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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
2951
Zhang Financial
Portage,
Michigan
| USD 124 M | +USD 7.59 M | +7% | 5.28% | 67.9% | 50 | 2% | 0.2 |
|
| 2952 |
SSI
2952
Scott & Selber Inc
Houston,
Texas
| USD 124 M | +USD 9.7 M | +8% | 12.8% | 202% | 79 | 43.04% | 0.2 |
|
| 2953 |
2953
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| USD 124 M | +USD 7.14 M | +6% | 5.08% | 52% | 623 | 9.31% | 0.2 |
|
| 2954 |
PCM
2954
Prime Capital Management
Hong Kong
| USD 123 M | +USD 11.9 M | +11% | 34.7% | 579% | 8 | 25% | 0.2 |
|
| 2955 |
2955
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| USD 123 M | +USD 3.28 M | +3% | 4.45% | 73.3% | 77 | 6.49% | 0.2 |
|
| 2956 |
2956
Telos Capital Management
San Diego,
California
| USD 123 M | +USD 9.32 M | +8% | 4.76% | 71.1% | 139 | 12.23% | 0.2 |
|
| 2957 |
2957
RCF Management
Denver,
Colorado
| USD 123 M | +USD 4.72 M | +4% | 4.17% | – | 2 | 0% | 0.3 |
|
| 2958 |
2958
Stone Run Capital
New York
| USD 123 M | +USD 19.1 M | +18% | 9.84% | 77.8% | 74 | 14.86% | 0.2 |
|
| 2959 |
LFG
2959
LifePlan Financial Group
Dayton,
Ohio
| USD 123 M | +USD 32.8 M | +36% | 5.94% | 20.2% | 251 | 20.32% | 0.2 |
|
| 2960 |
RAM
2960
Roumell Asset Management
Chevy Chase,
Maryland
| USD 123 M | -USD 23 M | -16% | 6.05% | 46.9% | 23 | 21.74% | 0.2 |
|
| 2961 |
DIS
2961
Diversified Investment Strategies
Baton Rouge,
Louisiana
| USD 123 M | +USD 4.5 M | +4% | 4.4% | 86% | 77 | 11.69% | 0.2 |
|
| 2962 |
2962
Firsthand Capital Management
San Jose,
California
| USD 122 M | +USD 20.3 M | +20% | 46.1% | 265% | 46 | 6.52% | 0.2 |
|
| 2963 |
TWS
2963
Thomas W. Smith
| USD 122 M | +USD 9.7 M | +9% | 9.14% | – | 16 | 25% | 0.2 |
|
| 2964 |
2964
Courage Miller Partners
Norfolk,
Virginia
| USD 122 M | +USD 11.6 M | +11% | 4.87% | 43.5% | 49 | 4.08% | 0.2 |
|
| 2965 |
SA
2965
Strategic Advisors
New York
| USD 122 M | +USD 9.9 M | +9% | 3.29% | 106% | 137 | 19.71% | 0.2 |
|
| 2966 |
2966
Azzad Asset Management
Falls Church,
Virginia
| USD 122 M | +USD 5.06 M | +4% | 9.29% | 101% | 238 | 4.62% | 0.2 |
|
| 2967 |
2967
Veritas Investment Management (UK)
London,
United Kingdom
| USD 121 M | +USD 5.76 M | +5% | 3.78% | 151% | 62 | 14.52% | 0.2 |
|
| 2968 |
AM
2968
Account Management
Boxford,
Massachusetts
| USD 121 M | +USD 25.5 M | +27% | 13.9% | 87.4% | 39 | 20.51% | 0.2 |
|
| 2969 |
2969
Hayek Kallen Investment Management
Fairhope,
Alabama
| USD 121 M | +USD 2.75 M | +2% | 2.83% | 71.9% | 60 | 3.33% | 0.2 |
|
| 2970 |
2970
First City Capital Management
Savannah,
Georgia
| USD 121 M | +USD 11.4 M | +10% | 2.7% | 76.5% | 170 | 22.94% | 0.2 |
|
| 2971 |
KCM
2971
Key Colony Management
Little Rock,
Arkansas
| USD 121 M | +USD 14.8 M | +14% | 4.06% | 113% | 25 | 40% | 0.2 |
|
| 2972 |
2972
Hendley & Co
Zanesville,
Ohio
| USD 121 M | +USD 3.9 M | +3% | 4.53% | 54.8% | 63 | 11.11% | 0.2 |
|
| 2973 |
LA
2973
Lau Associates
Greenville,
Delaware
| USD 120 M | +USD 2.36 M | +2% | 6% | 44.5% | 68 | 10.29% | 0.2 |
|
| 2974 |
VHMC
2974
Value Holdings Management Company
Hampton Bays,
New York
| USD 120 M | +USD 6.24 M | +5% | 13.9% | 125% | 24 | 16.67% | 0.2 |
|
| 2975 |
2975
Jolley Asset Management
Rocky Mount,
North Carolina
| USD 120 M | -USD 3.53 M | -3% | 4.2% | 3.47% | 124 | 7.26% | 0.2 |
|