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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
Bogart Wealth LLC
Mclean,
Virginia
| USD 426 M | +USD 58.8 M | +16% | 13% | 60.5% | 484 | 10.74% | 1.8 |
|
| 2427 |
OCMI
2427
Oaktop Capital Management II
Chatham,
New Jersey
| USD 425 M | +USD 98.6 M | +30% | 32.1% | 451% | 20 | 0% | 4.4 |
|
| 2428 |
2428
MV Capital Management
Bethesda,
Maryland
| USD 425 M | +USD 40.8 M | +11% | 12% | 73.3% | 373 | 33.24% | 3.8 |
|
| 2429 |
2429
Fusion Family Wealth
Woodbury,
New York
| USD 424 M | +USD 51.1 M | +14% | 18.3% | 58.2% | 126 | 11.9% | 3 |
|
| 2430 |
2430
Alaska Wealth Advisors
Anchorage,
Alaska
| USD 424 M | +USD 62.8 M | +17% | 12% | 44.3% | 62 | 19.35% | 1 |
|
| 2431 |
2431
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
| USD 423 M | +USD 68 M | +19% | 25.3% | 89.9% | 37 | 2.7% | 1.8 |
|
| 2432 |
2432
G2 Investment Partners Management
New York
| USD 423 M | +USD 121 M | +40% | 83.9% | 1,145% | 116 | 51.72% | 0.8 |
|
| 2433 |
SVG
2433
Sun Valley Gold
Sun Valley,
Idaho
| USD 423 M | -USD 822 M | -66% | 62.9% | 160% | 16 | 43.75% | 2.3 |
|
| 2434 |
2434
Zuckerman Investment Group
Chicago,
Illinois
| USD 422 M | +USD 79.5 M | +23% | 25.5% | 111% | 84 | 23.81% | 2.5 |
|
| 2435 |
2435
Claret Asset Management
Montreal,
Quebec, Canada
| USD 422 M | +USD 67.9 M | +19% | 27.7% | 73.3% | 186 | 22.04% | 1.9 |
|
| 2436 |
KSCM
2436
Key Square Capital Management
Stamford,
Connecticut
| USD 422 M | -USD 287 M | -40% | 243% | 50.2% | 34 | 94.12% | 0.2 |
|
| 2437 |
TEC
2437
Tiger Eye Capital
Nashville,
Tennessee
| USD 422 M | +USD 124 M | +41% | 33.5% | 116% | 52 | 40.38% | 1.9 |
|
| 2438 |
TCOT
2438
Trust Company of Toledo
Holland,
Ohio
| USD 421 M | +USD 58 M | +16% | 15.3% | 109% | 181 | 10.5% | 5.3 |
|
| 2439 |
2439
Navellier & Associates
Reno,
Nevada
| USD 421 M | -USD 4.71 M | -1% | 31.5% | 361% | 290 | 42.76% | 1.4 |
|
| 2440 |
2440
Duncker Streett & Co
St. Louis,
Missouri
| USD 420 M | +USD 45.7 M | +12% | 19.6% | 102% | 566 | 12.19% | 3.2 |
|
| 2441 |
2441
Cypress Wealth Services
Palm Desert,
California
| USD 420 M | +USD 80.4 M | +24% | 18.6% | 82.7% | 286 | 18.53% | 1.7 |
|
| 2442 |
2442
Night Owl Capital Management
Greenwich,
Connecticut
| USD 420 M | +USD 120 M | +40% | 45.8% | 162% | 29 | 10.34% | 3 |
|
| 2443 |
2443
Verity & Verity
Beaufort,
South Carolina
| USD 420 M | +USD 64.7 M | +18% | 16.2% | 90.4% | 92 | 17.39% | 4 |
|
| 2444 |
HLC
2444
Hunt Lane Capital
New York
| USD 420 M | +USD 79.9 M | +24% | 51.4% | 3.59% | 27 | 37.04% | 1 |
|
| 2445 |
2445
BW Gestao de Investimentos
Sao Paulo,
Brazil
| USD 419 M | +USD 100 M | +31% | 33.7% | 95.1% | 45 | 62.22% | 0.5 |
|
| 2446 |
2446
Princeton Portfolio Strategies Group
Princeton,
New Jersey
| USD 419 M | +USD 74 M | +21% | 19.7% | 83.8% | 153 | 16.34% | 4.3 |
|
| 2447 |
2447
Dean Investment Associates
Beavercreek,
Ohio
| USD 418 M | -USD 49.1 M | -11% | 18.4% | 63.5% | 254 | 29.13% | 2.5 |
|
| 2448 |
2448
Parker Investment Management
Menlo Park,
California
| USD 418 M | +USD 136 M | +48% | 30.2% | 208% | 32 | 31.25% | 1.6 |
|
| 2449 |
IAIM
2449
International Assets Investment Management
Orlando,
Florida
| USD 418 M | +USD 90.8 M | +28% | 26.2% | 101% | 449 | 28.73% | 0.2 |
|
| 2450 |
2450
Columbia Asset Management
Ann Arbor,
Michigan
| USD 418 M | +USD 12.6 M | +3% | 21% | 94.1% | 165 | 14.55% | 4.4 |
|