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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1826 |
TP
1826
TB Partners
Shanghai,
China
| USD 388 M | +USD 117 M | +43% | 76.9% | – | 3 | 0% | 0.3 |
|
| 1827 |
ICAS
1827
Investors Capital Advisory Services
Lynnfield,
Massachusetts
| USD 387 M | +USD 58.9 M | +18% | 4.11% | 24.9% | 631 | 15.06% | 0.2 |
|
| 1828 |
1828
Travelers Companies
Saint Paul,
Minnesota
| USD 386 M | -USD 1.96 M | -0.5% | 0.55% | – | 39 | 17.95% | 0.2 |
|
| 1829 |
AA
1829
Ancient Art
Austin,
Texas
| USD 386 M | +USD 19.7 M | +5% | 9.49% | 168% | 35 | 40% | 0.2 |
|
| 1830 |
1830
Weatherstone Capital Management
Denver,
Colorado
| USD 385 M | +USD 150 M | +64% | 2.79% | 32% | 70 | 34.29% | 0.2 |
|
| 1831 |
1831
Bragg Financial Advisors
Charlotte,
North Carolina
| USD 384 M | +USD 19.6 M | +5% | 5.8% | 101% | 242 | 8.68% | 0.2 |
|
| 1832 |
1832
Washington Trust Bank
Spokane,
Washington
| USD 384 M | +USD 37.5 M | +11% | 3.1% | 80.5% | 190 | 21.05% | 0.2 |
|
| 1833 |
1833
Arcadia Investment Management
Kalamazoo,
Michigan
| USD 384 M | +USD 32 M | +9% | 8.75% | 83.5% | 114 | 7.02% | 0.2 |
|
| 1834 |
1834
Quotient Investors
New York
| USD 383 M | +USD 28.6 M | +8% | 7.11% | 24.9% | 302 | 40.07% | 0.2 |
|
| 1835 |
1835
Valentine Capital Asset Management
Danville,
California
| USD 383 M | +USD 63 M | +20% | 13.2% | – | 108 | 11.11% | 0.2 |
|
| 1836 |
1836
Dean Investment Associates
Beavercreek,
Ohio
| USD 382 M | +USD 31.8 M | +9% | 5.9% | 63.5% | 227 | 8.81% | 0.2 |
|
| 1837 |
1837
Deltec Asset Management
New York
| USD 382 M | +USD 44.9 M | +13% | 7.58% | 128% | 163 | 25.77% | 0.2 |
|
| 1838 |
1838
Brighton Jones LLC
Seattle,
Washington
| USD 382 M | +USD 48.8 M | +15% | 6.52% | 97.9% | 179 | 38.55% | 0.2 |
|
| 1839 |
1839
Catawba Capital Management
Roanoke,
Virginia
| USD 382 M | +USD 22.1 M | +6% | 4.55% | 33.1% | 238 | 9.66% | 0.2 |
|
| 1840 |
1840
Portolan Capital Management
Boston,
Massachusetts
| USD 382 M | +USD 30.8 M | +9% | 22.3% | 738% | 179 | 37.43% | 0.2 |
|
| 1841 |
1841
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| USD 381 M | – | – | 7.92% | 52.7% | 449 | – | 0 |
|
| 1842 |
1842
Metalmark Management II
New York
| USD 381 M | – | – | 18.7% | 81.7% | 1 | – | 0 |
|
| 1843 |
1843
Stadium Capital Management
New Canaan,
Connecticut
| USD 381 M | -USD 16.5 M | -4% | 7.62% | 10.9% | 16 | 6.25% | 0.3 |
|
| 1844 |
1844
Alaska Permanent Capital Management
Anchorage,
Alaska
| USD 380 M | -USD 1.11 M | -0.3% | 4.98% | 42.8% | 29 | 24.14% | 0.2 |
|
| 1845 |
1845
Middleton & Co
Boston,
Massachusetts
| USD 380 M | +USD 39.5 M | +12% | 7.6% | 81.8% | 150 | 12.67% | 0.2 |
|
| 1846 |
WAM
1846
Westport Asset Management
Southport,
Connecticut
| USD 380 M | +USD 34.6 M | +10% | 10.5% | 64.2% | 63 | 9.52% | 0.2 |
|
| 1847 |
1847
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| USD 380 M | +USD 54.7 M | +17% | 5.16% | 72.7% | 211 | 26.54% | 0.2 |
|
| 1848 |
1848
BLB&B Advisors
Montgomeryville,
Pennsylvania
| USD 380 M | +USD 20.1 M | +6% | 4.65% | 71.6% | 244 | 8.2% | 0.2 |
|
| 1849 |
1849
Grassi Investment Management
Santa Clara,
California
| USD 379 M | +USD 5.96 M | +2% | 3.86% | 170% | 149 | 13.42% | 0.2 |
|
| 1850 |
IAS
1850
INR Advisory Services
Media,
Pennsylvania
| USD 379 M | +USD 14.1 M | +4% | 4.71% | 21.9% | 57 | 8.77% | 0.2 |
|