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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1901 |
1901
Hilton Capital Management
Garden City,
New York
| USD 815 M | -USD 121 M | -13% | 6.36% | 58.2% | 141 | 27.66% | 2.1 |
|
| 1902 |
GPCM
1902
Greenbrier Partners Capital Management
Dallas,
Texas
| USD 814 M | -USD 246 M | -23% | 22.4% | 96.1% | 15 | 0% | 7.2 |
|
| 1903 |
1903
BDO Wealth Advisors
Jacksonville,
Florida
| USD 813 M | -USD 124 M | -13% | 12.8% | 38.3% | 1,145 | 6.99% | 2.4 |
|
| 1904 |
1904
Strategic Blueprint
Atlanta,
Georgia
| USD 812 M | -USD 48.8 M | -6% | 13.3% | 82.1% | 568 | 24.82% | 1.2 |
|
| 1905 |
1905
Taurus Asset Management
New York
| USD 811 M | -USD 182 M | -18% | 15.5% | 26.9% | 92 | 8.7% | 5.9 |
|
| 1906 |
1906
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| USD 811 M | -USD 18.3 M | -2% | 11.8% | 34% | 117 | 28.21% | 4.6 |
|
| 1907 |
1907
Novare Capital Management
Charlotte,
North Carolina
| USD 810 M | -USD 128 M | -14% | 12.6% | 76.5% | 186 | 18.28% | 3.7 |
|
| 1908 |
RPGK
1908
Retirement Planning Group (Kansas)
Leawood,
Kansas
| USD 810 M | -USD 105 M | -11% | 13.9% | 54.7% | 137 | 40.88% | 2.9 |
|
| 1909 |
1909
SPC Financial Inc
Rockville,
Maryland
| USD 810 M | -USD 51.4 M | -6% | 8.54% | 65.1% | 209 | 19.62% | 3.3 |
|
| 1910 |
1910
Ghisallo Capital Management
Boston,
Massachusetts
| USD 810 M | -USD 112 M | -12% | 3.27% | 122% | 340 | 35.59% | 0.7 |
|
| 1911 |
1911
McDaniel Terry & Co
Austin,
Texas
| USD 810 M | -USD 115 M | -12% | 12.7% | 57.9% | 103 | 13.59% | 4.5 |
|
| 1912 |
SGCIA
1912
Smith Graham & Co Investment Advisors
Houston,
Texas
| USD 810 M | -USD 153 M | -16% | 13.5% | 56.9% | 140 | 2.86% | 6 |
|
| 1913 |
1913
Woodmont Investment Counsel
Nashville,
Tennessee
| USD 810 M | -USD 56 M | -6% | 10.9% | 66.8% | 249 | 5.62% | 4.5 |
|
| 1914 |
1914
Bristlecone Advisors
Bellevue,
Washington
| USD 810 M | -USD 4.59 M | -0.6% | 16.3% | 103% | 251 | 13.15% | 3.1 |
|
| 1915 |
1915
Jag Capital Management
St Louis,
Missouri
| USD 809 M | -USD 202 M | -20% | 17.7% | 230% | 258 | 51.16% | 2.7 |
|
| 1916 |
1916
Southernsun Asset Management
Memphis,
Tennessee
| USD 807 M | -USD 120 M | -13% | 8.11% | 54.7% | 31 | 12.9% | 5.4 |
|
| 1917 |
1917
MMBG Investment Advisors
Miami,
Florida
| USD 806 M | -USD 153 M | -16% | 18.8% | 118% | 164 | 8.54% | 0.5 |
|
| 1918 |
1918
Clough Capital Partners
Boston,
Massachusetts
| USD 806 M | -USD 512 M | -39% | 10.9% | 175% | 135 | 57.04% | 0.9 |
|
| 1919 |
1919
Wellington Shields Capital Management
New York
| USD 806 M | -USD 108 M | -12% | 7.37% | 137% | 329 | 11.25% | 3.7 |
|
| 1920 |
1920
Summit Securities Group
New York
| USD 805 M | -USD 89.5 M | -10% | 13.4% | 136% | 1,327 | 44.69% | 0.6 |
|
| 1921 |
1921
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| USD 803 M | -USD 99.3 M | -11% | 13.3% | 58.6% | 101 | 22.77% | 3.3 |
|
| 1922 |
1922
Voya Financial Advisors
Windsor,
Connecticut
| USD 803 M | -USD 71.4 M | -8% | 11.7% | 44.8% | 273 | 13.55% | 4.6 |
|
| 1923 |
1923
Kontiki Capital Management (HK)
Hong Kong
| USD 803 M | +USD 179 M | +29% | 13.4% | 90.6% | 7 | 0% | 2.8 |
|
| 1924 |
1924
Bank Hapoalim BM
Tel Aviv,
Israel
| USD 803 M | -USD 158 M | -16% | 15.6% | 76.6% | 202 | 17.82% | 3 |
|
| 1925 |
1925
American Assets Investment Management
San Diego,
California
| USD 801 M | -USD 144 M | -15% | 11.7% | 507% | 178 | 5.06% | 4 |
|