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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3201 |
MA
3201
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| USD 188 M | +USD 11.5 M | +7% | 7.64% | 166% | 75 | 6.67% | 2.8 |
|
| 3202 |
3202
Schooner Capital
Vero Beach,
Florida
| USD 187 M | +USD 2.53 M | +1% | 9.82% | 31.1% | 1 | 0% | 3.8 |
|
| 3203 |
SIG
3203
Schaller Investment Group
Winston Salem,
North Carolina
| USD 187 M | -USD 7.84 M | -4% | 0.65% | 21.9% | 43 | 4.65% | 2.7 |
|
| 3204 |
3204
Frazier Management
Seattle,
Washington
| USD 187 M | +USD 108 M | +136% | 37.5% | 408% | 7 | 14.29% | 1 |
|
| 3205 |
3205
ELCO Management
New York
| USD 187 M | +USD 7.07 M | +4% | 3.37% | 98.3% | 151 | 18.54% | 0.4 |
|
| 3206 |
3206
Aull & Monroe Investment Management
Mobile,
Alabama
| USD 187 M | +USD 8.91 M | +5% | 4.31% | 98.3% | 134 | 6.72% | 2.9 |
|
| 3207 |
3207
Venor Capital Management
New York
| USD 187 M | +USD 38.3 M | +26% | 6.13% | – | 19 | 73.68% | 0.6 |
|
| 3208 |
3208
Broadmark Asset Management
San Francisco,
California
| USD 187 M | -USD 47.6 M | -20% | 6.7% | 39.6% | 6 | 83.33% | 0.9 |
|
| 3209 |
3209
Hudock Inc
Williamsport,
Pennsylvania
| USD 187 M | +USD 10 M | +6% | 3.35% | 69.7% | 620 | 9.84% | 2.7 |
|
| 3210 |
3210
WealthTrust-Arizona
Scottsdale,
Arizona
| USD 186 M | +USD 11.7 M | +7% | 4.58% | 20.2% | 664 | 11.45% | 2.3 |
|
| 3211 |
3211
Peregrine Asset Advisers
Portland,
Oregon
| USD 186 M | +USD 17.4 M | +10% | 9.06% | 182% | 117 | 42.74% | 1.7 |
|
| 3212 |
FNBOMD
3212
First National Bank of Mount Dora
Mount Dora,
Florida
| USD 186 M | +USD 16.9 M | +10% | 4.22% | 96.2% | 84 | 13.1% | 3 |
|
| 3213 |
3213
Starfire Investment Advisers
Southfield,
Michigan
| USD 186 M | +USD 10.5 M | +6% | 4.43% | 19.2% | 156 | 10.9% | 1.6 |
|
| 3214 |
3214
AMG Funds
Stamford,
Connecticut
| USD 186 M | +USD 2.6 M | +1% | 4.24% | 6.28% | 111 | 7.21% | 0.5 |
|
| 3215 |
3215
Matisse Capital
Portland,
Oregon
| USD 186 M | +USD 1.01 M | +0.5% | 6.84% | 66.9% | 129 | 41.09% | 0.6 |
|
| 3216 |
3216
Anderson Hoagland & Co
St Louis,
Missouri
| USD 186 M | +USD 13.9 M | +8% | 6.04% | 95.1% | 115 | 20% | 2.1 |
|
| 3217 |
3217
White Pine Investment Company
Livonia,
Michigan
| USD 186 M | +USD 836 k | +0.5% | 4.4% | 73.3% | 57 | 5.26% | 2.9 |
|
| 3218 |
3218
Heritage Wealth Advisors
Richmond,
Virginia
| USD 185 M | +USD 32.5 M | +21% | 5.71% | 65% | 97 | 17.53% | 2 |
|
| 3219 |
SC
3219
Saybrook Capital
Winston Salem,
North Carolina
| USD 185 M | +USD 27.4 M | +17% | 4.54% | 67.1% | 49 | 4.08% | 3 |
|
| 3220 |
3220
Asset Dedication LLC
San Francisco,
California
| USD 185 M | +USD 12.8 M | +7% | 4.63% | 67.8% | 408 | 13.97% | 1 |
|
| 3221 |
3221
Kinsight LLC
Birmingham,
Alabama
| USD 185 M | -USD 5.86 M | -3% | 5.15% | 15.7% | 35 | 0% | 2.9 |
|
| 3222 |
3222
EnCap Energy Capital Fund IX
Houston,
Texas
| USD 185 M | -USD 9.47 M | -5% | 4.87% | 69.2% | 1 | 0% | 0.3 |
|
| 3223 |
3223
Geller Advisors
New York
| USD 185 M | +USD 16.6 M | +10% | 8.67% | 20.4% | 22 | 4.55% | 2.9 |
|
| 3224 |
3224
Lyell Wealth Management
Menlo Park,
California
| USD 185 M | +USD 23.9 M | +15% | 7.43% | 128% | 101 | 14.85% | 0.2 |
|
| 3225 |
3225
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
| USD 185 M | +USD 21.8 M | +13% | 6.56% | 70.1% | 81 | 30.86% | 1.2 |
|