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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
3001
Advisory Services Network
Atlanta,
Georgia
| USD 116 M | -USD 6.5 M | -5% | 4.14% | 105% | 88 | 36.36% | 0.2 |
|
| 3002 |
FA
3002
Financial Advantage
Columbia,
Maryland
| USD 116 M | +USD 841 k | +0.7% | 3.75% | 24.3% | 243 | 12.35% | 0.2 |
|
| 3003 |
PFM
3003
PacWest Financial Management
Phoenix,
Arizona
| USD 116 M | +USD 10.7 M | +10% | 3.73% | 19.2% | 94 | 13.83% | 0.2 |
|
| 3004 |
CCP
3004
Centaur Capital Partners
Southlake,
Texas
| USD 116 M | +USD 26.3 M | +29% | 1.15% | 48.5% | 43 | 55.81% | 0.1 |
|
| 3005 |
3005
Formidable Asset Management
Cincinnati,
Ohio
| USD 116 M | – | – | 7.5% | 52.2% | 482 | – | 0 |
|
| 3006 |
3006
CoreCommodity Management
Stamford,
Connecticut
| USD 116 M | – | – | 4.19% | 65.8% | 94 | – | 0 |
|
| 3007 |
THCM
3007
Tipp Hill Capital Management
New York
| USD 115 M | -USD 11 M | -9% | 4.67% | 1.13% | 33 | 51.52% | 0.2 |
|
| 3008 |
3008
First Citizens Bancorporation
Columbia,
South Carolina
| USD 115 M | +USD 6.08 M | +6% | 4.83% | – | 104 | 16.35% | 0.2 |
|
| 3009 |
3009
Afton Capital Management
Charlotte,
North Carolina
| USD 115 M | +USD 7.2 M | +7% | 19% | – | 37 | 21.62% | 0.2 |
|
| 3010 |
3010
WrapManager Inc
Mill Valley,
California
| USD 115 M | +USD 17.8 M | +18% | 4.84% | 64.6% | 54 | 12.96% | 0.2 |
|
| 3011 |
3011
BSW Wealth Partners
Boulder,
Colorado
| USD 115 M | +USD 1.1 M | +1% | 7.71% | 75.4% | 51 | 17.65% | 0.2 |
|
| 3012 |
3012
Trees Investment Counsel
Chicago,
Illinois
| USD 115 M | +USD 5.83 M | +5% | 6.93% | – | 67 | 34.33% | 0.2 |
|
| 3013 |
3013
Triangle Securities Wealth Management
Raleigh,
North Carolina
| USD 115 M | -USD 20.5 M | -15% | 5% | 83.6% | 497 | 76.26% | 0.3 |
|
| 3014 |
MAS
3014
Madden Advisory Services
Jacksonville,
Florida
| USD 115 M | -USD 6.97 M | -6% | 3.36% | 52.3% | 333 | 20.42% | 0.2 |
|
| 3015 |
3015
Oarsman Capital
Milwaukee,
Wisconsin
| USD 115 M | +USD 8.86 M | +8% | 4.96% | 70.6% | 159 | 8.18% | 0.2 |
|
| 3016 |
3016
Sandell Investment Services
New York
| USD 114 M | +USD 28.2 M | +33% | 11.8% | – | 35 | 62.86% | 0.1 |
|
| 3017 |
3017
Garrison Asset Management
Fayetteville,
Arkansas
| USD 114 M | +USD 7.11 M | +7% | 6.31% | 52.1% | 80 | 10% | 0.2 |
|
| 3018 |
3018
Healthcare Value Capital
Woodcliff Lake,
New Jersey
| USD 114 M | -USD 23.6 M | -17% | 14.3% | 19% | 74 | 56.76% | 0.2 |
|
| 3019 |
3019
Adirondack Trust Company
Saratoga Springs,
New York
| USD 114 M | +USD 3.66 M | +3% | 3.82% | 96.7% | 317 | 6.31% | 0.2 |
|
| 3020 |
3020
Elite Wealth Management
Kirkland,
Washington
| USD 113 M | +USD 45.4 M | +67% | 3.66% | 142% | 516 | 52.33% | 0.1 |
|
| 3021 |
SFM
3021
Signature Financial Management
Norfolk,
Virginia
| USD 113 M | -USD 33.1 M | -23% | 3.08% | 20.8% | 88 | 27.27% | 0.2 |
|
| 3022 |
3022
Myriad Asset Management
North Point,
Hong Kong
| USD 113 M | +USD 26.2 M | +30% | 17.4% | 149% | 16 | 62.5% | 0.1 |
|
| 3023 |
BSWMG
3023
Barrington Strategic Wealth Management Group
Chicago,
Illinois
| USD 113 M | -USD 8.85 M | -7% | 5.88% | 17.9% | 101 | 21.78% | 0.2 |
|
| 3024 |
3024
Summit Asset Management
Memphis,
Tennessee
| USD 113 M | +USD 9.39 M | +9% | 3.56% | 48.9% | 84 | 7.14% | 0.2 |
|
| 3025 |
3025
Detwiler Fenton Investment Management
Boston,
Massachusetts
| USD 113 M | +USD 14.2 M | +14% | 11.5% | – | 129 | 35.66% | 0.2 |
|