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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 |
2851
Bessemer Securities
New York
| USD 168 M | – | – | 7.02% | 45% | 42 | – | 0 |
|
| 2852 |
2852
Augustine Asset Management
Jacksonville,
Florida
| USD 168 M | +USD 23.2 M | +16% | 7.65% | 316% | 69 | 28.99% | 0.4 |
|
| 2853 |
2853
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| USD 168 M | +USD 12.6 M | +8% | 2.24% | 17.7% | 328 | 24.39% | 0.4 |
|
| 2854 |
2854
American Investment Services
Great Barrington,
Massachusetts
| USD 168 M | +USD 7.92 M | +5% | 4.03% | 63.1% | 68 | 2.94% | 0.5 |
|
| 2855 |
2855
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| USD 168 M | +USD 10.6 M | +7% | 10% | – | 192 | 11.46% | 0.5 |
|
| 2856 |
2856
SVA Wealth Management
Madison,
Wisconsin
| USD 168 M | – | – | 7.6% | 44.5% | 134 | – | 0 |
|
| 2857 |
2857
Steigerwald Gordon & Koch
Leesburg,
Virginia
| USD 167 M | +USD 14.1 M | +9% | 8.44% | 59.5% | 45 | 8.89% | 0.5 |
|
| 2858 |
EMR
2858
Errol M. Rudman
| USD 167 M | +USD 22.3 M | +15% | 13% | 60.5% | 45 | 40% | 0.3 |
|
| 2859 |
LA
2859
Lynch & Associates
Newburgh,
Indiana
| USD 167 M | +USD 17.5 M | +12% | 10.3% | 73.5% | 99 | 7.07% | 0.5 |
|
| 2860 |
CC
2860
Cognios Capital
Leawood,
Kansas
| USD 167 M | – | – | 10.4% | 28.5% | 70 | – | 0 |
|
| 2861 |
NCIM
2861
New Century Investment Management
Southfield,
Michigan
| USD 167 M | +USD 20.1 M | +14% | 16.8% | 103% | 93 | 19.35% | 0.4 |
|
| 2862 |
GRP
2862
Geologic Resource Partners
Boston,
Massachusetts
| USD 167 M | -USD 2.54 M | -2% | 0.55% | – | 21 | 47.62% | 0.4 |
|
| 2863 |
2863
Marvin & Palmer Associates
Wilmington,
Delaware
| USD 167 M | +USD 13.8 M | +9% | 16.4% | 392% | 82 | 37.8% | 0.3 |
|
| 2864 |
2864
AIA (Singapore)
Singapore
| USD 166 M | +USD 15.3 M | +10% | 10.2% | 15.4% | 2 | 0% | 0.5 |
|
| 2865 |
2865
Kinsight LLC
Birmingham,
Alabama
| USD 166 M | +USD 3.91 M | +2% | 7.35% | 15.7% | 32 | 6.25% | 0.5 |
|
| 2866 |
2866
Arbor Investment Advisors
Winston Salem,
North Carolina
| USD 166 M | +USD 11.5 M | +7% | 6.74% | 44.3% | 41 | 7.32% | 0.5 |
|
| 2867 |
2867
Moneta Group Investment Advisors
St Louis,
Missouri
| USD 166 M | +USD 14.2 M | +9% | 9.1% | 64.3% | 131 | 16.03% | 0.4 |
|
| 2868 |
2868
N.G. Partners II
Palo Alto,
California
| USD 166 M | – | – | 14.4% | – | 1 | – | 0 |
|
| 2869 |
SJ
2869
Stilwell Joseph
| USD 166 M | -USD 5.67 M | -3% | 3.91% | – | 60 | 13.33% | 0.5 |
|
| 2870 |
2870
Old West Investment Management
Los Angeles,
California
| USD 166 M | -USD 44.3 M | -21% | 2.74% | 242% | 88 | 13.64% | 0.4 |
|
| 2871 |
TT
2871
Tower Trust
Fort Wayne,
Indiana
| USD 165 M | +USD 17.4 M | +12% | 8.72% | – | 177 | 17.51% | 0.4 |
|
| 2872 |
HIS
2872
Horizon Investment Services
Hammond,
Indiana
| USD 165 M | +USD 18.8 M | +13% | 15.4% | 250% | 128 | 29.69% | 0.3 |
|
| 2873 |
2873
Raffa Wealth Management
Washington,
District of Columbia
| USD 165 M | – | – | 1.73% | 35.8% | 751 | – | 0 |
|
| 2874 |
UAM
2874
UAS Asset Management
New York
| USD 165 M | +USD 19.6 M | +13% | 9.6% | 98% | 33 | 33.33% | 0.4 |
|
| 2875 |
2875
Moon Capital Management
New York
| USD 165 M | -USD 25.3 M | -13% | 7.5% | 76.3% | 39 | 53.85% | 0.3 |
|