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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
3151
Bison Wealth
Atlanta,
Georgia
| USD 165 M | +USD 32.6 M | +25% | 0.97% | 37.4% | 257 | 35.41% | 0.2 |
|
| 3152 |
3152
Fieldpoint Private Advisors
New York
| USD 164 M | +USD 9.8 M | +6% | 4.13% | 34% | 70 | 18.57% | 1.4 |
|
| 3153 |
3153
Water Asset Management
New York
| USD 164 M | -USD 47.8 M | -23% | 5.02% | 48.9% | 25 | 20% | 1.2 |
|
| 3154 |
CCA
3154
Covey Capital Advisors
Atlanta,
Georgia
| USD 164 M | -USD 4.42 M | -3% | 0.41% | 118% | 48 | 18.75% | 0.6 |
|
| 3155 |
3155
Teewinot Capital Advisers
New York
| USD 164 M | -USD 23.3 M | -12% | 0.94% | 149% | 86 | 38.37% | 0.9 |
|
| 3156 |
LBC
3156
Lawrence B. Cohen
| USD 164 M | -USD 2.27 M | -1% | 0.88% | 41.8% | 70 | 4.29% | 1.6 |
|
| 3157 |
SIG
3157
Schaller Investment Group
Winston Salem,
North Carolina
| USD 164 M | -USD 2.11 M | -1% | 3.82% | 21.9% | 45 | 17.78% | 1.4 |
|
| 3158 |
CCM
3158
CWH Capital Management
Spokane,
Washington
| USD 164 M | +USD 10.9 M | +7% | 0.95% | 29.9% | 62 | 24.19% | 0.9 |
|
| 3159 |
3159
Ayalon Insurance Company
Ramat Gan,
Israel
| USD 164 M | – | – | 1.76% | 99.6% | 177 | – | 0 |
|
| 3160 |
3160
Sigma Investment Management
Portland,
Oregon
| USD 163 M | +USD 2.3 M | +1% | 2.69% | 8.4% | 31 | 12.9% | 1.3 |
|
| 3161 |
3161
Van Hulzen Asset Management
El Dorado Hills,
California
| USD 163 M | +USD 19.1 M | +13% | 1.46% | 86.3% | 161 | 41.61% | 0.4 |
|
| 3162 |
3162
Michael & Susan Dell Foundation
New York
| USD 163 M | +USD 29.7 M | +22% | 15.9% | 238% | 8 | 12.5% | 0.9 |
|
| 3163 |
3163
Bourgeon Capital Management
Darien,
Connecticut
| USD 163 M | -USD 543 k | -0.3% | 1.09% | 121% | 117 | 26.5% | 1 |
|
| 3164 |
BSWMG
3164
Barrington Strategic Wealth Management Group
Chicago,
Illinois
| USD 163 M | +USD 7.02 M | +4% | 1.69% | 17.9% | 102 | 6.86% | 1.5 |
|
| 3165 |
3165
WealthTrust-Arizona
Scottsdale,
Arizona
| USD 163 M | +USD 44.2 M | +37% | 3.19% | 20.2% | 705 | 15.74% | 1.3 |
|
| 3166 |
3166
Focused Wealth Management
Newburgh,
New York
| USD 163 M | +USD 21.6 M | +15% | 0.8% | 73.9% | 762 | 11.15% | 1.2 |
|
| 3167 |
3167
Hartford Financial Management
Hartford,
Connecticut
| USD 163 M | +USD 431 k | +0.3% | 1.29% | 87.9% | 259 | 59.46% | 1.7 |
|
| 3168 |
3168
Weatherstone Capital Management
Denver,
Colorado
| USD 163 M | -USD 8.79 M | -5% | 1.98% | 32% | 90 | 34.44% | 0.8 |
|
| 3169 |
3169
Altavista Wealth Management
Asheville,
North Carolina
| USD 162 M | +USD 30 k | +0% | 0.06% | 80.6% | 114 | 9.65% | 1.6 |
|
| 3170 |
TBAM
3170
True Bearing Asset Management
San Francisco,
California
| USD 162 M | -USD 39.5 M | -20% | 3.98% | 66.3% | 97 | 30.93% | 1.2 |
|
| 3171 |
3171
Solaris Asset Management
New York
| USD 162 M | +USD 7.17 M | +5% | 2.89% | 74% | 238 | 19.75% | 1.2 |
|
| 3172 |
NIC
3172
Northwest Investment Counselors
Lake Oswego,
Oregon
| USD 162 M | +USD 5.14 M | +3% | 2.49% | 32.4% | 115 | 7.83% | 1.5 |
|
| 3173 |
3173
River Wealth Advisors
Camp Hill,
Pennsylvania
| USD 162 M | – | – | 1.01% | 80.3% | 141 | – | 0 |
|
| 3174 |
PCM
3174
Price Capital Management
Lafayette,
Louisiana
| USD 161 M | +USD 48 M | +42% | 14.4% | 124% | 322 | 86.02% | 0 |
|
| 3175 |
3175
Genesee Valley Trust
Pittsford,
New York
| USD 161 M | +USD 5.03 M | +3% | 1.98% | 30.2% | 316 | 22.15% | 1.1 |
|