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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3176 |
3176
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
| USD 259 M | +USD 82.1 M | +46% | 34.3% | 215% | 37 | 10.81% | 0.2 |
|
| 3177 |
3177
Deer VII & Co
Larchmont,
New York
| USD 259 M | +USD 158 M | +156% | 192% | 241% | 3 | 33.33% | 0.8 |
|
| 3178 |
3178
Zhang Financial
Portage,
Michigan
| USD 259 M | +USD 33.4 M | +15% | 17.9% | 67.9% | 94 | 6.38% | 4.2 |
|
| 3179 |
3179
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| USD 259 M | +USD 44.4 M | +21% | 20.7% | 79.3% | 69 | 10.14% | 4.2 |
|
| 3180 |
3180
Tetrad Corporation
Omaha,
Nebraska
| USD 259 M | +USD 959 k | +0.4% | 3.85% | 45.6% | 4 | 0% | 5.3 |
|
| 3181 |
22CM
3181
20/20 Capital Management
Costa Mesa,
California
| USD 259 M | +USD 36.2 M | +16% | 15.5% | – | 162 | 22.22% | 0.4 |
|
| 3182 |
3182
Capital Investment Counsel Inc
Raleigh,
North Carolina
| USD 259 M | +USD 10.7 M | +4% | 24.8% | 174% | 178 | 12.92% | 4.1 |
|
| 3183 |
3183
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| USD 259 M | +USD 20.9 M | +9% | 13.6% | 62.3% | 103 | 14.56% | 3.6 |
|
| 3184 |
EGA
3184
E&G Advisors
Houston,
Texas
| USD 259 M | +USD 56.2 M | +28% | 16.8% | 97.7% | 181 | 11.6% | 3.1 |
|
| 3185 |
3185
NFC Investments
Memphis,
Tennessee
| USD 259 M | +USD 16.7 M | +7% | 18% | – | 41 | 0% | 3.5 |
|
| 3186 |
3186
Cahill Financial Advisors
Edina,
Minnesota
| USD 259 M | +USD 43.1 M | +20% | 16% | 55.9% | 166 | 16.87% | 3.6 |
|
| 3187 |
3187
Shulman DeMeo Asset Management
Lake Success,
New York
| USD 259 M | +USD 43.7 M | +20% | 19.5% | 79.3% | 113 | 13.27% | 1.1 |
|
| 3188 |
3188
Empowered Funds
Havertown,
Pennsylvania
| USD 258 M | -USD 17.9 M | -6% | 28.1% | 127% | 176 | 81.82% | 0.4 |
|
| 3189 |
3189
Intellectus Partners
San Francisco,
California
| USD 258 M | +USD 48.1 M | +23% | 26.2% | 157% | 222 | 16.22% | 1.8 |
|
| 3190 |
3190
Stelac Advisory Services
New York
| USD 258 M | +USD 50.5 M | +24% | 16.8% | 84.9% | 155 | 34.19% | 1.8 |
|
| 3191 |
3191
GenWealth Group
Maplewood,
New Jersey
| USD 258 M | +USD 28.2 M | +12% | 15.4% | 73.9% | 73 | 28.77% | 1.8 |
|
| 3192 |
ECM
3192
EagleClaw Capital Management
Boston,
Massachusetts
| USD 258 M | +USD 45.7 M | +22% | 27.5% | 104% | 127 | 11.81% | 4.2 |
|
| 3193 |
3193
Glovista Investments
Jersey City,
New Jersey
| USD 257 M | +USD 64.8 M | +34% | 11.9% | 2.48% | 103 | 43.69% | 2.7 |
|
| 3194 |
3194
Context Capital Management
Lajolla,
California
| USD 257 M | +USD 80.9 M | +46% | 11.5% | 3.38% | 125 | 26.4% | 0.6 |
|
| 3195 |
3195
SeaBridge Investment Advisors
Summit,
New Jersey
| USD 257 M | +USD 39 M | +18% | 20.3% | 139% | 279 | 18.28% | 3.5 |
|
| 3196 |
3196
Court Place Advisors
Ellicott City,
Maryland
| USD 257 M | +USD 33.7 M | +15% | 16.8% | 92% | 168 | 8.33% | 4.6 |
|
| 3197 |
3197
Emergence GP Partners
San Francisco,
California
| USD 257 M | +USD 87.6 M | +52% | 164% | – | 1 | 0% | 0.5 |
|
| 3198 |
3198
Waller Financial Planning Group
Columbus,
Ohio
| USD 257 M | +USD 65 M | +34% | 14.4% | 47.5% | 47 | 6.38% | 1.3 |
|
| 3199 |
3199
Cheviot Value Management
Beverly Hills,
California
| USD 256 M | +USD 37 M | +17% | 19.9% | 77.8% | 59 | 6.78% | 3.9 |
|
| 3200 |
3200
CHI Advisors
New York
| USD 256 M | +USD 214 M | +504% | 31.2% | 88.2% | 19 | 31.58% | 0.5 |
|