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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1701 |
1701
L & S Advisors
Los Angeles,
California
| USD 757 M | +USD 13.9 M | +2% | 4.99% | 231% | 362 | 17.68% | 1.4 |
|
| 1702 |
1702
Strategic Financial Services
Utica,
New York
| USD 757 M | +USD 33.7 M | +5% | 2.97% | 58.7% | 140 | 7.14% | 3.2 |
|
| 1703 |
1703
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| USD 757 M | +USD 8.36 M | +1% | 3.32% | 26.1% | 170 | 11.18% | 4 |
|
| 1704 |
WC
1704
Walthausen & Co
Malta,
New York
| USD 757 M | -USD 12.8 M | -2% | 3.71% | 63.3% | 153 | 20.92% | 1.9 |
|
| 1705 |
1705
Raffa Wealth Management
Washington,
District of Columbia
| USD 756 M | +USD 509 M | +205% | 0.01% | 35.8% | 1,446 | 99.93% | 0 |
|
| 1706 |
1706
Swiss Re
Zurich,
Switzerland
| USD 755 M | -USD 203 M | -21% | 3.51% | – | 6 | 33.33% | 2.8 |
|
| 1707 |
1707
Connors Investor Services
Wyomissing,
Pennsylvania
| USD 754 M | +USD 20 M | +3% | 3.75% | 125% | 155 | 12.26% | 3.6 |
|
| 1708 |
1708
Goodnow Investment Group
Darien,
Connecticut
| USD 753 M | +USD 28.8 M | +4% | 5.13% | 131% | 28 | 21.43% | 2.6 |
|
| 1709 |
IFLIT
1709
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| USD 752 M | +USD 21.7 M | +3% | 2.3% | 45.7% | 18 | 16.67% | 3.4 |
|
| 1710 |
MRCP
1710
Manor Road Capital Partners
New York
| USD 751 M | +USD 178 M | +31% | 8.81% | 78.3% | 15 | 33.33% | 1.1 |
|
| 1711 |
1711
Clearstead Advisors
Cleveland,
Ohio
| USD 751 M | +USD 25.8 M | +4% | 3.18% | 71.4% | 282 | 13.12% | 1.8 |
|
| 1712 |
1712
Vigilant Capital Management
Portland,
Maine
| USD 749 M | +USD 32.2 M | +4% | 4.76% | 48.8% | 501 | 33.73% | 2.3 |
|
| 1713 |
1713
Ledyard National Bank
| USD 747 M | -USD 9.18 M | -1% | 3.47% | 80.7% | 276 | 12.68% | 4.7 |
|
| 1714 |
1714
Rheos Capital Works
Tokyo,
Japan
| USD 747 M | -USD 75.2 M | -9% | 4.57% | 220% | 14 | 14.29% | 0.9 |
|
| 1715 |
1715
ProVise Management Group
Clearwater,
Florida
| USD 747 M | +USD 34.4 M | +5% | 3.67% | 66.8% | 326 | 11.66% | 3.6 |
|
| 1716 |
1716
Kanawha Capital Management
Richmond,
Virginia
| USD 747 M | +USD 34.2 M | +5% | 3.06% | 74.5% | 185 | 13.51% | 4.5 |
|
| 1717 |
1717
Ashford Capital Management
Wilmington,
Delaware
| USD 747 M | +USD 61.5 M | +9% | 11.2% | 150% | 103 | 11.65% | 3.2 |
|
| 1718 |
1718
Biglari Capital Corp
San Antonio,
Texas
| USD 746 M | -USD 129 M | -15% | 3.31% | 72.7% | 11 | 9.09% | 2.8 |
|
| 1719 |
1719
ACG Wealth
Atlanta,
Georgia
| USD 745 M | -USD 1.21 M | -0.2% | 2.18% | 45.5% | 363 | 12.4% | 2.7 |
|
| 1720 |
1720
Atlantic Union Bankshares
Glen Allen,
Virginia
| USD 744 M | +USD 383 M | +106% | 5.12% | 78.9% | 277 | 59.21% | 1.8 |
|
| 1721 |
1721
Crestline Management
Fort Worth,
Texas
| USD 743 M | +USD 281 M | +61% | 5.86% | 80.2% | 84 | 98.81% | 0 |
|
| 1722 |
1722
Alerus Financial
Grand Forks,
North Dakota
| USD 741 M | +USD 23.7 M | +3% | 4.1% | 97.1% | 155 | 7.1% | 2 |
|
| 1723 |
1723
Calamos Wealth Management
Naperville,
Illinois
| USD 741 M | +USD 41.1 M | +6% | 4.72% | 102% | 245 | 8.57% | 2.3 |
|
| 1724 |
1724
Sepio Capital
Salt Lake City,
Utah
| USD 741 M | -USD 469 k | -0.1% | 4.07% | 92% | 227 | 9.69% | 0.4 |
|
| 1725 |
1725
Atwood & Palmer
Kansas City,
Missouri
| USD 740 M | +USD 34.1 M | +5% | 5.82% | 90% | 350 | 17.71% | 3.5 |
|