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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2376 |
2376
13D Management
New York
| USD 274 M | +USD 56.4 M | +26% | 7.01% | 157% | 41 | 21.95% | 0.4 |
|
| 2377 |
TM
2377
Tiger Management
New York
| USD 274 M | -USD 30.2 M | -10% | 7.66% | – | 66 | 42.42% | 0.4 |
|
| 2378 |
FIM
2378
Friedberg Investment Management
Houston,
Texas
| USD 274 M | +USD 17.9 M | +7% | 6.98% | 44.8% | 106 | 18.87% | 0.8 |
|
| 2379 |
2379
YCG LLC
Austin,
Texas
| USD 274 M | +USD 29.1 M | +12% | 4.38% | 27% | 70 | 14.29% | 0.9 |
|
| 2380 |
2380
Thomasville National Bank
Thomasville,
Georgia
| USD 274 M | +USD 30.5 M | +13% | 5.71% | – | 143 | 13.99% | 0.7 |
|
| 2381 |
2381
Acadia Trust
Portland,
Maine
| USD 273 M | +USD 6.52 M | +2% | 3.03% | 36.1% | 78 | 2.56% | 0.9 |
|
| 2382 |
HJA
2382
Hugh Johnson Advisors
Albany,
New York
| USD 273 M | +USD 7.98 M | +3% | 3.78% | 41.5% | 90 | 7.78% | 0.8 |
|
| 2383 |
2383
Iconiq Capital
San Francisco,
California
| USD 273 M | +USD 45 M | +20% | 4.13% | 0.21% | 26 | 7.69% | 0.7 |
|
| 2384 |
2384
March Altus Capital Management
Greenwich,
Connecticut
| USD 273 M | -USD 38.6 M | -12% | 3.95% | 156% | 41 | 56.1% | 0.3 |
|
| 2385 |
2385
Lombard Odier & Cie (Bahamas)
Nassau,
Bahamas
| USD 273 M | +USD 20.2 M | +8% | 8.04% | – | 114 | 9.65% | 0.5 |
|
| 2386 |
2386
Stearns Financial Services Group
Greensboro,
North Carolina
| USD 273 M | +USD 12.4 M | +5% | 4.39% | 26.1% | 104 | 1.92% | 0.9 |
|
| 2387 |
2387
Wisconsin Capital Management
Madison,
Wisconsin
| USD 273 M | +USD 12.4 M | +5% | 5.79% | 153% | 120 | 9.17% | 0.8 |
|
| 2388 |
2388
American Economic Planning Group
Warren,
New Jersey
| USD 273 M | +USD 17 M | +7% | 3.16% | 25.9% | 37 | 37.84% | 0.6 |
|
| 2389 |
2389
Delphi Financial Group
Wilmington,
Delaware
| USD 272 M | +USD 20 M | +8% | 1.78% | 66.3% | 19 | 36.84% | 0.5 |
|
| 2390 |
2390
Cutter & Co Brokerage
Ballwin,
Missouri
| USD 272 M | +USD 18.5 M | +7% | 6.93% | 40.4% | 257 | 15.56% | 0.7 |
|
| 2391 |
2391
Amber Capital Management
Grand Cayman,
Cayman Islands
| USD 272 M | +USD 136 M | +100% | 11.4% | 45% | 8 | 62.5% | 0.4 |
|
| 2392 |
FA
2392
FMA Advisory
Harrisburg,
Pennsylvania
| USD 272 M | +USD 16.6 M | +7% | 5.7% | 46.7% | 126 | 5.56% | 0.9 |
|
| 2393 |
2393
Avidian Wealth Enterprises
Houston,
Texas
| USD 271 M | +USD 94.9 M | +54% | 6.92% | 71.7% | 46 | 69.57% | 0.1 |
|
| 2394 |
2394
Pure Financial Advisors
San Diego,
California
| USD 271 M | +USD 25.5 M | +10% | 3.85% | 47.2% | 57 | 7.02% | 0.8 |
|
| 2395 |
2395
Washington Capital Management
Seattle,
Washington
| USD 271 M | -USD 5.5 M | -2% | 5.99% | 81.8% | 196 | 14.29% | 0.9 |
|
| 2396 |
2396
Stieven Capital Advisors
St. Louis,
Missouri
| USD 271 M | -USD 7.37 M | -3% | 0.62% | 117% | 72 | 20.83% | 0.7 |
|
| 2397 |
2397
Palouse Capital Management
Spokane,
Washington
| USD 271 M | +USD 4.33 M | +2% | 3.42% | 67.8% | 133 | 22.56% | 0.7 |
|
| 2398 |
2398
Gramercy Funds Management
Greenwich,
Connecticut
| USD 271 M | -USD 12.8 M | -5% | 5.2% | 87.6% | 74 | 22.97% | 0.7 |
|
| 2399 |
2399
Capital Wealth Planning
Naples,
Florida
| USD 270 M | +USD 38.2 M | +16% | 5.75% | 73.9% | 167 | 35.33% | 0.3 |
|
| 2400 |
2400
Everence Capital Management
Goshen,
Indiana
| USD 270 M | +USD 16 M | +6% | 5.85% | 108% | 276 | 5.43% | 0.9 |
|