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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2101 |
2101
Strategic Financial Services
Utica,
New York
| USD 358 M | -USD 2.89 M | -0.8% | 1.52% | 58.7% | 100 | 9% | 1.1 |
|
| 2102 |
2102
Heathbridge Capital Management
Toronto,
Ontario, Canada
| USD 358 M | -USD 35.1 M | -9% | 3.19% | 58.7% | 27 | 22.22% | 1.1 |
|
| 2103 |
2103
TD Ameritrade Trust
Denver,
Colorado
| USD 358 M | +USD 12.4 M | +4% | 3.04% | 21.7% | 50 | 12% | 1 |
|
| 2104 |
2104
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| USD 357 M | +USD 6.27 M | +2% | 0.98% | 140% | 179 | 26.26% | 0.9 |
|
| 2105 |
GMCM
2105
Gruber & McBaine Capital Management
San Francisco,
California
| USD 355 M | -USD 16.9 M | -5% | 3.21% | – | 235 | 26.81% | 0.7 |
|
| 2106 |
TCOTO
2106
Trust Company of the Ozarks
Springfield,
Missouri
| USD 355 M | -USD 14.8 M | -4% | 2.54% | – | 170 | 2.35% | 1.1 |
|
| 2107 |
2107
Golden Gate Private Equity
San Francisco,
California
| USD 355 M | -USD 140 M | -28% | 6.36% | 8.72% | 23 | 30.43% | 0.6 |
|
| 2108 |
RRC
2108
Red Rocks Capital
Denver,
Colorado
| USD 355 M | -USD 7.81 M | -2% | 6.37% | – | 8 | 0% | 1.1 |
|
| 2109 |
2109
Meritech Capital Associates III
Palo Alto,
California
| USD 354 M | -USD 14.5 M | -4% | 6.38% | 135% | 7 | 0% | 1.1 |
|
| 2110 |
2110
Fiduciary Financial Services of The Southwest
Dallas,
Texas
| USD 354 M | -USD 2.88 M | -0.8% | 0.12% | 39.8% | 173 | 7.51% | 1.1 |
|
| 2111 |
2111
ACG Wealth
Atlanta,
Georgia
| USD 354 M | -USD 176 M | -33% | 0.17% | 45.5% | 226 | 24.78% | 0.8 |
|
| 2112 |
2112
Old Mutual Customised Solutions
Pinelands,
South Africa
| USD 354 M | -USD 60.5 M | -15% | 0.04% | 49.7% | 745 | 5.77% | 1.2 |
|
| 2113 |
2113
Jacobs & Co
San Francisco,
California
| USD 354 M | +USD 8.55 M | +2% | 0.53% | 105% | 117 | 0.85% | 1.2 |
|
| 2114 |
SPC
2114
Standard Pacific Capital
San Francisco,
California
| USD 353 M | -USD 7.84 M | -2% | 2.69% | – | 45 | 66.67% | 0.3 |
|
| 2115 |
2115
U.S. Global Investors (USGI)
San Antonio,
Texas
| USD 353 M | -USD 116 M | -25% | 5.01% | 119% | 369 | 47.15% | 0.5 |
|
| 2116 |
2116
Grace Capital
Quincy,
Massachusetts
| USD 352 M | -USD 11.5 M | -3% | 0.49% | 127% | 100 | 8% | 1 |
|
| 2117 |
2117
Coldstream Capital Management
Bellevue,
Washington
| USD 352 M | +USD 11.3 M | +3% | 0.7% | 71% | 223 | 19.73% | 1 |
|
| 2118 |
RP
2118
Realm Partners
New York
| USD 350 M | +USD 111 M | +46% | 0.94% | – | 64 | 59.38% | 0.3 |
|
| 2119 |
2119
First Nebraska Trust
Lincoln,
Nebraska
| USD 350 M | +USD 2.28 M | +0.7% | 0.69% | 67.9% | 106 | 7.55% | 1 |
|
| 2120 |
2120
Winslow Evans & Crocker
Boston,
Massachusetts
| USD 349 M | +USD 46.2 M | +15% | 0.73% | 76.2% | 1,464 | 17.14% | 0.6 |
|
| 2121 |
2121
Woodmont Investment Counsel
Nashville,
Tennessee
| USD 348 M | -USD 6.19 M | -2% | 1.51% | 66.8% | 207 | 6.76% | 1 |
|
| 2122 |
2122
Fairfield, Bush & Co
Darien,
Connecticut
| USD 348 M | +USD 7.56 M | +2% | 2.1% | 112% | 176 | 8.52% | 0.9 |
|
| 2123 |
FPCM
2123
Financial Partners Capital Management
New York
| USD 347 M | +USD 19.6 M | +6% | 1.2% | 34.2% | 117 | 16.24% | 1 |
|
| 2124 |
2124
Denali Advisors
San Diego,
California
| USD 347 M | -USD 18.1 M | -5% | 3.84% | 106% | 296 | 30.41% | 0.8 |
|
| 2125 |
2125
Calamos Wealth Management
Naperville,
Illinois
| USD 346 M | -USD 4.22 M | -1% | 0.19% | 102% | 241 | 19.92% | 0.8 |
|