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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
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| USD 656 M | -USD 14.9 M | -2% | 3.6% | 26.3% | 119 | 10.08% | 5.8 |
|
| 2377 |
2377
St. James Investment Company
Southlake,
Texas
| USD 656 M | -USD 31.7 M | -5% | 3.02% | 43.8% | 31 | 32.26% | 3.3 |
|
| 2378 |
2378
CKW Financial Group
Honolulu,
Hawaii
| USD 656 M | -USD 13.7 M | -2% | 4.14% | 62.4% | 221 | 7.69% | 5.5 |
|
| 2379 |
2379
Steigerwald Gordon & Koch
Leesburg,
Virginia
| USD 656 M | -USD 25.9 M | -4% | 4.32% | 59.5% | 113 | 6.19% | 5.6 |
|
| 2380 |
2380
GFI Investment Counsel
Toronto,
Ontario, Canada
| USD 656 M | -USD 1.33 M | -0.2% | 4.37% | 41.8% | 17 | 5.88% | 3.6 |
|
| 2381 |
2381
RTD Financial Advisors
Philadelphia,
Pennsylvania
| USD 655 M | -USD 33.1 M | -5% | 4.8% | 51.5% | 101 | 6.93% | 1.5 |
|
| 2382 |
2382
Red Cedar Investment Management
Grand Rapids,
Michigan
| USD 654 M | -USD 3.63 M | -0.6% | 2.73% | 81.4% | 89 | 22.47% | 2.3 |
|
| 2383 |
2383
Fund Management at Engine No 1
San Francisco,
California
| USD 653 M | +USD 110 M | +20% | 1.64% | – | 455 | 10.33% | 1.2 |
|
| 2384 |
2384
Capital Advisors Ltd
Shaker Heights,
Ohio
| USD 653 M | -USD 16.6 M | -2% | 3.66% | 61.1% | 1,544 | 13.02% | 2.6 |
|
| 2385 |
2385
Managed Asset Portfolios
Rochester,
Michigan
| USD 653 M | -USD 13.6 M | -2% | 1.23% | 99.2% | 42 | 14.29% | 4.3 |
|
| 2386 |
2386
Cabot Wealth Management
Salem,
Massachusetts
| USD 653 M | -USD 17 M | -3% | 3.05% | 69.3% | 150 | 12% | 4.6 |
|
| 2387 |
2387
Abner Herrman & Brock
Jersey City,
New Jersey
| USD 653 M | -USD 29.2 M | -4% | 2.15% | 156% | 106 | 18.87% | 4.8 |
|
| 2388 |
2388
Curi Wealth Management
Raleigh,
North Carolina
| USD 652 M | -USD 87.9 M | -12% | 3.08% | 16.2% | 179 | 17.88% | 1.7 |
|
| 2389 |
WCM
2389
Wallace Capital Management
Dallas,
Texas
| USD 652 M | +USD 3.65 M | +0.6% | 1.47% | 62.3% | 84 | 10.71% | 5 |
|
| 2390 |
2390
Octagon Capital Advisors
New York
| USD 651 M | -USD 67.8 M | -9% | 2.36% | 2,969% | 49 | 34.69% | 0.7 |
|
| 2391 |
SWS
2391
SYSTM Wealth Solutions
Chicago,
Illinois
| USD 651 M | -USD 87.8 M | -12% | 1.98% | – | 518 | 16.99% | 0.6 |
|
| 2392 |
2392
Quantitative Investment Management
Charlottesville,
Virginia
| USD 650 M | -USD 406 M | -38% | 9.24% | 24.6% | 368 | 84.24% | 0.2 |
|
| 2393 |
2393
Forte Capital
Rochester,
New York
| USD 649 M | -USD 44.6 M | -6% | 2.42% | 98.3% | 222 | 12.16% | 4 |
|
| 2394 |
2394
Oldfield Partners
London,
United Kingdom
| USD 649 M | +USD 3.66 M | +0.6% | 4.95% | 90.3% | 25 | 24% | 4.2 |
|
| 2395 |
2395
Core Alternative Capital
Peachtree Corners,
Georgia
| USD 648 M | -USD 33.9 M | -5% | 2.24% | 74.5% | 381 | 5.77% | 1.9 |
|
| 2396 |
2396
Private Capital Advisors
Darien,
Connecticut
| USD 648 M | +USD 38.6 M | +6% | 5.66% | 132% | 103 | 27.18% | 4.7 |
|
| 2397 |
2397
Nottingham Advisors
Amherst,
New York
| USD 647 M | -USD 115 M | -15% | 3.42% | 44.3% | 134 | 7.46% | 4.6 |
|
| 2398 |
2398
Atlas Venture Life Science Advisors
Cambridge,
Massachusetts
| USD 646 M | -USD 158 M | -20% | 9% | 484% | 15 | 0% | 1.7 |
|
| 2399 |
2399
SOL Capital Management
Rockville,
Maryland
| USD 645 M | -USD 14.7 M | -2% | 3.17% | 56.6% | 296 | 6.76% | 6 |
|
| 2400 |
GA
2400
GFS Advisors
Houston,
Texas
| USD 643 M | +USD 194 M | +43% | 3.05% | 97.9% | 156 | 16.67% | 4.7 |
|