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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
3301
Pictet Bank & Trust
Nassau,
Bahamas
| USD 227 M | -USD 633 k | -0.3% | 4.27% | 82.7% | 66 | 12.12% | 3.2 |
|
| 3302 |
3302
Financial Sense Advisors
San Diego,
California
| USD 227 M | +USD 1.09 M | +0.5% | 2.73% | 152% | 75 | 29.33% | 1.3 |
|
| 3303 |
3303
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| USD 227 M | -USD 84 k | -0% | 3.56% | 92% | 162 | 13.58% | 3.5 |
|
| 3304 |
APSP
3304
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| USD 227 M | +USD 11.4 M | +5% | 2.5% | 62.1% | 282 | 6.38% | 3 |
|
| 3305 |
AC
3305
Athos Capital
Hong Kong
| USD 227 M | +USD 71.6 M | +46% | 6.96% | 110% | 47 | 68.09% | 0.3 |
|
| 3306 |
PI
3306
Pennant Investors
Summit,
New Jersey
| USD 227 M | -USD 19.7 M | -8% | 4.03% | 372% | 20 | 40% | 0.5 |
|
| 3307 |
3307
World Investment Advisors
Santa Barbara,
California
| USD 227 M | +USD 7.04 M | +3% | 2.62% | 65.4% | 160 | 28.13% | 0.4 |
|
| 3308 |
3308
First Sabrepoint Capital Management
Dallas,
Texas
| USD 226 M | +USD 9.08 M | +4% | 4.26% | 218% | 32 | 28.13% | 0.6 |
|
| 3309 |
3309
Permit Capital
West Conshohocken,
Pennsylvania
| USD 226 M | +USD 11.8 M | +5% | 7.5% | 121% | 27 | 3.7% | 4.8 |
|
| 3310 |
3310
C.V. Starr & Co Trust
New York
| USD 226 M | -USD 1.9 M | -0.8% | 0.43% | 51.7% | 28 | 0% | 4.3 |
|
| 3311 |
3311
D.B. Root & Company
Pittsburgh,
Pennsylvania
| USD 226 M | -USD 8.59 M | -4% | 3.44% | 57.3% | 214 | 13.08% | 1.1 |
|
| 3312 |
3312
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| USD 226 M | +USD 6.63 M | +3% | 3.39% | 75% | 172 | 13.37% | 3.3 |
|
| 3313 |
3313
Howard Capital Management
Roswell,
Georgia
| USD 225 M | +USD 25.6 M | +13% | 3.27% | 144% | 48 | 37.5% | 0.4 |
|
| 3314 |
3314
venBio Partners
San Francisco,
California
| USD 225 M | +USD 102 M | +83% | 6.86% | 564% | 6 | 33.33% | 0.6 |
|
| 3315 |
3315
Strategic Vision Investment
Hong Kong
| USD 225 M | +USD 82.9 M | +58% | 0.82% | 95.6% | 21 | 61.9% | 0.3 |
|
| 3316 |
FA
3316
FMA Advisory
Harrisburg,
Pennsylvania
| USD 225 M | +USD 6.32 M | +3% | 4.82% | 46.7% | 149 | 6.04% | 1.8 |
|
| 3317 |
LCP
3317
Legacy Capital Partners
Milwaukee,
Wisconsin
| USD 225 M | +USD 10.8 M | +5% | 3.64% | 85.6% | 148 | 12.16% | 3.5 |
|
| 3318 |
LCM
3318
Lionstone Capital Management
New York
| USD 225 M | +USD 6.41 M | +3% | 4.75% | 74.1% | 21 | 33.33% | 2.4 |
|
| 3319 |
3319
Exane Asset Management
Paris,
France
| USD 225 M | +USD 19.6 M | +10% | 5.81% | 74.5% | 65 | 60% | 0.5 |
|
| 3320 |
3320
YorkBridge Wealth Partners
New York
| USD 225 M | +USD 8.15 M | +4% | 4.77% | 36.5% | 790 | 4.56% | 2.1 |
|
| 3321 |
TLCM
3321
Tiger Legatus Capital Management
New York
| USD 225 M | +USD 11.5 M | +5% | 3.38% | 19.1% | 15 | 33.33% | 0.8 |
|
| 3322 |
MM
3322
Meridian Management
Little Rock,
Arkansas
| USD 225 M | +USD 22.9 M | +11% | 2.4% | 57.8% | 76 | 13.16% | 3.5 |
|
| 3323 |
3323
TrueWealth LLC
Atlanta,
Georgia
| USD 225 M | +USD 8.86 M | +4% | 5.01% | – | 785 | 7.52% | 1.4 |
|
| 3324 |
3324
Iowa State Bank
Urbandale,
Iowa
| USD 225 M | +USD 6.86 M | +3% | 2.71% | 85.7% | 108 | 6.48% | 3.8 |
|
| 3325 |
UAM
3325
UAS Asset Management
New York
| USD 225 M | +USD 3.29 M | +1% | 7.86% | 98% | 33 | 51.52% | 1.4 |
|