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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 |
AR
2101
Argyll Research
Wilmington,
Delaware
| USD 446 M | -USD 19.5 M | -4% | 3.38% | 0.8% | 5 | 0% | 2.7 |
|
| 2102 |
2102
First Nebraska Trust
Lincoln,
Nebraska
| USD 446 M | -USD 773 k | -0.2% | 0.22% | 67.9% | 144 | 11.81% | 2.5 |
|
| 2103 |
2103
Mark Asset Management
New York
| USD 444 M | +USD 12.1 M | +3% | 11.4% | 325% | 59 | 28.81% | 1.9 |
|
| 2104 |
2104
Novare Capital Management
Charlotte,
North Carolina
| USD 444 M | +USD 12.6 M | +3% | 2.55% | 76.5% | 131 | 15.27% | 2.4 |
|
| 2105 |
ICM
2105
Indaba Capital Management
San Francisco,
California
| USD 444 M | +USD 138 M | +45% | 0.97% | 66.7% | 23 | 69.57% | 0.2 |
|
| 2106 |
FBP
2106
Flippin Bruce & Porter
Lynchburg,
Virginia
| USD 444 M | +USD 11.2 M | +3% | 0.08% | 44.4% | 76 | 3.95% | 3.2 |
|
| 2107 |
2107
ACK Asset Management
Greenwich,
Connecticut
| USD 443 M | +USD 106 M | +31% | 4.31% | 132% | 38 | 42.11% | 0.8 |
|
| 2108 |
DCM
2108
Dynamic Capital Management
St. Helier,
Jersey
| USD 443 M | -USD 174 M | -28% | 5.73% | 49.7% | 357 | 59.66% | 0.4 |
|
| 2109 |
CA
2109
Continental Advisors
Park City,
Utah
| USD 443 M | -USD 4.03 M | -0.9% | 4.17% | 73.6% | 160 | 35.63% | 1.7 |
|
| 2110 |
2110
Whitegate Investment Counselors
Concord,
New Hampshire
| USD 442 M | +USD 26.1 M | +6% | 3.21% | 48% | 180 | 6.67% | 2.4 |
|
| 2111 |
2111
Adell Harriman & Carpenter
Houston,
Texas
| USD 442 M | +USD 6.33 M | +1% | 3.49% | 176% | 155 | 18.71% | 2.7 |
|
| 2112 |
WA
2112
WFG Advisors
Dallas,
Texas
| USD 442 M | +USD 67.1 M | +18% | 2.1% | 21.3% | 1,781 | 16.17% | 2.5 |
|
| 2113 |
2113
Matrix VIII US Management
Cambridge,
Massachusetts
| USD 442 M | -USD 183 M | -29% | 29.3% | – | 1 | 0% | 1 |
|
| 2114 |
2114
Tairen Capital
Hong Kong
| USD 441 M | +USD 20.8 M | +5% | 17.9% | 462% | 17 | 70.59% | 0.7 |
|
| 2115 |
2115
Estate Counselors
Thiensville,
Wisconsin
| USD 441 M | +USD 56 M | +15% | 2.34% | 60% | 69 | 23.19% | 1.9 |
|
| 2116 |
2116
Tygh Capital Management
Portland,
Oregon
| USD 441 M | +USD 13.2 M | +3% | 6.89% | 251% | 110 | 38.18% | 0.8 |
|
| 2117 |
2117
Goldentree Asset Management
New York
| USD 441 M | +USD 177 M | +67% | 4.24% | 27.7% | 37 | 70.27% | 0.6 |
|
| 2118 |
KRC
2118
Kingdom Ridge Capital
White Plains,
New York
| USD 441 M | -USD 188 M | -30% | 11.2% | 51.6% | 32 | 50% | 0.6 |
|
| 2119 |
2119
Colonial Trust Advisors
Spartanburg,
South Carolina
| USD 440 M | +USD 115 M | +36% | 3.62% | 80% | 144 | 13.89% | 2.8 |
|
| 2120 |
2120
Bridges Investment Counsel
Omaha,
Nebraska
| USD 440 M | +USD 98.1 M | +29% | 3.19% | 33.7% | 150 | 24.67% | 2.8 |
|
| 2121 |
2121
JNBA Financial Advisors
Bloomington,
Minnesota
| USD 440 M | +USD 16.5 M | +4% | 2.67% | 61.8% | 488 | 6.56% | 2.4 |
|
| 2122 |
2122
Venturi Wealth Management
Austin,
Texas
| USD 440 M | +USD 7.01 M | +2% | 2.44% | 101% | 214 | 30.84% | 0.8 |
|
| 2123 |
MCL
2123
MIK Capital LLC
New York
| USD 439 M | -USD 11.2 M | -2% | 6.17% | – | 16 | 68.75% | 0.3 |
|
| 2124 |
2124
Catawba Capital Management
Roanoke,
Virginia
| USD 439 M | -USD 19.5 M | -4% | 1.89% | 33.1% | 269 | 20.45% | 2.8 |
|
| 2125 |
2125
CPWM LLC
Seattle,
Washington
| USD 438 M | -USD 1.55 M | -0.4% | 2.21% | 36.6% | 278 | 14.03% | 2.1 |
|