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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2426 |
2426
Suncoast Equity Management
Tampa,
Florida
| USD 380 M | +USD 17.8 M | +5% | 3.59% | 82.9% | 38 | 13.16% | 2.1 |
|
| 2427 |
2427
Merriman Wealth Management
Seattle,
Washington
| USD 379 M | -USD 30.4 M | -7% | 0.43% | 18.3% | 219 | 42.92% | 0.8 |
|
| 2428 |
2428
AIA International
Hong Kong
| USD 379 M | +USD 1.95 M | +0.5% | 2.41% | 47.9% | 11 | 0% | 0.3 |
|
| 2429 |
TCOT
2429
Trust Company of Toledo
Holland,
Ohio
| USD 379 M | -USD 23.5 M | -6% | 1.15% | 109% | 199 | 7.04% | 3.7 |
|
| 2430 |
2430
JFS Wealth Advisors
Hermitage,
Pennsylvania
| USD 379 M | -USD 29.4 M | -7% | 2.39% | 54.8% | 592 | 14.53% | 2.3 |
|
| 2431 |
AR
2431
Argyll Research
Wilmington,
Delaware
| USD 379 M | -USD 67.6 M | -15% | 12% | 0.8% | 5 | 0% | 3.4 |
|
| 2432 |
WFI
2432
West Family Investments
Carlsbad,
California
| USD 378 M | -USD 11 M | -3% | 5.44% | 116% | 99 | 24.24% | 3 |
|
| 2433 |
2433
Greenhouse Funds
Baltimore,
Maryland
| USD 378 M | +USD 24 M | +7% | 1.67% | 90.7% | 41 | 36.59% | 0.7 |
|
| 2434 |
2434
Eos Management LP
New York
| USD 378 M | +USD 78.2 M | +26% | 27% | 149% | 24 | 12.5% | 3.5 |
|
| 2435 |
2435
MV Capital Management
Bethesda,
Maryland
| USD 378 M | +USD 10.4 M | +3% | 0.7% | 67.6% | 376 | 11.7% | 2.2 |
|
| 2436 |
MG
2436
Magnolia Group
Omaha,
Nebraska
| USD 378 M | -USD 44.7 M | -11% | 20% | 9.52% | 9 | 11.11% | 1 |
|
| 2437 |
2437
Wallington Asset Management
Indianapolis,
Indiana
| USD 378 M | -USD 11.5 M | -3% | 1.22% | 108% | 59 | 1.69% | 3.4 |
|
| 2438 |
2438
CDAM (UK)
London,
United Kingdom
| USD 377 M | -USD 64.7 M | -15% | 8.27% | 7.89% | 12 | 16.67% | 0.3 |
|
| 2439 |
2439
Adelphi Capital
London,
United Kingdom
| USD 377 M | +USD 196 M | +108% | 6.43% | – | 3 | 33.33% | 2.2 |
|
| 2440 |
2440
Halbert Hargrove Global Advisors
Long Beach,
California
| USD 377 M | -USD 4.8 M | -1% | 1.19% | 68.2% | 78 | 16.67% | 3.1 |
|
| 2441 |
2441
Barber Financial Group
Lenexa,
Kansas
| USD 377 M | -USD 16.6 M | -4% | 1.48% | 39% | 147 | 29.93% | 0.7 |
|
| 2442 |
2442
Edge Wealth Management
New York
| USD 377 M | +USD 23.7 M | +7% | 1.35% | 75.3% | 596 | 15.77% | 2.3 |
|
| 2443 |
VCM
2443
Violich Capital Management
San Francisco,
California
| USD 374 M | -USD 19.1 M | -5% | 2.39% | 111% | 121 | 11.57% | 3.2 |
|
| 2444 |
2444
Smith, Moore & Co
Clayton,
Missouri
| USD 373 M | +USD 2.2 M | +0.6% | 1.92% | 67% | 342 | 16.67% | 1.9 |
|
| 2445 |
2445
Mark Asset Management
New York
| USD 373 M | -USD 26 M | -7% | 6.38% | 325% | 58 | 31.03% | 2 |
|
| 2446 |
2446
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| USD 373 M | -USD 5.32 M | -1% | 1% | 149% | 148 | 6.76% | 2.8 |
|
| 2447 |
2447
Tekne Capital Management
New York
| USD 373 M | -USD 122 M | -25% | 6.25% | 516% | 17 | 52.94% | 1.2 |
|
| 2448 |
BP
2448
Banbury Partners
Charlotte,
North Carolina
| USD 373 M | -USD 34.6 M | -8% | 0.81% | 138% | 20 | 15% | 0.9 |
|
| 2449 |
2449
BTG Pactual Global Asset Management
Hamilton,
Bermuda
| USD 372 M | +USD 99.3 M | +36% | 0.37% | 88.9% | 85 | 64.71% | 0.5 |
|
| 2450 |
2450
IHT Wealth Management
Chicago,
Illinois
| USD 372 M | -USD 5.31 M | -1% | 0.95% | 74.8% | 1,829 | 12.52% | 0.9 |
|