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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2576 |
2576
Princeton Portfolio Strategies Group
Princeton,
New Jersey
| USD 233 M | +USD 82.1 M | +54% | 5.81% | 83.8% | 126 | 18.25% | 0.8 |
|
| 2577 |
2577
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| USD 233 M | +USD 101 M | +76% | 2.41% | 119% | 65 | 36.92% | 0.3 |
|
| 2578 |
2578
Mizuho Securities USA
New York
| USD 233 M | -USD 137 M | -37% | 3.07% | 99% | 33 | 63.64% | 0.2 |
|
| 2579 |
2579
Filament
Seattle,
Washington
| USD 233 M | +USD 18 M | +8% | 11.3% | 46.9% | 42 | 7.14% | 0.9 |
|
| 2580 |
2580
United Fire Group
Cedar Rapids,
Iowa
| USD 232 M | +USD 5.16 M | +2% | 3.53% | 27.4% | 111 | 3.6% | 1 |
|
| 2581 |
CCM
2581
Castine Capital Management
Boston,
Massachusetts
| USD 232 M | -USD 3.5 M | -1% | 1.44% | 13.9% | 51 | 25.49% | 0.8 |
|
| 2582 |
2582
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| USD 231 M | +USD 5.36 M | +2% | 3.77% | 74.8% | 139 | 7.19% | 0.9 |
|
| 2583 |
2583
Savant Capital
Rockford,
Illinois
| USD 231 M | +USD 15.4 M | +7% | 4.65% | 61.2% | 191 | 7.85% | 0.8 |
|
| 2584 |
TCM
2584
Texan Capital Management
Houston,
Texas
| USD 231 M | +USD 13.1 M | +6% | 6.34% | 19.3% | 152 | 17.11% | 0.8 |
|
| 2585 |
2585
Ativo Capital Management
Chicago,
Illinois
| USD 231 M | -USD 15.5 M | -6% | 3.55% | 63.8% | 220 | 38.64% | 0.6 |
|
| 2586 |
2586
Boyd Watterson Asset Management
Cleveland,
Ohio
| USD 231 M | +USD 16.7 M | +8% | 3.77% | 101% | 178 | 9.55% | 0.8 |
|
| 2587 |
IIA
2587
IPG Investment Advisors
San Diego,
California
| USD 231 M | +USD 17.3 M | +8% | 7.14% | 106% | 105 | 39.05% | 0.3 |
|
| 2588 |
2588
Night Owl Capital Management
Greenwich,
Connecticut
| USD 231 M | +USD 5.03 M | +2% | 1.41% | 162% | 22 | 13.64% | 0.9 |
|
| 2589 |
2589
TSP Capital Management Group
Summit,
New Jersey
| USD 230 M | +USD 9.8 M | +4% | 5.05% | 186% | 74 | 100% | 0.9 |
|
| 2590 |
2590
Tactical Allocation Group
Birmingham,
Michigan
| USD 230 M | -USD 2.78 M | -1% | 2.54% | 15.2% | 26 | 26.92% | 0.6 |
|
| 2591 |
CANC
2591
Culbertson A N & Co
Charlottesville,
Virginia
| USD 230 M | +USD 15.3 M | +7% | 5.07% | 80.7% | 80 | 2.5% | 1 |
|
| 2592 |
2592
Groesbeck Investment Management
Paramus,
New Jersey
| USD 230 M | +USD 7.59 M | +3% | 6.49% | 147% | 102 | 30.39% | 0.7 |
|
| 2593 |
2593
Corrado Advisors
Ramsey,
New Jersey
| USD 230 M | +USD 24.2 M | +12% | 8.04% | 64% | 74 | 13.51% | 0.7 |
|
| 2594 |
PCM
2594
Peg Capital Management
Canaan,
New Hampshire
| USD 229 M | +USD 12.4 M | +6% | 5.18% | – | 36 | 5.56% | 0.9 |
|
| 2595 |
2595
Hudson Valley Investment Advisors
Goshen,
New York
| USD 229 M | -USD 4.46 M | -2% | 3.58% | 94.6% | 134 | 6.72% | 0.9 |
|
| 2596 |
2596
Buckingham Strategic Wealth
Clayton,
Missouri
| USD 229 M | +USD 13.2 M | +6% | 4.32% | 16.3% | 187 | 24.06% | 0.7 |
|
| 2597 |
2597
Rock Point Advisors
Burlington,
Vermont
| USD 229 M | +USD 3.14 M | +1% | 5.81% | 82.8% | 84 | 10.71% | 0.9 |
|
| 2598 |
SRCM
2598
Swift Run Capital Management
Charlottesville,
Virginia
| USD 229 M | +USD 41.8 M | +22% | 6.93% | 9.9% | 54 | 5.56% | 0.4 |
|
| 2599 |
PWW
2599
Pettyjohn Wood & White
Lynchburg,
Virginia
| USD 229 M | +USD 10 M | +5% | 3.46% | 70.9% | 125 | 8.8% | 0.7 |
|
| 2600 |
2600
First Bankers Trust
Louisville,
Kentucky
| USD 228 M | +USD 13.4 M | +6% | 4.98% | 78.9% | 150 | 8% | 0.9 |
|