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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 |
3126
Gleason Group
Prospect,
Kentucky
| USD 493 M | +USD 14.2 M | +3% | 1.82% | 69.1% | 278 | 29.14% | 2.7 |
|
| 3127 |
3127
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| USD 492 M | -USD 700 k | -0.1% | 2.44% | 55.7% | 137 | 4.38% | 8.4 |
|
| 3128 |
3128
Tybourne Capital Management
Hong Kong
| USD 492 M | -USD 93.2 M | -16% | 3.45% | 109% | 43 | 27.91% | 1.8 |
|
| 3129 |
3129
Dimension Capital Management
Coral Gables,
Florida
| USD 492 M | -USD 9.8 M | -2% | 2.17% | 65.5% | 121 | 19.01% | 3.5 |
|
| 3130 |
3130
Montecito Bank & Trust
Santa Barbara,
California
| USD 492 M | -USD 8.43 M | -2% | 3.89% | – | 266 | 3.38% | 5.6 |
|
| 3131 |
3131
Ramirez Asset Management
New York
| USD 491 M | -USD 4.5 M | -0.9% | 3.31% | 86.8% | 408 | 8.09% | 0.7 |
|
| 3132 |
3132
Bricktown Capital
Detroit,
Michigan
| USD 491 M | -USD 2.73 M | -0.6% | 3.16% | 46.2% | 53 | 64.15% | 0.5 |
|
| 3133 |
FBT
3133
First Bank & Trust
Brookings,
South Dakota
| USD 491 M | +USD 7.19 M | +1% | 2.38% | 85.6% | 242 | 11.98% | 3.6 |
|
| 3134 |
3134
Dividend Assets Capital
Ridgeland,
South Carolina
| USD 491 M | +USD 16.3 M | +3% | 2.48% | 67.4% | 145 | 10.34% | 6.9 |
|
| 3135 |
3135
Sargent Investment Group
Bethesda,
Maryland
| USD 490 M | +USD 34.1 M | +7% | 3.97% | 113% | 229 | 16.16% | 3 |
|
| 3136 |
3136
Wedgewood Partners
St Louis,
Missouri
| USD 490 M | -USD 9.7 M | -2% | 5.08% | 78.1% | 19 | 0% | 5.3 |
|
| 3137 |
3137
Matthew Goff Investment Advisor
Houston,
Texas
| USD 490 M | -USD 3.91 M | -0.8% | 0.25% | 89.6% | 99 | 6.06% | 4 |
|
| 3138 |
3138
Brian C. Broderick
| USD 490 M | +USD 21.7 M | +5% | 4.42% | 98.6% | 82 | 2.44% | 6.3 |
|
| 3139 |
3139
Stanley Capital Management
Houston,
Texas
| USD 489 M | +USD 86.9 M | +22% | 3.45% | 158% | 38 | 21.05% | 3.5 |
|
| 3140 |
3140
Austin Asset Management
Austin,
Texas
| USD 489 M | +USD 18.3 M | +4% | 5.29% | 85.2% | 69 | 11.59% | 1.7 |
|
| 3141 |
3141
Speece Thorson Capital Group
Minnetonka,
Minnesota
| USD 489 M | -USD 28.4 M | -5% | 4.95% | 34.2% | 43 | 2.33% | 7.1 |
|
| 3142 |
FA
3142
Financial Advisors
Andover,
Massachusetts
| USD 489 M | +USD 5.91 M | +1% | 2.39% | 71.5% | 78 | 6.41% | 4.1 |
|
| 3143 |
3143
Hutchinson Capital Management
San Rafael,
California
| USD 489 M | -USD 5.1 M | -1% | 0.09% | 52.6% | 91 | 14.29% | 4.5 |
|
| 3144 |
3144
Asio Capital
Lexington,
Kentucky
| USD 489 M | +USD 17.5 M | +4% | 3.21% | 98% | 99 | 5.05% | 2.6 |
|
| 3145 |
3145
Columbus Hill Capital Management
Short Hills,
New Jersey
| USD 488 M | +USD 28.7 M | +6% | 2.16% | 151% | 34 | 35.29% | 1.5 |
|
| 3146 |
3146
Capital Advantage
Walnut Creek,
California
| USD 488 M | -USD 4.59 M | -0.9% | 0.22% | 49.2% | 52 | 15.38% | 4.4 |
|
| 3147 |
3147
Commonwealth Financial Services
Vienna,
West Virginia
| USD 487 M | +USD 62.8 M | +15% | 2.28% | 64.2% | 210 | 20.95% | 3.4 |
|
| 3148 |
RI
3148
RPTC Inc
Jackson,
Wyoming
| USD 487 M | +USD 13.7 M | +3% | 2.12% | 66.4% | 6 | 0% | 5.4 |
|
| 3149 |
3149
Geometric Wealth Advisors
Washington,
District of Columbia
| USD 487 M | +USD 63.4 M | +15% | 0.8% | 62.1% | 59 | 22.03% | 1.3 |
|
| 3150 |
3150
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| USD 487 M | -USD 46.4 M | -9% | 0.39% | 61.6% | 173 | 9.25% | 1.2 |
|