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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 |
BA
2701
Birinyi Associates
Westport,
Connecticut
| USD 229 M | +USD 3.08 M | +1% | 0.18% | 113% | 82 | 8.54% | 2.3 |
|
| 2702 |
2702
RPg Family Wealth Advisory
Burlington,
Massachusetts
| USD 229 M | +USD 99.4 M | +77% | 1.98% | 117% | 294 | 26.87% | 0.3 |
|
| 2703 |
2703
Managed Asset Portfolios
Rochester,
Michigan
| USD 228 M | +USD 6.36 M | +3% | 0.99% | 99.2% | 32 | 12.5% | 1.9 |
|
| 2704 |
BCM
2704
Birmingham Capital Management
Birmingham,
Alabama
| USD 228 M | -USD 17.7 M | -7% | 4.81% | 103% | 104 | 3.85% | 2.6 |
|
| 2705 |
SM
2705
Sciencast Management
Princeton,
New Jersey
| USD 228 M | +USD 101 M | +80% | 2.34% | 72.5% | 406 | 83.25% | 0.1 |
|
| 2706 |
CVSCT
2706
C.V. Starr & Co Trust
New York
| USD 227 M | +USD 21.1 M | +10% | 17.8% | 51.7% | 30 | 0% | 2.4 |
|
| 2707 |
2707
Argent Trust Co
Nashville,
Tennessee
| USD 227 M | +USD 21 M | +10% | 3.02% | 86.2% | 262 | 14.89% | 1.1 |
|
| 2708 |
2708
IberiaBank
Lafayette,
Louisiana
| USD 227 M | +USD 15.1 M | +7% | 4.37% | 39.6% | 160 | 17.5% | 1.9 |
|
| 2709 |
BMM
2709
Buffington Mohr McNeal
Boise,
Idaho
| USD 227 M | -USD 677 k | -0.3% | 1.98% | 29.3% | 175 | 10.29% | 1.2 |
|
| 2710 |
MHP
2710
Manatuck Hill Partners
Westport,
Connecticut
| USD 227 M | -USD 54.7 M | -19% | 8.81% | 556% | 115 | 47.83% | 1 |
|
| 2711 |
CIA
2711
Covington Investment Advisors
Ligonier,
Pennsylvania
| USD 226 M | +USD 6.57 M | +3% | 2.87% | 100% | 88 | 1.14% | 2.3 |
|
| 2712 |
TB
2712
Terril Brothers
St. Louis,
Missouri
| USD 226 M | +USD 40.2 M | +22% | 0.81% | 94.4% | 43 | 9.3% | 1.5 |
|
| 2713 |
2713
Peak Asset Management
Louisville,
Colorado
| USD 226 M | +USD 15.2 M | +7% | 2.49% | 70.1% | 140 | 15.71% | 1.1 |
|
| 2714 |
2714
Meristem Family Wealth
Minnetonka,
Minnesota
| USD 226 M | -USD 248 k | -0.1% | 2.39% | 67.7% | 114 | 8.77% | 1.6 |
|
| 2715 |
CIC
2715
Chase Investment Counsel
Charlottesville,
Virginia
| USD 226 M | -USD 3.4 M | -1% | 3.38% | 350% | 109 | 18.35% | 1.3 |
|
| 2716 |
WCMN
2716
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| USD 226 M | +USD 3.66 M | +2% | 2.41% | 107% | 38 | 18.42% | 2.5 |
|
| 2717 |
TCM
2717
Talara Capital Management
Montclair,
New Jersey
| USD 226 M | +USD 33.8 M | +18% | 13.1% | 17.4% | 20 | 25% | 1 |
|
| 2718 |
2718
LVZ Inc
Holland,
Michigan
| USD 225 M | +USD 12.3 M | +6% | 2.21% | 47.1% | 66 | 25.76% | 0.9 |
|
| 2719 |
2719
Northeast Financial Consultants
Westport,
Connecticut
| USD 225 M | +USD 34.2 M | +18% | 7.82% | 63.8% | 156 | 16.67% | 1.6 |
|
| 2720 |
2720
Noesis Capital Mangement
Boca Raton,
Florida
| USD 225 M | +USD 5.02 M | +2% | 0.99% | 128% | 85 | 2.35% | 2.4 |
|
| 2721 |
TCM
2721
Tang Capital Management
San Diego,
California
| USD 224 M | +USD 4.84 M | +2% | 9.93% | 493% | 15 | 20% | 1.1 |
|
| 2722 |
2722
City Holding Co
Charleston,
West Virginia
| USD 224 M | +USD 24.5 M | +12% | 2.57% | 89.2% | 604 | 20.86% | 1.6 |
|
| 2723 |
SAM
2723
Shikiar Asset Management
New York
| USD 224 M | +USD 7.22 M | +3% | 1.8% | 97.8% | 124 | 16.13% | 1.5 |
|
| 2724 |
PFM
2724
Peak Financial Management
Wellesley,
Massachusetts
| USD 224 M | – | – | 2.25% | 58.2% | 34 | – | 0.3 |
|
| 2725 |
CRB
2725
Chad R. Baker
| USD 224 M | +USD 3.96 M | +2% | 2.8% | 108% | 58 | 0% | 0.5 |
|