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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 |
GSBTD
3101
Glenview State Bank Trust Department
Glenview,
Illinois
| USD 165 M | +USD 3.89 M | +2% | 3.63% | 76.6% | 93 | 6.45% | 1.8 |
|
| 3102 |
3102
Atika Capital Management
New York
| USD 165 M | -USD 28.9 M | -15% | 2.21% | 811% | 78 | 71.79% | 0.4 |
|
| 3103 |
3103
Versant Capital Management
Phoenix,
Arizona
| USD 165 M | +USD 5.52 M | +3% | 3.11% | 97.3% | 1,557 | 7.51% | 0.2 |
|
| 3104 |
TG
3104
TLP Group
Evanston,
Illinois
| USD 165 M | +USD 39.1 M | +31% | 5.07% | 42.7% | 453 | 73.73% | 0.1 |
|
| 3105 |
BP
3105
Bandera Partners
New York
| USD 164 M | +USD 842 k | +0.5% | 0.28% | 55.4% | 18 | 22.22% | 1.7 |
|
| 3106 |
YCM
3106
Yost Capital Management
Houston,
Texas
| USD 164 M | +USD 35.4 M | +27% | 3.89% | 125% | 16 | 62.5% | 0.3 |
|
| 3107 |
BFA
3107
Benedict Financial Advisors
Atlanta,
Georgia
| USD 164 M | +USD 6.81 M | +4% | 4.54% | 72.4% | 99 | 6.06% | 1.1 |
|
| 3108 |
WPIC
3108
White Pine Investment Company
Livonia,
Michigan
| USD 164 M | +USD 1.98 M | +1% | 1.07% | 73.3% | 61 | 13.11% | 2.1 |
|
| 3109 |
3109
Ashmore Group
London,
United Kingdom
| USD 164 M | +USD 12.4 M | +8% | 8.83% | 103% | 69 | 44.93% | 1.1 |
|
| 3110 |
MFS
3110
McNamara Financial Services
Marshfield,
Massachusetts
| USD 164 M | +USD 62.1 M | +61% | 1.63% | 42.6% | 90 | 96.67% | 0.1 |
|
| 3111 |
TSS
3111
Thomas Story & Son
Culver,
Indiana
| USD 164 M | +USD 3.67 M | +2% | 5.13% | 101% | 51 | 11.76% | 2.4 |
|
| 3112 |
3112
Goodman Financial
Houston,
Texas
| USD 164 M | -USD 1.07 M | -0.7% | 0.17% | 52.5% | 48 | 16.67% | 1.3 |
|
| 3113 |
SXM
3113
SC XII Management
Menlo Park,
California
| USD 164 M | -USD 8.82 M | -5% | 2.57% | 73.4% | 3 | 0% | 1.5 |
|
| 3114 |
3114
Waverly Advisors
Birmingham,
Alabama
| USD 163 M | -USD 66.3 M | -29% | 1.34% | 67.6% | 131 | 32.82% | 1.9 |
|
| 3115 |
ADMI
3115
Albert D. Mason Inc
Boston,
Massachusetts
| USD 163 M | +USD 10.2 M | +7% | 6.1% | 82% | 126 | 6.35% | 2.2 |
|
| 3116 |
3116
M Holdings Securities
Portland,
Oregon
| USD 163 M | +USD 13.9 M | +9% | 2.68% | 83.9% | 222 | 15.32% | 1.4 |
|
| 3117 |
MM
3117
Meridian Management
Little Rock,
Arkansas
| USD 163 M | +USD 7.26 M | +5% | 1.33% | 57.8% | 69 | 10.14% | 1.8 |
|
| 3118 |
3118
HighPoint Advisor Group
Downers Grove,
Illinois
| USD 163 M | +USD 11.3 M | +7% | 3.84% | – | 250 | 28% | 0.4 |
|
| 3119 |
PCMC
3119
Paragon Capital Management (Colorado)
Denver,
Colorado
| USD 163 M | +USD 2.95 M | +2% | 2.2% | 109% | 86 | 18.6% | 2 |
|
| 3120 |
EP
3120
Elkhorn Partners
Omaha,
Nebraska
| USD 163 M | -USD 4.14 M | -2% | 3.45% | 32.2% | 49 | 2.04% | 2.2 |
|
| 3121 |
WWM
3121
Willingdon Wealth Management
Huntersville,
North Carolina
| USD 163 M | +USD 53.9 M | +49% | 3.63% | 15.3% | 120 | 46.67% | 0.8 |
|
| 3122 |
3122
Simplicity Solutions
Minneapolis,
Minnesota
| USD 163 M | -USD 682 M | -81% | 3.35% | 37.1% | 643 | 74.49% | 0.5 |
|
| 3123 |
IFA
3123
Interactive Financial Advisors
New Lenox,
Illinois
| USD 163 M | -USD 9.33 M | -5% | 3.28% | 47.6% | 122 | 16.39% | 1.9 |
|
| 3124 |
CP
3124
Camelot Portfolios
Maumee,
Ohio
| USD 163 M | +USD 5.9 M | +4% | 3.78% | 41.3% | 176 | 22.73% | 1.6 |
|
| 3125 |
3125
Affinity Wealth Management
Wilmington,
Delaware
| USD 163 M | +USD 10.8 M | +7% | 3.07% | 116% | 54 | 29.63% | 1.2 |
|