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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2701 |
2701
JNBA Financial Advisors
Bloomington,
Minnesota
| USD 160 M | +USD 14.8 M | +10% | 6.66% | 61.8% | 452 | 18.58% | 0.2 |
|
| 2702 |
TC
2702
Teilinger Capital
Houston,
Texas
| USD 160 M | +USD 60.1 M | +60% | 6.44% | 30.2% | 22 | 68.18% | 0.1 |
|
| 2703 |
BC
2703
BMI Capital
New York
| USD 160 M | +USD 4.74 M | +3% | 4.18% | – | 87 | 3.45% | 0.2 |
|
| 2704 |
2704
Barings Real Estate Advisers
Hartford,
Connecticut
| USD 160 M | -USD 6.31 M | -4% | 0.67% | 44.2% | 56 | 25% | 0.2 |
|
| 2705 |
2705
Richmond Hill Investments
New York
| USD 160 M | -USD 11.5 M | -7% | 8.23% | 55.2% | 14 | 21.43% | 0.2 |
|
| 2706 |
FAG
2706
Financial Advisory Group
Houston,
Texas
| USD 160 M | +USD 3.02 M | +2% | 3.15% | 20.6% | 47 | 12.77% | 0.2 |
|
| 2707 |
2707
Research Affiliates
Newport Beach,
California
| USD 160 M | +USD 995 k | +0.6% | 1.04% | – | 16 | 0% | 0.3 |
|
| 2708 |
2708
American Investment Services
Great Barrington,
Massachusetts
| USD 160 M | +USD 358 k | +0.2% | 0.46% | 63.1% | 75 | 14.67% | 0.2 |
|
| 2709 |
2709
Buffington Mohr McNeal
Boise,
Idaho
| USD 159 M | +USD 9.14 M | +6% | 1.1% | 29.3% | 82 | 30.49% | 0.2 |
|
| 2710 |
2710
Moller Wealth Partners
| USD 159 M | +USD 22.2 M | +16% | 6.78% | 44.1% | 43 | 6.98% | 0.2 |
|
| 2711 |
2711
Gould Asset Management
Claremont,
California
| USD 159 M | -USD 961 k | -0.6% | 4.95% | 42.8% | 80 | 8.75% | 0.2 |
|
| 2712 |
2712
Emory University
Atlanta,
Georgia
| USD 159 M | -USD 51 M | -24% | 0.41% | – | 182 | 8.79% | 0.2 |
|
| 2713 |
2713
Cook & Bynum Capital Management
Birmingham,
Alabama
| USD 159 M | +USD 7.39 M | +5% | 2.44% | 46.8% | 5 | 0% | 0.3 |
|
| 2714 |
2714
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| USD 158 M | +USD 12.5 M | +9% | 5.09% | 100% | 1,316 | 18.84% | 0.2 |
|
| 2715 |
2715
AlphaMark Advisors
Ft. Wright,
Kentucky
| USD 158 M | -USD 5.94 M | -4% | 9.27% | 26.4% | 436 | 30.5% | 0.2 |
|
| 2716 |
2716
USA Mutuals Advisors
Dallas,
Texas
| USD 158 M | +USD 34.2 M | +28% | 11.4% | 14.1% | 63 | 44.44% | 0.2 |
|
| 2717 |
2717
Sterneck Capital Management
Kansas City,
Missouri
| USD 158 M | -USD 555 k | -0.4% | 6.63% | 61.5% | 170 | 23.53% | 0.2 |
|
| 2718 |
2718
United Asset Strategies
Garden City,
New York
| USD 158 M | +USD 6.22 M | +4% | 4.4% | 94.6% | 101 | 24.75% | 0.2 |
|
| 2719 |
2719
SNS Financial Group
Minneapolis,
Minnesota
| USD 158 M | -USD 108 M | -41% | 5.27% | 54.2% | 132 | 49.24% | 0.1 |
|
| 2720 |
2720
Tieton Capital Management
Yakima,
Washington
| USD 157 M | +USD 8.74 M | +6% | 5.67% | 172% | 28 | 10.71% | 0.2 |
|
| 2721 |
2721
SignalPoint Asset Management
Springfield,
Missouri
| USD 157 M | +USD 33.7 M | +27% | 4.76% | 36% | 106 | 47.17% | 0.1 |
|
| 2722 |
DA
2722
DSC Advisors
Chicago,
Illinois
| USD 157 M | +USD 5.94 M | +4% | 11.1% | 3.18% | 74 | 55.41% | 0.2 |
|
| 2723 |
2723
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| USD 157 M | +USD 1.67 M | +1% | 4.94% | – | 183 | 8.2% | 0.2 |
|
| 2724 |
2724
Water Asset Management
New York
| USD 157 M | +USD 10.6 M | +7% | 8.23% | 48.9% | 22 | 40.91% | 0.2 |
|
| 2725 |
MM
2725
Midas Management
New York
| USD 156 M | +USD 6.29 M | +4% | 5.12% | 43.3% | 143 | 4.2% | 0.2 |
|