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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2801 |
2801
Firsthand Capital Management
San Jose,
California
| USD 191 M | -USD 27.6 M | -13% | 10.2% | 265% | 59 | 6.78% | 1 |
|
| 2802 |
2802
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| USD 191 M | -USD 8.56 M | -4% | 0.69% | 81.8% | 56 | 3.57% | 1.2 |
|
| 2803 |
ITIM
2803
Indiana Trust & Investment Management
Mishawaka,
Indiana
| USD 191 M | +USD 18.2 M | +11% | 0.62% | 104% | 125 | 8.8% | 1.1 |
|
| 2804 |
2804
Chartist Inc
Seal Beach,
California
| USD 191 M | -USD 13.6 M | -7% | 1.28% | – | 62 | 29.03% | 1.1 |
|
| 2805 |
2805
Gratry & Company
Beachwood,
Ohio
| USD 191 M | -USD 63.1 M | -25% | 0.8% | 44.3% | 72 | 27.78% | 0.9 |
|
| 2806 |
2806
Steigerwald Gordon & Koch
Leesburg,
Virginia
| USD 191 M | +USD 2.96 M | +2% | 0.36% | 59.5% | 49 | 8.16% | 1.1 |
|
| 2807 |
2807
Monetta Financial Services
Wheaton,
Illinois
| USD 190 M | -USD 255 k | -0.1% | 4.8% | 275% | 73 | 43.84% | 0.7 |
|
| 2808 |
2808
Cook & Bynum Capital Management
Birmingham,
Alabama
| USD 190 M | +USD 11.1 M | +6% | 6.4% | 46.8% | 5 | 0% | 1.3 |
|
| 2809 |
2809
Signia Capital Management
Spokane,
Washington
| USD 190 M | -USD 32.9 M | -15% | 9.6% | 27% | 76 | 10.53% | 1.1 |
|
| 2810 |
PWAP
2810
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
| USD 190 M | -USD 5.14 M | -3% | 0.42% | 58.5% | 126 | 4.76% | 1.1 |
|
| 2811 |
LYV
2811
Live Your Vision
West Conshohocken,
Pennsylvania
| USD 190 M | -USD 1.3 M | -0.7% | 1.22% | 17.9% | 48 | 16.67% | 0.9 |
|
| 2812 |
MP
2812
Mediatel Partners
Fort Worth,
Texas
| USD 190 M | +USD 179 k | +0.1% | 0.1% | 11.6% | 2 | 0% | 1.3 |
|
| 2813 |
BCM
2813
BlueMar Capital Management
Miami,
Florida
| USD 190 M | +USD 69.5 M | +58% | 0.73% | 27.4% | 41 | 65.85% | 0.2 |
|
| 2814 |
CP
2814
Cinque Partners
Los Angeles,
California
| USD 189 M | -USD 5.03 M | -3% | 0.23% | – | 40 | 5% | 1.2 |
|
| 2815 |
MC
2815
Miles Capital
West Des Moines,
Iowa
| USD 189 M | -USD 9.44 M | -5% | 3.49% | 15.4% | 127 | 20.47% | 0.8 |
|
| 2816 |
2816
Aull & Monroe Investment Management
Mobile,
Alabama
| USD 188 M | +USD 1.25 M | +0.7% | 0.34% | 98.3% | 121 | 8.26% | 1.1 |
|
| 2817 |
2817
Ironwood Investment Counsel
Scottsdale,
Arizona
| USD 188 M | -USD 4.95 M | -3% | 0.52% | 64% | 144 | 8.33% | 1 |
|
| 2818 |
2818
RWWM Inc
Rocklin,
California
| USD 188 M | +USD 3.44 M | +2% | 1.94% | 40.6% | 9 | 11.11% | 1 |
|
| 2819 |
AMG
2819
Asset Management Group
Stamford,
Connecticut
| USD 187 M | +USD 2.05 M | +1% | 2.01% | 57% | 86 | 4.65% | 1.1 |
|
| 2820 |
IHM
2820
Iguana Healthcare Management
New York
| USD 187 M | -USD 27.2 M | -13% | 10.5% | 141% | 89 | 56.18% | 0.3 |
|
| 2821 |
2821
Hanseatic Management Services
Albuquerque,
New Mexico
| USD 187 M | +USD 32.7 M | +21% | 8.57% | – | 427 | 66.04% | 0.3 |
|
| 2822 |
2822
Kingfisher Capital
Charlotte,
North Carolina
| USD 187 M | -USD 5.75 M | -3% | 1.56% | 58.5% | 167 | 32.34% | 0.9 |
|
| 2823 |
ACM
2823
Alistair Capital Management
Dallas,
Texas
| USD 187 M | +USD 16.7 M | +10% | 10.3% | – | 25 | 48% | 0.5 |
|
| 2824 |
2824
Lattice Strategies
Wayne,
Pennsylvania
| USD 187 M | -USD 6.51 M | -3% | 3.24% | 19.9% | 104 | 7.69% | 1.1 |
|
| 2825 |
2825
Stratford Consulting
Addison,
Texas
| USD 187 M | -USD 6.78 M | -4% | 2.27% | 8.23% | 57 | 8.77% | 1.1 |
|