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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3326 |
3326
Rinet Company
Boston,
Massachusetts
| USD 146 M | +USD 27.6 M | +23% | 4.14% | 33.1% | 21 | 0% | 0.5 |
|
| 3327 |
3327
Intercontinental Wealth Advisors
San Antonio,
Texas
| USD 146 M | – | – | 3.83% | 46.7% | 130 | – | 0 |
|
| 3328 |
3328
Starfire Investment Advisers
Southfield,
Michigan
| USD 146 M | +USD 8.83 M | +6% | 4.68% | 19.2% | 136 | 10.29% | 0.7 |
|
| 3329 |
3329
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 146 M | +USD 62.1 M | +74% | 10.3% | 98.1% | 28 | 64.29% | 0.2 |
|
| 3330 |
SRP
3330
Saddle Road Partners
Omaha,
Nebraska
| USD 146 M | – | – | 4.51% | – | 136 | – | 0 |
|
| 3331 |
3331
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| USD 146 M | – | – | 2.87% | 12.8% | 96 | – | 0 |
|
| 3332 |
WIP
3332
Wellesley Investment Partners
Wellesley,
Massachusetts
| USD 145 M | – | – | 3.01% | 22.7% | 85 | – | 0 |
|
| 3333 |
3333
Garrison Asset Management
Fayetteville,
Arkansas
| USD 145 M | +USD 8.23 M | +6% | 6.17% | 52.1% | 90 | 7.78% | 2 |
|
| 3334 |
3334
Sycamore Partners Management
New York
| USD 145 M | -USD 7.02 M | -5% | 3.92% | 31.8% | 2 | 0% | 1 |
|
| 3335 |
3335
Courage Miller Partners
Norfolk,
Virginia
| USD 145 M | +USD 10.5 M | +8% | 2.29% | 43.5% | 70 | 15.71% | 1.7 |
|
| 3336 |
3336
Quadrant Capital Group
Cincinnati,
Ohio
| USD 144 M | -USD 444 k | -0.3% | 5.9% | 118% | 1,909 | 32.63% | 0.3 |
|
| 3337 |
3337
Eads & Heald Wealth Management
Atlanta,
Georgia
| USD 144 M | +USD 4.22 M | +3% | 6.94% | 84.4% | 144 | 15.97% | 2.1 |
|
| 3338 |
ABFS
3338
Appropriate Balance Financial Services
Bellevue,
Washington
| USD 144 M | – | – | 6.27% | – | 25 | – | 0 |
|
| 3339 |
3339
Formidable Asset Management
Cincinnati,
Ohio
| USD 144 M | -USD 5.42 M | -4% | 6.48% | 52.2% | 650 | 20.15% | 1.6 |
|
| 3340 |
3340
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| USD 144 M | +USD 16.7 M | +13% | 7.12% | 79.3% | 76 | 10.53% | 1.5 |
|
| 3341 |
3341
Vista Equity Partners Management
San Francisco,
California
| USD 144 M | -USD 22.8 M | -14% | 10.6% | 3.45% | 37 | 45.95% | 0.6 |
|
| 3342 |
3342
Shaker Financial Services
Arlington,
Virginia
| USD 144 M | +USD 10.7 M | +8% | 0.24% | 12.9% | 123 | 43.09% | 0.8 |
|
| 3343 |
BM
3343
Bislett Management
Palo Alto,
California
| USD 144 M | +USD 1.46 M | +1% | 2.53% | 19.8% | 26 | 7.69% | 2 |
|
| 3344 |
BOIA
3344
Bush ODonnell Investment Advisors
St Louis,
Missouri
| USD 144 M | +USD 2.58 M | +2% | 4.64% | 45.9% | 47 | 10.64% | 2.1 |
|
| 3345 |
3345
American Assets Capital Advisers
San Diego,
California
| USD 144 M | -USD 3.39 M | -2% | 3.78% | 73.5% | 37 | 21.62% | 0.8 |
|
| 3346 |
3346
Stone Run Capital
New York
| USD 144 M | +USD 18.1 M | +14% | 12.6% | 77.8% | 68 | 5.88% | 2.2 |
|
| 3347 |
3347
Institutional Venture Management XIII
Menlo Park,
California
| USD 144 M | +USD 6.22 M | +5% | 8.52% | – | 7 | 14.29% | 1.3 |
|
| 3348 |
3348
Neumann Capital Management
Foster City,
California
| USD 144 M | +USD 2.35 M | +2% | 4.88% | 89.9% | 81 | 9.88% | 0.9 |
|
| 3349 |
3349
S.R. Schill & Associates
Mercer Island,
Washington
| USD 144 M | +USD 3.09 M | +2% | 2.09% | 42.7% | 70 | 11.43% | 0.8 |
|
| 3350 |
3350
Wind River Trust Company
Jackson,
Wyoming
| USD 144 M | +USD 6.02 M | +4% | 3.9% | 62.1% | 8 | 0% | 2.2 |
|