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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3101 |
3101
Sterneck Capital Management
Kansas City,
Missouri
| USD 169 M | +USD 1.95 M | +1% | 1.73% | 61.5% | 135 | 23.7% | 1.2 |
|
| 3102 |
3102
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| USD 168 M | – | – | 3.77% | 38.2% | 77 | – | 0 |
|
| 3103 |
3103
Retirement Capital Strategies
San Jose,
California
| USD 168 M | +USD 57.5 M | +52% | 0.5% | 59% | 14 | 35.71% | 0.6 |
|
| 3104 |
ICP
3104
IBIS Capital Partners
London,
United Kingdom
| USD 168 M | +USD 12.6 M | +8% | 12.6% | 35.1% | 9 | 22.22% | 0.7 |
|
| 3105 |
3105
Selkirk Management
Chatham,
New Jersey
| USD 167 M | +USD 8.37 M | +5% | 5.25% | 245% | 21 | 4.76% | 1.2 |
|
| 3106 |
3106
Founders Financial Securities
Towson,
Maryland
| USD 167 M | +USD 12 M | +8% | 3.41% | 64.3% | 93 | 45.16% | 0.5 |
|
| 3107 |
FPCM
3107
Fox Point Capital Management
New York
| USD 167 M | +USD 58 M | +53% | 15.1% | 201% | 26 | 46.15% | 0.3 |
|
| 3108 |
3108
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| USD 167 M | +USD 34.1 M | +26% | 4.97% | 82.6% | 157 | 12.74% | 1.2 |
|
| 3109 |
3109
Valicenti Advisory Services
Elmira,
New York
| USD 167 M | +USD 3.7 M | +2% | 3.18% | 134% | 56 | 10.71% | 1.2 |
|
| 3110 |
3110
Southport Capital Management
Chattanooga,
Tennessee
| USD 167 M | +USD 15.2 M | +10% | 5.93% | 80% | 177 | 19.77% | 1.1 |
|
| 3111 |
3111
Thomas Story & Son
Culver,
Indiana
| USD 167 M | +USD 6.81 M | +4% | 9.8% | 101% | 55 | 5.45% | 1.4 |
|
| 3112 |
OL
3112
Orbitronix LP
Newport Beach,
California
| USD 167 M | -USD 5.4 M | -3% | 0.54% | 6.68% | 218 | 67.89% | 0.3 |
|
| 3113 |
3113
Glenview State Bank Trust Department
Glenview,
Illinois
| USD 167 M | +USD 3.5 M | +2% | 4.78% | 76.6% | 88 | 11.36% | 0.9 |
|
| 3114 |
3114
Argent Trust Co
Nashville,
Tennessee
| USD 166 M | – | – | 5.65% | 86.2% | 208 | – | 0 |
|
| 3115 |
LBC
3115
Lawrence B. Cohen
| USD 166 M | +USD 14.7 M | +10% | 6.08% | 41.8% | 71 | 4.23% | 1.4 |
|
| 3116 |
3116
Old Point Trust & Financial Services N A
Newport News,
Virginia
| USD 166 M | -USD 881 k | -0.5% | 2.18% | 72.6% | 81 | 3.7% | 1.4 |
|
| 3117 |
GA
3117
Gagnon Advisors
New York
| USD 166 M | +USD 4.36 M | +3% | 7.46% | 129% | 26 | 11.54% | 0.9 |
|
| 3118 |
SIG
3118
Schaller Investment Group
Winston Salem,
North Carolina
| USD 166 M | -USD 7.74 M | -4% | 4.39% | 21.9% | 42 | 9.52% | 1.4 |
|
| 3119 |
SC
3119
Schulhoff & Co
Cincinnati,
Ohio
| USD 166 M | +USD 5.62 M | +4% | 3.89% | 51.8% | 115 | 6.96% | 1.4 |
|
| 3120 |
3120
Vista Equity Partners Management
San Francisco,
California
| USD 165 M | +USD 73.1 M | +79% | 30.6% | 3.45% | 24 | 62.5% | 0.1 |
|
| 3121 |
3121
Raffa Wealth Management
Washington,
District of Columbia
| USD 165 M | +USD 32.8 M | +25% | 0.08% | 35.8% | 759 | 2.9% | 0.5 |
|
| 3122 |
3122
Electron Capital Partners
New York
| USD 165 M | -USD 31.4 M | -16% | 3.36% | 333% | 48 | 68.75% | 0.4 |
|
| 3123 |
3123
Independence Trust
Franklin,
Tennessee
| USD 165 M | +USD 13.8 M | +9% | 0.82% | 28.9% | 145 | 33.79% | 0.9 |
|
| 3124 |
3124
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| USD 165 M | +USD 7.31 M | +5% | 5.09% | 100% | 1,419 | 17.55% | 1.2 |
|
| 3125 |
3125
Equinox Partners Investment Management
Stamford,
Connecticut
| USD 165 M | +USD 620 k | +0.4% | 0.75% | 241% | 17 | 29.41% | 1 |
|