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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3401 |
3401
Parus Finance (UK)
London,
United Kingdom
| USD 231 M | +USD 141 M | +157% | 26.6% | 199% | 24 | 20.83% | 2.3 |
|
| 3402 |
3402
Cedar Mountain Advisors
Lake Oswego,
Oregon
| USD 231 M | +USD 30.9 M | +15% | 19.9% | 57.7% | 265 | 7.17% | 0.5 |
|
| 3403 |
3403
Liberty Capital Management
Birmingham,
Michigan
| USD 231 M | +USD 39.1 M | +20% | 21.8% | – | 119 | 12.61% | 4.2 |
|
| 3404 |
3404
Bayview Asset Management
Coral Gables,
Florida
| USD 230 M | +USD 11.3 M | +5% | 25.8% | 55.4% | 14 | 28.57% | 1.2 |
|
| 3405 |
3405
Elephas Investment Management
Hong Kong
| USD 230 M | +USD 145 M | +170% | 88% | 422% | 25 | 76% | 0.1 |
|
| 3406 |
3406
D.B. Root & Company
Pittsburgh,
Pennsylvania
| USD 230 M | +USD 32.2 M | +16% | 17.6% | 57.3% | 205 | 16.1% | 1.7 |
|
| 3407 |
3407
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| USD 230 M | +USD 33.5 M | +17% | 16.6% | 12.8% | 114 | 7.02% | 3.1 |
|
| 3408 |
3408
Richard P. Slaughter Associates
Austin,
Texas
| USD 230 M | +USD 39.2 M | +21% | 17.8% | 55.7% | 103 | 15.53% | 0.4 |
|
| 3409 |
3409
Austin Private Wealth
Austin,
Texas
| USD 230 M | +USD 64.3 M | +39% | 18% | 62.3% | 98 | 32.65% | 0.4 |
|
| 3410 |
3410
Bank of Stockton
Stockton,
California
| USD 230 M | +USD 47.3 M | +26% | 19.9% | 99.2% | 123 | 22.76% | 3.8 |
|
| 3411 |
3411
D'Orazio & Associates
Falls Church,
Virginia
| USD 230 M | +USD 25.7 M | +13% | 14.2% | 61.2% | 383 | 19.06% | 3.4 |
|
| 3412 |
3412
13D Management
New York
| USD 230 M | +USD 24.1 M | +12% | 34.2% | 157% | 30 | 10% | 1.4 |
|
| 3413 |
3413
Chandler Asset Management
San Diego,
California
| USD 230 M | +USD 38.8 M | +20% | 17% | 35.6% | 17 | 0% | 2.4 |
|
| 3414 |
3414
Iowa State Bank
Urbandale,
Iowa
| USD 230 M | +USD 17.1 M | +8% | 18.1% | 85.7% | 127 | 18.11% | 4.1 |
|
| 3415 |
3415
Cota Capital Management
San Francisco,
California
| USD 229 M | +USD 67.4 M | +42% | 69.7% | 46% | 13 | 15.38% | 0.4 |
|
| 3416 |
PLFAM
3416
Pineno Levin & Ford Asset Management
Richmond,
Virginia
| USD 229 M | +USD 27.1 M | +13% | 15.5% | 81.6% | 99 | 13.13% | 4.5 |
|
| 3417 |
3417
George Kaiser Family Foundation
Tulsa,
Oklahoma
| USD 229 M | +USD 45.2 M | +25% | 27.7% | 106% | 31 | 32.26% | 2.2 |
|
| 3418 |
3418
Progressive Investment Management
Lake Oswego,
Oregon
| USD 229 M | +USD 49.3 M | +27% | 29.6% | 139% | 36 | 11.11% | 3.9 |
|
| 3419 |
3419
Moller Wealth Partners
| USD 229 M | +USD 35.5 M | +18% | 16.5% | 44.1% | 47 | 4.26% | 4.9 |
|
| 3420 |
3420
Tolleson Wealth Management
Dallas,
Texas
| USD 229 M | -USD 375 k | -0.2% | 17.4% | 56.2% | 70 | 18.57% | 1 |
|
| 3421 |
3421
Wellington Shields & Co
New York
| USD 228 M | +USD 46.8 M | +26% | 28.9% | 109% | 187 | 19.25% | 1.3 |
|
| 3422 |
3422
First Reserve GP XI
Stamford,
Connecticut
| USD 228 M | +USD 154 M | +210% | 210% | 26.4% | 1 | 0% | 6.5 |
|
| 3423 |
3423
Horst & Graben Wealth Management
Portland,
Oregon
| USD 228 M | +USD 37.7 M | +20% | 12.7% | 55.1% | 106 | 24.53% | 0.2 |
|
| 3424 |
3424
Stewardship Financial Advisors
Stockbridge,
Georgia
| USD 228 M | +USD 31.3 M | +16% | 16.7% | 39.1% | 82 | 29.27% | 2.4 |
|
| 3425 |
3425
HMS Capital Management
Nashville,
Tennessee
| USD 227 M | +USD 125 M | +121% | 26% | 140% | 161 | 54.66% | 1 |
|