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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
Dorsey Wright & Associates
Pasadena,
California
| USD 342 M | -USD 88.7 M | -21% | 9.63% | 311% | 353 | 44.19% | 0.5 |
|
| 3302 |
3302
HughesLittle Investment Management
Vancouver,
| USD 341 M | -USD 97.1 M | -22% | 20% | 106% | 15 | 6.67% | 4.4 |
|
| 3303 |
3303
Siemens
Munich,
Germany
| USD 341 M | -USD 162 M | -32% | 32.2% | 16.8% | 1 | 0% | 0.5 |
|
| 3304 |
GA
3304
GRS Advisors
Chicago,
Illinois
| USD 341 M | -USD 56.2 M | -14% | 15.1% | 54.3% | 40 | 45% | 0.8 |
|
| 3305 |
PFMOSF
3305
Philadelphia Financial Management of San Francisco
San Francisco,
California
| USD 340 M | +USD 29.6 M | +10% | 15.1% | 209% | 51 | 58.82% | 0.3 |
|
| 3306 |
3306
Curated Wealth Partners
El Segundo,
California
| USD 340 M | +USD 45.2 M | +15% | 22.6% | 39.9% | 168 | 40.48% | 1.1 |
|
| 3307 |
3307
Benjamin Edwards Inc
Clayton,
Missouri
| USD 340 M | -USD 3.65 M | -1% | 9.8% | 66.5% | 760 | 15% | 1.4 |
|
| 3308 |
3308
Graham Holdings Co Master Retirement Trust
Arlington,
Virginia
| USD 340 M | -USD 100 M | -23% | 22.7% | 46% | 2 | 0% | 0.5 |
|
| 3309 |
3309
Greenspring Advisors
Towson,
Maryland
| USD 340 M | -USD 36.6 M | -10% | 12.8% | – | 123 | 21.95% | 0.4 |
|
| 3310 |
3310
The Family Firm
Bethesda,
Maryland
| USD 339 M | -USD 42.2 M | -11% | 13% | 40.2% | 185 | 10.27% | 4.3 |
|
| 3311 |
3311
Abacus Planning Group
Columbia,
South Carolina
| USD 339 M | -USD 32.1 M | -9% | 15% | 59.1% | 220 | 18.18% | 2.7 |
|
| 3312 |
3312
SOA Wealth Advisors
New York
| USD 339 M | -USD 70.7 M | -17% | 17.4% | 79.1% | 1,087 | 13.52% | 1.3 |
|
| 3313 |
3313
Hohimer Wealth Management
Seattle,
Washington
| USD 339 M | -USD 168 M | -33% | 14.9% | 99.7% | 222 | 14.41% | 1.7 |
|
| 3314 |
3314
EVR Research
Richmond,
Virginia
| USD 339 M | +USD 67.7 M | +25% | 10% | 165% | 49 | 61.22% | 0.3 |
|
| 3315 |
3315
Benedict Financial Advisors
Atlanta,
Georgia
| USD 338 M | -USD 35.9 M | -10% | 8.88% | 72.4% | 123 | 5.69% | 4.8 |
|
| 3316 |
3316
Oliver Luxxe Assets
Gladstone,
New Jersey
| USD 338 M | -USD 56.8 M | -14% | 10.3% | 137% | 219 | 31.96% | 2 |
|
| 3317 |
SF
3317
Symphony Financial
Houston,
Texas
| USD 338 M | -USD 87.4 M | -21% | 14% | 95.7% | 210 | 23.33% | 1.3 |
|
| 3318 |
3318
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
| USD 338 M | -USD 59.1 M | -15% | 15.4% | 72.3% | 90 | 8.89% | 5.6 |
|
| 3319 |
3319
Gibson Capital
Wexford,
Pennsylvania
| USD 338 M | -USD 61.8 M | -15% | 16.8% | 67.2% | 46 | 23.91% | 4.3 |
|
| 3320 |
3320
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| USD 338 M | -USD 55.9 M | -14% | 15.7% | 95.4% | 32 | 0% | 5.5 |
|
| 3321 |
3321
Callodine Capital Management
Boston,
Massachusetts
| USD 337 M | +USD 26 M | +8% | 12% | 53.8% | 54 | 27.78% | 1.2 |
|
| 3322 |
3322
Occidental Asset Management
Burlingame,
California
| USD 337 M | -USD 53.7 M | -14% | 12.1% | 82.5% | 201 | 16.92% | 3.4 |
|
| 3323 |
3323
Noesis Capital Mangement
Boca Raton,
Florida
| USD 337 M | -USD 78.6 M | -19% | 16.2% | 128% | 121 | 20.66% | 4.5 |
|
| 3324 |
3324
Brown University
Providence,
Rhode Island
| USD 336 M | -USD 72.3 M | -18% | 19.1% | 37.9% | 14 | 14.29% | 0.9 |
|
| 3325 |
3325
Janiczek Wealth Management
Denver,
Colorado
| USD 336 M | -USD 25.8 M | -7% | 11.7% | 16.4% | 1,111 | 13.59% | 1.6 |
|