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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1676 |
1676
Leuthold Group
Minneapolis,
Minnesota
| USD 775 M | +USD 32.1 M | +4% | 5.36% | 126% | 214 | 28.97% | 1.1 |
|
| 1677 |
1677
Cove Street Capital
El Segundo,
California
| USD 775 M | -USD 42 M | -5% | 3.88% | 84.2% | 103 | 11.65% | 2.7 |
|
| 1678 |
1678
Albion Financial Group
Salt Lake City,
Utah
| USD 775 M | +USD 37.2 M | +5% | 4.21% | 79.6% | 216 | 8.33% | 3.6 |
|
| 1679 |
1679
3G Capital Partners
New York
| USD 774 M | -USD 122 M | -14% | 4.81% | 351% | 18 | 27.78% | 1.1 |
|
| 1680 |
NM
1680
Newtyn Management
New York
| USD 774 M | +USD 245 M | +46% | 20.5% | 52% | 39 | 35.9% | 0.9 |
|
| 1681 |
1681
Wealthstreet Investment Advisors
Dallas,
Texas
| USD 773 M | +USD 15 M | +2% | 3.12% | 75.8% | 354 | 7.63% | 1.3 |
|
| 1682 |
1682
Atalan Capital Partners
New York
| USD 773 M | +USD 130 M | +20% | 7.62% | 319% | 13 | 7.69% | 1.5 |
|
| 1683 |
1683
TCV Trust & Wealth Management
Richmond,
Virginia
| USD 771 M | +USD 14.2 M | +2% | 3.2% | 75.3% | 207 | 8.21% | 4.1 |
|
| 1684 |
MFP
1684
Michael F. Price
| USD 771 M | -USD 35.9 M | -4% | 0.89% | 42.6% | 119 | 12.61% | 2.7 |
|
| 1685 |
MA
1685
Mutual Advisors
Omaha,
Nebraska
| USD 770 M | +USD 94.3 M | +14% | 3.87% | 68.1% | 593 | 23.95% | 0.9 |
|
| 1686 |
1686
Pacific Heights Asset Management
San Francisco,
California
| USD 769 M | +USD 2.69 M | +0.4% | 1.62% | 181% | 72 | 0% | 4.8 |
|
| 1687 |
1687
Barometer Capital Management
Toronto,
Ontario, Canada
| USD 769 M | -USD 110 M | -12% | 8.85% | 339% | 180 | 55.56% | 0.5 |
|
| 1688 |
1688
Mogy Joel R Investment Counsel
Beverly Hills,
California
| USD 768 M | +USD 28.1 M | +4% | 5.09% | 121% | 115 | 5.22% | 5.2 |
|
| 1689 |
1689
Empirical Wealth Management
Seattle,
Washington
| USD 768 M | +USD 80.4 M | +12% | 2.2% | 78.8% | 276 | 19.2% | 2.2 |
|
| 1690 |
1690
MainStreet Investment Advisors
Chicago,
Illinois
| USD 765 M | +USD 58.5 M | +8% | 3.47% | 61% | 171 | 43.86% | 0.8 |
|
| 1691 |
CGM
1691
Centenus Global Management
New York
| USD 764 M | +USD 28.6 M | +4% | 0.71% | – | 240 | 77.08% | 0.2 |
|
| 1692 |
1692
Tensile Capital Management
Larkspur,
California
| USD 763 M | +USD 50.3 M | +7% | 6.57% | 47.7% | 21 | 9.52% | 2.7 |
|
| 1693 |
1693
Integrated Wealth Concepts
Waltham,
Massachusetts
| USD 763 M | +USD 173 M | +29% | 2.81% | 69.4% | 408 | 23.53% | 0.8 |
|
| 1694 |
1694
Baystate Wealth Management
Boston,
Massachusetts
| USD 763 M | +USD 7.12 M | +0.9% | 1.81% | 14.6% | 689 | 10.74% | 2.2 |
|
| 1695 |
1695
Western Wealth Management
Golden,
Colorado
| USD 761 M | +USD 312 M | +69% | 3.37% | 82.6% | 421 | 14.49% | 0.4 |
|
| 1696 |
1696
Blueshift Asset Management
Red Bank,
New Jersey
| USD 761 M | +USD 47.3 M | +7% | 0.47% | 38.8% | 1,070 | 75.23% | 0.1 |
|
| 1697 |
1697
Hahn Capital Management
Walnut Creek,
California
| USD 761 M | -USD 44.6 M | -6% | 6.29% | 53.6% | 32 | 0% | 4.2 |
|
| 1698 |
1698
Alaska Permanent Capital Management
Anchorage,
Alaska
| USD 760 M | +USD 143 M | +23% | 1.68% | 42.8% | 75 | 65.33% | 1 |
|
| 1699 |
WCM
1699
Wallace Capital Management
Dallas,
Texas
| USD 760 M | +USD 36.2 M | +5% | 5.72% | 62.3% | 67 | 7.46% | 3.6 |
|
| 1700 |
1700
Cornercap Investment Counsel
Atlanta,
Georgia
| USD 759 M | +USD 35.2 M | +5% | 2.64% | 55.4% | 507 | 39.25% | 1.1 |
|