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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 |
RAM
2951
Riggs Asset Management
Dallas,
Pennsylvania
| USD 169 M | +USD 14.8 M | +10% | 7.28% | 207% | 62 | 32.26% | 0.4 |
|
| 2952 |
SIG
2952
Schaller Investment Group
Winston Salem,
North Carolina
| USD 169 M | +USD 2.59 M | +2% | 5.57% | 21.9% | 46 | 13.04% | 0.8 |
|
| 2953 |
2953
Naples Global Advisors
Naples,
Florida
| USD 169 M | +USD 5.14 M | +3% | 3.86% | 103% | 266 | 21.05% | 0.4 |
|
| 2954 |
2954
Sky Investment Group
Hartford,
Connecticut
| USD 168 M | -USD 12.6 M | -7% | 3.92% | 68% | 78 | 15.38% | 0.7 |
|
| 2955 |
OWIM
2955
Old West Investment Management
Los Angeles,
California
| USD 168 M | +USD 7.55 M | +5% | 7.81% | 242% | 89 | 16.85% | 0.8 |
|
| 2956 |
2956
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| USD 168 M | +USD 8.58 M | +5% | 3.99% | 73.6% | 187 | 15.51% | 0.7 |
|
| 2957 |
PHIMC
2957
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| USD 168 M | +USD 13.8 M | +9% | 6.24% | 82.6% | 100 | 7% | 0.9 |
|
| 2958 |
BM
2958
Bislett Management
Palo Alto,
California
| USD 168 M | +USD 9.6 M | +6% | 6.42% | 19.8% | 26 | 3.85% | 0.9 |
|
| 2959 |
AA
2959
AlphaMark Advisors
Ft. Wright,
Kentucky
| USD 168 M | +USD 5.28 M | +3% | 5.09% | 26.4% | 314 | 12.1% | 0.8 |
|
| 2960 |
WPEP
2960
Walnut Private Equity Partners
Omaha,
Nebraska
| USD 168 M | +USD 12.4 M | +8% | 12.7% | 48% | 32 | 3.13% | 0.5 |
|
| 2961 |
EFSCE
2961
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| USD 168 M | +USD 4.77 M | +3% | 2.73% | 100% | 1,401 | 12.42% | 0.9 |
|
| 2962 |
OPTFSNA
2962
Old Point Trust & Financial Services N A
Newport News,
Virginia
| USD 167 M | +USD 7.69 M | +5% | 5.11% | 72.6% | 79 | 3.8% | 0.9 |
|
| 2963 |
2963
Goodman Financial
Houston,
Texas
| USD 167 M | +USD 3.31 M | +2% | 2.59% | 52.5% | 43 | 4.65% | 0.8 |
|
| 2964 |
CM
2964
Cartica Management
Washington,
District of Columbia
| USD 167 M | -USD 5.51 M | -3% | 18.2% | 92.9% | 3 | 0% | 0.4 |
|
| 2965 |
BT
2965
Bankers Trust
Des Moines,
Iowa
| USD 167 M | +USD 10.7 M | +7% | 4.55% | – | 130 | 13.85% | 0.8 |
|
| 2966 |
GSBTD
2966
Glenview State Bank Trust Department
Glenview,
Illinois
| USD 167 M | +USD 5.54 M | +3% | 4.85% | 76.6% | 84 | 5.95% | 0.5 |
|
| 2967 |
GRP
2967
Geologic Resource Partners
Boston,
Massachusetts
| USD 167 M | +USD 28.7 M | +21% | 9.54% | – | 17 | 23.53% | 0.6 |
|
| 2968 |
2968
Azzad Asset Management
Falls Church,
Virginia
| USD 167 M | +USD 14.8 M | +10% | 4.39% | 101% | 297 | 20.54% | 0.8 |
|
| 2969 |
2969
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
| USD 166 M | -USD 83.8 M | -33% | 0% | 4.8% | 16 | 0% | 0.4 |
|
| 2970 |
GVT
2970
Genesee Valley Trust
Pittsford,
New York
| USD 166 M | +USD 8.28 M | +5% | 3.67% | 30.2% | 375 | 38.93% | 0.6 |
|
| 2971 |
2971
Dynamic Advisor Solutions
Phoenix,
Arizona
| USD 166 M | +USD 19.8 M | +14% | 5.21% | 70.9% | 238 | 36.13% | 0.4 |
|
| 2972 |
FDS
2972
First Dallas Securities
Dallas,
Texas
| USD 166 M | +USD 16.6 M | +11% | 6.94% | 163% | 109 | 14.68% | 0.8 |
|
| 2973 |
CCONH
2973
Crosby Company of New Hampshire
Salem,
New Hampshire
| USD 166 M | – | – | 1% | – | 11 | – | 0 |
|
| 2974 |
SC
2974
Saybrook Capital
Winston Salem,
North Carolina
| USD 166 M | +USD 8.48 M | +5% | 5.03% | 67.1% | 48 | 0% | 1 |
|
| 2975 |
2975
TCI Wealth Advisors
Tucson,
Arizona
| USD 166 M | +USD 12.8 M | +8% | 5.33% | 65% | 960 | 13.85% | 0.8 |
|