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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2176 |
2176
Whitegate Investment Counselors
Concord,
New Hampshire
| USD 490 M | +USD 723 k | +0.1% | 7.13% | 48% | 198 | 12.63% | 3.3 |
|
| 2177 |
AP
2177
Archon Partners
Princeton Junction,
New Jersey
| USD 490 M | +USD 28.2 M | +6% | 10.4% | 86% | 56 | 8.93% | 2.9 |
|
| 2178 |
2178
Ironvine Capital Partners
Omaha,
Nebraska
| USD 490 M | +USD 42.5 M | +10% | 7.97% | 58.8% | 70 | 14.29% | 0.7 |
|
| 2179 |
2179
Viking Fund Management
Minot,
North Dakota
| USD 489 M | -USD 31.4 M | -6% | 1.89% | 105% | 136 | 13.97% | 1.7 |
|
| 2180 |
2180
Klingman & Associates
New York
| USD 489 M | +USD 23.9 M | +5% | 4.54% | 64.9% | 107 | 6.54% | 2.7 |
|
| 2181 |
2181
Private Vista
Chicago,
Illinois
| USD 488 M | +USD 55.8 M | +13% | 3.68% | 10.1% | 157 | 6.37% | 1 |
|
| 2182 |
HI
2182
Handelsinvest Investeringsforvaltning
Herning,
Denmark
| USD 488 M | +USD 33.4 M | +7% | 7.62% | 37.9% | 116 | 17.24% | 1.8 |
|
| 2183 |
2183
Heathbridge Capital Management
Toronto,
Ontario, Canada
| USD 488 M | +USD 15.2 M | +3% | 2.19% | 58.7% | 29 | 3.45% | 3.5 |
|
| 2184 |
2184
Three Peaks Capital Management
Castle Rock,
Colorado
| USD 488 M | -USD 9.25 M | -2% | 8.66% | 84.5% | 167 | 35.33% | 0.9 |
|
| 2185 |
2185
Tompkins Financial
Ithaca,
New York
| USD 488 M | +USD 23.6 M | +5% | 5.76% | 84.4% | 450 | 9.11% | 3.2 |
|
| 2186 |
2186
Weatherly Asset Management
Del Mar,
California
| USD 487 M | +USD 58.8 M | +14% | 9.41% | 116% | 197 | 7.11% | 3.5 |
|
| 2187 |
2187
Vista Capital Partners
Portland,
Oregon
| USD 487 M | +USD 26.6 M | +6% | 5.51% | 61.2% | 58 | 12.07% | 3.5 |
|
| 2188 |
2188
Pacific Global Investment Management
Glendale,
California
| USD 487 M | +USD 30.5 M | +7% | 7.84% | 48% | 230 | 7.83% | 3.7 |
|
| 2189 |
2189
Emery Howard Portfolio Management
Burlingame,
California
| USD 487 M | +USD 20.3 M | +4% | 3.44% | 66.5% | 34 | 0% | 4.4 |
|
| 2190 |
2190
Alpine Woods Capital Investors
Purchase,
New York
| USD 486 M | +USD 27.9 M | +6% | 7.38% | 105% | 274 | 17.15% | 2.8 |
|
| 2191 |
2191
Phillips Financial Management
Fort Wayne,
Indiana
| USD 486 M | +USD 12.5 M | +3% | 2.12% | 45.6% | 72 | 6.94% | 4 |
|
| 2192 |
2192
Windham Capital Management
Boston,
Massachusetts
| USD 486 M | -USD 2.02 M | -0.4% | 1.19% | 8.3% | 31 | 19.35% | 2.4 |
|
| 2193 |
2193
CNA Financial
Chicago,
Illinois
| USD 484 M | +USD 29.1 M | +6% | 2.7% | 48.6% | 189 | 10.58% | 2.9 |
|
| 2194 |
2194
Sunriver Management
Greenwich,
Connecticut
| USD 484 M | +USD 16.5 M | +4% | 2.69% | 9.27% | 24 | 37.5% | 0.9 |
|
| 2195 |
2195
Sompo Asset Management
Tokyo,
Japan
| USD 484 M | +USD 41.8 M | +9% | 6.57% | 84.7% | 104 | 19.23% | 1.2 |
|
| 2196 |
2196
Kite Lake Capital Management (UK)
London,
United Kingdom
| USD 484 M | +USD 195 M | +68% | 13.2% | 337% | 27 | 62.96% | 0.2 |
|
| 2197 |
2197
SigFig Wealth Management
San Francisco,
California
| USD 483 M | +USD 94.8 M | +24% | 2.29% | 49.3% | 44 | 4.55% | 1 |
|
| 2198 |
2198
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| USD 483 M | +USD 56 M | +13% | 6.94% | 83.4% | 359 | 23.4% | 2.4 |
|
| 2199 |
2199
Trigran Investments
Northbrook,
Illinois
| USD 483 M | -USD 5.46 M | -1% | 10.9% | 30.2% | 19 | 0% | 2.8 |
|
| 2200 |
SHCM
2200
Stokes & Hubbell Capital Management
New Orleans,
Louisiana
| USD 482 M | +USD 40.9 M | +9% | 5.81% | 31.2% | 127 | 4.72% | 2.2 |
|