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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2776 |
PRCP
2776
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| USD 194 M | +USD 47.4 M | +32% | 2.42% | 149% | 150 | 1.33% | 0.7 |
|
| 2777 |
DBIA
2777
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| USD 194 M | -USD 5.29 M | -3% | 0.49% | 78.3% | 169 | 12.43% | 1 |
|
| 2778 |
PSC
2778
Piper Sandler & Co
Minneapolis,
Minnesota
| USD 194 M | +USD 55.2 M | +40% | 0.08% | 0.04% | 206 | 74.27% | 0.1 |
|
| 2779 |
KA
2779
Kerrisdale Advisers
Miami,
Florida
| USD 194 M | -USD 16.2 M | -8% | 4.98% | 78.8% | 50 | 46% | 0.5 |
|
| 2780 |
SRCM
2780
Swift Run Capital Management
Charlottesville,
Virginia
| USD 193 M | -USD 35.3 M | -15% | 3.21% | 9.9% | 57 | 10.53% | 0.6 |
|
| 2781 |
KIC
2781
Keating Investment Counselors
Delray Beach,
Florida
| USD 193 M | -USD 14 M | -7% | 0.87% | 50% | 59 | 8.47% | 1.1 |
|
| 2782 |
NCIM
2782
New Century Investment Management
Southfield,
Michigan
| USD 193 M | +USD 9.25 M | +5% | 2.04% | 103% | 94 | 20.21% | 0.8 |
|
| 2783 |
VNA
2783
VNBTrust National Association
Charlottesville,
Virginia
| USD 193 M | -USD 8.56 M | -4% | 0.19% | 42.9% | 138 | 12.32% | 1.1 |
|
| 2784 |
JCM
2784
Jasinkiewicz Capital Management
Summit,
New Jersey
| USD 193 M | -USD 48.3 M | -20% | 8.42% | – | 53 | 56.6% | 0.6 |
|
| 2785 |
2785
Portland Global Advisors
Portland,
Maine
| USD 193 M | -USD 5.77 M | -3% | 1.23% | 43.4% | 122 | 11.48% | 1 |
|
| 2786 |
TCM
2786
Tang Capital Management
San Diego,
California
| USD 193 M | -USD 22.9 M | -11% | 0.35% | 493% | 13 | 7.69% | 0.9 |
|
| 2787 |
RAM
2787
Redmond Asset Management
Henrico,
Virginia
| USD 193 M | -USD 11.9 M | -6% | 2.77% | 61.5% | 157 | 14.65% | 1 |
|
| 2788 |
SHWM
2788
Smith & Howard Wealth Management
Atlanta,
Georgia
| USD 193 M | +USD 645 k | +0.3% | 0% | 40.4% | 48 | 20.83% | 1 |
|
| 2789 |
MAS
2789
Madden Advisory Services
Jacksonville,
Florida
| USD 193 M | -USD 3.63 M | -2% | 2.06% | 52.3% | 416 | 12.26% | 0.9 |
|
| 2790 |
2790
Vantagepoint Investment Advisers
Washington,
District of Columbia
| USD 193 M | -USD 4.59 M | -2% | 3.29% | 32.7% | 1 | 0% | 0.8 |
|
| 2791 |
CM
2791
CoreCommodity Management
Stamford,
Connecticut
| USD 192 M | -USD 17.3 M | -8% | 8.04% | 65.8% | 197 | 12.18% | 0.6 |
|
| 2792 |
PAS
2792
Partnervest Advisory Services
Santa Barbara,
California
| USD 192 M | -USD 30.5 M | -14% | 0.79% | 45.1% | 1,060 | 85.57% | 1.1 |
|
| 2793 |
2793
Moneta Group Investment Advisors
St Louis,
Missouri
| USD 192 M | +USD 6.37 M | +3% | 2.38% | 64% | 141 | 10.64% | 1 |
|
| 2794 |
2794
Capital Advantage
Walnut Creek,
California
| USD 192 M | +USD 10.6 M | +6% | 1.77% | 49.2% | 57 | 3.51% | 0.6 |
|
| 2795 |
2795
Patton Albertson Miller Group
Chattanooga,
Tennessee
| USD 192 M | -USD 5.61 M | -3% | 1.62% | 109% | 160 | 12.5% | 1 |
|
| 2796 |
WCM
2796
Weatherstone Capital Management
Denver,
Colorado
| USD 192 M | -USD 185 M | -49% | 2.37% | 32% | 89 | 37.08% | 0.7 |
|
| 2797 |
MIS
2797
Man Investments (Switzerland)
Pfaffikon,
Switzerland
| USD 192 M | -USD 55.6 M | -22% | 0.02% | 0.23% | 50 | 0% | 0.8 |
|
| 2798 |
LFR
2798
Lehman Financial Resources
Media,
Pennsylvania
| USD 192 M | -USD 18.3 M | -9% | 4.43% | 58.2% | 449 | 12.47% | 1 |
|
| 2799 |
2799
Rodgers Brothers
Harmony,
Pennsylvania
| USD 192 M | -USD 10.5 M | -5% | 2.87% | 108% | 153 | 8.5% | 1.1 |
|
| 2800 |
2800
Mariner Independent Advisor Network
Overland Park,
Kansas
| USD 191 M | -USD 11.7 M | -6% | 1.85% | 39.5% | 154 | 16.88% | 0.2 |
|