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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2251 |
2251
Loeb Partners Corp
New York
| USD 342 M | +USD 5.22 M | +2% | 2.67% | 34.4% | 194 | 14.95% | 1.2 |
|
| 2252 |
2252
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| USD 341 M | +USD 7.25 M | +2% | 1.01% | 25.1% | 5 | 20% | 0.8 |
|
| 2253 |
2253
Boltwood Capital Management
Walnut Creek,
California
| USD 341 M | -USD 9.18 M | -3% | 0.81% | 63% | 93 | 4.3% | 1.6 |
|
| 2254 |
2254
Chatham Capital Group
Savannah,
Georgia
| USD 341 M | +USD 5.96 M | +2% | 1.95% | 97% | 169 | 15.38% | 1.1 |
|
| 2255 |
2255
Fiduciary Financial Services of The Southwest
Dallas,
Texas
| USD 341 M | -USD 7.9 M | -2% | 0.37% | 39.8% | 171 | 7.6% | 1.5 |
|
| 2256 |
GWM
2256
Gupta Wealth Management
San Diego,
California
| USD 340 M | – | – | 1.58% | – | 1,171 | – | 0 |
|
| 2257 |
2257
Insight Equity Management Company
Southlake,
Texas
| USD 340 M | -USD 55 M | -14% | 12.2% | – | 1 | 0% | 0.5 |
|
| 2258 |
2258
Berkshire Money Management
Dalton,
Massachusetts
| USD 340 M | +USD 5.35 M | +2% | 1.09% | 61.8% | 19 | 5.26% | 1 |
|
| 2259 |
2259
First Nebraska Trust
Lincoln,
Nebraska
| USD 339 M | -USD 5.48 M | -2% | 1.09% | 67.9% | 107 | 7.48% | 1.4 |
|
| 2260 |
2260
Checchi Capital Advisers
Beverly Hills,
California
| USD 338 M | +USD 72.2 M | +27% | 0.65% | 68% | 372 | 16.4% | 0.8 |
|
| 2261 |
2261
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
| USD 338 M | +USD 16.7 M | +5% | 5.79% | 63.5% | 211 | 20.85% | 1.2 |
|
| 2262 |
2262
South Street Advisors
New York
| USD 338 M | +USD 35.6 M | +12% | 3.61% | 169% | 65 | 13.85% | 1.4 |
|
| 2263 |
TLCM
2263
Tiger Legatus Capital Management
New York
| USD 338 M | +USD 60.4 M | +22% | 12.4% | 19.1% | 20 | 40% | 0.8 |
|
| 2264 |
NC
2264
Nokomis Capital
Dallas,
Texas
| USD 338 M | +USD 21.3 M | +7% | 2.55% | 145% | 43 | 27.91% | 1 |
|
| 2265 |
2265
Fiduciary Trust International
Lincoln,
Massachusetts
| USD 337 M | -USD 14.3 M | -4% | 2.19% | 36.8% | 140 | 32.14% | 1.3 |
|
| 2266 |
2266
Biondo Investment Advisors
Milford,
Pennsylvania
| USD 337 M | +USD 4.74 M | +1% | 1.02% | 83.4% | 90 | 18.89% | 1.4 |
|
| 2267 |
2267
Gibson Capital
Wexford,
Pennsylvania
| USD 336 M | +USD 12.7 M | +4% | 1.68% | 67.2% | 39 | 15.38% | 1.2 |
|
| 2268 |
2268
NTV Asset Management
Charleston,
West Virginia
| USD 336 M | -USD 1.93 M | -0.6% | 0.73% | 110% | 206 | 5.34% | 1.5 |
|
| 2269 |
2269
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 336 M | +USD 56.1 M | +20% | 12.5% | 34.1% | 10 | 20% | 1.4 |
|
| 2270 |
LA
2270
Leonetti & Associates
Buffalo Grove,
Illinois
| USD 336 M | +USD 14.9 M | +5% | 4.48% | 49.5% | 46 | 23.91% | 1.1 |
|
| 2271 |
2271
Timpani Capital Management
Milwaukee,
Wisconsin
| USD 335 M | +USD 80.8 M | +32% | 15.3% | 383% | 101 | 32.67% | 0.7 |
|
| 2272 |
2272
Highstreet Asset Management
London,
Ontario, Canada
| USD 335 M | -USD 66.9 M | -17% | 2.16% | 22.5% | 152 | 27.63% | 1 |
|
| 2273 |
TCOT
2273
Trust Company of Toledo
Holland,
Ohio
| USD 334 M | +USD 3.86 M | +1% | 0.15% | 109% | 184 | 4.35% | 1.5 |
|
| 2274 |
2274
First Western Capital Management
Los Angeles,
California
| USD 333 M | -USD 5.83 M | -2% | 4.44% | 43% | 139 | 22.3% | 0.9 |
|
| 2275 |
2275
Canandaigua National Bank & Trust
Canandaigua,
New York
| USD 333 M | +USD 19.3 M | +6% | 0.41% | – | 210 | 10.48% | 1.4 |
|