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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
Red Cedar Investment Management
Grand Rapids,
Michigan
| USD 585 M | -USD 25.8 M | -4% | 4.79% | 81.4% | 91 | 9.89% | 1.7 |
|
| 2302 |
2302
Newbrook Capital Advisors
New York
| USD 585 M | -USD 68.5 M | -10% | 8.21% | 299% | 18 | 38.89% | 0.9 |
|
| 2303 |
2303
Plante Moran Financial Advisors
Southfield,
Michigan
| USD 584 M | -USD 14.3 M | -2% | 4.73% | 62.8% | 1,121 | 32.83% | 3.9 |
|
| 2304 |
2304
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| USD 584 M | -USD 30.8 M | -5% | 3.08% | 127% | 490 | 5.31% | 5.8 |
|
| 2305 |
2305
INVST
Indianapolis,
Indiana
| USD 583 M | -USD 62.5 M | -10% | 3.82% | 78.5% | 185 | 9.19% | 2 |
|
| 2306 |
2306
Battery Management Corp
Boston,
Massachusetts
| USD 583 M | -USD 20.1 M | -3% | 5.06% | 45.1% | 9 | 22.22% | 1.2 |
|
| 2307 |
2307
Keel Point
Huntsville,
Alabama
| USD 583 M | -USD 58.6 M | -9% | 5.74% | 76.4% | 273 | 12.45% | 2.7 |
|
| 2308 |
2308
Greenwood Capital Associates
Greenwood,
South Carolina
| USD 583 M | -USD 42 M | -7% | 5.88% | 81.3% | 234 | 20.94% | 2.3 |
|
| 2309 |
2309
Globeflex Capital
San Diego,
California
| USD 582 M | +USD 172 M | +42% | 0.8% | 186% | 551 | 23.96% | 1.9 |
|
| 2310 |
2310
Pier Capital
Stamford,
Connecticut
| USD 582 M | -USD 4.53 M | -0.8% | 4.73% | 223% | 117 | 23.08% | 1.8 |
|
| 2311 |
2311
Berkshire Money Management
Dalton,
Massachusetts
| USD 582 M | -USD 20.4 M | -3% | 4.61% | 61.8% | 54 | 33.33% | 2.1 |
|
| 2312 |
2312
Financial Synergies Wealth Advisors
Houston,
Texas
| USD 582 M | -USD 32.6 M | -5% | 6.23% | 79% | 528 | 17.8% | 0.5 |
|
| 2313 |
2313
Sunriver Management
Greenwich,
Connecticut
| USD 581 M | -USD 50.1 M | -8% | 7.76% | 9.27% | 19 | 15.79% | 1.3 |
|
| 2314 |
2314
Isthmus Partners
Madison,
Wisconsin
| USD 581 M | +USD 45.3 M | +8% | 5.28% | 73.7% | 172 | 21.51% | 3 |
|
| 2315 |
2315
Aveo Capital Partners
Englewood,
Colorado
| USD 580 M | -USD 29.8 M | -5% | 4.71% | 19.1% | 300 | 21% | 1.5 |
|
| 2316 |
2316
MV Capital Management
Bethesda,
Maryland
| USD 580 M | -USD 7.82 M | -1% | 4.38% | 67.6% | 708 | 6.21% | 3 |
|
| 2317 |
2317
Resources Management Corp
West Hartford,
Connecticut
| USD 580 M | -USD 39.3 M | -6% | 4.11% | 78.5% | 529 | 8.7% | 3.1 |
|
| 2318 |
2318
Octagon Capital Advisors
New York
| USD 579 M | +USD 205 M | +55% | 23.9% | 2,969% | 40 | 62.5% | 0.5 |
|
| 2319 |
2319
Hussman Strategic Advisors
Ellicott City,
Maryland
| USD 579 M | -USD 659 k | -0.1% | 4.07% | 41.6% | 351 | 19.66% | 1.9 |
|
| 2320 |
2320
American Financial Advisors
Marietta,
Georgia
| USD 579 M | +USD 202 M | +54% | 4.52% | 52.7% | 122 | 41.8% | 1.7 |
|
| 2321 |
2321
Twele Capital Management
Minnetonka,
Minnesota
| USD 579 M | -USD 56.2 M | -9% | 6.26% | 37.1% | 41 | 9.76% | 7.8 |
|
| 2322 |
HVM
2322
Harvest Volatility Management
Norwalk,
Connecticut
| USD 579 M | -USD 42.6 M | -7% | 3.28% | 24.3% | 141 | 2.84% | 1.4 |
|
| 2323 |
WAM
2323
Warberg Asset Management
Winnetka,
Illinois
| USD 578 M | +USD 123 M | +27% | 7.08% | 65.3% | 346 | 44.22% | 0.5 |
|
| 2324 |
2324
Heartwood Wealth Advisors
Richmond,
Virginia
| USD 577 M | -USD 30.3 M | -5% | 5.76% | 59.4% | 120 | 11.67% | 1.8 |
|
| 2325 |
2325
Private Capital Advisors
Darien,
Connecticut
| USD 577 M | -USD 16.8 M | -3% | 3.29% | 132% | 101 | 17.82% | 4.7 |
|