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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
Highland Private Wealth Management
Bellevue,
Washington
| USD 620 M | -USD 30.4 M | -5% | 6.3% | 19% | 198 | 13.13% | 2.9 |
|
| 2227 |
2227
Romano Brothers & Co
Evanston,
Illinois
| USD 620 M | – | – | 5.82% | 110% | 293 | – | 0 |
|
| 2228 |
2228
TCI Wealth Advisors
Tucson,
Arizona
| USD 618 M | -USD 35.5 M | -5% | 5.08% | 65% | 2,738 | 21% | 3.2 |
|
| 2229 |
2229
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
| USD 617 M | -USD 75.8 M | -11% | 4.61% | 70.8% | 13 | 15.38% | 1.3 |
|
| 2230 |
2230
Cozad Asset Management
Champaign,
Illinois
| USD 616 M | -USD 25.4 M | -4% | 3.38% | 132% | 378 | 15.34% | 2.5 |
|
| 2231 |
2231
Cipher Capital
New York
| USD 616 M | +USD 174 M | +39% | 3.87% | – | 645 | 78.45% | 0.2 |
|
| 2232 |
2232
Stairway Partners
Chicago,
Illinois
| USD 616 M | -USD 44.2 M | -7% | 8.14% | 48.1% | 10 | 0% | 8.5 |
|
| 2233 |
2233
Private Trust Company
Cleveland,
Ohio
| USD 616 M | -USD 28.4 M | -4% | 5.08% | 87.7% | 2,264 | 12.81% | 1.1 |
|
| 2234 |
2234
Connable Office Inc
Kalamazoo,
Michigan
| USD 615 M | -USD 38.2 M | -6% | 6.18% | 68.3% | 220 | 15% | 3.5 |
|
| 2235 |
2235
Callan Capital
La Jolla,
California
| USD 614 M | -USD 34.2 M | -5% | 7.26% | 20.1% | 131 | 16.03% | 3.1 |
|
| 2236 |
2236
Nicolet Advisory Services
Green Bay,
Wisconsin
| USD 613 M | -USD 60.5 M | -9% | 5.22% | 62.7% | 197 | 7.61% | 2.6 |
|
| 2237 |
2237
Creative Financial Designs
Kokomo,
Indiana
| USD 612 M | +USD 3.18 M | +0.5% | 4.86% | 56.2% | 1,364 | 9.24% | 2.2 |
|
| 2238 |
2238
NBT Bank
Norwich,
New York
| USD 612 M | -USD 42.4 M | -6% | 5.38% | 77% | 233 | 6.44% | 6.3 |
|
| 2239 |
2239
Towle & Co
Denver,
Colorado
| USD 612 M | -USD 25.5 M | -4% | 3.94% | 172% | 77 | 28.57% | 1.1 |
|
| 2240 |
2240
Aperture Investors
New York
| USD 612 M | +USD 12 M | +2% | 1.02% | 211% | 102 | 33.33% | 1 |
|
| 2241 |
2241
CDAM (UK)
London,
United Kingdom
| USD 611 M | -USD 57.1 M | -9% | 7.14% | 7.89% | 13 | 15.38% | 2.4 |
|
| 2242 |
2242
DT Investment Partners
Chadds Ford,
Pennsylvania
| USD 611 M | -USD 62 M | -9% | 5.6% | 58% | 473 | 70.61% | 0.8 |
|
| 2243 |
2243
PrairieView Partners
St. Paul,
Minnesota
| USD 611 M | -USD 31 M | -5% | 5.89% | 34% | 495 | 11.52% | 2 |
|
| 2244 |
2244
Matrix Asset Advisors
White Plains,
New York
| USD 610 M | -USD 40.7 M | -6% | 6% | 84.9% | 88 | 11.36% | 4.4 |
|
| 2245 |
2245
Stieven Capital Advisors
St. Louis,
Missouri
| USD 610 M | -USD 23.3 M | -4% | 0.22% | 117% | 51 | 15.69% | 3.4 |
|
| 2246 |
2246
Mizuho Bank
Tokyo,
Japan
| USD 609 M | -USD 45 M | -7% | 6.84% | 99.8% | 7 | 0% | 2 |
|
| 2247 |
2247
Skylands Capital
Milwaukee,
Wisconsin
| USD 609 M | -USD 73.5 M | -11% | 6.06% | 61% | 158 | 15.19% | 4.4 |
|
| 2248 |
2248
Liberty One Investment Management
Libertyville,
Illinois
| USD 608 M | +USD 20 M | +3% | 5.81% | 40.3% | 153 | 15.03% | 2.2 |
|
| 2249 |
2249
Hodges Capital Management
Dallas,
Texas
| USD 608 M | -USD 383 M | -39% | 0.87% | 200% | 230 | 21.3% | 3.4 |
|
| 2250 |
2250
Telos Capital Management
San Diego,
California
| USD 608 M | -USD 47 M | -7% | 6.3% | 71.1% | 177 | 6.21% | 5.4 |
|