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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 |
3601
Bellecapital
Zurich,
Switzerland
| USD 343 M | -USD 8.2 M | -2% | 3.34% | 152% | 223 | 20.63% | 2 |
|
| 3602 |
3602
Northcape Wealth Management
Williamsville,
New York
| USD 343 M | +USD 46 M | +16% | 1.14% | 66% | 156 | 20.51% | 0.2 |
|
| 3603 |
3603
Liberty Capital Management
Birmingham,
Michigan
| USD 342 M | -USD 28.2 M | -8% | 5.67% | – | 146 | 10.27% | 4.9 |
|
| 3604 |
3604
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| USD 342 M | -USD 37.6 M | -10% | 4.55% | 12.8% | 155 | 14.84% | 3.4 |
|
| 3605 |
3605
JT Stratford LLC
Gainesville,
Georgia
| USD 342 M | -USD 23.2 M | -6% | 3.37% | 103% | 237 | 25.74% | 2.1 |
|
| 3606 |
3606
Renaissance Investment Group
Lenox,
Massachusetts
| USD 342 M | -USD 79.9 M | -19% | 6.12% | 110% | 88 | 11.36% | 5.3 |
|
| 3607 |
3607
Parkman Healthcare Partners
Stamford,
Connecticut
| USD 342 M | -USD 111 M | -25% | 3.65% | 306% | 99 | 34.34% | 0.9 |
|
| 3608 |
3608
Riggs Asset Management
Dallas,
Pennsylvania
| USD 342 M | -USD 27.4 M | -7% | 3.48% | 207% | 356 | 17.98% | 2.6 |
|
| 3609 |
3609
Newfoundland Capital Management
Sao Paulo,
Brazil
| USD 341 M | +USD 58.2 M | +21% | 23% | 49.5% | 59 | 71.19% | 0.6 |
|
| 3610 |
3610
Claar Advisors
New York
| USD 341 M | -USD 7.68 M | -2% | 9.25% | 65.5% | 41 | 12.2% | 1.8 |
|
| 3611 |
3611
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| USD 341 M | +USD 109 M | +47% | 4.38% | 44.3% | 47 | 34.04% | 0.8 |
|
| 3612 |
3612
Cypress Asset Management
Houston,
Texas
| USD 341 M | -USD 79.1 M | -19% | 5.67% | 141% | 141 | 11.35% | 5 |
|
| 3613 |
3613
Fort Sheridan Advisors
Highland Park,
Illinois
| USD 341 M | -USD 5.8 M | -2% | 0.2% | 109% | 208 | 13.46% | 1.8 |
|
| 3614 |
TF
3614
TRH Financial
North Liberty,
Iowa
| USD 341 M | +USD 21 M | +7% | 5.17% | – | 82 | 10.98% | 1.7 |
|
| 3615 |
3615
Teewinot Capital Advisers
New York
| USD 341 M | -USD 79.3 M | -19% | 11.8% | 149% | 31 | 29.03% | 3.7 |
|
| 3616 |
3616
Rollins Financial
Atlanta,
Georgia
| USD 340 M | -USD 5.4 M | -2% | 7.77% | – | 127 | 22.83% | 0.9 |
|
| 3617 |
3617
Fractal Investments
Glastonbury,
Connecticut
| USD 340 M | +USD 50.6 M | +17% | 21.8% | 74.2% | 138 | 23.91% | 0.2 |
|
| 3618 |
3618
Toronado Partners
San Francisco,
California
| USD 340 M | +USD 25.6 M | +8% | 23.4% | 158% | 11 | 9.09% | 2.2 |
|
| 3619 |
3619
Source Financial Advisors
New York
| USD 340 M | -USD 30.9 M | -8% | 11.5% | 18.5% | 121 | 21.49% | 1 |
|
| 3620 |
3620
Wellspring Financial Advisors
Cleveland,
Ohio
| USD 339 M | -USD 19.5 M | -5% | 4.56% | 77.2% | 138 | 25.36% | 1.2 |
|
| 3621 |
3621
Western Asset Management Company
Pasadena,
California
| USD 339 M | -USD 1002 M | -75% | 0.43% | 2.29% | 30 | 6.67% | 1.6 |
|
| 3622 |
3622
Reynolds Investment Management
Greenville,
South Carolina
| USD 339 M | – | – | 1.02% | – | 108 | – | 0 |
|
| 3623 |
3623
O'Dell Group
Cincinnati,
Ohio
| USD 339 M | -USD 4.53 M | -1% | 0.02% | 72.2% | 599 | 18.2% | 0.6 |
|
| 3624 |
3624
Quantedge Capital
Singapore
| USD 339 M | +USD 102 M | +43% | 12.2% | 110% | 269 | 50.56% | 0.4 |
|
| 3625 |
3625
Cedar Mountain Advisors
Lake Oswego,
Oregon
| USD 339 M | +USD 12.6 M | +4% | 5.01% | 57.7% | 355 | 12.96% | 1.6 |
|