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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2076 |
2076
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| USD 383 M | +USD 13 M | +4% | 1.72% | 87.2% | 129 | 12.4% | 2.2 |
|
| 2077 |
2077
Arrow Financial
Glens Falls,
New York
| USD 383 M | +USD 6.58 M | +2% | 3.19% | 66.5% | 373 | 12.06% | 2.3 |
|
| 2078 |
2078
First Nebraska Trust
Lincoln,
Nebraska
| USD 383 M | +USD 19.4 M | +5% | 5.35% | 67.9% | 112 | 5.36% | 2.3 |
|
| 2079 |
2079
Adell Harriman & Carpenter
Houston,
Texas
| USD 383 M | +USD 11.1 M | +3% | 3.09% | 176% | 140 | 8.57% | 2.2 |
|
| 2080 |
2080
Oakwood Capital Management
Los Angeles,
California
| USD 383 M | +USD 4.97 M | +1% | 1.52% | 72.7% | 79 | 17.72% | 2 |
|
| 2081 |
ACM
2081
Acertus Capital Management
Morristown,
New Jersey
| USD 383 M | -USD 15.2 M | -4% | 1.93% | 23.5% | 4 | 0% | 1.8 |
|
| 2082 |
2082
Steinberg Asset Management
New York
| USD 382 M | -USD 131 M | -25% | 1.81% | 130% | 43 | 20.93% | 1.8 |
|
| 2083 |
AAM
2083
AO Asset Management
New York
| USD 382 M | +USD 3.35 M | +0.9% | 6.8% | 127% | 33 | 60.61% | 0.4 |
|
| 2084 |
SVG
2084
Sun Valley Gold
Sun Valley,
Idaho
| USD 381 M | -USD 243 M | -39% | 88% | 160% | 28 | 21.43% | 2.1 |
|
| 2085 |
2085
Empirical Wealth Management
Seattle,
Washington
| USD 381 M | -USD 32.7 M | -8% | 1.64% | 78.8% | 111 | 9.91% | 2.2 |
|
| 2086 |
2086
Callahan Advisors
Houston,
Texas
| USD 381 M | +USD 15.9 M | +4% | 2.61% | 87.7% | 120 | 9.17% | 2.3 |
|
| 2087 |
2087
Thomasville National Bank
Thomasville,
Georgia
| USD 380 M | +USD 48.6 M | +15% | 3.27% | – | 160 | 11.25% | 1.9 |
|
| 2088 |
2088
Cabot Wealth Management
Salem,
Massachusetts
| USD 380 M | +USD 20.4 M | +6% | 2.92% | 69.3% | 149 | 12.08% | 1.9 |
|
| 2089 |
2089
Trigran Investments
Northbrook,
Illinois
| USD 380 M | +USD 52 M | +16% | 13.7% | 30.2% | 21 | 23.81% | 2.1 |
|
| 2090 |
PCM
2090
Perritt Capital Management
Chicago,
Illinois
| USD 379 M | -USD 23.1 M | -6% | 4.17% | 80.9% | 242 | 13.22% | 2.2 |
|
| 2091 |
2091
Investure LLC
Charlottesville,
Virginia
| USD 379 M | -USD 27.3 M | -7% | 6.58% | 55.4% | 10 | 0% | 1.6 |
|
| 2092 |
2092
SkyBridge Capital II
New York
| USD 378 M | +USD 89.9 M | +31% | 1.52% | – | 45 | 66.67% | 0.3 |
|
| 2093 |
2093
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| USD 377 M | +USD 10.5 M | +3% | 1.61% | 26.3% | 153 | 5.23% | 2.5 |
|
| 2094 |
LPC
2094
Lion Point Capital
New York
| USD 377 M | +USD 30.2 M | +9% | 3.8% | 319% | 15 | 33.33% | 0.3 |
|
| 2095 |
2095
Mission Wealth Management
Santa Barbara,
California
| USD 376 M | +USD 5.05 M | +1% | 1.29% | 92.1% | 181 | 22.1% | 0.7 |
|
| 2096 |
2096
Prince Street Capital Management
New York
| USD 376 M | -USD 117 M | -24% | 16.2% | 302% | 48 | 68.75% | 0.3 |
|
| 2097 |
2097
Perigon Wealth Management
San Francisco,
California
| USD 376 M | +USD 56.1 M | +18% | 2.04% | 93.8% | 497 | 58.35% | 0.6 |
|
| 2098 |
2098
Penn Davis McFarland
Dallas,
Texas
| USD 376 M | -USD 5.2 M | -1% | 1.27% | 86.8% | 37 | 13.51% | 1.6 |
|
| 2099 |
WA
2099
WFG Advisors
Dallas,
Texas
| USD 375 M | +USD 29.3 M | +8% | 6.42% | 21.3% | 1,817 | 12.82% | 2.1 |
|
| 2100 |
2100
Patriot Financial Partners
Radnor,
Pennsylvania
| USD 375 M | -USD 16 M | -4% | 3.94% | 16.6% | 17 | 17.65% | 1.9 |
|