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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
3151
Kellner Capital
New York
| USD 233 M | +USD 69.2 M | +42% | 9.1% | 390% | 44 | 70.45% | 0.3 |
|
| 3152 |
3152
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| USD 233 M | +USD 1.22 M | +0.5% | 2.2% | 92% | 183 | 9.29% | 2.7 |
|
| 3153 |
3153
CreativeOne Wealth
Overland Park,
Kansas
| USD 232 M | +USD 31.1 M | +15% | 0.39% | 67.6% | 69 | 40.58% | 0.2 |
|
| 3154 |
3154
Bridgeworth
Birmingham,
Alabama
| USD 232 M | +USD 14 M | +6% | 2.86% | 19.3% | 663 | 77.98% | 0.1 |
|
| 3155 |
3155
Formidable Asset Management
Cincinnati,
Ohio
| USD 232 M | +USD 32.7 M | +16% | 7.22% | 52.2% | 161 | 48.45% | 2 |
|
| 3156 |
BCM
3156
BBT Capital Management
Fort Worth,
Texas
| USD 232 M | -USD 206 M | -47% | 3.8% | 31.4% | 88 | 55.68% | 1.6 |
|
| 3157 |
3157
Fruth Investment Management
Houston,
Texas
| USD 232 M | +USD 6.58 M | +3% | 4.36% | 79.4% | 200 | 4% | 4.1 |
|
| 3158 |
3158
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| USD 232 M | +USD 2.88 M | +1% | 3.56% | 147% | 203 | 16.75% | 2.4 |
|
| 3159 |
3159
Carderock Capital Management
Chevy Chase,
Maryland
| USD 232 M | +USD 5.27 M | +2% | 4.13% | 97.6% | 82 | 10.98% | 3.3 |
|
| 3160 |
3160
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
| USD 232 M | +USD 2.42 M | +1% | 3.37% | 72.3% | 69 | 8.7% | 3.4 |
|
| 3161 |
3161
Gould Asset Management
Claremont,
California
| USD 232 M | +USD 3.47 M | +2% | 1.19% | 42.8% | 150 | 14.67% | 2.9 |
|
| 3162 |
3162
Ashburton (Jersey)
St Helier,
Jersey
| USD 231 M | -USD 9.7 M | -4% | 5.74% | – | 86 | 41.86% | 1.2 |
|
| 3163 |
3163
BSW Wealth Partners
Boulder,
Colorado
| USD 231 M | +USD 8.02 M | +4% | 0.66% | 75.4% | 98 | 14.29% | 2.6 |
|
| 3164 |
3164
Exane Asset Management
Paris,
France
| USD 231 M | -USD 102 M | -31% | 5.97% | 74.5% | 199 | 79.4% | 0.3 |
|
| 3165 |
KS
3165
Karpas Strategies
Litchfield,
Connecticut
| USD 231 M | +USD 609 k | +0.3% | 3.09% | 16.1% | 124 | 5.65% | 4 |
|
| 3166 |
ECM
3166
Endurant Capital Management
San Mateo,
California
| USD 231 M | -USD 37.1 M | -14% | 4.42% | 18.4% | 85 | 42.35% | 1.3 |
|
| 3167 |
3167
Geller Advisors
New York
| USD 230 M | +USD 25.4 M | +12% | 9.52% | 20.4% | 37 | 24.32% | 2.5 |
|
| 3168 |
3168
Princeton Capital Management
Red Bank,
New Jersey
| USD 230 M | +USD 4.84 M | +2% | 2.29% | 180% | 306 | 8.82% | 0.7 |
|
| 3169 |
GWA
3169
Guidant Wealth Advisors
Palatine,
Illinois
| USD 230 M | +USD 8.7 M | +4% | 0.49% | 17.8% | 311 | 25.4% | 1.1 |
|
| 3170 |
3170
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| USD 230 M | +USD 7.06 M | +3% | 1.69% | 12.8% | 116 | 5.17% | 1.9 |
|
| 3171 |
GCM
3171
Grisanti Capital Management
New York
| USD 230 M | +USD 11.2 M | +5% | 2.36% | 17.9% | 76 | 23.68% | 1.9 |
|
| 3172 |
PLFAM
3172
Pineno Levin & Ford Asset Management
Richmond,
Virginia
| USD 230 M | +USD 206 k | +0.1% | 2.01% | 81.6% | 109 | 10.09% | 3.3 |
|
| 3173 |
3173
Ironwood Investment Counsel
Scottsdale,
Arizona
| USD 230 M | +USD 4.82 M | +2% | 2.25% | 64% | 144 | 9.72% | 3.2 |
|
| 3174 |
3174
BCWM LLC
Overland Park,
Kansas
| USD 229 M | -USD 6.32 M | -3% | 2.59% | – | 78 | 25.64% | 2.2 |
|
| 3175 |
3175
MYDA Advisors
Woodmere,
New York
| USD 229 M | +USD 82 M | +56% | 60.8% | 232% | 223 | 86.55% | 0.1 |
|