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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4701 |
ATI
4701
ARK & TLK Investments
Oklahoma City,
Oklahoma
| USD 315 M | +USD 3.57 M | +1% | 6.41% | 62.2% | 124 | 14.52% | 1.5 |
|
| 4702 |
4702
Concord Investment Counsel
Irvine,
California
| USD 315 M | – | – | 9.42% | – | 39 | – | 1.2 |
|
| 4703 |
4703
Wealth Management Partners
Tucson,
Arizona
| USD 315 M | +USD 31.8 M | +11% | 14.6% | 194% | 149 | 16.11% | 2.6 |
|
| 4704 |
4704
Darwin Wealth Management
Tampa,
Florida
| USD 315 M | +USD 25.7 M | +9% | 6.42% | 56.8% | 644 | 11.18% | 1.3 |
|
| 4705 |
4705
MTM Investment Management
Spartanburg,
South Carolina
| USD 315 M | +USD 17 M | +6% | 6.53% | 87.7% | 742 | 3.5% | 1.5 |
|
| 4706 |
4706
Orion Investment Company
St. Louis,
Missouri
| USD 315 M | +USD 32.2 M | +11% | 18.1% | – | 72 | 5.56% | 1.1 |
|
| 4707 |
4707
Mirabaud & Cie
Geneva,
Switzerland
| USD 315 M | +USD 369 k | +0.1% | 10.8% | 151% | 63 | 12.7% | 1.4 |
|
| 4708 |
4708
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| USD 315 M | -USD 146 M | -32% | 3.41% | 47.9% | 22 | 50% | 1.6 |
|
| 4709 |
4709
Aurdan Capital Management
Wayne,
Pennsylvania
| USD 314 M | +USD 20.9 M | +7% | 5.7% | – | 96 | 14.58% | 0.6 |
|
| 4710 |
4710
BDT Capital Partners
Chicago,
Illinois
| USD 314 M | -USD 91.2 M | -22% | 25.6% | 25.5% | 2 | 0% | 2.4 |
|
| 4711 |
4711
Lanham O'Dell & Company
Hurricane,
West Virginia
| USD 314 M | +USD 77.2 M | +33% | 5.07% | 81% | 46 | 13.04% | 1.5 |
|
| 4712 |
4712
Cutler Capital Management
Worcester,
Massachusetts
| USD 314 M | +USD 26.4 M | +9% | 5.05% | 39.7% | 128 | 10.16% | 3.4 |
|
| 4713 |
4713
Boxer Capital Management
San Diego,
California
| USD 314 M | +USD 115 M | +58% | 137% | – | 35 | 45.71% | 0.3 |
|
| 4714 |
4714
Veracity Capital
Atlanta,
Georgia
| USD 314 M | +USD 21.3 M | +7% | 11.6% | 149% | 267 | 18.73% | 2.7 |
|
| 4715 |
4715
Jeppson Wealth Management
Manhattan Beach,
California
| USD 314 M | +USD 24.4 M | +8% | 9.71% | 107% | 227 | 7.93% | 3.3 |
|
| 4716 |
4716
Purus Wealth Management
Newport Beach,
California
| USD 313 M | +USD 25.3 M | +9% | 10.4% | 174% | 147 | 6.8% | 2.7 |
|
| 4717 |
SFMG
4717
Sage Financial Management Group
Mclean,
Virginia
| USD 313 M | +USD 24.2 M | +8% | 5.29% | 47.3% | 57 | 5.26% | 1.2 |
|
| 4718 |
4718
Palumbo Wealth Management
Great Neck,
New York
| USD 313 M | -USD 9.8 M | -3% | 13.1% | 115% | 235 | 40% | 1.8 |
|
| 4719 |
4719
Creative Capital Management Investments
San Diego,
California
| USD 313 M | +USD 33.1 M | +12% | 6.24% | 53.6% | 336 | 29.17% | 1.7 |
|
| 4720 |
4720
Norman Fields Gottscho Capital Management
New York
| USD 313 M | +USD 10.7 M | +4% | 5.5% | 96.9% | 68 | 11.76% | 5.9 |
|
| 4721 |
4721
Sandy Cove Advisors
Hingham,
Massachusetts
| USD 313 M | +USD 36 M | +13% | 7.54% | 78% | 142 | 9.86% | 2.3 |
|
| 4722 |
4722
Lynch Asset Management
Yardley,
Pennsylvania
| USD 313 M | +USD 29.1 M | +10% | 11.6% | 214% | 60 | 13.33% | 2.6 |
|
| 4723 |
BCM
4723
Bluefin Capital Management
New York
| USD 313 M | +USD 180 M | +136% | 0.19% | – | 184 | 86.96% | 0.3 |
|
| 4724 |
JD6
4724
J Digital 6
Chicago,
Illinois
| USD 312 M | – | – | 226% | – | 2 | – | 0 |
|
| 4725 |
4725
Sterling Investment Counsel
Buffalo,
New York
| USD 312 M | +USD 141 M | +83% | 8.37% | 93.8% | 187 | 55.61% | 1.8 |
|