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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2926 |
2926
Monetary Management Group
St Louis,
Missouri
| USD 237 M | -USD 7.52 M | -3% | 5.04% | 138% | 323 | 8.05% | 2.9 |
|
| 2927 |
CT
2927
Chicago Trust
Grayslake,
Illinois
| USD 237 M | +USD 12 M | +5% | 4.65% | 85.9% | 165 | 9.7% | 2.1 |
|
| 2928 |
2928
Formidable Asset Management
Cincinnati,
Ohio
| USD 237 M | +USD 34.2 M | +17% | 4.01% | 52.2% | 220 | 25% | 1.9 |
|
| 2929 |
2929
Univest Financial
Souderton,
Pennsylvania
| USD 237 M | -USD 639 k | -0.3% | 5.32% | 82.6% | 95 | 6.32% | 3 |
|
| 2930 |
IC
2930
Immersion Capital
London,
United Kingdom
| USD 237 M | -USD 8.42 M | -3% | 19.2% | 63.4% | 6 | 33.33% | 1.1 |
|
| 2931 |
2931
Oarsman Capital
Milwaukee,
Wisconsin
| USD 237 M | +USD 17.9 M | +8% | 5.53% | 70.6% | 191 | 5.76% | 2.9 |
|
| 2932 |
2932
AlphaMark Advisors
Ft. Wright,
Kentucky
| USD 236 M | +USD 2.22 M | +1% | 5.68% | 26.4% | 581 | 16.18% | 1.9 |
|
| 2933 |
TM
2933
Tikvah Management
Charlotte,
North Carolina
| USD 236 M | +USD 23.4 M | +11% | 4.23% | 169% | 19 | 5.26% | 2.4 |
|
| 2934 |
HIS
2934
Horizon Investment Services
Hammond,
Indiana
| USD 236 M | +USD 12.1 M | +5% | 10.5% | 250% | 122 | 32.79% | 1.4 |
|
| 2935 |
2935
FFT Wealth Management
Philadelphia,
Pennsylvania
| USD 235 M | -USD 77.9 M | -25% | 3.4% | 65.6% | 91 | 67.03% | 1.6 |
|
| 2936 |
2936
TA Associates
Boston,
Massachusetts
| USD 235 M | -USD 84.5 M | -26% | 26.5% | – | 1 | 0% | 2 |
|
| 2937 |
2937
Southport Capital Management
Chattanooga,
Tennessee
| USD 235 M | +USD 7.66 M | +3% | 4.61% | 80% | 180 | 8.33% | 2.6 |
|
| 2938 |
2938
IHT Wealth Management
Chicago,
Illinois
| USD 235 M | +USD 28.4 M | +14% | 3.84% | 74.8% | 1,600 | 17.38% | 0.6 |
|
| 2939 |
2939
Hendershot Investments
Centreville,
Virginia
| USD 235 M | +USD 12.1 M | +5% | 5.01% | 50.5% | 68 | 4.41% | 3.1 |
|
| 2940 |
VCA
2940
VIEX Capital Advisors
Sunny Isles Beach,
Florida
| USD 235 M | +USD 53.9 M | +30% | 12% | 30.6% | 30 | 50% | 0.5 |
|
| 2941 |
2941
Sanders Morris Harris
Houston,
Texas
| USD 234 M | -USD 10.9 M | -4% | 0.32% | 85.8% | 158 | 25.32% | 1 |
|
| 2942 |
2942
Stillwater Investment Management (California)
Palo Alto,
California
| USD 234 M | -USD 149 M | -39% | 2.2% | – | 24 | 41.67% | 0.8 |
|
| 2943 |
DMK
2943
David M. Knott
| USD 234 M | -USD 5.63 M | -2% | 7.86% | 81% | 114 | 26.32% | 1.8 |
|
| 2944 |
AIP
2944
Ahrens Investment Partners
Lafayette,
Louisiana
| USD 234 M | +USD 1.8 M | +0.8% | 3.38% | 82.3% | 181 | 18.78% | 0.6 |
|
| 2945 |
2945
Mizuho Trust & Banking
Tokyo,
Japan
| USD 234 M | -USD 47.9 M | -17% | 3.08% | 36.1% | 11 | 18.18% | 0.8 |
|
| 2946 |
2946
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| USD 234 M | +USD 7.95 M | +4% | 4.09% | 78.3% | 209 | 11% | 2.8 |
|
| 2947 |
WCMN
2947
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| USD 233 M | +USD 13.9 M | +6% | 6.33% | 107% | 36 | 5.56% | 3.3 |
|
| 2948 |
SM
2948
Salzhauer Michael
| USD 233 M | +USD 12.3 M | +6% | 3.61% | 107% | 170 | 7.65% | 2.3 |
|
| 2949 |
2949
Highland Private Wealth Management
Bellevue,
Washington
| USD 233 M | +USD 23.6 M | +11% | 4.36% | 19% | 96 | 15.63% | 1.1 |
|
| 2950 |
2950
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| USD 233 M | +USD 14.1 M | +6% | 2.51% | 41.6% | 46 | 0% | 3.5 |
|