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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3051 |
3051
Heronetta Management
New York
| USD 193 M | +USD 2.55 M | +1% | 1.79% | 59.7% | 37 | 18.92% | 2.5 |
|
| 3052 |
ITIM
3052
Indiana Trust & Investment Management
Mishawaka,
Indiana
| USD 193 M | -USD 7.52 M | -4% | 2.77% | 104% | 134 | 8.21% | 2.6 |
|
| 3053 |
3053
Fifth Third Securities
Cincinnati,
Ohio
| USD 193 M | +USD 37.2 M | +24% | 0.72% | 62.7% | 100 | 23% | 0.5 |
|
| 3054 |
GIIO
3054
Gen IV Investment Opportunities
New York
| USD 193 M | – | – | 3.14% | – | 10 | – | 0 |
|
| 3055 |
GIM
3055
Greystone Investment Management
Cincinnati,
Ohio
| USD 193 M | -USD 4.76 M | -2% | 7.57% | 32.8% | 55 | 9.09% | 2.1 |
|
| 3056 |
3056
Advisors Preferred
Rockville,
Maryland
| USD 192 M | -USD 21.6 M | -10% | 8.11% | 102% | 295 | 76.95% | 0.4 |
|
| 3057 |
3057
Intellectus Partners
San Francisco,
California
| USD 192 M | – | – | 0.05% | 157% | 715 | – | 0 |
|
| 3058 |
3058
Court Place Advisors
Ellicott City,
Maryland
| USD 192 M | +USD 12.4 M | +7% | 4.89% | 92% | 154 | 11.04% | 2.3 |
|
| 3059 |
CBTWT
3059
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| USD 192 M | +USD 7.85 M | +4% | 4.15% | 124% | 120 | 6.67% | 0.9 |
|
| 3060 |
3060
Bar Harbor Trust Services
Ellsworth,
Maine
| USD 192 M | +USD 3.67 M | +2% | 4.58% | 86.4% | 89 | 21.35% | 1.8 |
|
| 3061 |
3061
Financial Management Professionals
Austin,
Texas
| USD 192 M | -USD 953 k | -0.5% | 5.21% | 62.1% | 393 | 23.41% | 2.1 |
|
| 3062 |
3062
Barnett & Company
Chattanooga,
Tennessee
| USD 192 M | +USD 6.14 M | +3% | 5.92% | 65.9% | 416 | 11.3% | 1.5 |
|
| 3063 |
3063
Smith & Howard Wealth Management
Atlanta,
Georgia
| USD 192 M | +USD 242 k | +0.1% | 2.24% | 40.4% | 45 | 11.11% | 2.1 |
|
| 3064 |
3064
S. Muoio & Co
New York
| USD 192 M | -USD 11 M | -5% | 10.7% | 327% | 113 | 50.44% | 1.1 |
|
| 3065 |
3065
Camelot Portfolios
Maumee,
Ohio
| USD 192 M | +USD 5.29 M | +3% | 1.28% | 41.3% | 178 | 15.73% | 2 |
|
| 3066 |
3066
BSW Wealth Partners
Boulder,
Colorado
| USD 191 M | +USD 189 M | +6,511% | 0.19% | 75.4% | 79 | 20.25% | 2.1 |
|
| 3067 |
3067
Banco BTG Pactual
Rio De Janeiro,
Brazil
| USD 191 M | -USD 21 M | -10% | 2.4% | 134% | 106 | 87.74% | 0.1 |
|
| 3068 |
3068
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| USD 191 M | -USD 22.6 M | -11% | 0.66% | 62.3% | 87 | 12.64% | 1.4 |
|
| 3069 |
3069
Kepos Capital
New York
| USD 191 M | +USD 49.9 M | +35% | 0.63% | 21.1% | 10 | 0% | 1.8 |
|
| 3070 |
OFG
3070
OTA Financial Group
Purchase,
New York
| USD 191 M | +USD 80.9 M | +73% | 42% | 320% | 85 | 82.35% | 0.2 |
|
| 3071 |
CCM
3071
Compton Capital Management
Providence,
Rhode Island
| USD 191 M | +USD 8.63 M | +5% | 4.32% | 75.6% | 142 | 7.04% | 2.9 |
|
| 3072 |
3072
SC US (TTGP)
Menlo Park,
California
| USD 191 M | +USD 15.1 M | +9% | 1.08% | 65.2% | 8 | 37.5% | 1.1 |
|
| 3073 |
3073
Wellington Shields & Co
New York
| USD 191 M | -USD 6.01 M | -3% | 1.62% | 109% | 139 | 17.27% | 2.2 |
|
| 3074 |
3074
Kinsight LLC
Birmingham,
Alabama
| USD 191 M | +USD 4.65 M | +2% | 3.93% | 15.7% | 38 | 10.53% | 2.6 |
|
| 3075 |
3075
Raffa Wealth Management
Washington,
District of Columbia
| USD 191 M | +USD 5.68 M | +3% | 1.94% | 35.8% | 908 | 7.16% | 2.1 |
|