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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2401 |
2401
Waldron Private Wealth
Bridgeville,
Pennsylvania
| USD 358 M | +USD 42.7 M | +14% | 3.84% | 68.7% | 164 | 16.46% | 2 |
|
| 2402 |
2402
Lathrop Investment Management
Little Rock,
Arkansas
| USD 357 M | +USD 6.99 M | +2% | 1.29% | 72.2% | 63 | 3.17% | 3.3 |
|
| 2403 |
TCGI
2403
Three Corner Global Investors
New York
| USD 357 M | +USD 15.2 M | +4% | 8.45% | 57.5% | 34 | 50% | 0.5 |
|
| 2404 |
2404
WealthPLAN Partners
Omaha,
Nebraska
| USD 356 M | +USD 8.29 M | +2% | 4.12% | 71.6% | 208 | 18.75% | 1.4 |
|
| 2405 |
2405
MV Capital Management
Bethesda,
Maryland
| USD 356 M | +USD 17.8 M | +5% | 2.79% | 67.6% | 385 | 14.29% | 1.9 |
|
| 2406 |
2406
Isthmus Partners
Madison,
Wisconsin
| USD 356 M | +USD 14.3 M | +4% | 6.47% | 73.7% | 329 | 20.36% | 1.9 |
|
| 2407 |
2407
RKL Wealth Management
Lancaster,
Pennsylvania
| USD 356 M | +USD 40.7 M | +13% | 4.43% | 76.8% | 151 | 11.26% | 1.4 |
|
| 2408 |
2408
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| USD 356 M | +USD 12.9 M | +4% | 2.47% | 55.7% | 122 | 4.92% | 3.5 |
|
| 2409 |
2409
Academy Capital Management
Waco,
Texas
| USD 355 M | -USD 7.35 M | -2% | 3.84% | 71.2% | 41 | 19.51% | 2.7 |
|
| 2410 |
2410
Cubic Asset Management
Boston,
Massachusetts
| USD 355 M | +USD 13 M | +4% | 2.72% | 40.5% | 173 | 6.36% | 2.9 |
|
| 2411 |
2411
Chanos & Company
New York
| USD 355 M | +USD 26 M | +8% | 4.87% | – | 46 | 13.04% | 1.3 |
|
| 2412 |
2412
SOL Capital Management
Rockville,
Maryland
| USD 354 M | -USD 9.3 M | -3% | 5.18% | 56.6% | 255 | 7.06% | 3.1 |
|
| 2413 |
2413
Casdin Capital
New York
| USD 354 M | +USD 83.8 M | +31% | 42.5% | 370% | 35 | 25.71% | 1.2 |
|
| 2414 |
2414
VCU Investment Management
Richmond,
Virginia
| USD 354 M | -USD 118 M | -25% | 3.54% | – | 9 | 22.22% | 0.5 |
|
| 2415 |
2415
Invesco Private Capital
New York
| USD 354 M | +USD 57.5 M | +19% | 22.7% | 41.9% | 4 | 0% | 3.8 |
|
| 2416 |
2416
Chatham Capital Group
Savannah,
Georgia
| USD 353 M | -USD 7.82 M | -2% | 4.16% | 97% | 155 | 8.39% | 2.9 |
|
| 2417 |
FRM
2417
Fox Run Management
Greenwich,
Connecticut
| USD 353 M | +USD 63.8 M | +22% | 5.36% | 64% | 999 | 75.08% | 0.1 |
|
| 2418 |
2418
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| USD 353 M | +USD 11.9 M | +3% | 10.3% | 149% | 143 | 6.29% | 2.6 |
|
| 2419 |
2419
First Wilshire Securities Management
Pasadena,
California
| USD 353 M | +USD 2.49 M | +0.7% | 6.79% | 135% | 127 | 7.09% | 2.9 |
|
| 2420 |
2420
Barber Financial Group
Lenexa,
Kansas
| USD 353 M | +USD 45.3 M | +15% | 3.22% | 39% | 115 | 33.91% | 0.5 |
|
| 2421 |
2421
Smith, Moore & Co
Clayton,
Missouri
| USD 352 M | +USD 53.4 M | +18% | 3.7% | 67% | 312 | 23.72% | 1.7 |
|
| 2422 |
2422
Globeflex Capital
San Diego,
California
| USD 351 M | -USD 54.2 M | -13% | 9.03% | 186% | 444 | 21.62% | 1.1 |
|
| 2423 |
RPGK
2423
Retirement Planning Group (Kansas)
Leawood,
Kansas
| USD 350 M | +USD 17.6 M | +5% | 3.08% | 54.7% | 49 | 4.08% | 3.7 |
|
| 2424 |
CM
2424
Capital Management
Glen Allen,
Virginia
| USD 350 M | +USD 15.1 M | +5% | 5.6% | 52.5% | 97 | 7.22% | 2.4 |
|
| 2425 |
2425
Roundview Capital
Princeton,
New Jersey
| USD 350 M | +USD 6.8 M | +2% | 4.67% | 77.7% | 246 | 26.02% | 2.1 |
|