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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3226 |
3226
Cortland Associates
St Louis,
Missouri
| USD 692 M | -USD 4.96 M | -0.7% | 6.47% | 57.1% | 67 | 14.93% | 6.3 |
|
| 3227 |
3227
Blue Fin Capital
Warren,
Rhode Island
| USD 692 M | +USD 82.1 M | +13% | 17.3% | 125% | 166 | 10.84% | 6.5 |
|
| 3228 |
3228
SeaBridge Investment Advisors
Summit,
New Jersey
| USD 692 M | +USD 101 M | +17% | 31.6% | 128% | 203 | 14.78% | 3.8 |
|
| 3229 |
3229
Wealth Alliance Advisory Group
Wichita,
Kansas
| USD 691 M | +USD 59.8 M | +9% | 13.3% | 72.7% | 216 | 14.81% | 4.2 |
|
| 3230 |
3230
Ionic Capital Management
New York
| USD 690 M | -USD 678 M | -50% | 36.7% | 163% | 192 | 52.6% | 0.8 |
|
| 3231 |
CT
3231
Chicago Trust
Grayslake,
Illinois
| USD 690 M | +USD 64.4 M | +10% | 18.3% | 85.9% | 405 | 11.85% | 4.3 |
|
| 3232 |
3232
Heirloom Wealth Management
Greenwood Village,
Colorado
| USD 690 M | +USD 135 M | +24% | 7.96% | 81.8% | 94 | 42.55% | 2 |
|
| 3233 |
3233
Technology Crossover Management IX
Menlo Park,
California
| USD 690 M | -USD 62.3 M | -8% | 6.46% | 13% | 6 | 0% | 6.7 |
|
| 3234 |
MTC
3234
Matrix Trust Company
Denver,
Colorado
| USD 690 M | +USD 87.5 M | +15% | 10.6% | 51.4% | 188 | 52.13% | 2.4 |
|
| 3235 |
3235
Boston Standard Wealth Management
Winchester,
Massachusetts
| USD 689 M | +USD 78.5 M | +13% | 10.2% | 47.1% | 60 | 8.33% | 5.2 |
|
| 3236 |
3236
Gabelli & Co Investment Advisers
Rye,
New York
| USD 688 M | +USD 13.5 M | +2% | 13.8% | 248% | 380 | 38.68% | 1.4 |
|
| 3237 |
3237
Encompass More Asset Management
Danville,
California
| USD 687 M | +USD 90.8 M | +15% | 11.2% | 80.4% | 337 | 41.54% | 0.9 |
|
| 3238 |
PWW
3238
Pettyjohn Wood & White
Lynchburg,
Virginia
| USD 687 M | +USD 59.4 M | +9% | 11.4% | 70.9% | 228 | 8.77% | 6.6 |
|
| 3239 |
3239
Laurel Oak Wealth Management
Marlton,
New Jersey
| USD 687 M | +USD 91 M | +15% | 16.3% | – | 398 | 13.32% | 0.4 |
|
| 3240 |
CFSG
3240
Community Financial Services Group
Newport,
Vermont
| USD 686 M | +USD 118 M | +21% | 16.6% | – | 547 | 18.65% | 1.1 |
|
| 3241 |
3241
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
| USD 686 M | +USD 61.2 M | +10% | 12.8% | 63.5% | 343 | 23.91% | 2.1 |
|
| 3242 |
3242
Toews Corporation
Northfield,
New Jersey
| USD 686 M | +USD 426 M | +165% | 6.96% | 22% | 151 | 96.03% | 0.1 |
|
| 3243 |
3243
Blume Capital Management
Berkeley,
California
| USD 684 M | +USD 95.6 M | +16% | 20% | 96.9% | 368 | 10.33% | 5.5 |
|
| 3244 |
3244
Burling Wealth Partners
Chicago,
Illinois
| USD 683 M | +USD 65.1 M | +11% | 12.8% | – | 191 | 13.09% | 1.2 |
|
| 3245 |
AMG
3245
Asset Management Group
Stamford,
Connecticut
| USD 683 M | +USD 64.7 M | +10% | 13.9% | 57% | 140 | 3.57% | 8.9 |
|
| 3246 |
3246
Calton & Associates
Tampa,
Florida
| USD 683 M | -USD 13.1 M | -2% | 17.6% | 73.9% | 503 | 29.62% | 1.5 |
|
| 3247 |
3247
Principal Street Partners
Memphis,
Tennessee
| USD 683 M | +USD 69.9 M | +11% | 16.3% | 91% | 284 | 15.49% | 3 |
|
| 3248 |
3248
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| USD 683 M | +USD 116 M | +20% | 16.7% | 72% | 195 | 25.13% | 2.6 |
|
| 3249 |
3249
Wilsey Asset Management
San Diego,
California
| USD 681 M | +USD 43.2 M | +7% | 3.86% | 55% | 28 | 10.71% | 3.6 |
|
| 3250 |
3250
Bell Investment Advisors
Oakland,
California
| USD 681 M | +USD 41.7 M | +7% | 9.94% | 41% | 1,931 | 9.43% | 3.6 |
|