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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2626 |
2626
Hourglass Capital
Houston,
Texas
| USD 352 M | +USD 8.93 M | +3% | 2.73% | 89.6% | 115 | 8.7% | 4.1 |
|
| 2627 |
2627
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| USD 352 M | +USD 2.39 M | +0.7% | 3.47% | 86.4% | 134 | 8.96% | 4.4 |
|
| 2628 |
2628
Veritas Investment Management (UK)
London,
United Kingdom
| USD 352 M | +USD 29.9 M | +9% | 6.86% | 151% | 38 | 5.26% | 3.2 |
|
| 2629 |
2629
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
| USD 352 M | +USD 20.4 M | +6% | 4.69% | 63.5% | 186 | 8.06% | 3.8 |
|
| 2630 |
2630
Permanens Capital
New York
| USD 352 M | +USD 14 M | +4% | 3.77% | 76.9% | 116 | 29.31% | 0.5 |
|
| 2631 |
2631
Full Sail Capital
Oklahoma City,
Oklahoma
| USD 352 M | +USD 38.5 M | +12% | 2.75% | 55.4% | 154 | 9.74% | 0.4 |
|
| 2632 |
2632
HCR Wealth Advisors
Los Angeles,
California
| USD 352 M | +USD 3.63 M | +1% | 4.01% | 107% | 193 | 29.02% | 1.6 |
|
| 2633 |
GA
2633
GFS Advisors
Houston,
Texas
| USD 351 M | +USD 13.9 M | +4% | 1.51% | 97.9% | 122 | 13.11% | 3.8 |
|
| 2634 |
2634
EFG Asset Management (Americas)
Miami,
Florida
| USD 351 M | +USD 22 M | +7% | 7.46% | 112% | 124 | 14.52% | 2.4 |
|
| 2635 |
2635
Rutabaga Capital Management
Boston,
Massachusetts
| USD 351 M | -USD 11.3 M | -3% | 5.51% | 57% | 48 | 4.17% | 2.3 |
|
| 2636 |
2636
NFC Investments
Memphis,
Tennessee
| USD 350 M | +USD 11.5 M | +3% | 3.97% | – | 41 | 19.51% | 3.1 |
|
| 2637 |
PI
2637
PHH Investments
Addison,
Texas
| USD 350 M | +USD 6.6 M | +2% | 3.19% | 30.9% | 86 | 16.28% | 1.7 |
|
| 2638 |
2638
Shelter Mutual Insurance
Columbia,
Missouri
| USD 350 M | +USD 10.9 M | +3% | 3.25% | 51.2% | 44 | 0% | 4.6 |
|
| 2639 |
FPFS
2639
First Personal Financial Services
Charlotte,
North Carolina
| USD 350 M | +USD 22.4 M | +7% | 3.95% | 31.5% | 818 | 17.97% | 2.1 |
|
| 2640 |
2640
Highland Private Wealth Management
Bellevue,
Washington
| USD 350 M | +USD 30.5 M | +10% | 4.63% | 19% | 133 | 15.79% | 1.1 |
|
| 2641 |
2641
Peter Svennilson
| USD 350 M | +USD 162 M | +86% | 6.34% | – | 5 | 40% | 0.4 |
|
| 2642 |
2642
NorthRock Partners
Minneapolis,
Minnesota
| USD 350 M | -USD 29.8 M | -8% | 3.87% | 62.8% | 97 | 28.87% | 2 |
|
| 2643 |
SCM
2643
Stonehill Capital Management
New York
| USD 349 M | +USD 17 M | +5% | 5.38% | 117% | 15 | 33.33% | 1.3 |
|
| 2644 |
2644
Affinity Investment Advisors
Newport Beach,
California
| USD 349 M | -USD 139 M | -29% | 2.61% | 189% | 148 | 10.81% | 2.1 |
|
| 2645 |
2645
NTV Asset Management
Charleston,
West Virginia
| USD 348 M | -USD 1.93 M | -0.6% | 2.74% | 110% | 181 | 6.08% | 4.4 |
|
| 2646 |
2646
VisionPoint Advisory Group
Dallas,
Texas
| USD 348 M | -USD 7.69 M | -2% | 3.69% | 79.3% | 152 | 33.55% | 0.3 |
|
| 2647 |
2647
Verdence Capital Advisors
Hunt Valley,
Maryland
| USD 348 M | -USD 21.2 M | -6% | 2.82% | 97.1% | 307 | 18.57% | 1.1 |
|
| 2648 |
2648
Good Life Advisors
Reading,
Pennsylvania
| USD 348 M | +USD 12.2 M | +4% | 2.91% | 60% | 268 | 11.94% | 1.6 |
|
| 2649 |
2649
Gryphon Financial Partners
Columbus,
Ohio
| USD 347 M | +USD 8.31 M | +2% | 4.24% | 93.7% | 175 | 38.86% | 1 |
|
| 2650 |
2650
Harvest Capital Management
Concord,
New Hampshire
| USD 347 M | +USD 32.9 M | +10% | 2.76% | 19.5% | 106 | 7.55% | 3.5 |
|