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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
Hendershot Investments
Centreville,
Virginia
| USD 191 M | +USD 13 M | +7% | 7.45% | 50.5% | 59 | 5.08% | 1.3 |
|
| 2952 |
2952
City Holding Co
Charleston,
West Virginia
| USD 190 M | +USD 10.2 M | +6% | 5.28% | 89.2% | 466 | 16.09% | 0.9 |
|
| 2953 |
2953
Aegis Financial
Mc Lean,
Virginia
| USD 190 M | -USD 46.7 M | -20% | 8.61% | 266% | 54 | 25.93% | 1.1 |
|
| 2954 |
FBT
2954
Founders Bank & Trust
Grand Rapids,
Michigan
| USD 190 M | +USD 12.2 M | +7% | 3.06% | – | 367 | 4.09% | 1.3 |
|
| 2955 |
2955
Harbourvest Partners
Boston,
Massachusetts
| USD 190 M | – | – | 18.5% | 8.96% | 30 | – | 0.1 |
|
| 2956 |
2956
Montecito Bank & Trust
Santa Barbara,
California
| USD 190 M | +USD 25.3 M | +15% | 3.82% | – | 171 | 18.71% | 1.1 |
|
| 2957 |
2957
Steamboat Ventures Manager V
Grand Cayman,
Cayman Islands
| USD 190 M | – | – | 32.5% | – | 1 | – | 0 |
|
| 2958 |
2958
Peak Asset Management
Louisville,
Colorado
| USD 190 M | – | – | 4.89% | 70.1% | 112 | – | 0 |
|
| 2959 |
2959
Northeast Financial Consultants
Westport,
Connecticut
| USD 190 M | +USD 7.61 M | +4% | 1.15% | 63.8% | 144 | 15.28% | 0.7 |
|
| 2960 |
DCM
2960
Dynamic Capital Management
St. Helier,
Jersey
| USD 190 M | -USD 202 M | -52% | 7.99% | 49.7% | 472 | 77.33% | 0.2 |
|
| 2961 |
2961
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| USD 190 M | – | – | 11.8% | 79.2% | 22 | – | 0 |
|
| 2962 |
2962
Regal Partners
Sydney, NSW,
Australia
| USD 190 M | -USD 10.2 M | -5% | 10.9% | 146% | 13 | 38.46% | 0.7 |
|
| 2963 |
2963
Virtus Investment Advisers
Hartford,
Connecticut
| USD 189 M | -USD 27.5 M | -13% | 7.05% | 172% | 26 | 38.46% | 0.8 |
|
| 2964 |
2964
Advance Capital I
Southfield,
Michigan
| USD 189 M | -USD 15.7 M | -8% | 5.08% | 34.1% | 226 | 73.89% | 0.2 |
|
| 2965 |
2965
Dock Street Asset Management
Palm Beach,
Florida
| USD 189 M | +USD 21.7 M | +13% | 6.82% | 175% | 57 | 19.3% | 1.1 |
|
| 2966 |
2966
FAS Wealth Partners
Leawood,
Kansas
| USD 189 M | +USD 15 M | +9% | 4.32% | 72.3% | 99 | 16.16% | 0.8 |
|
| 2967 |
2967
Azzad Asset Management
Falls Church,
Virginia
| USD 189 M | +USD 16.4 M | +9% | 7.91% | 101% | 313 | 21.73% | 1 |
|
| 2968 |
AIM
2968
Act II Management
New York
| USD 189 M | -USD 22.4 M | -11% | 8.99% | 43.6% | 33 | 60.61% | 0.6 |
|
| 2969 |
2969
Naples Global Advisors
Naples,
Florida
| USD 189 M | +USD 19.3 M | +11% | 5.24% | 103% | 232 | 12.5% | 0.8 |
|
| 2970 |
2970
McCutchen Group
Seattle,
Washington
| USD 189 M | +USD 15.1 M | +9% | 0.89% | 2.54% | 17 | 11.76% | 1.1 |
|
| 2971 |
2971
Benin Management Corp
Wilton,
Connecticut
| USD 189 M | -USD 6.53 M | -3% | 3.66% | 91.7% | 106 | 14.15% | 1.3 |
|
| 2972 |
KWMG
2972
King Wealth Management Group
Naples,
Florida
| USD 188 M | +USD 28.6 M | +18% | 5.13% | 86% | 129 | 34.11% | 0.9 |
|
| 2973 |
2973
Community Bank of Raymore
Raymore,
Missouri
| USD 188 M | – | – | 4.9% | 89.6% | 40 | – | 0 |
|
| 2974 |
2974
Smith, Moore & Co
Clayton,
Missouri
| USD 188 M | +USD 8.27 M | +5% | 2.93% | 67% | 178 | 14.61% | 0.8 |
|
| 2975 |
2975
Cadence Bank NA
Houston,
Texas
| USD 187 M | +USD 1.78 M | +1% | 2.18% | 33.3% | 173 | 13.29% | 1.2 |
|