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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1201 |
1201
Chickasaw Capital Management
Memphis,
Tennessee
| USD 2254 M | +USD 160 M | +8% | 6.29% | 83.6% | 102 | 9.8% | 5.9 |
|
| 1202 |
1202
Silvant Capital Management
Atlanta,
Georgia
| USD 2254 M | +USD 159 M | +8% | 10.4% | 168% | 316 | 5.7% | 4.7 |
|
| 1203 |
1203
Geneos Wealth Management
Englewood,
Colorado
| USD 2253 M | +USD 68.7 M | +3% | 1.65% | 66.7% | 2,202 | 10.45% | 5.1 |
|
| 1204 |
1204
Altrinsic Global Advisors
Stamford,
Connecticut
| USD 2242 M | +USD 25.5 M | +1% | 1.73% | 45% | 47 | 19.15% | 4.2 |
|
| 1205 |
1205
Voyager Global Management
New York
| USD 2242 M | +USD 173 M | +8% | 5.26% | 56.1% | 14 | 7.14% | 1.8 |
|
| 1206 |
1206
Bragg Financial Advisors
Charlotte,
North Carolina
| USD 2241 M | +USD 11.8 M | +0.5% | 1.11% | 101% | 325 | 4.62% | 6.7 |
|
| 1207 |
1207
Capital Counsel
New York
| USD 2240 M | +USD 63.2 M | +3% | 4.76% | 94.9% | 57 | 5.26% | 6.4 |
|
| 1208 |
1208
New South Capital Management
Memphis,
Tennessee
| USD 2237 M | -USD 151 M | -6% | 6.39% | 106% | 61 | 3.28% | 6.7 |
|
| 1209 |
1209
Apella Capital
West Hartford,
Connecticut
| USD 2237 M | +USD 254 M | +13% | 0.51% | 48.6% | 321 | 12.77% | 2.4 |
|
| 1210 |
1210
Waldron Private Wealth
Bridgeville,
Pennsylvania
| USD 2235 M | +USD 19.7 M | +0.9% | 2.42% | 68.7% | 452 | 10.62% | 4.2 |
|
| 1211 |
1211
Chilton Capital Management
Houston,
Texas
| USD 2235 M | +USD 120 M | +6% | 4.64% | 95.3% | 687 | 23.58% | 2.5 |
|
| 1212 |
1212
Fullerton Fund Management
Singapore
| USD 2228 M | +USD 117 M | +6% | 14.8% | 412% | 188 | 45.74% | 0.6 |
|
| 1213 |
DAM
1213
Davis Asset Management
Sausalito,
California
| USD 2226 M | -USD 54.1 M | -2% | 0.09% | 97.3% | 34 | 2.94% | 4.9 |
|
| 1214 |
1214
Silicon Valley Community Foundation
Mountain View,
California
| USD 2225 M | -USD 503 M | -18% | 12.8% | 309% | 20 | 0% | 2.8 |
|
| 1215 |
1215
Level Four Advisory Services
Dallas,
Texas
| USD 2218 M | +USD 398 M | +22% | 2.12% | 92.2% | 921 | 35.4% | 3.1 |
|
| 1216 |
1216
Pallas Capital Advisors
Braintree,
Massachusetts
| USD 2218 M | -USD 183 M | -8% | 6.53% | 71.8% | 539 | 26.35% | 1.3 |
|
| 1217 |
HC
1217
Henshaw Capital
Woburn,
Massachusetts
| USD 2216 M | +USD 79.5 M | +4% | 5.28% | 128% | 297 | 9.76% | 3.8 |
|
| 1218 |
1218
Heritage Wealth Advisors
Richmond,
Virginia
| USD 2215 M | +USD 23.8 M | +1% | 1.4% | 65% | 561 | 6.42% | 4.4 |
|
| 1219 |
1219
NS Partners
London,
United Kingdom
| USD 2205 M | +USD 33.5 M | +2% | 5.27% | 109% | 77 | 6.49% | 6.3 |
|
| 1220 |
1220
Sand Hill Global Advisors
Palo Alto,
California
| USD 2202 M | +USD 94.1 M | +4% | 1.71% | 58.6% | 197 | 21.83% | 3.8 |
|
| 1221 |
1221
Balentine LLC
Atlanta,
Georgia
| USD 2200 M | -USD 1151 M | -34% | 2.91% | 59.8% | 594 | 69.02% | 3.5 |
|
| 1222 |
1222
Saratoga Research & Investment Management
Saratoga,
California
| USD 2199 M | -USD 1.21 M | -0.1% | 2.24% | 65.1% | 46 | 10.87% | 7.4 |
|
| 1223 |
1223
Paradigm Capital Management Inc
Albany,
New York
| USD 2194 M | +USD 107 M | +5% | 7.54% | 237% | 136 | 8.82% | 6.7 |
|
| 1224 |
1224
Summit Financial
Parsippany,
New Jersey
| USD 2189 M | +USD 501 M | +30% | 2.77% | 81.8% | 501 | 26.75% | 1.6 |
|
| 1225 |
1225
Covea Finance
Paris,
France
| USD 2182 M | +USD 64.9 M | +3% | 5.58% | 129% | 110 | 8.18% | 1.6 |
|