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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3026 |
3026
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| USD 253 M | -USD 1.93 M | -0.8% | 5.23% | 52.1% | 166 | 7.23% | 3.3 |
|
| 3027 |
3027
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| USD 252 M | +USD 5.31 M | +2% | 2.11% | 81.8% | 61 | 4.92% | 3.9 |
|
| 3028 |
3028
Argyle Capital Management
Center Valley,
Pennsylvania
| USD 252 M | -USD 68 k | -0% | 2.1% | 95.8% | 126 | 3.17% | 4.1 |
|
| 3029 |
ESG
3029
Emerging Sovereign Group
New York
| USD 252 M | -USD 189 M | -43% | 0.99% | 66.1% | 13 | 30.77% | 1.4 |
|
| 3030 |
3030
Athanor Capital
New York
| USD 252 M | +USD 35.9 M | +17% | 8.72% | 171% | 88 | 78.41% | 0.2 |
|
| 3031 |
3031
Harvey Capital Management
Palm Beach,
Florida
| USD 252 M | -USD 15.2 M | -6% | 2.51% | 147% | 81 | 8.64% | 2.8 |
|
| 3032 |
3032
Bronson Point Management
Fairfield,
Connecticut
| USD 252 M | -USD 28.9 M | -10% | 1% | 7.56% | 56 | 62.5% | 0.5 |
|
| 3033 |
3033
Verger Capital Management
Winston-Salem,
North Carolina
| USD 252 M | +USD 11.9 M | +5% | 0.19% | 58.3% | 13 | 0% | 2.3 |
|
| 3034 |
3034
Wright Investors Service
Shelton,
Connecticut
| USD 252 M | -USD 39.1 M | -13% | 3.75% | 146% | 198 | 34.85% | 2.5 |
|
| 3035 |
3035
FNY Investment Advisers
New York
| USD 251 M | – | – | 5.57% | 386% | 1,076 | – | 0 |
|
| 3036 |
3036
Hudock Inc
Williamsport,
Pennsylvania
| USD 251 M | +USD 10.4 M | +4% | 0.92% | 69.7% | 754 | 16.84% | 2.9 |
|
| 3037 |
3037
Brandywine Managers
Hockessin,
Delaware
| USD 251 M | +USD 69.1 M | +38% | 4.13% | 96.3% | 37 | 10.81% | 1.1 |
|
| 3038 |
PWAP
3038
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
| USD 251 M | +USD 1.46 M | +0.6% | 3.01% | 58.5% | 126 | 3.97% | 3.9 |
|
| 3039 |
3039
FCA Corp
Houston,
Texas
| USD 251 M | +USD 6.65 M | +3% | 1.83% | 57.4% | 164 | 8.54% | 2.7 |
|
| 3040 |
3040
Capital Investment Counsel Inc
Raleigh,
North Carolina
| USD 251 M | +USD 8.93 M | +4% | 4.29% | 174% | 152 | 10.53% | 3.5 |
|
| 3041 |
3041
Plancorp LLC
Saint Louis,
Missouri
| USD 250 M | -USD 62.5 M | -20% | 2.81% | 67.3% | 165 | 4.85% | 1.8 |
|
| 3042 |
CRB
3042
Chad R. Baker
| USD 250 M | -USD 3.21 M | -1% | 3.74% | 123% | 61 | 13.11% | 2.1 |
|
| 3043 |
3043
Oakview Capital Management
Dallas,
Texas
| USD 250 M | +USD 181 k | +0.1% | 0.98% | 21.2% | 29 | 44.83% | 0.6 |
|
| 3044 |
3044
Blue Edge Capital
Richmond,
Virginia
| USD 250 M | +USD 1.71 M | +0.7% | 1.33% | 67.4% | 92 | 14.13% | 2.5 |
|
| 3045 |
3045
IBEX Wealth Advisors
Bedminster,
New Jersey
| USD 250 M | +USD 3.33 M | +1% | 1.23% | 221% | 87 | 4.6% | 0.9 |
|
| 3046 |
3046
Univest Financial
Souderton,
Pennsylvania
| USD 250 M | +USD 18.5 M | +8% | 1.69% | 82.6% | 101 | 10.89% | 3.3 |
|
| 3047 |
3047
Altavista Wealth Management
Asheville,
North Carolina
| USD 250 M | +USD 13.4 M | +6% | 2.78% | 80.6% | 150 | 12% | 3 |
|
| 3048 |
3048
Patten Group
Chattanooga,
Tennessee
| USD 250 M | +USD 5.85 M | +2% | 2.21% | 88.1% | 701 | 21.68% | 2.2 |
|
| 3049 |
3049
Pura Vida Investments
New York
| USD 250 M | +USD 80.2 M | +47% | 31.6% | 38.3% | 128 | 76.56% | 0.3 |
|
| 3050 |
MHP
3050
Manatuck Hill Partners
Westport,
Connecticut
| USD 249 M | +USD 60.3 M | +32% | 53.3% | 556% | 117 | 46.15% | 1.2 |
|