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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
2976
Dock Street Asset Management
Palm Beach,
Florida
| USD 230 M | +USD 16.1 M | +8% | 7.16% | 175% | 46 | 8.7% | 2.5 |
|
| 2977 |
2977
BSW Wealth Partners
Boulder,
Colorado
| USD 229 M | +USD 9.8 M | +4% | 4.16% | 75.4% | 95 | 17.89% | 2.2 |
|
| 2978 |
2978
Patton Albertson Miller Group
Chattanooga,
Tennessee
| USD 229 M | +USD 4.17 M | +2% | 4.41% | 109% | 133 | 7.52% | 2.8 |
|
| 2979 |
WC
2979
Whitnell & Co
Oak Brook,
Illinois
| USD 229 M | +USD 3.43 M | +2% | 2.85% | 36.6% | 240 | 5% | 3.5 |
|
| 2980 |
2980
Harbour Capital Advisors
Tysons Corner,
Virginia
| USD 229 M | +USD 28 M | +14% | 5.16% | 168% | 276 | 22.46% | 1.7 |
|
| 2981 |
2981
Chubb Ltd
Zurich,
Switzerland
| USD 229 M | -USD 6.06 M | -3% | 3.33% | 64.2% | 21 | 4.76% | 1.5 |
|
| 2982 |
2982
Schnieders Capital Management
Pasadena,
California
| USD 229 M | +USD 13.8 M | +6% | 3.88% | 103% | 158 | 8.23% | 2.6 |
|
| 2983 |
2983
Financial Management Professionals
Austin,
Texas
| USD 228 M | +USD 7.81 M | +4% | 4.18% | 62.1% | 310 | 15.16% | 2.8 |
|
| 2984 |
2984
Tarbox Family Office
Newport Beach,
California
| USD 228 M | +USD 25.3 M | +12% | 4.32% | 60.5% | 641 | 9.36% | 2.8 |
|
| 2985 |
NAMP
2985
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| USD 228 M | +USD 5.88 M | +3% | 4.32% | 73.1% | 110 | 7.27% | 3.2 |
|
| 2986 |
2986
Ashburton (Jersey)
St Helier,
Jersey
| USD 228 M | +USD 52.1 M | +30% | 3.44% | – | 89 | 49.44% | 0.8 |
|
| 2987 |
2987
Proffitt & Goodson
Knoxville,
Tennessee
| USD 228 M | +USD 4 M | +2% | 4.07% | 48.5% | 50 | 4% | 2.8 |
|
| 2988 |
2988
PVG Asset Management
Golden,
Colorado
| USD 228 M | -USD 37.3 M | -14% | 0.41% | – | 84 | 32.14% | 1 |
|
| 2989 |
KS
2989
Karpas Strategies
Litchfield,
Connecticut
| USD 228 M | +USD 6.08 M | +3% | 2.83% | 16.1% | 126 | 6.35% | 3.5 |
|
| 2990 |
2990
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| USD 228 M | +USD 4.56 M | +2% | 3.42% | 147% | 189 | 21.69% | 2.5 |
|
| 2991 |
2991
Francisco Partners Management
San Francisco,
California
| USD 227 M | -USD 97 M | -30% | 21.4% | 14.3% | 5 | 0% | 1.6 |
|
| 2992 |
2992
Kingsview Wealth Management
Grants Pass,
Oregon
| USD 227 M | +USD 33.1 M | +17% | 4.46% | 71.5% | 433 | 34.87% | 0.3 |
|
| 2993 |
MPEM
2993
Marathon Partners Equity Management
New York
| USD 227 M | +USD 9.1 M | +4% | 6.01% | – | 35 | 17.14% | 2.3 |
|
| 2994 |
2994
HT Partners
Centerbrook,
Connecticut
| USD 227 M | +USD 5.73 M | +3% | 3.6% | 71.1% | 22 | 4.55% | 2.2 |
|
| 2995 |
2995
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| USD 227 M | -USD 1.14 M | -0.5% | 3.35% | 17.7% | 308 | 13.64% | 2.3 |
|
| 2996 |
KSA
2996
Ken Stern & Associates
San Diego,
California
| USD 226 M | +USD 7.02 M | +3% | 2.53% | 39.4% | 119 | 8.4% | 1.4 |
|
| 2997 |
2997
Roble Belko & Company
Sewickley,
Pennsylvania
| USD 226 M | +USD 17.2 M | +8% | 3.68% | 53.3% | 324 | 11.73% | 1.7 |
|
| 2998 |
2998
St Louis Trust
Saint Louis,
Missouri
| USD 226 M | +USD 8.33 M | +4% | 4.52% | 71.4% | 54 | 1.85% | 1.6 |
|
| 2999 |
2999
Montgomery Investment Management
Rockville,
Maryland
| USD 225 M | +USD 6.55 M | +3% | 7.27% | 98.4% | 96 | 3.13% | 3.1 |
|
| 3000 |
3000
Capstone Financial Advisors
Downers Grove,
Illinois
| USD 225 M | +USD 18.1 M | +9% | 3.43% | 54.5% | 89 | 17.98% | 2.1 |
|