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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
WFM Asia
Road Town, Tortola,
British Virgin Islands
| USD 921 M | +USD 15.9 M | +2% | 12.2% | 89.9% | 7 | 14.29% | 3.5 |
|
| 2277 |
2277
Certuity
North Palm Beach,
Florida
| USD 921 M | -USD 5.44 M | -0.6% | 4.28% | 190% | 420 | 23.1% | 2 |
|
| 2278 |
2278
Berkshire Money Management
Dalton,
Massachusetts
| USD 920 M | +USD 46.1 M | +5% | 1.24% | 61.8% | 86 | 53.49% | 1.8 |
|
| 2279 |
2279
Voya Financial Advisors
Windsor,
Connecticut
| USD 919 M | -USD 7.71 M | -0.8% | 1.37% | 44.8% | 236 | 9.75% | 5.8 |
|
| 2280 |
2280
Penn Davis McFarland
Dallas,
Texas
| USD 919 M | +USD 29.7 M | +3% | 2.98% | 100% | 83 | 9.64% | 3.3 |
|
| 2281 |
2281
Fort Point Capital Partners
San Francisco,
California
| USD 918 M | +USD 107 M | +13% | 2.27% | 62.2% | 325 | 17.54% | 3.4 |
|
| 2282 |
2282
Richard C. Young & Co
Newport,
Rhode Island
| USD 918 M | +USD 2.36 M | +0.3% | 0.79% | 137% | 91 | 15.38% | 4.3 |
|
| 2283 |
CIG
2283
CCM Investment Group
Northfield,
Minnesota
| USD 917 M | – | – | 5.8% | – | 208 | – | 0 |
|
| 2284 |
2284
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| USD 917 M | +USD 26.8 M | +3% | 1.59% | 38.2% | 150 | 10% | 3.6 |
|
| 2285 |
2285
Matrix Asset Advisors
White Plains,
New York
| USD 916 M | +USD 16.5 M | +2% | 1.28% | 84.9% | 111 | 9.01% | 4.5 |
|
| 2286 |
2286
Longbow Finance
Lutry,
Switzerland
| USD 915 M | -USD 22.1 M | -2% | 9.12% | 162% | 116 | 62.93% | 0.7 |
|
| 2287 |
2287
Miller Investment Management
West Conshohocken,
Pennsylvania
| USD 914 M | -USD 46.8 M | -5% | 2.02% | 60.2% | 105 | 5.71% | 6 |
|
| 2288 |
2288
Twin Capital Management
Mcmurray,
Pennsylvania
| USD 913 M | +USD 27 M | +3% | 4.17% | 132% | 315 | 11.75% | 3.7 |
|
| 2289 |
2289
Aveo Capital Partners
Englewood,
Colorado
| USD 913 M | -USD 28.3 M | -3% | 1.2% | 19.1% | 368 | 16.3% | 2.5 |
|
| 2290 |
2290
Carret Asset Management
New York
| USD 913 M | -USD 8.76 M | -1% | 2.13% | 94.4% | 291 | 4.47% | 7.6 |
|
| 2291 |
2291
L & S Advisors
Los Angeles,
California
| USD 912 M | -USD 44.4 M | -5% | 7.8% | 231% | 378 | 18.78% | 1.9 |
|
| 2292 |
2292
CapWealth Advisors
Franklin,
Tennessee
| USD 912 M | -USD 7.23 M | -0.8% | 3.75% | 152% | 110 | 9.09% | 5.8 |
|
| 2293 |
2293
Van Cleef Asset Management
Beachwood,
Ohio
| USD 912 M | +USD 11.2 M | +1% | 5.37% | 104% | 126 | 8.73% | 6.9 |
|
| 2294 |
AH
2294
Allen Holding
New York
| USD 912 M | -USD 15.3 M | -2% | 15.9% | 135% | 14 | 0% | 6.9 |
|
| 2295 |
2295
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| USD 911 M | -USD 50.3 M | -5% | 1.48% | 96.6% | 185 | 10.27% | 2.1 |
|
| 2296 |
FP
2296
FPR Partners
San Francisco,
California
| USD 910 M | -USD 161 M | -15% | 2.85% | 33% | 12 | 8.33% | 7.4 |
|
| 2297 |
2297
ICICI Prudential Asset Management
Mumbai,
India
| USD 909 M | -USD 37.1 M | -4% | 0.73% | 62.1% | 168 | 10.12% | 2.5 |
|
| 2298 |
2298
Iron Triangle Partners
Cos Cob,
Connecticut
| USD 908 M | +USD 187 M | +26% | 3.31% | 152% | 39 | 76.92% | 0.3 |
|
| 2299 |
2299
West Coast Financial
Santa Barbara,
California
| USD 908 M | -USD 1.49 M | -0.2% | 0.84% | 22.2% | 179 | 11.73% | 4.7 |
|
| 2300 |
2300
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
| USD 907 M | – | – | 0.78% | – | 834 | – | 0 |
|