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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
RC
3601
Rinet Company
Boston,
Massachusetts
| USD 136 M | +USD 7.36 M | +6% | 1.58% | 33.1% | 17 | 0% | 1.4 |
|
| 3602 |
CW
3602
Cabot-Wellington
Boston,
Massachusetts
| USD 135 M | +USD 11.8 M | +10% | 1.34% | 65% | 18 | 0% | 2.9 |
|
| 3603 |
FA
3603
FC Advisory
West Chester,
Pennsylvania
| USD 135 M | +USD 2.17 M | +2% | 0.86% | 46.6% | 35 | 5.71% | 1.5 |
|
| 3604 |
RJA
3604
Robshaw & Julian Associates
Williamsville,
New York
| USD 135 M | +USD 674 k | +0.5% | 2.55% | 19.3% | 46 | 4.35% | 2.6 |
|
| 3605 |
MTB
3605
Mizuho Trust & Banking
Tokyo,
Japan
| USD 135 M | -USD 33.7 mil M | -100% | 1.37% | 36.1% | 850 | 99.65% | 0.1 |
|
| 3606 |
PAM
3606
Pope Asset Management
Memphis,
Tennessee
| USD 135 M | +USD 11.2 M | +9% | 1.57% | – | 29 | 6.9% | 2.5 |
|
| 3607 |
IAMOG
3607
Investors Asset Management of Georgia
Atlanta,
Georgia
| USD 135 M | +USD 3.18 M | +2% | 2.1% | 118% | 140 | 7.14% | 1.7 |
|
| 3608 |
3608
Empowered Funds
Havertown,
Pennsylvania
| USD 135 M | – | – | 2.44% | 127% | 4 | – | 0 |
|
| 3609 |
3609
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| USD 135 M | -USD 3.03 M | -2% | 7.47% | 95.4% | 30 | 6.67% | 3.1 |
|
| 3610 |
PM
3610
Precept Management
Dallas,
Texas
| USD 135 M | – | – | 6.66% | 110% | 49 | – | 0 |
|
| 3611 |
3611
Moisand Fitzgerald Tamayo
Orlando,
Florida
| USD 135 M | +USD 3.09 M | +2% | 2.07% | 51.1% | 62 | 1.61% | 0.9 |
|
| 3612 |
GL
3612
Globe Life
Mckinney,
Texas
| USD 135 M | +USD 13.3 M | +11% | 3.33% | 60.1% | 22 | 100% | 0 |
|
| 3613 |
CBCM
3613
Cook & Bynum Capital Management
Birmingham,
Alabama
| USD 135 M | +USD 3.44 M | +3% | 3.1% | 46.8% | 4 | 0% | 3.5 |
|
| 3614 |
MSFP
3614
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| USD 135 M | +USD 246 k | +0.2% | 1.68% | 92.4% | 390 | 14.1% | 1.8 |
|
| 3615 |
3615
Michael & Susan Dell Foundation
New York
| USD 135 M | +USD 35.4 M | +36% | 7.07% | 238% | 8 | 25% | 1.9 |
|
| 3616 |
3616
Ashmore Group
London,
United Kingdom
| USD 134 M | -USD 4.38 M | -3% | 2.65% | 103% | 39 | 33.33% | 1.4 |
|
| 3617 |
3617
Kora Management
Brooklyn,
New York
| USD 134 M | -USD 44.8 M | -25% | 16.2% | 307% | 11 | 9.09% | 0.5 |
|
| 3618 |
HCA
3618
Horan Capital Advisors
Cincinnati,
Ohio
| USD 134 M | +USD 7.88 M | +6% | 6.34% | 26.6% | 63 | 6.35% | 2 |
|
| 3619 |
3619
Simon Quick Advisors
Morristown,
New Jersey
| USD 134 M | – | – | 6.43% | 69.5% | 235 | – | 0 |
|
| 3620 |
IC
3620
Intersect Capital
San Ramon,
California
| USD 134 M | +USD 6.99 M | +6% | 1.1% | 57.2% | 95 | 3.16% | 1.7 |
|
| 3621 |
MIC
3621
MU Investments Company
Tokyo,
Japan
| USD 133 M | -USD 3 M | -2% | 2.19% | 40.4% | 203 | 30.54% | 2 |
|
| 3622 |
CIM
3622
Cetera Investment Management
El Segundo,
California
| USD 133 M | -USD 22.1 M | -14% | 2% | – | 128 | 32.81% | 0.8 |
|
| 3623 |
3623
Cornerstone Advisory
Hunt Valley,
Maryland
| USD 133 M | +USD 11.5 M | +9% | 4.48% | 53.5% | 95 | 15.79% | 0.8 |
|
| 3624 |
FCCM
3624
First City Capital Management
Savannah,
Georgia
| USD 133 M | +USD 2.28 M | +2% | 2.64% | 76.5% | 143 | 8.39% | 2.8 |
|
| 3625 |
AAM
3625
Augustine Asset Management
Jacksonville,
Florida
| USD 133 M | -USD 2.91 M | -2% | 1.09% | 316% | 73 | 31.51% | 1.8 |
|