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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2676 |
2676
Huntington Steele
Oaks,
Pennsylvania
| USD 236 M | +USD 2.57 M | +1% | 2.32% | 69.8% | 52 | 3.85% | 1.9 |
|
| 2677 |
SFG
2677
Sather Financial Group
Victoria,
Texas
| USD 236 M | +USD 6.68 M | +3% | 1.05% | 70% | 53 | 15.09% | 1.5 |
|
| 2678 |
2678
Bridgewater Wealth & Financial Management
Bethesda,
Maryland
| USD 236 M | +USD 1.39 M | +0.6% | 0.14% | 30.8% | 79 | 3.8% | 0.5 |
|
| 2679 |
2679
First Bankers Trust
Louisville,
Kentucky
| USD 236 M | +USD 2.54 M | +1% | 0.34% | 78.9% | 152 | 5.92% | 1.8 |
|
| 2680 |
2680
Forte Capital
Rochester,
New York
| USD 235 M | +USD 2.23 M | +1% | 0.41% | 98.3% | 161 | 7.45% | 0.7 |
|
| 2681 |
2681
LVW Advisors
Pittsford,
New York
| USD 235 M | +USD 24.9 M | +12% | 0.23% | 79.1% | 158 | 13.29% | 0.5 |
|
| 2682 |
2682
Brian C. Broderick
| USD 235 M | -USD 6.24 M | -3% | 0.64% | 98.6% | 105 | 3.81% | 1.7 |
|
| 2683 |
2683
Bouchey Financial Group
Troy,
New York
| USD 234 M | +USD 12.4 M | +6% | 0.46% | 66.7% | 69 | 2.9% | 1.1 |
|
| 2684 |
SCM
2684
Summit Capital Management
Seattle,
Washington
| USD 234 M | -USD 13.9 M | -6% | 1.03% | 12.4% | 82 | 39.02% | 0.9 |
|
| 2685 |
2685
Hanson & Doremus Investment Management
Burlington,
Vermont
| USD 234 M | -USD 2.47 M | -1% | 1.44% | 86.3% | 478 | 10.25% | 1.7 |
|
| 2686 |
2686
Matterhorn Capital Management
San Antonio,
Texas
| USD 234 M | +USD 10.4 M | +5% | 3.52% | 38.8% | 59 | 20.34% | 1.3 |
|
| 2687 |
2687
Greatmark Investment Partners
Columbus,
Georgia
| USD 234 M | +USD 942 k | +0.4% | 0.87% | 62% | 92 | 8.7% | 1.7 |
|
| 2688 |
2688
Lenox Wealth Advisors
New York
| USD 234 M | -USD 14.4 M | -6% | 1.98% | 35.7% | 359 | 25.07% | 1.1 |
|
| 2689 |
2689
White Pine Capital
Bloomington,
Minnesota
| USD 233 M | -USD 13.2 M | -5% | 0.48% | 143% | 225 | 11.56% | 1.6 |
|
| 2690 |
CGC
2690
Cloud Gate Capital
Chicago,
Illinois
| USD 233 M | +USD 40.1 M | +21% | 4.1% | – | 41 | 51.22% | 0.3 |
|
| 2691 |
2691
Shelter Insurance Profit Sharing
Columbia,
Missouri
| USD 233 M | -USD 7.12 M | -3% | 2.21% | – | 42 | 7.14% | 1.8 |
|
| 2692 |
2692
Muzinich & Co
New York
| USD 233 M | +USD 8.87 M | +4% | 4.06% | 9.67% | 37 | 2.7% | 0.5 |
|
| 2693 |
2693
Stairway Partners
Chicago,
Illinois
| USD 232 M | -USD 903 k | -0.4% | 0.42% | 48.1% | 8 | 0% | 2 |
|
| 2694 |
WFG
2694
Windsor Financial Group
Minneapolis,
Minnesota
| USD 232 M | +USD 9.12 M | +4% | 2.16% | 15.3% | 95 | 26.32% | 1.3 |
|
| 2695 |
2695
Noesis Capital Mangement
Boca Raton,
Florida
| USD 232 M | -USD 9.6 M | -4% | 0.65% | 128% | 115 | 11.3% | 1.6 |
|
| 2696 |
2696
Rothschild Capital Partners
New York
| USD 232 M | +USD 8.04 M | +4% | 3.29% | 90.8% | 52 | 32.69% | 1.1 |
|
| 2697 |
2697
Goldstein Munger & Associates
San Ramon,
California
| USD 231 M | -USD 3.5 M | -1% | 1.07% | 11.9% | 31 | 6.45% | 1.7 |
|
| 2698 |
FGA
2698
Flood Gamble Associates
New York
| USD 230 M | -USD 4.14 M | -2% | 0.67% | – | 58 | 5.17% | 1.7 |
|
| 2699 |
2699
Insight Holdings Group
New York
| USD 230 M | -USD 244 M | -51% | 3.11% | 111% | 8 | 50% | 1.1 |
|
| 2700 |
IMIM
2700
Irving Magee Investment Management
Conshohocken,
Pennsylvania
| USD 230 M | -USD 991 k | -0.4% | 2.22% | 39.9% | 53 | 7.55% | 1.7 |
|