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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
SC
2851
Saybrook Capital
Winston Salem,
North Carolina
| USD 138 M | -USD 464 k | -0.3% | 4.68% | 67.1% | 48 | 2.08% | 0.3 |
|
| 2852 |
2852
Axis Capital Holdings
Pembroke,
| USD 138 M | +USD 10.7 M | +8% | 7.56% | 67% | 6 | 0% | 0.3 |
|
| 2853 |
2853
Nadler Financial Group
Deerfield,
Illinois
| USD 138 M | -USD 4.26 M | -3% | 4.98% | 72.4% | 90 | 25.56% | 0.2 |
|
| 2854 |
2854
Solaris Asset Management
New York
| USD 137 M | +USD 11.9 M | +9% | 5.55% | 74% | 254 | 15.35% | 0.2 |
|
| 2855 |
2855
Aurora Investment Counsel
Atlanta,
Georgia
| USD 137 M | +USD 9.07 M | +7% | 11.8% | 31.7% | 103 | 5.83% | 0.2 |
|
| 2856 |
EP
2856
Elkhorn Partners
Omaha,
Nebraska
| USD 137 M | +USD 7.91 M | +6% | 7.01% | 32.2% | 54 | 20.37% | 0.2 |
|
| 2857 |
IWC
2857
Integrated Wealth Counsel
Carmel,
California
| USD 137 M | -USD 1.97 M | -1% | 0.93% | 8.52% | 216 | 24.07% | 0.2 |
|
| 2858 |
2858
Vector Wealth Management
Minneapolis,
Minnesota
| USD 137 M | +USD 480 k | +0.4% | 2.71% | 2.13% | 66 | 27.27% | 0.2 |
|
| 2859 |
SL
2859
SIB LLC
New York,
New York
| USD 137 M | +USD 7.55 M | +6% | 4.58% | 29.2% | 27 | 3.7% | 0.2 |
|
| 2860 |
FNBOMD
2860
First National Bank of Mount Dora
Mount Dora,
Florida
| USD 137 M | +USD 2.21 M | +2% | 4.01% | 96.2% | 100 | 13% | 0.2 |
|
| 2861 |
TM
2861
TigerShark Management
New York
| USD 137 M | -USD 18.2 M | -12% | 5.77% | – | 76 | 39.47% | 0.2 |
|
| 2862 |
2862
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| USD 136 M | +USD 19.1 M | +16% | 2.84% | 41.6% | 48 | 12.5% | 0.2 |
|
| 2863 |
2863
Camelot Portfolios
Maumee,
Ohio
| USD 136 M | +USD 4.93 M | +4% | 2.82% | 41.3% | 145 | 8.97% | 0.2 |
|
| 2864 |
2864
Lipe & Dalton
Syracuse,
New York
| USD 136 M | +USD 15.9 M | +13% | 8.35% | 101% | 61 | 19.67% | 0.2 |
|
| 2865 |
2865
Morgens Waterfall Vintiadis & Co
New York
| USD 136 M | +USD 4.95 M | +4% | 20.4% | 594% | 59 | 61.02% | 0.1 |
|
| 2866 |
2866
Princeton Portfolio Strategies Group
Princeton,
New Jersey
| USD 136 M | +USD 13.9 M | +11% | 5.17% | 83.8% | 114 | 10.53% | 0.2 |
|
| 2867 |
2867
Fidelity National Financial
Jacksonville,
Florida
| USD 136 M | -USD 8.84 M | -6% | 4.96% | 2.54% | 20 | 20% | 0.3 |
|
| 2868 |
2868
StellarOne Corp
Charlottesville,
Virginia
| USD 136 M | +USD 5.07 M | +4% | 3.89% | – | 250 | 12.4% | 0.2 |
|
| 2869 |
SAM
2869
Sage Asset Management
New York
| USD 136 M | +USD 55.9 M | +70% | 7.89% | – | 54 | 59.26% | 0.1 |
|
| 2870 |
NA
2870
NS Advisors
Westport,
Connecticut
| USD 136 M | -USD 11.2 M | -8% | 1.99% | 16.3% | 17 | 11.76% | 0.2 |
|
| 2871 |
2871
Weybosset Research & Management
Province,
Rhode Island
| USD 136 M | +USD 3.46 M | +3% | 4.35% | 74.8% | 49 | 10.2% | 0.2 |
|
| 2872 |
2872
Independence Trust
Franklin,
Tennessee
| USD 136 M | -USD 3.29 M | -2% | 1.22% | 28.9% | 109 | 8.26% | 0.2 |
|
| 2873 |
2873
Genesee Valley Trust
Pittsford,
New York
| USD 136 M | +USD 8.08 M | +6% | 6.92% | 30.2% | 340 | 30.29% | 0.2 |
|
| 2874 |
2874
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| USD 135 M | +USD 20.7 M | +18% | 5.37% | 39.1% | 25 | 12% | 0.2 |
|
| 2875 |
2875
Roberts, Glore & Co
Deerfield,
Illinois
| USD 135 M | -USD 26.8 M | -17% | 6.24% | 72.3% | 137 | 5.84% | 0.2 |
|