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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
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| USD 363 M | +USD 34.3 M | +10% | 11.6% | 79.3% | 80 | 8.75% | 5.2 |
|
| 3177 |
3177
Chan Zuckerberg Initiative
Redwood City,
California
| USD 363 M | – | – | 9.05% | 59% | 4 | – | 0 |
|
| 3178 |
3178
Marathon Capital Management
Hunt Valley,
Maryland
| USD 363 M | +USD 12.8 M | +4% | 8.5% | 74% | 153 | 5.23% | 2.4 |
|
| 3179 |
3179
Stonnington Group
Pasadena,
California
| USD 363 M | +USD 7.95 M | +2% | 12.1% | – | 220 | 17.73% | 1.4 |
|
| 3180 |
3180
Haverford Financial Services
Radnor,
Pennsylvania
| USD 363 M | +USD 36 M | +11% | 12.8% | 57.9% | 66 | 4.55% | 4.3 |
|
| 3181 |
3181
Sycomore Asset Management
Paris,
France
| USD 363 M | +USD 8.26 M | +2% | 9.64% | 163% | 116 | 18.1% | 1.5 |
|
| 3182 |
3182
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| USD 362 M | -USD 2.95 M | -0.8% | 12.4% | 57.2% | 70 | 24.29% | 4.3 |
|
| 3183 |
3183
BCM Advisors
Lafayette,
Louisiana
| USD 362 M | +USD 21.9 M | +6% | 7.74% | 59.3% | 62 | 3.23% | 3 |
|
| 3184 |
3184
Mitchell Capital Management
Leawood,
Kansas
| USD 362 M | +USD 9.27 M | +3% | 8.5% | 234% | 129 | 6.2% | 3.2 |
|
| 3185 |
3185
Consolidated Planning Corp
Atlanta,
Georgia
| USD 361 M | +USD 40.9 M | +13% | 10.9% | 84.6% | 128 | 20.31% | 1.3 |
|
| 3186 |
3186
Partners in Financial Planning
Salem,
Virginia
| USD 361 M | +USD 11.2 M | +3% | 6.1% | 38.9% | 95 | 10.53% | 1.3 |
|
| 3187 |
3187
Emerald Advisors
Bellevue,
Washington
| USD 361 M | +USD 16.6 M | +5% | 0.71% | 71.8% | 86 | 20.93% | 1.9 |
|
| 3188 |
3188
Barber Financial Group
Lenexa,
Kansas
| USD 361 M | +USD 16.8 M | +5% | 4.65% | 39% | 144 | 16.67% | 2.7 |
|
| 3189 |
3189
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| USD 361 M | +USD 56.9 M | +19% | 16.5% | 52.1% | 188 | 24.47% | 2.2 |
|
| 3190 |
3190
Harber Asset Management
Asheville,
North Carolina
| USD 361 M | +USD 40.7 M | +13% | 14.3% | 63.6% | 40 | 30% | 1 |
|
| 3191 |
3191
Contravisory Investment Management
Norwell,
Massachusetts
| USD 361 M | +USD 61 M | +20% | 16.7% | 135% | 346 | 19.65% | 1.6 |
|
| 3192 |
ETH
3192
Exos TFP Holdings
New York
| USD 360 M | +USD 142 M | +65% | 4.24% | – | 739 | 52.64% | 0.2 |
|
| 3193 |
3193
Shorepoint Capital Partners
Norwood,
Massachusetts
| USD 360 M | +USD 151 M | +72% | 10.6% | – | 140 | 48.57% | 1.5 |
|
| 3194 |
FBT
3194
First Bank & Trust
Brookings,
South Dakota
| USD 360 M | +USD 87.8 M | +32% | 10.2% | 85.6% | 188 | 14.89% | 3.7 |
|
| 3195 |
3195
Maltese Capital Management
New York
| USD 360 M | -USD 76.7 M | -18% | 6.47% | 114% | 125 | 22.4% | 2.9 |
|
| 3196 |
3196
All-Stars Investment
Hong Kong
| USD 360 M | +USD 65.5 M | +22% | 22.5% | 41.7% | 4 | 25% | 0.8 |
|
| 3197 |
III
3197
Independent Investors Inc
Nesconset,
New York
| USD 359 M | +USD 7.8 M | +2% | 6.23% | 94.5% | 68 | 7.35% | 7.4 |
|
| 3198 |
3198
Turiya Advisors Asia
Hong Kong
| USD 359 M | +USD 219 M | +156% | 9% | 247% | 6 | 66.67% | 0.3 |
|
| 3199 |
CCM
3199
Chimera Capital Management
New York
| USD 359 M | -USD 841 k | -0.2% | 16.1% | – | 288 | 71.18% | 0.1 |
|
| 3200 |
IIA
3200
IPG Investment Advisors
San Diego,
California
| USD 359 M | +USD 2 M | +0.6% | 4.03% | 126% | 163 | 25.77% | 2 |
|