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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3126 |
PTB
3126
Pioneer Trust Bank
Salem,
Oregon
| USD 145 M | +USD 4.22 M | +3% | 4.45% | 61.4% | 62 | 0% | 0.9 |
|
| 3127 |
3127
Trust Asset Management
Houston,
Texas
| USD 145 M | +USD 4.85 M | +3% | 1.2% | 91.1% | 58 | 18.97% | 0.2 |
|
| 3128 |
NVIM
3128
New Vernon Investment Management
Highland Park,
Illinois
| USD 145 M | +USD 14 M | +11% | 4.08% | 83.1% | 60 | 46.67% | 0.4 |
|
| 3129 |
FAM
3129
Futuris Asset Management
Stockholm,
Sweden
| USD 145 M | +USD 41 M | +39% | 14.7% | – | 13 | 30.77% | 0.2 |
|
| 3130 |
3130
Girard Partners
King Of Prussia,
Pennsylvania
| USD 145 M | +USD 3.87 M | +3% | 5.41% | 25.7% | 149 | 14.77% | 0.4 |
|
| 3131 |
CGI
3131
Caerus Global Investors
New York
| USD 145 M | -USD 10.4 M | -7% | 3.75% | – | 52 | 65.38% | 0.3 |
|
| 3132 |
BRM
3132
Boston Research & Management
Manchester,
Massachusetts
| USD 145 M | +USD 8.65 M | +6% | 5.44% | 53.2% | 101 | 3.96% | 0.9 |
|
| 3133 |
TPCM
3133
Three Peaks Capital Management
Castle Rock,
Colorado
| USD 145 M | +USD 17.1 M | +13% | 7.55% | 84.5% | 72 | 6.94% | 0.5 |
|
| 3134 |
PCMI
3134
Princeton Capital Management Inc
Princeton,
New Jersey
| USD 145 M | +USD 6.67 M | +5% | 2.33% | 57.9% | 75 | 6.67% | 0.9 |
|
| 3135 |
3135
Amarillo National Bank
Amarillo,
Texas
| USD 145 M | +USD 21 M | +17% | 5.31% | 56.3% | 132 | 7.58% | 0.9 |
|
| 3136 |
CPA
3136
Court Place Advisors
Ellicott City,
Maryland
| USD 144 M | +USD 6.72 M | +5% | 5.23% | 92% | 125 | 4.8% | 0.5 |
|
| 3137 |
WWM
3137
Willingdon Wealth Management
Huntersville,
North Carolina
| USD 144 M | +USD 1.97 M | +1% | 5.56% | 15.3% | 91 | 24.18% | 0.4 |
|
| 3138 |
3138
Fidelity National Financial
Jacksonville,
Florida
| USD 144 M | +USD 10 M | +7% | 7.28% | 2.54% | 17 | 5.88% | 0.9 |
|
| 3139 |
CAIMH
3139
Central Asset Investments & Management Holdings
Hong Kong
| USD 144 M | +USD 68.6 M | +91% | 8.83% | 3,210% | 64 | 62.5% | 0.2 |
|
| 3140 |
MJP
3140
Michael J. Puzo
| USD 144 M | +USD 5.22 M | +4% | 4.68% | 90.3% | 78 | 7.69% | 0.9 |
|
| 3141 |
EC
3141
Engaged Capital
Newport Beach,
California
| USD 144 M | -USD 1.53 M | -1% | 1.45% | 26.2% | 17 | 41.18% | 0.4 |
|
| 3142 |
LCP
3142
Lamond Capital Partners
San Francisco,
California
| USD 144 M | -USD 57.9 M | -29% | 2.5% | 54.3% | 27 | 81.48% | 0.2 |
|
| 3143 |
PIC
3143
Portland Investment Counsel
Burlington,
Ontario, Canada
| USD 144 M | – | – | 11.4% | 108% | 32 | – | 0.5 |
|
| 3144 |
MRH
3144
Montpelier Re Holdings
Pembroke,
Bermuda
| USD 144 M | – | – | 4.49% | – | 3 | – | 0 |
|
| 3145 |
3145
Capstone Financial Advisors
Downers Grove,
Illinois
| USD 144 M | -USD 19.6 M | -12% | 3.83% | 54.5% | 84 | 20.24% | 0.4 |
|
| 3146 |
3146
Berkshire Money Management
Dalton,
Massachusetts
| USD 143 M | -USD 75.2 M | -34% | 3.68% | 56.5% | 17 | 29.41% | 0.8 |
|
| 3147 |
NA
3147
NSB Advisors
Fishkill,
New York
| USD 143 M | -USD 10.9 M | -7% | 3.14% | – | 27 | 0% | 1 |
|
| 3148 |
TAA
3148
TB Alternative Assets
Grand Cayman,
Cayman Islands
| USD 143 M | +USD 7.9 M | +6% | 0.87% | 312% | 15 | 20% | 0.5 |
|
| 3149 |
3149
Arkansas Financial Group
Little Rock,
Arkansas
| USD 143 M | +USD 8.59 M | +6% | 2.51% | 39.1% | 21 | 4.76% | 0.5 |
|
| 3150 |
VIG
3150
Vienna Insurance Group
Warsaw,
Poland
| USD 143 M | +USD 29.9 M | +26% | 6.88% | 188% | 14 | 42.86% | 0.3 |
|