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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1376 |
1376
WealthTrust Fairport
Cleveland,
Ohio
| USD 1028 M | +USD 30.5 M | +3% | 1.13% | 31.4% | 589 | 21.9% | 1.1 |
|
| 1377 |
SCM
1377
Sorin Capital Management
Stamford,
Connecticut
| USD 1028 M | +USD 326 M | +47% | 7.9% | 28% | 22 | 31.82% | 0.8 |
|
| 1378 |
1378
Meritage Portfolio Management
Overland Park,
Kansas
| USD 1027 M | -USD 8.54 M | -0.8% | 4.43% | 97.4% | 232 | 26.72% | 1.9 |
|
| 1379 |
1379
Donaldson Capital Management
Evansville,
Indiana
| USD 1026 M | +USD 9.31 M | +0.9% | 2.44% | 77.7% | 192 | 13.54% | 2.8 |
|
| 1380 |
1380
Aravt Global
New York
| USD 1025 M | +USD 55.3 M | +6% | 6.53% | 83.7% | 12 | 8.33% | 2.1 |
|
| 1381 |
1381
BVF Inc
San Francisco,
California
| USD 1025 M | +USD 38.1 M | +4% | 11.8% | 592% | 52 | 19.23% | 1.3 |
|
| 1382 |
1382
Mather Group
Chicago,
Illinois
| USD 1025 M | +USD 59.6 M | +6% | 0.2% | 54.1% | 52 | 5.77% | 1.8 |
|
| 1383 |
1383
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| USD 1024 M | +USD 57.6 M | +6% | 4.31% | 61.9% | 597 | 17.25% | 1.8 |
|
| 1384 |
1384
Pomelo Capital
New York
| USD 1023 M | -USD 808 M | -44% | 1.52% | 4.35% | 117 | 40.17% | 1.2 |
|
| 1385 |
1385
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| USD 1023 M | +USD 22.5 M | +2% | 1.15% | 45.9% | 132 | 7.58% | 2.8 |
|
| 1386 |
1386
Rampart Investment Management
Hartford,
Connecticut
| USD 1022 M | -USD 24 M | -2% | 4.29% | 74% | 543 | 6.26% | 1.2 |
|
| 1387 |
1387
GW Henssler & Associates
Kennesaw,
Georgia
| USD 1019 M | +USD 23.6 M | +2% | 2.11% | 62.4% | 136 | 12.5% | 3.4 |
|
| 1388 |
1388
Chai Trust Company
Chicago,
Illinois
| USD 1018 M | +USD 7.48 M | +0.7% | 1.56% | 12.7% | 24 | 16.67% | 1.2 |
|
| 1389 |
1389
SQN Investors
Menlo Park,
California
| USD 1018 M | +USD 241 M | +31% | 9.24% | – | 20 | 45% | 0.9 |
|
| 1390 |
1390
Rubric Capital Management (New York)
New York
| USD 1017 M | -USD 55.9 M | -5% | 4.89% | 251% | 61 | 40.98% | 0.6 |
|
| 1391 |
1391
Benjamin F. Edwards & Company
St. Louis,
Missouri
| USD 1016 M | +USD 32.9 M | +3% | 1.86% | 19.7% | 1,721 | 13.19% | 2.5 |
|
| 1392 |
1392
Sand Hill Global Advisors
Palo Alto,
California
| USD 1014 M | +USD 910 M | +879% | 1.3% | 58.6% | 108 | 33.33% | 2.1 |
|
| 1393 |
1393
Sage Advisory Services
Austin,
Texas
| USD 1014 M | +USD 15.7 M | +2% | 0.13% | 33.9% | 55 | 20% | 0.8 |
|
| 1394 |
1394
Trilogy Global Advisors
Winter Park,
Florida
| USD 1013 M | -USD 69.8 M | -6% | 1.01% | 42.3% | 36 | 19.44% | 2.4 |
|
| 1395 |
1395
Cobblestone Capital Advisors
Rochester,
New York
| USD 1012 M | +USD 24.9 M | +3% | 2.6% | 83.3% | 251 | 8.76% | 2.8 |
|
| 1396 |
1396
Buckingham Capital Management (New York)
New York
| USD 1011 M | +USD 143 M | +16% | 7.88% | 62.5% | 105 | 30.48% | 1.7 |
|
| 1397 |
1397
Glazer Capital LLC
New York
| USD 1011 M | +USD 62.6 M | +7% | 9.05% | 323% | 173 | 46.82% | 0.4 |
|
| 1398 |
1398
Weiss Asset Management
Boston,
Massachusetts
| USD 1010 M | -USD 232 M | -19% | 0.62% | 138% | 313 | 61.02% | 0.3 |
|
| 1399 |
1399
Busey Bank
Urbana,
Illinois
| USD 1009 M | +USD 60.4 M | +6% | 3.83% | 94.2% | 203 | 6.4% | 3.3 |
|
| 1400 |
1400
NAYA Capital Management (UK)
London,
United Kingdom
| USD 1009 M | +USD 48.4 M | +5% | 16.9% | 121% | 16 | 50% | 0.4 |
|