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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 |
2451
Barber Financial Group
Lenexa,
Kansas
| USD 418 M | +USD 101 M | +32% | 13.2% | 39% | 135 | 25.19% | 2 |
|
| 2452 |
2452
VR Adviser
New York
| USD 418 M | +USD 48.5 M | +13% | 101% | 1,698% | 25 | 72% | 0.1 |
|
| 2453 |
2453
Woodmont Investment Counsel
Nashville,
Tennessee
| USD 418 M | +USD 54.4 M | +15% | 15.7% | 75.3% | 188 | 13.3% | 4.4 |
|
| 2454 |
2454
North Growth Management
Vancouver,
British Columbia, Canada
| USD 417 M | +USD 61.7 M | +17% | 29.2% | 243% | 49 | 6.12% | 1.8 |
|
| 2455 |
2455
Mandatum Life Insurance Company
Helsinki,
Finland
| USD 417 M | +USD 42.8 M | +11% | 19.2% | 95.9% | 100 | 15% | 3.7 |
|
| 2456 |
2456
Aravt Global
New York
| USD 416 M | +USD 61.4 M | +17% | 34.8% | 83.7% | 13 | 7.69% | 2.7 |
|
| 2457 |
HH
2457
Hernani Holdings
Jackson,
Wyoming
| USD 416 M | +USD 13.3 M | +3% | 15.3% | – | 4 | 0% | 0.5 |
|
| 2458 |
2458
True North Advisors
Dallas,
Texas
| USD 416 M | +USD 123 M | +42% | 24.1% | 82.9% | 195 | 39.49% | 0.3 |
|
| 2459 |
2459
Stanley-Laman Group
Berwyn,
Pennsylvania
| USD 416 M | +USD 86.4 M | +26% | 24.4% | 114% | 270 | 25.19% | 1.6 |
|
| 2460 |
WAM
2460
WT Asset Management
Hong Kong
| USD 416 M | -USD 127 M | -23% | 69.3% | 2,732% | 29 | 65.52% | 0.6 |
|
| 2461 |
2461
Mirabella Financial Services
London,
United Kingdom
| USD 415 M | +USD 242 M | +140% | 17.5% | 86.2% | 209 | 81.34% | 0.1 |
|
| 2462 |
2462
Traynor Capital Management
Malvern,
Pennsylvania
| USD 415 M | +USD 134 M | +47% | 28.9% | 244% | 159 | 20.75% | 2.5 |
|
| 2463 |
2463
Stillwater Capital Advisors
Devon,
Pennsylvania
| USD 415 M | +USD 74.8 M | +22% | 19% | 121% | 68 | 13.24% | 3.6 |
|
| 2464 |
2464
Growth Interface Management
Orlando,
Florida
| USD 414 M | +USD 135 M | +48% | 57.7% | 12% | 10 | 0% | 1.3 |
|
| 2465 |
2465
LVW Advisors
Pittsford,
New York
| USD 414 M | +USD 38.6 M | +10% | 19.2% | 79.1% | 216 | 34.72% | 1.9 |
|
| 2466 |
2466
RBO & Co
Saint Helena,
California
| USD 414 M | +USD 42.2 M | +11% | 12.2% | 27.9% | 40 | 2.5% | 5.1 |
|
| 2467 |
2467
Veritas Investment Management (UK)
London,
United Kingdom
| USD 414 M | +USD 82.5 M | +25% | 23.9% | 151% | 35 | 5.71% | 3.8 |
|
| 2468 |
WFI
2468
West Family Investments
Carlsbad,
California
| USD 414 M | +USD 162 M | +65% | 27.9% | 116% | 100 | 20% | 4.2 |
|
| 2469 |
2469
WBH Advisory
Baltimore,
Maryland
| USD 413 M | -USD 13.2 M | -3% | 18.4% | 57.6% | 236 | 11.44% | 4.7 |
|
| 2470 |
2470
GFI Investment Counsel
Toronto,
Ontario, Canada
| USD 413 M | +USD 157 M | +62% | 26.2% | 41.8% | 15 | 20% | 2 |
|
| 2471 |
2471
Gagnon Securities
New York
| USD 413 M | +USD 119 M | +40% | 51.2% | 129% | 105 | 21.9% | 3 |
|
| 2472 |
2472
Icon Wealth Partners
Houston,
Texas
| USD 413 M | +USD 159 M | +63% | 19.8% | – | 269 | 47.58% | 1.1 |
|
| 2473 |
2473
Polunin Capital Partners
London,
United Kingdom
| USD 413 M | +USD 164 M | +66% | 65.7% | 268% | 18 | 11.11% | 1.2 |
|
| 2474 |
LPC
2474
Lion Point Capital
New York
| USD 412 M | +USD 33.4 M | +9% | 50.5% | 319% | 28 | 25% | 1.3 |
|
| 2475 |
2475
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| USD 411 M | +USD 80.7 M | +24% | 24.3% | 52.3% | 46 | 19.57% | 1.8 |
|