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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
Anchor Investment Management
Columbia,
South Carolina
| USD 1231 M | +USD 23.4 M | +2% | 3.13% | 75.1% | 1,086 | 5.8% | 5.7 |
|
| 2102 |
2102
49 Wealth Management
Austin,
Texas
| USD 1229 M | +USD 168 M | +16% | 1.48% | – | 224 | 23.21% | 1.1 |
|
| 2103 |
2103
Compass Rose Asset Management
New York
| USD 1229 M | +USD 631 M | +105% | 1.58% | 41% | 33 | 66.67% | 0.2 |
|
| 2104 |
2104
Park Presidio Capital
San Francisco,
California
| USD 1229 M | +USD 79.5 M | +7% | 4.54% | 94.1% | 15 | 0% | 4.5 |
|
| 2105 |
2105
Aquamarine Financial
George Town,
| USD 1228 M | +USD 254 M | +26% | 31.5% | – | 13 | 15.38% | 0.2 |
|
| 2106 |
2106
Mangrove Partners
Greenwich,
Connecticut
| USD 1227 M | -USD 126 M | -9% | 11.1% | 185% | 461 | 80.91% | 0.2 |
|
| 2107 |
2107
XML Financial
Bethesda,
Maryland
| USD 1226 M | -USD 2.58 M | -0.2% | 2.47% | 77.9% | 462 | 19.48% | 3 |
|
| 2108 |
2108
Clear Creek Financial Management
Silverdale,
Washington
| USD 1226 M | +USD 71 M | +6% | 2.25% | 86.1% | 621 | 16.26% | 2 |
|
| 2109 |
2109
Waycross Partners
Louisville,
Kentucky
| USD 1222 M | +USD 59.6 M | +5% | 3.48% | 87.7% | 99 | 9.09% | 2.5 |
|
| 2110 |
2110
QV Investors
Calgary,
Alberta, Canada
| USD 1222 M | +USD 66.7 M | +6% | 6.09% | 68.3% | 68 | 13.24% | 4.1 |
|
| 2111 |
WM
2111
WS Management
Jacksonville,
Florida
| USD 1221 M | +USD 302 M | +33% | 21% | 309% | 55 | 30.91% | 4.1 |
|
| 2112 |
2112
Coliseum Capital Management
Rowayton,
Connecticut
| USD 1221 M | +USD 197 M | +19% | 0.71% | 41.1% | 14 | 28.57% | 2.2 |
|
| 2113 |
2113
Hartford Funds Management
Wayne,
Pennsylvania
| USD 1220 M | +USD 53.5 M | +5% | 1.14% | 26.8% | 102 | 11.76% | 2 |
|
| 2114 |
2114
Two Creeks Capital Management
New York
| USD 1220 M | -USD 171 M | -12% | 2.49% | 38.8% | 30 | 30% | 2.3 |
|
| 2115 |
2115
Parsifal Capital Management
Greenwich,
Connecticut
| USD 1219 M | +USD 145 M | +13% | 15.7% | 154% | 22 | 45.45% | 1.1 |
|
| 2116 |
2116
Brown Capital Management
Baltimore,
Maryland
| USD 1219 M | -USD 1207 M | -50% | 1.22% | 107% | 58 | 12.07% | 5 |
|
| 2117 |
2117
RKL Wealth Management
Lancaster,
Pennsylvania
| USD 1218 M | +USD 45.1 M | +4% | 2.55% | 76.8% | 187 | 6.95% | 5.3 |
|
| 2118 |
2118
HMI Capital Management
San Francisco,
California
| USD 1218 M | -USD 514 M | -30% | 3.97% | 5.95% | 14 | 42.86% | 1.6 |
|
| 2119 |
2119
Cardiff Park Advisors
Carlsbad,
California
| USD 1218 M | -USD 87.1 M | -7% | 1.52% | 88.6% | 395 | 15.7% | 3.1 |
|
| 2120 |
2120
First Financial Bank - Trust Division
Hamilton,
Ohio
| USD 1217 M | +USD 46.6 M | +4% | 2.43% | 68.6% | 219 | 9.59% | 7.5 |
|
| 2121 |
2121
One Day In July LLC
Burlington,
Vermont
| USD 1217 M | +USD 35.1 M | +3% | 1.28% | 48.2% | 151 | 11.92% | 3.2 |
|
| 2122 |
2122
Summit Financial Strategies
Columbus,
Ohio
| USD 1217 M | +USD 50.3 M | +4% | 1.76% | 59.4% | 175 | 14.86% | 4.1 |
|
| 2123 |
2123
Callahan Advisors
Houston,
Texas
| USD 1217 M | +USD 39.3 M | +3% | 4.44% | 87.7% | 184 | 14.13% | 5.8 |
|
| 2124 |
2124
Jay A. Fishman Ltd
Troy,
Michigan
| USD 1216 M | +USD 49.3 M | +4% | 6.07% | 119% | 84 | 5.95% | 7.1 |
|
| 2125 |
2125
Traphagen Investment Advisors
Oradell,
New Jersey
| USD 1215 M | +USD 53.3 M | +5% | 1.26% | 65.8% | 205 | 10.73% | 3.6 |
|