +8% | 0.06% | 93.6% | 113 | 23.89% | 1 |
|
| 2954 |
2954
KLCM Advisors
Milwaukee,
Wisconsin
| USD 466 M | +USD 13.6 M | +3% | 3.95% | 122% | 122 | 11.48% | 3.6 |
|
| 2955 |
CIA
2955
Covington Investment Advisors
Ligonier,
Pennsylvania
| USD 465 M | +USD 9.32 M | +2% | 1.11% | 100% | 78 | 0% | 5 |
|
| 2956 |
SA
2956
Strategic Advisors
New York
| USD 464 M | +USD 79.9 M | +21% | 1.06% | 106% | 186 | 11.29% | 3.2 |
|
| 2957 |
2957
Spirit of America Management Corp
Syosset,
New York
| USD 464 M | -USD 3.56 M | -0.8% | 0.31% | 113% | 244 | 2.46% | 4.6 |
|
| 2958 |
2958
Oak Grove Capital
North Hampton,
New Hampshire
| USD 463 M | +USD 16.1 M | +4% | 0.31% | 470% | 121 | 18.18% | 1.3 |
|
| 2959 |
2959
JGP Wealth Management
Bend,
Oregon
| USD 463 M | -USD 2.21 M | -0.5% | 0.07% | 87.8% | 160 | 6.25% | 2.1 |
|
| 2960 |
2960
Minot Wealth Management
Westwood,
Massachusetts
| USD 463 M | +USD 5.02 M | +1% | 0.49% | – | 221 | 14.93% | 1.1 |
|
| 2961 |
2961
Meridian Wealth Partners
Exton,
Pennsylvania
| USD 462 M | +USD 33.9 M | +8% | 1.34% | 54.2% | 82 | 12.2% | 1.5 |
|
| 2962 |
2962
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| USD 462 M | -USD 11.8 M | -2% | 0.66% | 86.4% | 143 | 2.1% | 5.7 |
|
| 2963 |
VCM
2963
Vivaldi Capital Management
Chicago,
Illinois
| USD 462 M | -USD 36.5 M | -7% | 0.83% | 69.2% | 401 | 30.42% | 1.6 |
|
| 2964 |
2964
Amia Capital
London,
United Kingdom
| USD 462 M | +USD 181 M | +64% | 2.52% | 30.1% | 26 | 61.54% | 0.5 |
|
| 2965 |
2965
Overbrook Management Corp
New York
| USD 461 M | -USD 17.8 M | -4% | 0.25% | 157% | 91 | 6.59% | 3.5 |
|
| 2966 |
2966
Fagan Associates
Troy,
New York
| USD 460 M | -USD 8.08 M | -2% | 0.36% | 127% | 131 | 10.69% | 3.3 |
|
| 2967 |
2967
Capital Insight Partners
Scottsdale,
Arizona
| USD 460 M | +USD 17.4 M | +4% | 0.18% | 51.7% | 154 | 4.55% | 2.4 |
|
| 2968 |
GA
2968
GFS Advisors
Houston,
Texas
| USD 460 M | +USD 15.9 M | +4% | 3.02% | 109% | 180 | 20.56% | 3.5 |
|
| 2969 |
2969
Advisor OS
Chicago,
Illinois
| USD 460 M | -USD 21.9 M | -5% | 0.41% | 68.8% | 233 | 9.44% | 0.7 |
|
| 2970 |
2970
3G Capital Partners
New York
| USD 460 M | +USD 72.8 M | +19% | 24.8% | 351% | 17 | 5.88% | 1.2 |
|
| 2971 |
2971
Golden State Wealth Management
Santa Ana,
California
| USD 460 M | +USD 6.25 M | +1% | 0.22% | – | 335 | 16.72% | 0.9 |
|
| 2972 |
2972
Medicxi Ventures Management
St. Helier,
Jersey
| USD 460 M | -USD 98.4 M | -18% | 15.6% | 369% | 6 | 0% | 1.3 |
|
| 2973 |
2973
NFC Investments
Memphis,
Tennessee
| USD 460 M | +USD 79.2 M | +21% | 3.02% | – | 49 | 16.33% | 3.7 |
|
| 2974 |
2974
Thames Capital Management
Roseland,
New Jersey
| USD 459 M | +USD 32.1 M | +8% | 2.1% | 1,177% | 62 | 41.94% | 1.1 |
|
| 2975 |
2975
Columbia Asset Management
Ann Arbor,
Michigan
| USD 458 M | +USD 7.81 M | +2% | 1.09% | 94.1% | 189 | 12.17% | 4.4 |
|