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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 |
AMIM
3101
Aull & Monroe Investment Management
Mobile,
Alabama
| USD 170 M | -USD 7.79 M | -4% | 1.38% | 98.3% | 129 | 11.63% | 1.7 |
|
| 3102 |
3102
Schnieders Capital Management
Pasadena,
California
| USD 170 M | +USD 5.08 M | +3% | 1.28% | 103% | 133 | 7.52% | 1.2 |
|
| 3103 |
CCM
3103
CWH Capital Management
Spokane,
Washington
| USD 170 M | +USD 6.19 M | +4% | 2.3% | 29.9% | 54 | 7.41% | 1.2 |
|
| 3104 |
3104
Cheviot Value Management
Beverly Hills,
California
| USD 169 M | -USD 372 k | -0.2% | 0.73% | 77.8% | 34 | 5.88% | 1.7 |
|
| 3105 |
EFSCE
3105
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| USD 169 M | -USD 1.05 M | -0.6% | 0.87% | 100% | 1,327 | 19.59% | 1.7 |
|
| 3106 |
BP
3106
Banbury Partners
Charlotte,
North Carolina
| USD 169 M | +USD 11.4 M | +7% | 5.31% | 138% | 12 | 8.33% | 0.4 |
|
| 3107 |
3107
Financial Engines Advisors
Santa Clara,
California
| USD 169 M | +USD 50.7 M | +43% | 3.14% | 43% | 60 | 15% | 1.6 |
|
| 3108 |
BRA
3108
Bender Robert & Associates
Pasadena,
California
| USD 168 M | -USD 3.01 M | -2% | 3.04% | 116% | 59 | 11.86% | 1.7 |
|
| 3109 |
3109
Evermay Wealth Management
Arlington,
Virginia
| USD 168 M | -USD 995 k | -0.6% | 1.67% | 56.2% | 89 | 8.99% | 1.1 |
|
| 3110 |
7A
3110
734 Agriculture
New York
| USD 168 M | -USD 21.9 M | -12% | 11.5% | 23.8% | 1 | 0% | 1.3 |
|
| 3111 |
EPIM
3111
Equinox Partners Investment Management
Stamford,
Connecticut
| USD 168 M | -USD 3.05 M | -2% | 8.74% | 241% | 20 | 15% | 1.1 |
|
| 3112 |
SM
3112
SLS Management
New York
| USD 168 M | -USD 8.19 M | -5% | 2.87% | 11.3% | 22 | 27.27% | 0.8 |
|
| 3113 |
3113
Raffa Wealth Management
Washington,
District of Columbia
| USD 168 M | -USD 1.97 M | -1% | 1.16% | 35.8% | 836 | 4.43% | 0.9 |
|
| 3114 |
3114
Capital Wealth Planning
Naples,
Florida
| USD 168 M | -USD 24.5 M | -13% | 0.42% | 73.9% | 146 | 28.77% | 1 |
|
| 3115 |
PCC
3115
Park Circle Company
Baltimore,
Maryland
| USD 167 M | +USD 13.7 M | +9% | 1.83% | 70.5% | 103 | 13.59% | 0.8 |
|
| 3116 |
EP
3116
Elkhorn Partners
Omaha,
Nebraska
| USD 167 M | -USD 7.85 M | -4% | 5.21% | 32.2% | 45 | 0% | 1.8 |
|
| 3117 |
MAS
3117
Madden Advisory Services
Jacksonville,
Florida
| USD 167 M | +USD 1.5 M | +0.9% | 1.75% | 52.3% | 302 | 68.87% | 0.6 |
|
| 3118 |
3118
Financial Planning & Information Services
De Pere,
Wisconsin
| USD 167 M | +USD 12 M | +8% | 1.14% | 13% | 34 | 8.82% | 1.3 |
|
| 3119 |
FPFS
3119
First Personal Financial Services
Charlotte,
North Carolina
| USD 167 M | +USD 2.01 M | +1% | 1.88% | 31.5% | 578 | 21.45% | 0.5 |
|
| 3120 |
SFSIG
3120
San Francisco Sentry Investment Group
San Francisco,
California
| USD 167 M | -USD 767 k | -0.5% | 0.67% | 436% | 160 | 9.38% | 1.8 |
|
| 3121 |
PSC
3121
Piper Sandler & Co
Minneapolis,
Minnesota
| USD 167 M | -USD 74 M | -31% | 3.47% | 0.04% | 160 | 70% | 0.2 |
|
| 3122 |
WPEP
3122
Walnut Private Equity Partners
Omaha,
Nebraska
| USD 167 M | -USD 142 k | -0.1% | 1.08% | 48% | 26 | 7.69% | 1.4 |
|
| 3123 |
3123
RKL Wealth Management
Lancaster,
Pennsylvania
| USD 167 M | +USD 1.57 M | +1% | 0.47% | 76.8% | 54 | 7.41% | 1.1 |
|
| 3124 |
3124
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| USD 167 M | -USD 530 k | -0.3% | 1.12% | 88.9% | 61 | 14.75% | 1.1 |
|
| 3125 |
3125
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| USD 167 M | +USD 9.5 M | +6% | 0.63% | 52% | 666 | 14.41% | 1.6 |
|