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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2451 |
WPL
2451
WINDACRE PARTNERSHIP LLC
Houston,
Texas
| USD 270 M | +USD 8.25 M | +3% | 5.68% | 98.4% | 7 | 42.86% | 0.7 |
|
| 2452 |
CDIA
2452
Capital Directions Investment Advisors
Atlanta,
Georgia
| USD 269 M | -USD 24.1 M | -8% | 0.1% | 7.53% | 77 | 18.18% | 2 |
|
| 2453 |
2453
Advisor Partners
Walnut Creek,
California
| USD 269 M | -USD 24.2 M | -8% | 2.23% | 63.8% | 440 | 37.27% | 1.4 |
|
| 2454 |
WC
2454
Whitnell & Co
Oak Brook,
Illinois
| USD 269 M | +USD 3.63 M | +1% | 1.2% | 36.6% | 428 | 16.59% | 1.6 |
|
| 2455 |
2455
D.L. Carlson Investment Group
Concord,
New Hampshire
| USD 269 M | -USD 224 k | -0.1% | 3.69% | 113% | 134 | 16.42% | 1.7 |
|
| 2456 |
2456
Suncoast Equity Management
Tampa,
Florida
| USD 268 M | +USD 26.3 M | +11% | 0.2% | 82.9% | 22 | 9.09% | 1.7 |
|
| 2457 |
2457
Tiptree Advisors
New York
| USD 268 M | -USD 154 M | -37% | 6% | – | 45 | 44.44% | 0.9 |
|
| 2458 |
2458
Roundview Capital
Princeton,
New Jersey
| USD 268 M | +USD 15.9 M | +6% | 2.12% | 77.7% | 184 | 17.39% | 1.6 |
|
| 2459 |
DCM
2459
Dynamic Capital Management
St. Helier,
Jersey
| USD 268 M | +USD 59 M | +28% | 1.25% | 49.7% | 494 | 69.64% | 0.2 |
|
| 2460 |
2460
Venturi Wealth Management
Austin,
Texas
| USD 268 M | +USD 48 M | +22% | 2.42% | 101% | 148 | 28.38% | 0.2 |
|
| 2461 |
2461
Segment Wealth Management
Houston,
Texas
| USD 268 M | +USD 4.09 M | +2% | 3.92% | 102% | 169 | 15.38% | 2 |
|
| 2462 |
2462
Schooner Capital
Vero Beach,
Florida
| USD 268 M | +USD 31.4 M | +13% | 25.5% | 31.1% | 2 | 50% | 2.8 |
|
| 2463 |
CC
2463
Cognios Capital
Leawood,
Kansas
| USD 268 M | +USD 71.4 M | +36% | 3.31% | 28.5% | 127 | 25.2% | 1 |
|
| 2464 |
2464
Institutional & Family Asset Management
Fort Collins,
Colorado
| USD 267 M | -USD 62 k | -0% | 2.16% | 19% | 124 | 0.81% | 0.2 |
|
| 2465 |
2465
Penobscot Investment Management
Boston,
Massachusetts
| USD 267 M | -USD 51.7 M | -16% | 3.3% | 103% | 192 | 11.46% | 2.3 |
|
| 2466 |
2466
CKW Financial Group
Honolulu,
Hawaii
| USD 267 M | -USD 8.9 M | -3% | 0.53% | 62.4% | 167 | 7.78% | 1.9 |
|
| 2467 |
2467
Algert Global
San Francisco,
California
| USD 267 M | +USD 52.6 M | +25% | 2.1% | 194% | 434 | 46.31% | 0.7 |
|
| 2468 |
2468
Napier Park Global Capital (US)
New York
| USD 266 M | +USD 83.9 M | +46% | 1.03% | 237% | 59 | 38.98% | 0.6 |
|
| 2469 |
2469
Diana Davis Spencer Foundation
Bethesda,
Maryland
| USD 266 M | +USD 8.8 M | +3% | 3.43% | 13.4% | 3 | 0% | 1.3 |
|
| 2470 |
2470
Parker Investment Management
Menlo Park,
California
| USD 266 M | – | – | 1.79% | 208% | 34 | – | 0 |
|
| 2471 |
2471
INCA Investments
Miami,
Florida
| USD 266 M | +USD 108 M | +68% | 37.6% | 128% | 9 | 11.11% | 1.9 |
|
| 2472 |
2472
Security National Trust
Wheeling,
West Virginia
| USD 266 M | +USD 11 M | +4% | 2.25% | 58.3% | 506 | 11.86% | 2.3 |
|
| 2473 |
2473
American National Bank & Trust
Wichita Falls,
Texas
| USD 266 M | +USD 8.09 M | +3% | 1.41% | 102% | 236 | 15.68% | 1.6 |
|
| 2474 |
2474
Nelson Capital Management
Menlo Park,
California
| USD 265 M | +USD 5.24 M | +2% | 1.22% | 121% | 280 | 12.5% | 1.9 |
|
| 2475 |
2475
Waldron Private Wealth
Bridgeville,
Pennsylvania
| USD 265 M | -USD 3.25 M | -1% | 1.58% | 68.7% | 192 | 25% | 1.2 |
|