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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1726 |
1726
Bragg Financial Advisors
Charlotte,
North Carolina
| USD 560 M | +USD 5.04 M | +0.9% | 3.15% | 101% | 259 | 7.72% | 2.6 |
|
| 1727 |
1727
Godsey & Gibb Inc
Richmond,
Virginia
| USD 559 M | +USD 8.62 M | +2% | 1.68% | 87.5% | 58 | 6.9% | 2.7 |
|
| 1728 |
1728
Endurance Wealth Management
Providence,
Rhode Island
| USD 558 M | +USD 25.6 M | +5% | 5.59% | 59% | 527 | 9.3% | 1.6 |
|
| 1729 |
MIM
1729
Marco Investment Management
Atlanta,
Georgia
| USD 558 M | +USD 19.9 M | +4% | 4.27% | 127% | 189 | 10.58% | 2.5 |
|
| 1730 |
1730
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| USD 557 M | +USD 21 M | +4% | 3.69% | 26.1% | 171 | 10.53% | 2.6 |
|
| 1731 |
1731
GW & Wade
Wellesley,
Massachusetts
| USD 556 M | -USD 27.3 M | -5% | 1.54% | 32.2% | 255 | 18.43% | 1.6 |
|
| 1732 |
1732
Crosslink Capital
Menlo Park,
California
| USD 555 M | -USD 1.16 M | -0.2% | 13.1% | 135% | 38 | 31.58% | 1.6 |
|
| 1733 |
DIGDR
1733
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 554 M | +USD 31.6 M | +6% | 6.28% | 34.1% | 11 | 18.18% | 1.5 |
|
| 1734 |
1734
Next Financial Group
Houston,
Texas
| USD 554 M | +USD 239 M | +76% | 3.09% | 85.4% | 2,552 | 29.66% | 1.3 |
|
| 1735 |
1735
Fukoku Mutual Life Insurance
Tokyo,
Japan
| USD 554 M | +USD 42.5 M | +8% | 0.05% | 103% | 299 | 3.01% | 2.8 |
|
| 1736 |
1736
Bellevue Group
Kuesnacht,
Switzerland
| USD 553 M | +USD 22 M | +4% | 9.44% | 159% | 131 | 12.98% | 0.5 |
|
| 1737 |
1737
Taurus Asset Management
New York
| USD 553 M | -USD 16.3 M | -3% | 2.04% | 26.9% | 94 | 4.26% | 2.5 |
|
| 1738 |
1738
Kahn Brothers Group
New York
| USD 552 M | +USD 35.5 M | +7% | 8.75% | 53.4% | 37 | 5.41% | 3 |
|
| 1739 |
1739
First Long Island Investors
Jericho,
New York
| USD 552 M | +USD 12.8 M | +2% | 6.52% | 85.5% | 56 | 7.14% | 2.2 |
|
| 1740 |
IGM
1740
Incline Global Management
New York
| USD 552 M | +USD 122 M | +28% | 2.37% | 40.1% | 30 | 53.33% | 0.4 |
|
| 1741 |
CAM
1741
Centre Asset Management
New York
| USD 551 M | -USD 13.8 M | -2% | 6.52% | 45.3% | 89 | 39.33% | 1.8 |
|
| 1742 |
1742
Baldwin Wealth Partners
Marion,
Massachusetts
| USD 551 M | +USD 65.2 M | +13% | 5.67% | 94.5% | 596 | 31.38% | 1.1 |
|
| 1743 |
SCM
1743
Sorin Capital Management
Stamford,
Connecticut
| USD 551 M | -USD 1716 M | -76% | 1.08% | 28% | 6 | 50% | 0.9 |
|
| 1744 |
1744
Atwood & Palmer
Kansas City,
Missouri
| USD 551 M | -USD 2.71 M | -0.5% | 6.81% | 90% | 337 | 10.68% | 2 |
|
| 1745 |
CIC
1745
Cornercap Investment Counsel
Atlanta,
Georgia
| USD 551 M | +USD 24.9 M | +5% | 5.52% | 55.4% | 434 | 38.94% | 0.9 |
|
| 1746 |
1746
Howard Capital Management (New York)
New York
| USD 550 M | +USD 30 M | +6% | 4.94% | 76.8% | 114 | 12.28% | 2.3 |
|
| 1747 |
1747
Franklin Street Advisors
Chapel Hill,
North Carolina
| USD 550 M | +USD 22.8 M | +4% | 5.35% | 130% | 224 | 21.88% | 2.3 |
|
| 1748 |
1748
BLB&B Advisors
Montgomeryville,
Pennsylvania
| USD 550 M | +USD 19.6 M | +4% | 3.36% | 71.6% | 289 | 9% | 2.4 |
|
| 1749 |
1749
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| USD 548 M | +USD 1.91 M | +0.3% | 3.12% | – | 186 | 3.23% | 2.8 |
|
| 1750 |
1750
Nexus Investment Management
Toronto,
Ontario, Canada
| USD 548 M | +USD 24.2 M | +5% | 7.51% | 77.5% | 72 | 8.33% | 2.6 |
|