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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1751 |
1751
Venturi Wealth Management
Austin,
Texas
| USD 1125 M | +USD 77.3 M | +7% | 5.98% | 101% | 346 | 22.83% | 1.6 |
|
| 1752 |
1752
Perigon Wealth Management
San Francisco,
California
| USD 1124 M | +USD 144 M | +15% | 8.13% | 104% | 538 | 13.38% | 2.1 |
|
| 1753 |
BFS
1753
Bard Financial Services
Branford,
Connecticut
| USD 1124 M | +USD 93.1 M | +9% | 6.73% | 90.1% | 283 | 8.83% | 0.5 |
|
| 1754 |
1754
RFG Advisory
Birmingham,
Alabama
| USD 1124 M | +USD 206 M | +22% | 5.62% | 52.3% | 458 | 12.01% | 2.1 |
|
| 1755 |
1755
Alaska Permanent Capital Management
Anchorage,
Alaska
| USD 1122 M | +USD 20.3 M | +2% | 5.05% | 42.8% | 36 | 2.78% | 3.4 |
|
| 1756 |
1756
Kimelman & Baird
New York
| USD 1122 M | – | – | 8.9% | – | 117 | – | 4.8 |
|
| 1757 |
1757
Beryl Capital Management
Redondo Beach,
California
| USD 1121 M | +USD 338 M | +43% | 4.82% | 3,932% | 310 | 71.94% | 0.2 |
|
| 1758 |
1758
2Xideas
Kusnacht,
Switzerland
| USD 1118 M | +USD 214 M | +24% | 11.6% | 40.6% | 70 | 5.71% | 0.5 |
|
| 1759 |
1759
First Horizon Corporation
Memphis,
Tennessee
| USD 1117 M | +USD 66 M | +6% | 7.48% | – | 1,293 | 6.34% | 2.4 |
|
| 1760 |
BIC
1760
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| USD 1117 M | -USD 6.99 M | -0.6% | 5.79% | 36% | 180 | 12.22% | 4.2 |
|
| 1761 |
1761
EJF Capital
Arlington,
Virginia
| USD 1115 M | -USD 270 M | -19% | 0.01% | 127% | 462 | 57.14% | 0.5 |
|
| 1762 |
1762
Zazove Associates
Incline Village,
Nevada
| USD 1115 M | +USD 267 M | +32% | 4.64% | 11% | 158 | 17.72% | 1.1 |
|
| 1763 |
TP
1763
Thunderbird Partners
London,
United Kingdom
| USD 1114 M | -USD 72.2 M | -6% | 6.25% | 38% | 17 | 23.53% | 1.1 |
|
| 1764 |
1764
Clarius Group LLC
Seattle,
Washington
| USD 1114 M | +USD 93.4 M | +9% | 7.1% | 92.1% | 429 | 11.66% | 1.7 |
|
| 1765 |
1765
Kerrisdale Advisers
Miami,
Florida
| USD 1114 M | -USD 190 M | -15% | 11% | 78.8% | 64 | 32.81% | 0.8 |
|
| 1766 |
1766
Atwood & Palmer
Kansas City,
Missouri
| USD 1113 M | +USD 73.7 M | +7% | 5.7% | 90% | 466 | 15.88% | 3.7 |
|
| 1767 |
1767
Cederberg Capital
London,
United Kingdom
| USD 1112 M | -USD 248 M | -18% | 4.11% | 273% | 12 | 16.67% | 1.1 |
|
| 1768 |
1768
Lowe Brockenbrough & Co
Richmond,
Virginia
| USD 1111 M | +USD 81.8 M | +8% | 7.36% | 78.8% | 224 | 3.13% | 5.4 |
|
| 1769 |
1769
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| USD 1109 M | +USD 84.7 M | +8% | 8.49% | 94.2% | 130 | 6.15% | 5.2 |
|
| 1770 |
1770
HHR Asset Management
Berkeley Heights,
New Jersey
| USD 1109 M | -USD 2.72 M | -0.2% | 7.63% | 76.3% | 36 | 19.44% | 2.1 |
|
| 1771 |
1771
Ashford Capital Management
Wilmington,
Delaware
| USD 1109 M | +USD 38.1 M | +4% | 7.54% | 150% | 115 | 13.91% | 3.2 |
|
| 1772 |
1772
Montag & Caldwell
Atlanta,
Georgia
| USD 1109 M | +USD 15 M | +1% | 8.73% | 91.3% | 73 | 13.7% | 3.9 |
|
| 1773 |
1773
Capital Growth Management
Boston,
Massachusetts
| USD 1108 M | +USD 13.5 M | +1% | 14.6% | 422% | 91 | 76.92% | 0.2 |
|
| 1774 |
1774
Quest Investment Management
Lake Oswego,
Oregon
| USD 1108 M | +USD 16 M | +1% | 10.8% | 105% | 101 | 6.93% | 4.1 |
|
| 1775 |
1775
Quantitative Investment Management
Charlottesville,
Virginia
| USD 1107 M | -USD 74.3 M | -6% | 8.27% | 24.6% | 647 | 69.24% | 0.2 |
|