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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2526 |
2526
JOYN Advisors
Atlanta,
Georgia
| USD 239 M | +USD 14 M | +6% | 2.74% | 0.77% | 39 | 66.67% | 0.8 |
|
| 2527 |
2527
Capital City Trust
Tallahassee,
Florida
| USD 238 M | -USD 1.44 M | -0.6% | 0.09% | 86.1% | 98 | 4.08% | 1.1 |
|
| 2528 |
2528
Tortoise Investment Management
White Plains,
New York
| USD 238 M | -USD 1.12 M | -0.5% | 0.93% | 40.2% | 456 | 15.13% | 1 |
|
| 2529 |
2529
Cutler Capital Management
Worcester,
Massachusetts
| USD 238 M | -USD 17.5 M | -7% | 3.15% | 39.7% | 89 | 11.24% | 0.9 |
|
| 2530 |
ZCG
2530
Zesiger Capital Group
New York
| USD 238 M | -USD 38.8 M | -14% | 4.82% | – | 25 | 12% | 1 |
|
| 2531 |
2531
Princeton Portfolio Strategies Group
Princeton,
New Jersey
| USD 238 M | +USD 4.68 M | +2% | 0.26% | 83.8% | 122 | 9.02% | 1 |
|
| 2532 |
2532
Berkshire Money Management
Dalton,
Massachusetts
| USD 237 M | +USD 94.1 M | +66% | 0.79% | 61.8% | 19 | 36.84% | 0.8 |
|
| 2533 |
2533
Aegis Financial
Mc Lean,
Virginia
| USD 237 M | -USD 71.1 M | -23% | 17.1% | 266% | 59 | 18.64% | 1 |
|
| 2534 |
TCM
2534
Texan Capital Management
Houston,
Texas
| USD 237 M | +USD 5.99 M | +3% | 5.34% | 19.3% | 140 | 12.86% | 1.1 |
|
| 2535 |
2535
Guinness Asset Management
London,
United Kingdom
| USD 237 M | -USD 19.3 M | -8% | 10.3% | 73.9% | 66 | 10.61% | 1.1 |
|
| 2536 |
2536
Huntington Steele
Oaks,
Pennsylvania
| USD 237 M | -USD 12 k | -0% | 0.37% | 69.8% | 69 | 5.8% | 1.2 |
|
| 2537 |
2537
Modera Wealth Management
Westwood,
New Jersey
| USD 236 M | +USD 16.1 M | +7% | 2.47% | 68.2% | 85 | 28.24% | 0.8 |
|
| 2538 |
2538
Harrison Street Securities
Chicago,
Illinois
| USD 236 M | +USD 10.5 M | +5% | 4.06% | 41.2% | 34 | 23.53% | 0.7 |
|
| 2539 |
2539
Keywise Capital Management
Grand Cayman,
Cayman Islands
| USD 236 M | -USD 248 M | -51% | 0.62% | 219% | 13 | 53.85% | 0.5 |
|
| 2540 |
2540
Marquette Asset Management
Minneapolis,
Minnesota
| USD 236 M | -USD 10.6 M | -4% | 0.67% | 69.6% | 91 | 9.89% | 1 |
|
| 2541 |
2541
Hudson Valley Investment Advisors
Goshen,
New York
| USD 235 M | +USD 6.07 M | +3% | 1.48% | 94.6% | 137 | 7.3% | 1.1 |
|
| 2542 |
2542
Savant Capital
Rockford,
Illinois
| USD 235 M | +USD 3.94 M | +2% | 0.92% | 61.2% | 201 | 8.96% | 1 |
|
| 2543 |
2543
Shikiar Asset Management
New York
| USD 235 M | -USD 7.05 M | -3% | 2.81% | 117% | 124 | 20.16% | 0.9 |
|
| 2544 |
2544
Ipswich Investment Management
Beverly,
Massachusetts
| USD 235 M | -USD 23.2 M | -9% | 0.76% | 104% | 150 | 15.33% | 1.1 |
|
| 2545 |
KCM
2545
Kempner Capital Management
Galveston,
Texas
| USD 235 M | -USD 17.8 M | -7% | 1.35% | 60.9% | 73 | 13.7% | 0.9 |
|
| 2546 |
2546
SVA Wealth Management
Madison,
Wisconsin
| USD 235 M | +USD 773 k | +0.3% | 1.61% | 44.5% | 170 | 7.06% | 0.7 |
|
| 2547 |
2547
Bright Rock Capital Management
Hanover,
Massachusetts
| USD 234 M | +USD 21.4 M | +10% | 0.63% | 53.1% | 95 | 24.21% | 0.8 |
|
| 2548 |
2548
Meristem Family Wealth
Minnetonka,
Minnesota
| USD 234 M | -USD 4.66 M | -2% | 0.12% | 67.7% | 113 | 7.08% | 1.1 |
|
| 2549 |
2549
Financial Sense Advisors
San Diego,
California
| USD 234 M | -USD 21.3 M | -8% | 0.52% | 152% | 144 | 29.86% | 0.8 |
|
| 2550 |
YI
2550
YM Investment
Central,
Hong Kong
| USD 234 M | -USD 396 M | -63% | 5.1% | – | 2 | 0% | 0.8 |
|