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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
CGN Advisors
Manhattan,
Kansas
| USD 635 M | +USD 66.3 M | +12% | 4.56% | 48.9% | 225 | 7.11% | 1.6 |
|
| 2377 |
2377
Americana Partners
Houston,
Texas
| USD 634 M | +USD 56.2 M | +10% | 4.94% | 93.9% | 290 | 18.28% | 1.5 |
|
| 2378 |
2378
Cabot Wealth Management
Salem,
Massachusetts
| USD 633 M | +USD 40.8 M | +7% | 9.94% | 69.3% | 155 | 16.13% | 4.4 |
|
| 2379 |
2379
J. Safra Asset Management
New York
| USD 633 M | +USD 64.6 M | +11% | 9.17% | 93.8% | 137 | 68.61% | 0.7 |
|
| 2380 |
2380
Pegasus Partners
Mequon,
Wisconsin
| USD 632 M | +USD 24 M | +4% | 6.52% | 32.6% | 125 | 8% | 3.6 |
|
| 2381 |
2381
Whitney & Co
Rochester,
New York
| USD 631 M | +USD 86.2 M | +16% | 9.79% | 110% | 127 | 7.09% | 4.9 |
|
| 2382 |
2382
McGowan Group Asset Management
Dallas,
Texas
| USD 630 M | +USD 2.25 M | +0.4% | 0.15% | 69.8% | 145 | 13.79% | 3 |
|
| 2383 |
2383
Proficio Capital Partners
Newton,
Massachusetts
| USD 630 M | +USD 102 M | +19% | 8.75% | 97% | 314 | 20.06% | 2.5 |
|
| 2384 |
PRC
2384
Pearl River Capital
Niles,
Michigan
| USD 630 M | +USD 40.4 M | +7% | 6.45% | 20.3% | 649 | 51% | 0.5 |
|
| 2385 |
2385
Oldfield Partners
London,
United Kingdom
| USD 630 M | +USD 63.2 M | +11% | 6.04% | 98% | 25 | 8% | 4.9 |
|
| 2386 |
SL
2386
Sonnipe Ltd
Douglas,
Isle Of Man
| USD 629 M | +USD 89.7 M | +17% | 17% | 57.8% | 47 | 57.45% | 0.3 |
|
| 2387 |
2387
Newbrook Capital Advisors
New York
| USD 629 M | +USD 55.8 M | +10% | 14.5% | 299% | 19 | 42.11% | 0.6 |
|
| 2388 |
2388
Nadler Financial Group
Deerfield,
Illinois
| USD 628 M | +USD 55.5 M | +10% | 8.02% | 81.8% | 122 | 14.75% | 5 |
|
| 2389 |
2389
North Point Portfolio Managers
Orange Village,
Ohio
| USD 628 M | +USD 32.8 M | +6% | 6.78% | 72.8% | 70 | 10% | 5.7 |
|
| 2390 |
2390
Cortland Associates
St Louis,
Missouri
| USD 628 M | +USD 24.5 M | +4% | 6.64% | 58.4% | 58 | 15.52% | 5.8 |
|
| 2391 |
2391
Tortoise Investment Management
White Plains,
New York
| USD 628 M | +USD 56.6 M | +10% | 4.74% | 40.2% | 797 | 5.4% | 4.3 |
|
| 2392 |
HI
2392
Handelsinvest Investeringsforvaltning
Herning,
Denmark
| USD 627 M | -USD 6.72 M | -1% | 7.03% | 37.9% | 99 | 18.18% | 3.4 |
|
| 2393 |
2393
Austin Private Wealth
Austin,
Texas
| USD 627 M | +USD 56 M | +10% | 6.93% | 62.3% | 187 | 24.06% | 1.6 |
|
| 2394 |
2394
Strategy Capital
Los Altos,
California
| USD 626 M | +USD 138 M | +28% | 30.8% | 316% | 8 | 12.5% | 2.8 |
|
| 2395 |
2395
Dean Investment Associates
Beavercreek,
Ohio
| USD 626 M | +USD 37.6 M | +6% | 0.2% | 63.5% | 229 | 14.41% | 3.7 |
|
| 2396 |
2396
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| USD 625 M | +USD 50.8 M | +9% | 6.95% | 26.3% | 120 | 10.83% | 5.5 |
|
| 2397 |
2397
Apriem Advisors
Irvine,
California
| USD 625 M | +USD 48 M | +8% | 9.11% | 74.3% | 155 | 9.68% | 4.8 |
|
| 2398 |
2398
Lannebo Fonder
Stockholm,
Sweden
| USD 623 M | +USD 103 M | +20% | 21.5% | 49.8% | 34 | 2.94% | 4.3 |
|
| 2399 |
2399
Oasis Management Company
Grand Cayman,
Cayman Islands
| USD 623 M | +USD 120 M | +24% | 17% | 368% | 124 | 54.03% | 0.9 |
|
| 2400 |
2400
Financial Architects (New Jersey)
Marlton,
New Jersey
| USD 623 M | +USD 20.4 M | +3% | 7.17% | 31.3% | 335 | 11.04% | 1.5 |
|