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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
Snowden Capital Advisors
New York
| USD 330 M | +USD 36.9 M | +13% | 3.21% | 100% | 299 | 21.74% | 0.2 |
|
| 2227 |
2227
Jaffetilchin Investment Partners
Tampa,
Florida
| USD 330 M | +USD 13.5 M | +4% | 3.86% | 88.1% | 260 | 48.46% | 0.7 |
|
| 2228 |
2228
Shelter Mutual Insurance
Columbia,
Missouri
| USD 330 M | +USD 4.01 M | +1% | 4.16% | 51.2% | 46 | 8.7% | 2.4 |
|
| 2229 |
2229
Clearfield Capital Management
New York
| USD 330 M | +USD 51.7 M | +19% | 5.63% | 421% | 13 | 38.46% | 0.4 |
|
| 2230 |
2230
Hutchinson Capital Management
San Rafael,
California
| USD 330 M | +USD 13.5 M | +4% | 0.67% | 52.6% | 56 | 14.29% | 2.6 |
|
| 2231 |
2231
Oak Management Corp
Wilton,
Connecticut
| USD 329 M | +USD 2.54 M | +0.8% | 8.01% | 96.4% | 9 | 0% | 0.5 |
|
| 2232 |
JWBC
2232
J.W. Burns & Co
Dewitt,
New York
| USD 328 M | +USD 13.7 M | +4% | 2.96% | 95.4% | 157 | 6.37% | 2.4 |
|
| 2233 |
FIMG
2233
Financial & Investment Management Group
Traverse City,
Michigan
| USD 328 M | -USD 46.9 M | -13% | 7.9% | 18.9% | 112 | 19.64% | 1.6 |
|
| 2234 |
2234
Toth Financial Advisory
Leesburg,
Virginia
| USD 328 M | +USD 22 M | +7% | 3.32% | 90.4% | 121 | 14.05% | 2.2 |
|
| 2235 |
DP
2235
DSAM Partners
London,
United Kingdom
| USD 328 M | +USD 104 M | +46% | 11.4% | 343% | 35 | 65.71% | 0.2 |
|
| 2236 |
2236
Jacobus Wealth Management
Milwaukee,
Wisconsin
| USD 328 M | -USD 14.4 M | -4% | 4.8% | 17.2% | 271 | 23.62% | 2.5 |
|
| 2237 |
IAA
2237
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| USD 327 M | -USD 73.7 M | -18% | 3.27% | 49.3% | 210 | 39.05% | 1.4 |
|
| 2238 |
2238
Stelac Advisory Services
New York
| USD 326 M | +USD 15.8 M | +5% | 2.07% | 84.9% | 71 | 28.17% | 1.4 |
|
| 2239 |
DCM
2239
Dulcet Capital Management
New York
| USD 326 M | +USD 35.7 M | +12% | 9.74% | – | 13 | 38.46% | 0.3 |
|
| 2240 |
2240
TD Ameritrade Trust
Denver,
Colorado
| USD 326 M | -USD 29.9 M | -8% | 2.06% | 21.7% | 47 | 17.02% | 2.3 |
|
| 2241 |
2241
Acadia Trust
Portland,
Maine
| USD 326 M | +USD 17.8 M | +6% | 4.75% | 36.1% | 74 | 4.05% | 2.5 |
|
| 2242 |
2242
Everence Capital Management
Goshen,
Indiana
| USD 326 M | +USD 4.22 M | +1% | 2.43% | 108% | 319 | 14.73% | 2.2 |
|
| 2243 |
2243
Contravisory Investment Management
Norwell,
Massachusetts
| USD 326 M | -USD 16.8 M | -5% | 4.47% | 135% | 243 | 34.98% | 0.8 |
|
| 2244 |
2244
NBW Capital
Boston,
Massachusetts
| USD 326 M | +USD 10.8 M | +3% | 12.8% | 86% | 78 | 6.41% | 2 |
|
| 2245 |
BIM
2245
Bridgecreek Investment Management
Tulsa,
Oklahoma
| USD 326 M | +USD 15.1 M | +5% | 9.6% | 48.4% | 92 | 8.7% | 2.2 |
|
| 2246 |
KLC
2246
Knowledge Leaders Capital
Denver,
Colorado
| USD 325 M | -USD 41.2 M | -11% | 4.94% | 51.6% | 41 | 36.59% | 0.9 |
|
| 2247 |
2247
Greenwood Capital Associates
Greenwood,
South Carolina
| USD 325 M | +USD 7.54 M | +2% | 2.87% | 81.3% | 197 | 28.93% | 1.1 |
|
| 2248 |
CA
2248
Continental Advisors
Park City,
Utah
| USD 324 M | -USD 28.9 M | -8% | 2.3% | 73.6% | 146 | 28.77% | 1.7 |
|
| 2249 |
2249
Lido Advisors
Los Angeles,
California
| USD 324 M | +USD 27.2 M | +9% | 0.35% | 75% | 182 | 33.52% | 0.2 |
|
| 2250 |
2250
Maple-Brown Abbott
Barangaroo,
Australia
| USD 324 M | +USD 23 M | +8% | 10% | 7.92% | 19 | 10.53% | 1.3 |
|