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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2226 |
2226
Oxbow Advisors
Austin,
Texas
| USD 1231 M | +USD 54.2 M | +5% | 0.02% | 66.3% | 280 | 17.86% | 4.1 |
|
| 2227 |
2227
Sandhill Capital Partners
Buffalo,
New York
| USD 1230 M | +USD 67.4 M | +6% | 18.5% | 64.9% | 107 | 19.63% | 4.5 |
|
| 2228 |
2228
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| USD 1230 M | – | – | 9.76% | – | 203 | – | 7.1 |
|
| 2229 |
2229
Matrix Asset Advisors
White Plains,
New York
| USD 1230 M | +USD 140 M | +13% | 13.9% | 84.9% | 110 | 8.18% | 5.2 |
|
| 2230 |
2230
Allen Capital Group
Grand Island,
Nebraska
| USD 1228 M | +USD 110 M | +10% | 11% | 56.9% | 328 | 16.16% | 2.1 |
|
| 2231 |
2231
Clough Capital Partners
Boston,
Massachusetts
| USD 1228 M | +USD 189 M | +18% | 20.1% | 175% | 136 | 54.41% | 1.2 |
|
| 2232 |
2232
Zazove Associates
Incline Village,
Nevada
| USD 1225 M | +USD 268 M | +28% | 0.95% | 11% | 175 | 21.71% | 1 |
|
| 2233 |
2233
West Virginia University Foundation
Morgantown,
West Virginia
| USD 1224 M | +USD 206 M | +20% | 13.8% | – | 6 | 0% | 0.7 |
|
| 2234 |
2234
TD Capital Management
Memphis,
Tennessee
| USD 1224 M | +USD 112 M | +10% | 9.3% | 40.5% | 869 | 10.13% | 2.6 |
|
| 2235 |
2235
Kirkoswald Asset Management
New York
| USD 1223 M | +USD 1218 M | +23,296% | 8.23% | – | 9 | 88.89% | 0.1 |
|
| 2236 |
2236
Numerai
San Francisco,
California
| USD 1223 M | +USD 226 M | +23% | 14.3% | 52.7% | 955 | 47.54% | 0.4 |
|
| 2237 |
2237
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| USD 1222 M | +USD 103 M | +9% | 14.3% | 77.5% | 184 | 7.07% | 8.3 |
|
| 2238 |
2238
Spartan Wealth Advisory Services LLC
Bingham Farms,
Michigan
| USD 1222 M | +USD 76.9 M | +7% | 26.6% | – | 339 | 13.86% | 0.2 |
|
| 2239 |
2239
Northside Capital Management
Hood River,
Oregon
| USD 1222 M | +USD 82.8 M | +7% | 9.39% | 99.6% | 204 | 13.73% | 3.8 |
|
| 2240 |
2240
Norden Group
Provo,
Utah
| USD 1220 M | +USD 179 M | +17% | 22.7% | 92.5% | 745 | 23.36% | 1.4 |
|
| 2241 |
2241
Godsey & Gibb Inc
Richmond,
Virginia
| USD 1219 M | +USD 70.9 M | +6% | 11.7% | 87.5% | 408 | 10.78% | 2.5 |
|
| 2242 |
2242
Once Capital Management
New York
| USD 1218 M | +USD 845 M | +226% | 58.4% | 570% | 25 | 16% | 2.3 |
|
| 2243 |
2243
Monograph Wealth Advisors
Manhattan Beach,
California
| USD 1218 M | +USD 163 M | +15% | 11.3% | 68% | 154 | 13.64% | 2.6 |
|
| 2244 |
2244
Samsara BioCapital
Palo Alto,
California
| USD 1217 M | +USD 188 M | +18% | 15% | 1,580% | 26 | 23.08% | 1.9 |
|
| 2245 |
2245
Shepherd Financial Partners
Winchester,
Massachusetts
| USD 1217 M | +USD 163 M | +15% | 16.5% | 78% | 264 | 12.12% | 4 |
|
| 2246 |
2246
Tributary Capital Management
Omaha,
Nebraska
| USD 1216 M | +USD 186 M | +18% | 27.2% | 82.3% | 177 | 31.07% | 5.3 |
|
| 2247 |
2247
Thames Capital Management
Roseland,
New Jersey
| USD 1216 M | +USD 658 M | +118% | 96.8% | 1,177% | 67 | 52.24% | 1.2 |
|
| 2248 |
2248
Ophir Asset Management
Sydney,
Australia
| USD 1216 M | +USD 357 M | +42% | 52.8% | 282% | 45 | 44.44% | 0.5 |
|
| 2249 |
2249
Salomon & Ludwin
Richmond,
Virginia
| USD 1215 M | +USD 95.5 M | +9% | 12.6% | 52.6% | 2,204 | 8.85% | 1.5 |
|
| 2250 |
2250
E-L Financial Corp
Toronto,
Ontario, Canada
| USD 1215 M | +USD 178 M | +17% | 14.9% | 68.6% | 1 | 0% | 9.5 |
|