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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2826 |
MA
2826
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| USD 173 M | +USD 11.3 M | +7% | 15.3% | 166% | 83 | 10.84% | 0.5 |
|
| 2827 |
2827
Charles River XIII
Cambridge,
Massachusetts
| USD 173 M | – | – | 34.4% | – | 3 | – | 0.3 |
|
| 2828 |
2828
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| USD 172 M | +USD 14.2 M | +9% | 10.8% | 112% | 1,317 | 11.01% | 0.4 |
|
| 2829 |
2829
Cook & Bynum Capital Management
Birmingham,
Alabama
| USD 172 M | +USD 13.7 M | +9% | 8.7% | 46.8% | 5 | 0% | 0.5 |
|
| 2830 |
GGPS
2830
Gary Goldberg Planning Services
Suffern,
New York
| USD 172 M | +USD 7.13 M | +4% | 7.06% | – | 378 | 14.02% | 0.5 |
|
| 2831 |
2831
Gould Asset Management
Claremont,
California
| USD 172 M | +USD 12.4 M | +8% | 6.89% | 42.8% | 88 | 12.5% | 0.4 |
|
| 2832 |
2832
East Coast Asset Management
Essex,
Massachusetts
| USD 171 M | +USD 18.9 M | +12% | 9.14% | 167% | 127 | 4.72% | 0.5 |
|
| 2833 |
2833
Aull & Monroe Investment Management
Mobile,
Alabama
| USD 171 M | +USD 17 M | +11% | 8.68% | 98.3% | 113 | 6.19% | 0.5 |
|
| 2834 |
2834
Financial Architects (New Jersey)
Marlton,
New Jersey
| USD 171 M | +USD 16.1 M | +10% | 8.33% | 31.3% | 761 | 81.21% | 0.5 |
|
| 2835 |
2835
Sloane Robinson
London,
United Kingdom
| USD 171 M | +USD 53.6 M | +46% | 16.1% | 175% | 24 | 66.67% | 0.3 |
|
| 2836 |
PWW
2836
Pettyjohn Wood & White
Lynchburg,
Virginia
| USD 171 M | +USD 9.32 M | +6% | 8.24% | 70.9% | 102 | 6.86% | 0.5 |
|
| 2837 |
2837
Windsor Capital Management
Phoenix,
Arizona
| USD 170 M | -USD 2.26 M | -1% | 2.46% | 49.1% | 433 | 15.47% | 0.4 |
|
| 2838 |
2838
Patton Albertson Miller Group
Chattanooga,
Tennessee
| USD 170 M | +USD 2.12 M | +1% | 8.25% | 117% | 137 | 13.87% | 0.4 |
|
| 2839 |
NA
2839
NSB Advisors
Fishkill,
New York
| USD 170 M | -USD 2.4 M | -1% | 6.1% | – | 29 | 6.9% | 0.5 |
|
| 2840 |
2840
Interactive Financial Advisors
New Lenox,
Illinois
| USD 170 M | +USD 6.27 M | +4% | 4.17% | 47.6% | 72 | 2.78% | 0.5 |
|
| 2841 |
2841
Mayfield XIII Management
Menlo Park,
California
| USD 170 M | – | – | 30% | – | 2 | – | 0 |
|
| 2842 |
LGC
2842
Laurel Grove Capital
Los Angeles,
California
| USD 169 M | +USD 18.1 M | +12% | 8.74% | 59.2% | 102 | 14.71% | 0.4 |
|
| 2843 |
WLC
2843
Wing Lake Capital
New York
| USD 169 M | – | – | 13.8% | – | 26 | – | 0 |
|
| 2844 |
2844
Chesapeake Asset Management
New York
| USD 169 M | +USD 19.8 M | +13% | 10.7% | 153% | 80 | 8.75% | 0.4 |
|
| 2845 |
SM
2845
SCFF Management
Menlo Park,
California
| USD 169 M | +USD 63.3 M | +60% | 33.1% | – | 4 | 25% | 0.4 |
|
| 2846 |
2846
Stevens First Principles Investment Advisors
Newport Beach,
California
| USD 169 M | +USD 276 k | +0.2% | 6.32% | 44% | 234 | 20.09% | 0.4 |
|
| 2847 |
GCA
2847
Gideon Capital Advisors
New York
| USD 169 M | – | – | 6.88% | 37.6% | 177 | – | 0 |
|
| 2848 |
2848
Nebula Capital Management
Stamford,
Connecticut
| USD 169 M | +USD 14.2 M | +9% | 7.79% | 25.6% | 35 | 28.57% | 0.4 |
|
| 2849 |
2849
Crystal Rock Capital Management
Bannockburn,
Illinois
| USD 169 M | +USD 13.2 M | +8% | 9.87% | 164% | 32 | 21.88% | 0.4 |
|
| 2850 |
2850
FAS Wealth Partners
Leawood,
Kansas
| USD 168 M | – | – | 2.33% | 72.3% | 91 | – | 0 |
|