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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
Gemmer Asset Management
Walnut Creek,
California
| USD 169 M | +USD 11.1 M | +7% | 3.45% | 96.8% | 1,362 | 10.21% | 1.5 |
|
| 3102 |
3102
Kingfisher Capital
Charlotte,
North Carolina
| USD 169 M | +USD 11.4 M | +7% | 4.12% | 58.5% | 293 | 60.75% | 0.7 |
|
| 3103 |
3103
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| USD 169 M | +USD 16.8 M | +11% | 5.44% | 41.6% | 133 | 17.29% | 0.9 |
|
| 3104 |
3104
IDG-Accel China Capital Associates
Central,
Hong Kong
| USD 169 M | +USD 42.4 M | +34% | 19.8% | 43% | 2 | 0% | 1.5 |
|
| 3105 |
3105
Iowa State Bank
Urbandale,
Iowa
| USD 169 M | +USD 22.7 M | +16% | 6.77% | 85.7% | 93 | 20.43% | 1.9 |
|
| 3106 |
3106
Cumberland Advisors
Sarasota,
Florida
| USD 169 M | +USD 8.1 M | +5% | 4.04% | 73.5% | 71 | 52.11% | 0.9 |
|
| 3107 |
3107
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| USD 169 M | +USD 12.2 M | +8% | 6.6% | 100% | 1,213 | 15.33% | 1.9 |
|
| 3108 |
3108
MU Investments Company
Tokyo,
Japan
| USD 169 M | -USD 16 M | -9% | 6.78% | 40.4% | 285 | 36.14% | 1.8 |
|
| 3109 |
3109
Peoples Bank (Ohio)
Marietta,
Ohio
| USD 169 M | – | – | 1.37% | 71.7% | 106 | – | 0 |
|
| 3110 |
3110
Cavalier Investments
Alpharetta,
Georgia
| USD 168 M | +USD 48.8 M | +41% | 6.12% | 171% | 129 | 76.74% | 0.1 |
|
| 3111 |
MM
3111
Midas Management
New York
| USD 168 M | +USD 13 M | +8% | 1.11% | 43.3% | 160 | 33.75% | 1.3 |
|
| 3112 |
3112
Geller Advisors
New York
| USD 168 M | +USD 11.4 M | +7% | 8.14% | 20.4% | 33 | 24.24% | 1.8 |
|
| 3113 |
NCM
3113
Northroad Capital Management
New York
| USD 168 M | -USD 1.83 M | -1% | 2.45% | 0.16% | 59 | 10.17% | 1.9 |
|
| 3114 |
3114
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| USD 168 M | +USD 13 M | +8% | 5.81% | 75% | 129 | 14.73% | 1.6 |
|
| 3115 |
3115
USA Mutuals Advisors
Dallas,
Texas
| USD 168 M | +USD 2.64 M | +2% | 10.4% | 14.1% | 229 | 50.22% | 0.6 |
|
| 3116 |
EP
3116
Elkhorn Partners
Omaha,
Nebraska
| USD 167 M | +USD 5.64 M | +3% | 4.51% | 32.2% | 51 | 5.88% | 2 |
|
| 3117 |
3117
Arbor Investment Advisors
Winston Salem,
North Carolina
| USD 167 M | +USD 8.24 M | +5% | 3.5% | 44.3% | 42 | 9.52% | 2.2 |
|
| 3118 |
3118
Cambridge Financial Group
Columbus,
Ohio
| USD 167 M | -USD 73.7 k | -0% | 4.83% | – | 36 | 30.56% | 1.3 |
|
| 3119 |
3119
Raffa Wealth Management
Washington,
District of Columbia
| USD 167 M | -USD 414 k | -0.2% | 0.75% | 35.8% | 880 | 7.84% | 1.3 |
|
| 3120 |
3120
Heronetta Management
New York
| USD 167 M | -USD 6.08 M | -4% | 2.87% | 59.7% | 37 | 13.51% | 2.1 |
|
| 3121 |
3121
Zhang Financial
Portage,
Michigan
| USD 167 M | +USD 9.9 M | +6% | 1.96% | 67.9% | 73 | 10.96% | 1.9 |
|
| 3122 |
3122
CVentures
Denver,
Colorado
| USD 167 M | – | – | 2.49% | – | 1 | – | 2 |
|
| 3123 |
EGA
3123
E&G Advisors
Houston,
Texas
| USD 167 M | +USD 9.5 M | +6% | 3.66% | 97.7% | 103 | 19.42% | 1.3 |
|
| 3124 |
3124
FCG Advisors
Chatham,
New Jersey
| USD 167 M | +USD 45.5 M | +38% | 5.64% | 19.7% | 88 | 13.64% | 1.7 |
|
| 3125 |
3125
Eidelman Virant Capital
Saint Louis,
Missouri
| USD 167 M | +USD 20 M | +14% | 3.46% | 46.2% | 190 | 43.68% | 1.2 |
|