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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 |
2201
Lenox Wealth Advisors
New York
| USD 334 M | +USD 19.4 M | +6% | 0.98% | 35.7% | 525 | 54.48% | 1.3 |
|
| 2202 |
CK
2202
Carnick & Kubik
Colorado Springs,
Colorado
| USD 334 M | +USD 178 M | +114% | 1.99% | 45.1% | 1,015 | 86.8% | 0.2 |
|
| 2203 |
TCOT
2203
Trust Company of Toledo
Holland,
Ohio
| USD 333 M | +USD 6.89 M | +2% | 1.88% | 109% | 174 | 6.32% | 2.4 |
|
| 2204 |
2204
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| USD 333 M | -USD 24 M | -7% | 1.06% | 50.4% | 11 | 36.36% | 2.1 |
|
| 2205 |
MRCM
2205
M&R Capital Management
Summit,
New Jersey
| USD 332 M | -USD 14.1 M | -4% | 0.7% | 52.6% | 195 | 9.74% | 2.3 |
|
| 2206 |
2206
Winslow Evans & Crocker
Boston,
Massachusetts
| USD 332 M | -USD 17.4 M | -5% | 1.88% | 76.2% | 1,388 | 8.72% | 1.9 |
|
| 2207 |
CCM
2207
Cohen Capital Management
Corte Madera,
California
| USD 331 M | USD 0 | 0% | 0.41% | 91.5% | 123 | 0% | 2.4 |
|
| 2208 |
2208
Thomasville National Bank
Thomasville,
Georgia
| USD 331 M | +USD 49 M | +17% | 2.46% | – | 153 | 14.38% | 1.7 |
|
| 2209 |
2209
Pensionfund Sabic
Sittard,
Netherlands
| USD 331 M | -USD 4.51 M | -1% | 4.8% | 63.6% | 233 | 32.62% | 0.6 |
|
| 2210 |
2210
Woodmont Investment Counsel
Nashville,
Tennessee
| USD 331 M | -USD 9.01 M | -3% | 2.23% | 66.8% | 577 | 9.53% | 1.1 |
|
| 2211 |
2211
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| USD 330 M | +USD 10 M | +3% | 0.85% | 80.6% | 97 | 23.71% | 2.1 |
|
| 2212 |
2212
Stadium Capital Management
New Canaan,
Connecticut
| USD 330 M | +USD 66.2 M | +25% | 4.94% | 10.9% | 12 | 16.67% | 1.8 |
|
| 2213 |
2213
Savant Capital
Rockford,
Illinois
| USD 329 M | +USD 8.68 M | +3% | 1.75% | 61.2% | 246 | 14.63% | 1.9 |
|
| 2214 |
SC
2214
Selz Capital
New York
| USD 329 M | -USD 16.8 M | -5% | 2.93% | 10.2% | 49 | 22.45% | 1.6 |
|
| 2215 |
2215
LaFleur & Godfrey
Grand Rapids,
Michigan
| USD 329 M | -USD 8.42 M | -2% | 0.4% | 85.2% | 76 | 10.53% | 2.3 |
|
| 2216 |
2216
Guinness Asset Management
London,
United Kingdom
| USD 329 M | +USD 84.3 M | +35% | 2.12% | 73.9% | 87 | 8.05% | 1.9 |
|
| 2217 |
2217
Berkshire Money Management
Dalton,
Massachusetts
| USD 328 M | +USD 46.2 k | +0% | 1.46% | 61.8% | 28 | 25% | 1.2 |
|
| 2218 |
2218
Alpha Cubed Investments
Irvine,
California
| USD 328 M | -USD 55.5 M | -14% | 1.23% | 126% | 191 | 25.13% | 1.2 |
|
| 2219 |
2219
Trigran Investments
Northbrook,
Illinois
| USD 328 M | -USD 15.8 M | -5% | 1.84% | 30.2% | 21 | 19.05% | 2 |
|
| 2220 |
2220
Oak Management Corp
Wilton,
Connecticut
| USD 327 M | +USD 6.94 M | +2% | 5.61% | 96.4% | 9 | 0% | 0.3 |
|
| 2221 |
2221
Cutler Investment Counsel
Jacksonville,
Oregon
| USD 327 M | +USD 33.1 M | +11% | 2.69% | 56.2% | 78 | 23.08% | 1.8 |
|
| 2222 |
2222
Shelter Mutual Insurance
Columbia,
Missouri
| USD 326 M | +USD 4.3 M | +1% | 3.53% | 51.2% | 47 | 14.89% | 2.4 |
|
| 2223 |
2223
Vista Capital Partners
Portland,
Oregon
| USD 325 M | +USD 6.54 M | +2% | 1.29% | 61.2% | 45 | 8.89% | 2.5 |
|
| 2224 |
2224
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| USD 325 M | -USD 5.46 M | -2% | 2.24% | 83.4% | 275 | 30.18% | 1.7 |
|
| 2225 |
ICRM
2225
Insight Capital Research & Management
Walnut Creek,
California
| USD 323 M | -USD 20.7 M | -6% | 5.49% | 287% | 123 | 47.97% | 0.5 |
|