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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2301 |
2301
Evanston Advisors
Schaumburg,
Illinois
| USD 418 M | +USD 1.9 M | +0.5% | 5.81% | 16% | 70 | 11.43% | 1.7 |
|
| 2302 |
2302
10-15 Associates
Goshen,
New York
| USD 418 M | +USD 21.7 M | +5% | 5.48% | 33% | 104 | 6.73% | 2.6 |
|
| 2303 |
2303
VHCP Management II
New York
| USD 417 M | +USD 55.3 M | +15% | 39.4% | 2,334% | 24 | 37.5% | 1 |
|
| 2304 |
SRFM
2304
Shannon River Fund Management
New York
| USD 417 M | +USD 111 M | +36% | 4.58% | 554% | 40 | 50% | 0.8 |
|
| 2305 |
2305
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| USD 416 M | +USD 22.7 M | +6% | 5.97% | 50.4% | 12 | 25% | 2.8 |
|
| 2306 |
2306
CNA Financial
Chicago,
Illinois
| USD 416 M | +USD 18.9 M | +5% | 6.75% | 48.6% | 174 | 12.07% | 2.7 |
|
| 2307 |
2307
SNS Financial Group
Minneapolis,
Minnesota
| USD 415 M | +USD 25.2 M | +6% | 4.82% | 54.2% | 187 | 17.11% | 1.7 |
|
| 2308 |
SHCM
2308
Stokes & Hubbell Capital Management
New Orleans,
Louisiana
| USD 415 M | +USD 29 M | +8% | 6.25% | 31.2% | 117 | 3.42% | 1.7 |
|
| 2309 |
CBT
2309
Central Bank & Trust
Lexington,
Kentucky
| USD 415 M | +USD 12.3 M | +3% | 6.88% | 118% | 274 | 6.57% | 3.4 |
|
| 2310 |
2310
Krilogy Financial
St. Louis,
Missouri
| USD 414 M | +USD 22.5 M | +6% | 3.46% | 79% | 883 | 14.61% | 1.4 |
|
| 2311 |
2311
Segment Wealth Management
Houston,
Texas
| USD 414 M | +USD 36.8 M | +10% | 6.62% | 102% | 217 | 12.9% | 2.3 |
|
| 2312 |
2312
Weatherly Asset Management
Del Mar,
California
| USD 414 M | +USD 36.7 M | +10% | 6.97% | 116% | 205 | 11.22% | 2.8 |
|
| 2313 |
2313
INCA Investments
Miami,
Florida
| USD 413 M | -USD 52.4 M | -11% | 2.86% | 128% | 10 | 0% | 2.4 |
|
| 2314 |
2314
Orgel Wealth Management
Altoona,
Wisconsin
| USD 413 M | +USD 126 M | +44% | 1.43% | 39.6% | 45 | 31.11% | 0.7 |
|
| 2315 |
2315
Credential Securities
Vancouver,
| USD 413 M | +USD 40.2 M | +11% | 4.6% | 32.5% | 281 | 15.3% | 2.4 |
|
| 2316 |
2316
Spinnaker Capital
Boston,
Massachusetts
| USD 412 M | – | – | 8.68% | 12.4% | 3 | – | 0 |
|
| 2317 |
2317
Longfellow Investment Management
Boston,
Massachusetts
| USD 412 M | +USD 39.3 M | +11% | 8.3% | 45.9% | 117 | 63.25% | 0.3 |
|
| 2318 |
RIA
2318
RPG Investment Advisory
Pleasanton,
California
| USD 412 M | +USD 19.6 M | +5% | 5.4% | 186% | 548 | 17.52% | 0.6 |
|
| 2319 |
2319
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| USD 412 M | +USD 79.9 M | +24% | 4.14% | 73.7% | 113 | 14.16% | 1.3 |
|
| 2320 |
2320
Dow Chemical Company
Midland,
Michigan
| USD 411 M | +USD 8.93 M | +2% | 5.05% | 29.4% | 21 | 14.29% | 3.5 |
|
| 2321 |
2321
Casdin Capital
New York
| USD 411 M | +USD 56.5 M | +16% | 24% | 370% | 29 | 17.24% | 1.3 |
|
| 2322 |
CAM
2322
Centre Asset Management
New York
| USD 410 M | +USD 24.8 M | +6% | 9.47% | 45.3% | 59 | 49.15% | 1.2 |
|
| 2323 |
2323
Merriman Wealth Management
Seattle,
Washington
| USD 410 M | -USD 11 M | -3% | 4.92% | 18.3% | 190 | 31.05% | 0.9 |
|
| 2324 |
2324
YCG LLC
Austin,
Texas
| USD 409 M | +USD 28.3 M | +7% | 7.8% | 27% | 39 | 5.13% | 3.5 |
|
| 2325 |
2325
Sowell Financial Services
North Little Rock,
Arkansas
| USD 409 M | +USD 25.5 M | +7% | 6.34% | 94.8% | 285 | 18.25% | 0.8 |
|