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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2126 |
2126
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| USD 529 M | +USD 19.8 M | +4% | 3.6% | 26.3% | 134 | 9.7% | 4.2 |
|
| 2127 |
2127
Beese Fulmer Investment Management
Canton,
Ohio
| USD 528 M | +USD 20.9 M | +4% | 4.71% | 113% | 191 | 12.04% | 3.8 |
|
| 2128 |
2128
Tandem Investment Advisors
Charleston,
South Carolina
| USD 528 M | +USD 73.8 M | +16% | 4.72% | 10.4% | 72 | 13.89% | 1.9 |
|
| 2129 |
2129
Richard C. Young & Co
Newport,
Rhode Island
| USD 528 M | +USD 3.69 M | +0.7% | 3.96% | 137% | 69 | 5.8% | 3 |
|
| 2130 |
MAM
2130
Mastrapasqua Asset Management
Nashville,
Tennessee
| USD 527 M | +USD 922 k | +0.2% | 6.69% | 54.9% | 134 | 9.7% | 3 |
|
| 2131 |
SFG
2131
Sather Financial Group
Victoria,
Texas
| USD 527 M | +USD 33.4 M | +7% | 7.07% | 70% | 56 | 8.93% | 3.4 |
|
| 2132 |
2132
Cassaday & Co
Mclean,
Virginia
| USD 526 M | +USD 39.3 M | +8% | 3.01% | 62.7% | 39 | 5.13% | 3 |
|
| 2133 |
2133
Oakworth Capital
Birmingham,
Alabama
| USD 525 M | +USD 36.5 M | +7% | 3.16% | 64.3% | 678 | 14.6% | 3.3 |
|
| 2134 |
2134
Axar Capital Management
New York
| USD 525 M | -USD 241 M | -31% | 39.3% | 680% | 6 | 33.33% | 1.9 |
|
| 2135 |
MCM
2135
Mason Capital Management
New York
| USD 524 M | +USD 58.3 M | +13% | 1.44% | 18.5% | 12 | 50% | 1.2 |
|
| 2136 |
AIC
2136
AWM Investment Company
New York
| USD 523 M | +USD 14.9 M | +3% | 3.81% | 778% | 96 | 15.63% | 2.1 |
|
| 2137 |
2137
Osborne Partners Capital Management
San Francisco,
California
| USD 523 M | +USD 10.6 M | +2% | 4.06% | 60.8% | 173 | 10.4% | 4.4 |
|
| 2138 |
2138
Dakota Wealth Management
Palm Beach Gardens,
Florida
| USD 523 M | +USD 19.9 M | +4% | 3.52% | 112% | 319 | 17.24% | 1.3 |
|
| 2139 |
2139
Global Retirement Partners
San Rafael,
California
| USD 522 M | +USD 109 M | +26% | 3.9% | – | 1,774 | 20.74% | 1.6 |
|
| 2140 |
2140
Krilogy Financial
St. Louis,
Missouri
| USD 522 M | +USD 49.2 M | +10% | 3.29% | 79% | 179 | 7.82% | 2.4 |
|
| 2141 |
2141
Fort LP
Chevy Chase,
Maryland
| USD 521 M | +USD 24.6 M | +5% | 5.94% | 56.8% | 523 | 34.99% | 0.8 |
|
| 2142 |
2142
Hengehold Capital Management
Cincinnati,
Ohio
| USD 521 M | +USD 95.2 M | +22% | 2.99% | 54.5% | 131 | 9.16% | 2.9 |
|
| 2143 |
2143
Cutler Investment Counsel
Jacksonville,
Oregon
| USD 521 M | +USD 9.16 M | +2% | 3.59% | 56.2% | 96 | 8.33% | 3.4 |
|
| 2144 |
2144
Community Bank
Dewitt,
New York
| USD 520 M | +USD 24.9 M | +5% | 2.54% | 73.5% | 491 | 13.24% | 3.3 |
|
| 2145 |
2145
Magnus Financial Group
New York
| USD 519 M | +USD 27.7 M | +6% | 3.94% | 78.2% | 604 | 25.66% | 0.4 |
|
| 2146 |
2146
Merriman Wealth Management
Seattle,
Washington
| USD 519 M | -USD 8.99 M | -2% | 3.83% | 18.3% | 225 | 24.44% | 1.2 |
|
| 2147 |
XS
2147
XR Securities
Chicago,
Illinois
| USD 518 M | -USD 245 M | -32% | 1.59% | 17% | 391 | 65.22% | 0.3 |
|
| 2148 |
2148
J.M. Forbes & Co
Boston,
Massachusetts
| USD 518 M | +USD 51.3 M | +11% | 4.8% | 112% | 105 | 3.81% | 4.4 |
|
| 2149 |
2149
Tairen Capital
Hong Kong
| USD 518 M | -USD 376 M | -42% | 2.27% | 462% | 45 | 64.44% | 0.3 |
|
| 2150 |
ICM
2150
Indaba Capital Management
San Francisco,
California
| USD 517 M | +USD 27.1 M | +6% | 0.37% | 66.7% | 26 | 30.77% | 0.8 |
|