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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2751 |
2751
Cadence Bank NA
Houston,
Texas
| USD 184 M | +USD 17.5 M | +11% | 9.77% | 33.3% | 167 | 20.36% | 0.4 |
|
| 2752 |
MP
2752
Mediatel Partners
Fort Worth,
Texas
| USD 184 M | +USD 21.2 M | +13% | 13.2% | 11.6% | 2 | 0% | 0.5 |
|
| 2753 |
2753
First Washington Corp
Seattle,
Washington
| USD 184 M | +USD 56.5 M | +44% | 9.65% | 142% | 137 | 29.2% | 0.4 |
|
| 2754 |
2754
Riggs Asset Management
Dallas,
Pennsylvania
| USD 184 M | – | – | 18.5% | 207% | 52 | – | 0 |
|
| 2755 |
2755
Carl Domino
West Palm Beach,
Florida
| USD 184 M | +USD 7.51 M | +4% | 11% | 38.3% | 176 | 11.36% | 0.4 |
|
| 2756 |
2756
ValueWorks
New York
| USD 184 M | +USD 21.2 M | +13% | 16.2% | 190% | 37 | 10.81% | 0.5 |
|
| 2757 |
2757
Lesa Sroufe & Co
Seattle,
Washington
| USD 184 M | +USD 11.4 M | +7% | 8.22% | – | 47 | 12.77% | 0.5 |
|
| 2758 |
2758
Lattice Strategies
Wayne,
Pennsylvania
| USD 184 M | -USD 1.29 M | -0.7% | 3.38% | 19.9% | 108 | 11.11% | 0.4 |
|
| 2759 |
FCT
2759
Family Capital Trust
Peabody,
Massachusetts
| USD 184 M | +USD 17.6 M | +11% | 11.1% | 39.1% | 93 | 5.38% | 0.5 |
|
| 2760 |
CL
2760
CIM LLC
Albany,
New York
| USD 183 M | +USD 22.4 M | +14% | 14.6% | 108% | 68 | 4.41% | 0.5 |
|
| 2761 |
GCM
2761
Goldman Capital Management
New York
| USD 183 M | +USD 31.8 M | +21% | 13.1% | 24.8% | 28 | 14.29% | 0.5 |
|
| 2762 |
PWAP
2762
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
| USD 183 M | +USD 13.4 M | +8% | 9.52% | 58.5% | 119 | 5.88% | 0.5 |
|
| 2763 |
2763
Glacier Peak Capital
Bellevue,
Washington
| USD 183 M | +USD 109 M | +148% | 4.33% | 11.8% | 108 | 79.63% | 0.1 |
|
| 2764 |
ACM
2764
Astenbeck Capital Management
Southport,
Connecticut
| USD 183 M | -USD 6.9 M | -4% | 1.91% | 12.4% | 12 | 0% | 0.5 |
|
| 2765 |
2765
JNBA Financial Advisors
Bloomington,
Minnesota
| USD 183 M | +USD 22.2 M | +14% | 6.89% | 61.8% | 464 | 11.64% | 0.4 |
|
| 2766 |
2766
Water Asset Management
New York
| USD 183 M | +USD 26 M | +17% | 8.97% | 48.9% | 21 | 28.57% | 0.3 |
|
| 2767 |
2767
Thomas Story & Son
Culver,
Indiana
| USD 182 M | +USD 21 M | +13% | 7.24% | 101% | 66 | 13.64% | 0.4 |
|
| 2768 |
2768
Raptor Capital Management
Boston,
Massachusetts
| USD 182 M | +USD 658 k | +0.4% | 13.5% | – | 54 | 61.11% | 0.2 |
|
| 2769 |
2769
Tortoise Investment Management
White Plains,
New York
| USD 182 M | +USD 16.6 M | +10% | 3.84% | 40.2% | 399 | 24.56% | 0.4 |
|
| 2770 |
RCA
2770
Restructuring Capital Associates
Stamford,
Connecticut
| USD 182 M | +USD 43.5 M | +31% | 11.2% | 71.2% | 26 | 34.62% | 0.3 |
|
| 2771 |
2771
Smith & Howard Wealth Management
Atlanta,
Georgia
| USD 182 M | +USD 14 M | +8% | 7.07% | 40.4% | 277 | 15.88% | 0.4 |
|
| 2772 |
KS
2772
Karpas Strategies
Litchfield,
Connecticut
| USD 181 M | +USD 10.6 M | +6% | 6.62% | 16.1% | 107 | 4.67% | 0.5 |
|
| 2773 |
QA
2773
Quintium Advisors
Knoxville,
Tennessee
| USD 181 M | – | – | 5.51% | – | 15 | – | 0 |
|
| 2774 |
LYV
2774
Live Your Vision
West Conshohocken,
Pennsylvania
| USD 181 M | +USD 7.68 M | +4% | 4.73% | 17.9% | 41 | 31.71% | 0.3 |
|
| 2775 |
2775
Whitney & Co
Rochester,
New York
| USD 181 M | +USD 38.2 M | +27% | 8.56% | 93.2% | 99 | 8.08% | 0.5 |
|