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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2901 |
2901
White Pine Investment Company
Livonia,
Michigan
| USD 132 M | +USD 5.93 M | +5% | 5.39% | 73.3% | 52 | 9.62% | 0.2 |
|
| 2902 |
2902
TCI Wealth Advisors
Tucson,
Arizona
| USD 132 M | -USD 137 k | -0.1% | 5.05% | 65% | 875 | 24.69% | 0.2 |
|
| 2903 |
RTIM
2903
Round Table Investment Management
Charlotte,
North Carolina
| USD 131 M | +USD 105 M | +405% | 5.57% | – | 55 | 78.18% | 0.1 |
|
| 2904 |
2904
First Dallas Securities
Dallas,
Texas
| USD 131 M | +USD 1.14 M | +0.9% | 4.29% | 163% | 102 | 23.53% | 0.2 |
|
| 2905 |
GCT
2905
Galaxy Capital Trading
Road Town,
British Virgin Islands
| USD 131 M | +USD 14.7 M | +13% | 2.56% | – | 302 | 79.14% | 0.1 |
|
| 2906 |
2906
Arrow Capital Management
New York
| USD 131 M | -USD 2.13 M | -2% | 10.1% | – | 19 | 52.63% | 0.2 |
|
| 2907 |
2907
Texas Capital Bancshares
Dallas,
Texas
| USD 131 M | +USD 29.8 M | +30% | 4.25% | 175% | 141 | 10.64% | 0.2 |
|
| 2908 |
NIC
2908
Northwest Investment Counselors
Lake Oswego,
Oregon
| USD 130 M | +USD 11.1 M | +9% | 4.81% | 32.4% | 106 | 6.6% | 0.2 |
|
| 2909 |
PTB
2909
Pioneer Trust Bank
Salem,
Oregon
| USD 130 M | +USD 1.2 M | +0.9% | 2.77% | 61.4% | 62 | 6.45% | 0.2 |
|
| 2910 |
TBA
2910
Thomas B. Akin
| USD 130 M | – | – | 8.71% | – | 23 | – | 0 |
|
| 2911 |
TC
2911
Talkot Capital
Sausalito,
California
| USD 130 M | +USD 51.7 M | +66% | 8.57% | 13.2% | 28 | 50% | 0.2 |
|
| 2912 |
SWK
2912
Stephen W. Kidder
| USD 130 M | +USD 5.35 M | +4% | 6.11% | 94.7% | 71 | 16.9% | 0.2 |
|
| 2913 |
SCIA
2913
Sanibel Captiva Investment Advisers
Chicago,
Illinois
| USD 130 M | +USD 26.8 M | +26% | 2.47% | – | 102 | 24.51% | 0.2 |
|
| 2914 |
2914
Monetta Financial Services
Wheaton,
Illinois
| USD 129 M | +USD 17.4 M | +16% | 11.1% | 275% | 74 | 37.84% | 0.2 |
|
| 2915 |
KAS
2915
Kemnay Advisory Services
New York
| USD 129 M | -USD 82.2 M | -39% | 1.75% | 167% | 16 | 18.75% | 0.2 |
|
| 2916 |
2916
Davis Rea
Toronto,
Ontario, Canada
| USD 129 M | +USD 30.4 M | +31% | 4.99% | 66.9% | 49 | 40.82% | 0.2 |
|
| 2917 |
2917
Clover Partners
Dallas,
Texas
| USD 129 M | +USD 2.01 M | +2% | 7.37% | 32.2% | 33 | 24.24% | 0.2 |
|
| 2918 |
2918
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| USD 129 M | -USD 1174 M | -90% | 5.05% | 82.6% | 140 | 10% | 0.2 |
|
| 2919 |
2919
Mosaic Financial Partners
San Francisco,
California
| USD 129 M | +USD 703 k | +0.5% | 2.9% | 6.05% | 47 | 14.89% | 0.2 |
|
| 2920 |
2920
Southport Capital Management
Chattanooga,
Tennessee
| USD 129 M | +USD 5.83 M | +5% | 4.86% | 80% | 166 | 22.89% | 0.2 |
|
| 2921 |
MA
2921
Menlo Advisors
Menlo Park,
California
| USD 128 M | +USD 9.9 M | +8% | 5.74% | 108% | 38 | 23.68% | 0.2 |
|
| 2922 |
2922
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| USD 128 M | +USD 1.36 M | +1% | 4.7% | 73.6% | 155 | 18.06% | 0.2 |
|
| 2923 |
2923
Paragon Capital Management (Colorado)
Denver,
Colorado
| USD 128 M | +USD 3.49 M | +3% | 4.05% | 109% | 74 | 16.22% | 0.2 |
|
| 2924 |
2924
West Oak Capital
Westlake Village,
California
| USD 128 M | +USD 7.85 M | +7% | 4.48% | 110% | 307 | 5.54% | 0.2 |
|
| 2925 |
MI
2925
M3F Inc
Salt Lake City,
Utah
| USD 128 M | -USD 30 M | -19% | 7.58% | 139% | 45 | 26.67% | 0.2 |
|