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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
Independent Advisor Alliance
Charlotte,
North Carolina
| USD 314 M | -USD 317 M | -50% | 2.87% | 135% | 444 | 55.18% | 0.4 |
|
| 2527 |
2527
ArchPoint Investors
Coral Gables,
Florida
| USD 314 M | +USD 47.8 M | +18% | 4.85% | 111% | 166 | 22.29% | 1.4 |
|
| 2528 |
AP
2528
Agilis Partners
Waltham,
Massachusetts
| USD 314 M | +USD 167 M | +113% | 2.39% | 8.47% | 20 | 25% | 1.4 |
|
| 2529 |
2529
Yorktown Management & Research Company
Forest,
Virginia
| USD 314 M | -USD 70 M | -18% | 0.36% | 223% | 361 | 21.61% | 1.6 |
|
| 2530 |
2530
Hartline Investment Corp
Winnetka,
Illinois
| USD 314 M | +USD 2.6 M | +0.8% | 7.08% | 201% | 111 | 9.91% | 3 |
|
| 2531 |
2531
Hillman Company
Pittsburgh,
Pennsylvania
| USD 313 M | -USD 14.2 M | -4% | 6.61% | 134% | 16 | 25% | 1.3 |
|
| 2532 |
HJA
2532
Hugh Johnson Advisors
Albany,
New York
| USD 313 M | +USD 6.86 M | +2% | 2.29% | 41.5% | 98 | 10.2% | 2.9 |
|
| 2533 |
2533
FFT Wealth Management
Philadelphia,
Pennsylvania
| USD 313 M | -USD 2.24 M | -0.7% | 1.24% | 65.6% | 101 | 21.78% | 0.9 |
|
| 2534 |
2534
West Coast Financial
Santa Barbara,
California
| USD 313 M | -USD 1.71 M | -0.5% | 3.72% | 22.2% | 124 | 11.29% | 2.5 |
|
| 2535 |
PCM
2535
Prime Capital Management
Hong Kong
| USD 313 M | -USD 33 M | -10% | 9.57% | 579% | 6 | 0% | 1.6 |
|
| 2536 |
2536
American National Bank & Trust
Wichita Falls,
Texas
| USD 313 M | -USD 8.28 M | -3% | 2.52% | 102% | 306 | 15.36% | 2 |
|
| 2537 |
2537
Bouchey Financial Group
Troy,
New York
| USD 312 M | +USD 24.1 M | +8% | 2.53% | 66.7% | 70 | 18.57% | 2.1 |
|
| 2538 |
2538
Fairfield, Bush & Co
Darien,
Connecticut
| USD 312 M | -USD 8.83 M | -3% | 2.81% | 112% | 154 | 10.39% | 2.9 |
|
| 2539 |
PCMK
2539
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| USD 312 M | -USD 7.54 M | -2% | 1.56% | 87.5% | 63 | 7.94% | 3 |
|
| 2540 |
2540
Marietta Investment Partners
Milwaukee,
Wisconsin
| USD 311 M | +USD 11 M | +4% | 6.15% | 160% | 142 | 15.49% | 1.9 |
|
| 2541 |
QCI
2541
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| USD 311 M | -USD 12.1 M | -4% | 0.89% | 107% | 26 | 19.23% | 2 |
|
| 2542 |
2542
Penobscot Investment Management
Boston,
Massachusetts
| USD 311 M | +USD 12.4 M | +4% | 3.45% | 103% | 184 | 4.35% | 3.1 |
|
| 2543 |
2543
HighPoint Advisor Group
Downers Grove,
Illinois
| USD 311 M | USD 0 | 0% | 3.12% | – | 278 | 0% | 1.2 |
|
| 2544 |
2544
Aviance Capital Partners
Naples,
Florida
| USD 311 M | +USD 36.7 M | +13% | 3.31% | 98.2% | 215 | 12.56% | 2.5 |
|
| 2545 |
2545
Columbia Asset Management
Ann Arbor,
Michigan
| USD 310 M | +USD 11.3 M | +4% | 2.65% | 94.1% | 179 | 10.06% | 2.5 |
|
| 2546 |
2546
Pensionfund Sabic
Sittard,
Netherlands
| USD 310 M | -USD 14.1 M | -4% | 2.44% | 63.6% | 233 | 28.33% | 1.3 |
|
| 2547 |
2547
Tortoise Investment Management
White Plains,
New York
| USD 310 M | +USD 4.07 M | +1% | 2.46% | 40.2% | 535 | 14.95% | 2.4 |
|
| 2548 |
LCM
2548
Lucha Capital Management
San Francisco,
California
| USD 310 M | +USD 113 M | +58% | 7.77% | 84.3% | 38 | 68.42% | 0.2 |
|
| 2549 |
2549
Private Capital Advisors
Darien,
Connecticut
| USD 309 M | +USD 2.66 M | +0.9% | 1.86% | 132% | 145 | 27.59% | 2.2 |
|
| 2550 |
2550
Hills Bank & Trust
North Liberty,
Iowa
| USD 309 M | +USD 14.5 M | +5% | 2.38% | 52.8% | 135 | 9.63% | 2.7 |
|