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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2201 |
RCM
2201
Ratan Capital Management
Miami Beach,
Florida
| USD 350 M | -USD 193 M | -36% | 7.68% | 616% | 14 | 64.29% | 1.3 |
|
| 2202 |
LIC
2202
Lodestar Investment Counsel
Chicago,
Illinois
| USD 350 M | +USD 22.4 M | +7% | 5.14% | 45.1% | 120 | 8.33% | 1.3 |
|
| 2203 |
2203
Phillips Financial Management
Fort Wayne,
Indiana
| USD 349 M | +USD 18 M | +5% | 2.69% | 45.6% | 70 | 2.86% | 1.3 |
|
| 2204 |
2204
Fairfield, Bush & Co
Darien,
Connecticut
| USD 349 M | +USD 670 k | +0.2% | 4.69% | 112% | 182 | 9.34% | 1.1 |
|
| 2205 |
2205
Fiduciary Financial Services of The Southwest
Dallas,
Texas
| USD 349 M | -USD 4.98 M | -1% | 0.85% | 39.8% | 179 | 11.73% | 1.3 |
|
| 2206 |
2206
Strategic Investment Management
Arlington,
Virginia
| USD 349 M | +USD 21.1 M | +6% | 2.91% | 53.4% | 156 | 69.23% | 0.3 |
|
| 2207 |
2207
Calamos Wealth Management
Naperville,
Illinois
| USD 348 M | +USD 1.96 M | +0.6% | 4.56% | 102% | 243 | 30.86% | 0.8 |
|
| 2208 |
2208
Summit Securities Group
New York
| USD 348 M | +USD 2.82 M | +0.8% | 5.36% | 136% | 948 | 52.64% | 0.5 |
|
| 2209 |
2209
Waterfront Capital Partners
New York
| USD 348 M | +USD 17 M | +5% | 13.3% | 88.3% | 57 | 57.89% | 0.4 |
|
| 2210 |
2210
Mather Group
Chicago,
Illinois
| USD 347 M | +USD 22 M | +7% | 1.85% | 54.1% | 30 | 20% | 0.8 |
|
| 2211 |
2211
Meritech Capital Associates III
Palo Alto,
California
| USD 347 M | -USD 7.37 M | -2% | 6.96% | 135% | 7 | 14.29% | 1.4 |
|
| 2212 |
CCMD
2212
Cypress Capital Management (Delaware)
Greenville,
Delaware
| USD 346 M | +USD 26.9 M | +8% | 3.73% | 25.6% | 71 | 26.76% | 0.9 |
|
| 2213 |
2213
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| USD 346 M | -USD 10.7 M | -3% | 4.41% | 140% | 187 | 28.34% | 1 |
|
| 2214 |
2214
Brookmont Capital Management
Dallas,
Texas
| USD 346 M | -USD 44.9 M | -11% | 2.01% | 32.2% | 62 | 33.87% | 1 |
|
| 2215 |
2215
Twele Capital Management
Minnetonka,
Minnesota
| USD 346 M | +USD 10.4 M | +3% | 1.24% | 37.1% | 62 | 3.23% | 1.4 |
|
| 2216 |
2216
Emery Howard Portfolio Management
Burlingame,
California
| USD 346 M | +USD 29.6 M | +9% | 2.4% | 66.5% | 28 | 0% | 1.5 |
|
| 2217 |
2217
Greenwood Capital Associates
Greenwood,
South Carolina
| USD 345 M | +USD 19.5 M | +6% | 6.3% | 81.3% | 181 | 41.99% | 0.7 |
|
| 2218 |
2218
Vicus Capital
State College,
Pennsylvania
| USD 345 M | +USD 42.5 M | +14% | 2.14% | 59.6% | 196 | 29.08% | 0.8 |
|
| 2219 |
2219
Rhenman & Partners Asset Management
Stockholm,
Sweden
| USD 345 M | +USD 3.48 M | +1% | 17.9% | 131% | 110 | 33.64% | 0.7 |
|
| 2220 |
2220
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
| USD 345 M | +USD 42.8 M | +14% | 1.61% | – | 171 | 82.46% | 0.2 |
|
| 2221 |
2221
First Nebraska Trust
Lincoln,
Nebraska
| USD 345 M | -USD 4.98 M | -1% | 5.31% | 67.9% | 111 | 13.51% | 1.2 |
|
| 2222 |
2222
Regis Management Company
Menlo Park,
California
| USD 345 M | +USD 2.34 M | +0.7% | 0.25% | 5.33% | 62 | 16.13% | 1.1 |
|
| 2223 |
2223
SPC Financial Inc
Rockville,
Maryland
| USD 344 M | -USD 1.01 M | -0.3% | 5.13% | 65.1% | 121 | 24.79% | 1.1 |
|
| 2224 |
2224
Tetrad Corporation
Omaha,
Nebraska
| USD 342 M | -USD 1.1 M | -0.3% | 3.61% | 45.6% | 12 | 25% | 1.4 |
|
| 2225 |
2225
Vestor Capital
Chicago,
Illinois
| USD 342 M | +USD 40.5 M | +13% | 4.36% | 188% | 114 | 27.19% | 0.9 |
|