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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
Spirit of America Management Corp
Syosset,
New York
| USD 445 M | +USD 23.7 M | +6% | 10.8% | 113% | 238 | 6.72% | 5.6 |
|
| 2802 |
2802
Capital Advantage
Walnut Creek,
California
| USD 445 M | +USD 8.46 M | +2% | 7.64% | 49.2% | 42 | 11.9% | 4.8 |
|
| 2803 |
2803
EFG Asset Management
Portland,
Oregon
| USD 445 M | +USD 12.5 M | +3% | 8.47% | 211% | 180 | 8.33% | 0.8 |
|
| 2804 |
GA
2804
GFS Advisors
Houston,
Texas
| USD 445 M | +USD 28 M | +7% | 8.67% | 97.9% | 144 | 10.42% | 4.8 |
|
| 2805 |
2805
Beck Bode LLC
Dedham,
Massachusetts
| USD 445 M | -USD 16.9 M | -4% | 11.9% | 155% | 282 | 48.94% | 0.5 |
|
| 2806 |
2806
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| USD 444 M | +USD 40.9 M | +10% | 10.1% | 81.8% | 85 | 10.59% | 5.3 |
|
| 2807 |
2807
Dudley & Shanley
Palm Beach,
Florida
| USD 444 M | +USD 86.5 M | +24% | 14.2% | 67.9% | 36 | 33.33% | 2.9 |
|
| 2808 |
2808
Hunter Perkins Capital Management
Lombard,
Illinois
| USD 444 M | +USD 35.3 M | +9% | 9.07% | 58% | 100 | 18% | 1.4 |
|
| 2809 |
2809
Nekton Capital
London,
United Kingdom
| USD 443 M | +USD 76.2 M | +21% | 14.1% | 30.1% | 24 | 54.17% | 0.3 |
|
| 2810 |
VHMC
2810
Value Holdings Management Company
Hampton Bays,
New York
| USD 443 M | +USD 40.9 M | +10% | 11% | 125% | 44 | 0% | 4.9 |
|
| 2811 |
2811
Formidable Asset Management
Cincinnati,
Ohio
| USD 443 M | +USD 11.5 M | +3% | 9.83% | 52.2% | 338 | 13.31% | 2 |
|
| 2812 |
2812
IBEX Wealth Advisors
Bedminster,
New Jersey
| USD 443 M | +USD 57.9 M | +15% | 10.4% | 221% | 187 | 28.34% | 1.7 |
|
| 2813 |
LWANC
2813
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| USD 442 M | +USD 40.7 M | +10% | 9.18% | 71.1% | 591 | 12.52% | 3 |
|
| 2814 |
2814
Marietta Wealth Management
Marietta,
Georgia
| USD 442 M | +USD 41.5 M | +10% | 10.3% | 93% | 115 | 16.52% | 3.5 |
|
| 2815 |
2815
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| USD 442 M | +USD 29.9 M | +7% | 8.34% | 55.7% | 125 | 4% | 7.6 |
|
| 2816 |
2816
Carolinas Wealth Consulting
Charlotte,
North Carolina
| USD 442 M | +USD 46.6 M | +12% | 6.75% | 24.6% | 1,117 | 21.84% | 1.8 |
|
| 2817 |
2817
Probity Advisors
Dallas,
Texas
| USD 441 M | +USD 38.6 M | +10% | 8.23% | 61.7% | 184 | 8.15% | 4.5 |
|
| 2818 |
2818
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| USD 441 M | +USD 26 M | +6% | 8.63% | 65.9% | 180 | 11.11% | 4.7 |
|
| 2819 |
2819
Longfellow Investment Management
Boston,
Massachusetts
| USD 441 M | -USD 47.8 M | -10% | 7.32% | 45.9% | 380 | 34.21% | 1.5 |
|
| 2820 |
2820
RMR Wealth Builders
Montclair,
New Jersey
| USD 441 M | +USD 32.3 M | +8% | 7.57% | 91.7% | 202 | 8.42% | 1.5 |
|
| 2821 |
2821
CFS Investment Advisory Services
Totowa,
New Jersey
| USD 441 M | +USD 52.5 M | +14% | 6.11% | 59.7% | 138 | 28.26% | 0.8 |
|
| 2822 |
2822
Siemens Pension Trust
Munich Germany,
Germany
| USD 441 M | – | – | 18.4% | 25.4% | 2 | – | 0 |
|
| 2823 |
2823
RiverFront Investment Group
Richmond,
Virginia
| USD 441 M | -USD 2227 M | -83% | 6.43% | 57.2% | 109 | 23.85% | 2.3 |
|
| 2824 |
2824
Wellington Shields & Co
New York
| USD 440 M | +USD 211 M | +92% | 13.3% | 109% | 297 | 7.74% | 2.3 |
|
| 2825 |
2825
North Growth Management
Vancouver,
British Columbia, Canada
| USD 440 M | +USD 39.4 M | +10% | 18.6% | 243% | 47 | 6.38% | 2.7 |
|