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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3076 |
3076
Montgomery Investment Management
Rockville,
Maryland
| USD 243 M | +USD 4.51 M | +2% | 2.9% | 98.4% | 95 | 4.21% | 3.6 |
|
| 3077 |
3077
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| USD 243 M | +USD 7.97 M | +3% | 4.08% | 41.6% | 46 | 4.35% | 4.2 |
|
| 3078 |
3078
Greencape Capital
Melbourne,
Australia
| USD 242 M | -USD 31.4 M | -11% | 9.81% | 98.1% | 6 | 16.67% | 1.1 |
|
| 3079 |
NAMP
3079
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| USD 242 M | +USD 3.46 M | +1% | 2.88% | 90.2% | 112 | 6.25% | 3.6 |
|
| 3080 |
3080
SFE Investment Counsel
Los Angeles,
California
| USD 242 M | +USD 48.8 M | +25% | 2.97% | 105% | 129 | 22.48% | 2.7 |
|
| 3081 |
3081
Segantii Capital Management
Hong Kong
| USD 241 M | -USD 164 M | -41% | 2.16% | 33.1% | 65 | 84.62% | 0.1 |
|
| 3082 |
3082
Clean Yield Group
Norwich,
Vermont
| USD 241 M | +USD 4.63 M | +2% | 3.93% | 65% | 136 | 6.62% | 3.4 |
|
| 3083 |
3083
Court Place Advisors
Ellicott City,
Maryland
| USD 241 M | +USD 2.17 M | +0.9% | 2.6% | 92% | 179 | 8.38% | 3.1 |
|
| 3084 |
3084
Clarius Group LLC
Seattle,
Washington
| USD 241 M | +USD 21.7 M | +10% | 3.25% | 92.1% | 92 | 31.52% | 1.4 |
|
| 3085 |
SFSIG
3085
San Francisco Sentry Investment Group
San Francisco,
California
| USD 241 M | -USD 107 M | -31% | 1.17% | 436% | 942 | 22.29% | 1.5 |
|
| 3086 |
3086
Kerrisdale Advisers
Miami,
Florida
| USD 241 M | +USD 97 M | +67% | 205% | 78.8% | 20 | 40% | 0.8 |
|
| 3087 |
3087
Lagoda Investment Management
New York
| USD 241 M | -USD 24.3 M | -9% | 12.5% | 250% | 39 | 7.69% | 2.3 |
|
| 3088 |
3088
Cable Hill Partners
Portland,
Oregon
| USD 240 M | +USD 9.27 M | +4% | 1.27% | 20.3% | 962 | 11.23% | 1.9 |
|
| 3089 |
WC
3089
Whitnell & Co
Oak Brook,
Illinois
| USD 240 M | +USD 948 k | +0.4% | 2.88% | 36.6% | 422 | 14.45% | 2.6 |
|
| 3090 |
3090
Beddow Capital Management
Jackson,
Wyoming
| USD 240 M | -USD 8.21 M | -3% | 2.22% | 50.7% | 46 | 6.52% | 3.6 |
|
| 3091 |
3091
IMA Advisory Services
Denver,
Colorado
| USD 240 M | +USD 15.4 M | +7% | 3.26% | 74.5% | 482 | 77.8% | 0.6 |
|
| 3092 |
3092
Elm Ridge Management
Briarcliff Manor,
New York
| USD 240 M | +USD 31.2 M | +15% | 36.7% | 93.6% | 28 | 21.43% | 2.4 |
|
| 3093 |
3093
JGP Wealth Management
Bend,
Oregon
| USD 240 M | – | – | 1.23% | 87.8% | 117 | – | 0 |
|
| 3094 |
3094
CFO4Life Group
Coppell,
Texas
| USD 240 M | +USD 121 M | +103% | 3.35% | 56.7% | 137 | 40.15% | 0.7 |
|
| 3095 |
EGA
3095
E&G Advisors
Houston,
Texas
| USD 239 M | +USD 6.82 M | +3% | 0.6% | 97.7% | 207 | 15.46% | 1.8 |
|
| 3096 |
3096
Arkansas Financial Group
Little Rock,
Arkansas
| USD 239 M | +USD 4.22 M | +2% | 1.3% | 39.1% | 23 | 0% | 3.5 |
|
| 3097 |
3097
Rothschild Capital Partners
New York
| USD 239 M | -USD 15.4 M | -6% | 6.11% | 90.8% | 47 | 6.38% | 2.3 |
|
| 3098 |
AIP
3098
Ahrens Investment Partners
Lafayette,
Louisiana
| USD 239 M | +USD 6.79 M | +3% | 3.92% | 82.3% | 181 | 17.13% | 1.1 |
|
| 3099 |
3099
McRae Capital Management
Morristown,
New Jersey
| USD 239 M | +USD 17.5 M | +8% | 3.25% | 78.2% | 101 | 11.88% | 3.3 |
|
| 3100 |
3100
Shikiar Asset Management
New York
| USD 239 M | +USD 19.2 M | +9% | 8.59% | 117% | 98 | 22.45% | 2.4 |
|