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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
Reynolds Capital Management
Las Vegas,
Nevada
| USD 155 M | -USD 23.3 M | -13% | 5.06% | 164% | 487 | 32.65% | 0.5 |
|
| 3002 |
NFM
3002
North Forty Management
Seattle,
Washington
| USD 154 M | -USD 8 k | -0% | 0% | 9.62% | 7 | 0% | 0.8 |
|
| 3003 |
3003
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| USD 154 M | -USD 1.85 M | -1% | 2.24% | 82.6% | 102 | 7.84% | 0.7 |
|
| 3004 |
3004
Stevens First Principles Investment Advisors
Newport Beach,
California
| USD 154 M | -USD 14.4 M | -9% | 1.74% | 44% | 236 | 25.85% | 0.6 |
|
| 3005 |
3005
Pacifica Capital Investments
Leander,
Texas
| USD 154 M | -USD 3.03 M | -2% | 0.96% | 70.4% | 15 | 13.33% | 0.7 |
|
| 3006 |
3006
Trust Company of Oklahoma
Tulsa,
Oklahoma
| USD 154 M | +USD 4.87 M | +3% | 0.71% | 101% | 87 | 2.3% | 0.7 |
|
| 3007 |
NA
3007
NSB Advisors
Fishkill,
New York
| USD 154 M | -USD 15.9 M | -9% | 4.59% | – | 28 | 3.57% | 0.7 |
|
| 3008 |
3008
Riggs Asset Management
Dallas,
Pennsylvania
| USD 154 M | -USD 30.1 M | -16% | 7.34% | 207% | 61 | 29.51% | 0.2 |
|
| 3009 |
3009
Axis Capital Holdings
Pembroke,
| USD 154 M | +USD 3.3 M | +2% | 1% | 67% | 6 | 16.67% | 0.8 |
|
| 3010 |
BSWMG
3010
Barrington Strategic Wealth Management Group
Chicago,
Illinois
| USD 154 M | +USD 3.68 M | +2% | 0.95% | 17.9% | 101 | 11.88% | 0.6 |
|
| 3011 |
3011
TCI Wealth Advisors
Tucson,
Arizona
| USD 153 M | -USD 6.03 M | -4% | 1.52% | 65% | 955 | 18.53% | 0.6 |
|
| 3012 |
3012
Caldwell & Orkin
Norcross,
Georgia
| USD 153 M | -USD 31.1 M | -17% | 5.09% | 137% | 99 | 61.62% | 0.3 |
|
| 3013 |
3013
HT Partners
Centerbrook,
Connecticut
| USD 153 M | -USD 3.55 M | -2% | 2.33% | 71.1% | 44 | 43.18% | 0.6 |
|
| 3014 |
GCM
3014
Garland Capital Management
Bellevue,
Washington
| USD 153 M | +USD 3.05 M | +2% | 1.25% | 55.7% | 44 | 9.09% | 0.6 |
|
| 3015 |
3015
Hartford Financial Management
Hartford,
Connecticut
| USD 153 M | -USD 1.21 M | -0.8% | 1.85% | 87.9% | 289 | 18.34% | 0.6 |
|
| 3016 |
3016
Healthcare Value Capital
Woodcliff Lake,
New Jersey
| USD 153 M | +USD 16.6 M | +12% | 27.7% | 19% | 56 | 55.36% | 0.4 |
|
| 3017 |
3017
Harbour Investment Management
Edmonds,
Washington
| USD 153 M | +USD 3.4 M | +2% | 2.28% | 58.8% | 79 | 2.53% | 0.7 |
|
| 3018 |
3018
Oakworth Capital
Birmingham,
Alabama
| USD 153 M | +USD 11.3 M | +8% | 2.42% | 64.3% | 547 | 2.74% | 0.2 |
|
| 3019 |
QA
3019
Quintium Advisors
Knoxville,
Tennessee
| USD 152 M | -USD 28.9 M | -16% | 2.25% | – | 17 | 23.53% | 0.2 |
|
| 3020 |
3020
Shaker Financial Services
Arlington,
Virginia
| USD 152 M | +USD 8.54 M | +6% | 1.34% | 12.9% | 186 | 44.09% | 0.4 |
|
| 3021 |
3021
Eads & Heald Wealth Management
Atlanta,
Georgia
| USD 152 M | +USD 1.42 M | +0.9% | 2.33% | 84.4% | 116 | 6.9% | 0.7 |
|
| 3022 |
3022
Doliver Advisors
Houston,
Texas
| USD 152 M | -USD 4.46 M | -3% | 2.57% | 92.3% | 301 | 43.52% | 0.5 |
|
| 3023 |
3023
Azzad Asset Management
Falls Church,
Virginia
| USD 152 M | +USD 13.5 M | +10% | 2.94% | 101% | 278 | 16.19% | 0.6 |
|
| 3024 |
GP
3024
Grow Partners
San Diego,
California
| USD 152 M | -USD 12.5 M | -8% | 12.4% | – | 42 | 52.38% | 0.2 |
|
| 3025 |
3025
Polaris Venture Management Co IV
Boston,
Massachusetts
| USD 152 M | +USD 1 M | +0.7% | 1.81% | 52.2% | 3 | 0% | 0.3 |
|