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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2276 |
2276
Foresite Capital Management III
Larkspur,
California
| USD 453 M | -USD 11.2 M | -2% | 1.61% | 444% | 26 | 15.38% | 1.3 |
|
| 2277 |
2277
Summit Trail Advisors
New York
| USD 453 M | +USD 167 M | +58% | 5.58% | 74.8% | 534 | 58.05% | 0.5 |
|
| 2278 |
2278
Lutz Financial Services
Omaha,
Nebraska
| USD 453 M | +USD 102 M | +29% | 2.77% | 35.3% | 54 | 25.93% | 0.6 |
|
| 2279 |
2279
Berkshire Money Management
Dalton,
Massachusetts
| USD 453 M | +USD 24 M | +6% | 6.92% | 61.8% | 27 | 22.22% | 2.4 |
|
| 2280 |
2280
Equitec Specialists
Chicago,
Illinois
| USD 453 M | -USD 481 M | -52% | 11.1% | 65.4% | 103 | 47.57% | 0.7 |
|
| 2281 |
2281
Raub Brock Capital Management
Larkspur,
California
| USD 453 M | +USD 29.2 M | +7% | 8.12% | 54.7% | 46 | 10.87% | 2.6 |
|
| 2282 |
TIM
2282
Total Investment Management
Scottsdale,
Arizona
| USD 453 M | +USD 19.2 M | +4% | 4.51% | 44.4% | 49 | 12.24% | 1.3 |
|
| 2283 |
2283
CWA Asset Management Group
Naples,
Florida
| USD 452 M | +USD 24.2 M | +6% | 7.09% | – | 228 | 17.11% | 1.5 |
|
| 2284 |
2284
Kirr Marbach & Co
Columbus,
Indiana
| USD 452 M | -USD 9.32 M | -2% | 5.11% | 121% | 86 | 33.72% | 2.8 |
|
| 2285 |
2285
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| USD 452 M | +USD 32.9 M | +8% | 8.36% | 115% | 426 | 6.81% | 4.2 |
|
| 2286 |
2286
Beach Point Capital Management
Santa Monica,
California
| USD 452 M | -USD 39.4 M | -8% | 1.47% | 84.1% | 39 | 28.21% | 1.2 |
|
| 2287 |
2287
Chemung Canal Trust
Elmira,
New York
| USD 451 M | +USD 35.9 M | +9% | 8.28% | 80.9% | 122 | 13.11% | 3.7 |
|
| 2288 |
2288
Basso Capital Management
Stamford,
Connecticut
| USD 451 M | -USD 73.9 M | -14% | 0.86% | 85.5% | 208 | 33.65% | 0.5 |
|
| 2289 |
2289
Arete Wealth Advisors
Chicago,
Illinois
| USD 451 M | +USD 31.2 M | +7% | 5.27% | 85.3% | 410 | 23.17% | 1.4 |
|
| 2290 |
2290
Toth Financial Advisory
Leesburg,
Virginia
| USD 451 M | +USD 24.1 M | +6% | 8.4% | 90.4% | 475 | 18.74% | 1.5 |
|
| 2291 |
2291
Brightworth
Atlanta,
Georgia
| USD 450 M | +USD 34.2 M | +8% | 8.03% | 21.7% | 98 | 12.24% | 1.2 |
|
| 2292 |
OCMI
2292
Oaktop Capital Management II
Chatham,
New Jersey
| USD 449 M | -USD 7.43 M | -2% | 0.44% | 451% | 18 | 0% | 3.8 |
|
| 2293 |
2293
First American Trust
Santa Ana,
California
| USD 448 M | +USD 22.9 M | +5% | 7.73% | 84.6% | 142 | 21.83% | 2.7 |
|
| 2294 |
2294
Van Cleef Asset Management
Beachwood,
Ohio
| USD 448 M | +USD 30.1 M | +7% | 9.13% | 104% | 118 | 3.39% | 3.8 |
|
| 2295 |
2295
Fort LP
Chevy Chase,
Maryland
| USD 448 M | +USD 24.7 M | +6% | 8.5% | 56.8% | 435 | 45.75% | 0.3 |
|
| 2296 |
PAM
2296
Premier Asset Management
Chicago,
Illinois
| USD 447 M | +USD 22.2 M | +5% | 7.77% | 104% | 123 | 13.01% | 2.8 |
|
| 2297 |
KM
2297
Kylin Management
New York
| USD 447 M | -USD 201 M | -31% | 8.87% | 126% | 12 | 25% | 1.4 |
|
| 2298 |
2298
10-15 Associates
Goshen,
New York
| USD 446 M | +USD 1.2 M | +0.3% | 5.23% | 33% | 113 | 14.16% | 3 |
|
| 2299 |
SG
2299
Swarthmore Group
Philadelphia,
Pennsylvania
| USD 446 M | +USD 31.6 M | +8% | 7.37% | 44.2% | 34 | 11.76% | 1.7 |
|
| 2300 |
2300
Dakota Wealth Management
Palm Beach Gardens,
Florida
| USD 445 M | +USD 85.3 M | +24% | 5.27% | 112% | 302 | 40.4% | 0.8 |
|