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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2151 |
2151
WBH Advisory
Baltimore,
Maryland
| USD 815 M | -USD 61.9 M | -7% | 4.29% | 57.6% | 328 | 11.28% | 4.7 |
|
| 2152 |
2152
Simplicity Solutions
Minneapolis,
Minnesota
| USD 814 M | -USD 81.2 M | -9% | 3.08% | 37.1% | 657 | 35.46% | 1.6 |
|
| 2153 |
2153
Bristlecone Advisors
Bellevue,
Washington
| USD 814 M | -USD 18.8 M | -2% | 5.91% | 103% | 240 | 10% | 3 |
|
| 2154 |
2154
Trust Asset Management
Houston,
Texas
| USD 813 M | +USD 3.97 M | +0.5% | 4.06% | 91.1% | 218 | 11.47% | 1.5 |
|
| 2155 |
2155
BTR Capital Management
Oakland,
California
| USD 813 M | -USD 73.2 M | -8% | 2.37% | 35% | 179 | 8.94% | 5 |
|
| 2156 |
2156
Cypress Capital Group
Palm Beach,
Florida
| USD 812 M | +USD 13.4 M | +2% | 2.62% | 97.8% | 347 | 21.04% | 3.9 |
|
| 2157 |
2157
Montanaro Asset Management
London,
United Kingdom
| USD 811 M | -USD 180 M | -18% | 16.5% | 49.6% | 49 | 10.2% | 1 |
|
| 2158 |
2158
Lutz Financial Services
Omaha,
Nebraska
| USD 811 M | -USD 3.18 M | -0.4% | 3.6% | 35.3% | 64 | 6.25% | 3.4 |
|
| 2159 |
2159
Archon Capital Management
Seattle,
Washington
| USD 811 M | +USD 49.8 M | +7% | 12.8% | 222% | 37 | 16.22% | 1.5 |
|
| 2160 |
2160
Community Bank
Dewitt,
New York
| USD 810 M | -USD 57 M | -7% | 1.69% | 73.5% | 462 | 7.79% | 4.7 |
|
| 2161 |
2161
SpiderRock Advisors
Wilimington,
Delaware
| USD 810 M | -USD 92.2 M | -10% | – | – | 171 | 0% | 1.7 |
|
| 2162 |
2162
Prospector Partners
Guilford,
Connecticut
| USD 809 M | -USD 56.2 M | -6% | 2.49% | 53.6% | 116 | 15.52% | 3.9 |
|
| 2163 |
2163
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| USD 808 M | -USD 94.1 M | -10% | 12.6% | 22.7% | 34 | 5.88% | 5.4 |
|
| 2164 |
TFP
2164
Triple Frond Partners
San Francisco,
California
| USD 808 M | -USD 79.6 M | -9% | 7.9% | 92.9% | 10 | 0% | 3.5 |
|
| 2165 |
2165
Spearhead Capital Advisors
Wellington,
Florida
| USD 808 M | -USD 20.8 M | -3% | 5.97% | 25.2% | 237 | 43.88% | 1.6 |
|
| 2166 |
2166
Marble Harbor Investment Counsel
Boston,
Massachusetts
| USD 805 M | -USD 53.3 M | -6% | 3.35% | 66.7% | 199 | 7.04% | 5.2 |
|
| 2167 |
2167
Blue Chip Partners
Farmington Hills,
Michigan
| USD 804 M | +USD 7.58 M | +1% | 1.79% | 81.2% | 187 | 16.04% | 3.9 |
|
| 2168 |
2168
Pekin Hardy Strauss
Chicago,
Illinois
| USD 804 M | +USD 65.3 M | +9% | 8.48% | 102% | 373 | 21.98% | 3.2 |
|
| 2169 |
2169
Clear Street
New York
| USD 804 M | -USD 2830 M | -78% | 7.71% | 297% | 671 | 84.8% | 0.1 |
|
| 2170 |
2170
Phocas Financial Corp
Alameda,
California
| USD 804 M | +USD 18 M | +2% | 1.35% | – | 227 | 22.91% | 2.4 |
|
| 2171 |
2171
Cadence Bank
Tupelo,
Mississippi
| USD 803 M | +USD 1.04 M | +0.1% | 5.14% | 70.9% | 210 | 13.33% | 2.9 |
|
| 2172 |
SC
2172
Sasco Capital
Fairfield,
Connecticut
| USD 803 M | -USD 67.7 M | -8% | 0.48% | 15.5% | 49 | 8.16% | 3.7 |
|
| 2173 |
2173
Essex Investment Management
Boston,
Massachusetts
| USD 802 M | -USD 70.9 M | -8% | 3.68% | 370% | 429 | 14.45% | 2.7 |
|
| 2174 |
2174
Private Ocean
San Rafael,
California
| USD 802 M | -USD 52.7 M | -6% | 5.85% | 2.82% | 767 | 27.25% | 2.3 |
|
| 2175 |
2175
HSG Holding
Na,
Hong Kong
| USD 801 M | -USD 315 M | -28% | 31.7% | 2.94% | 22 | 9.09% | 2.4 |
|