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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 |
3201
HT Partners
Centerbrook,
Connecticut
| USD 238 M | +USD 105 k | +0% | 0.33% | 71.1% | 30 | 3.33% | 3 |
|
| 3202 |
3202
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| USD 238 M | -USD 2.53 M | -1% | 1.49% | 78.3% | 196 | 11.73% | 4.2 |
|
| 3203 |
JPC
3203
Jabodon PT Co
Reno,
Nevada
| USD 238 M | +USD 109 M | +85% | 2.59% | 61.9% | 26 | 38.46% | 0.7 |
|
| 3204 |
3204
Howard Capital Management
Roswell,
Georgia
| USD 237 M | +USD 11.8 M | +5% | 0.18% | 144% | 44 | 25% | 0.6 |
|
| 3205 |
3205
Siris Capital Group
New York
| USD 237 M | +USD 1.78 M | +0.8% | 0.76% | – | 1 | 0% | 1 |
|
| 3206 |
CT
3206
Chicago Trust
Grayslake,
Illinois
| USD 237 M | +USD 2.3 M | +1% | 1.38% | 85.9% | 202 | 11.39% | 2.9 |
|
| 3207 |
SC
3207
Saybrook Capital
Winston Salem,
North Carolina
| USD 237 M | +USD 35 k | +0% | 0.2% | 67.1% | 49 | 4.08% | 5 |
|
| 3208 |
3208
Stewardship Financial Advisors
Stockbridge,
Georgia
| USD 237 M | +USD 5.45 M | +2% | 1.73% | 39.1% | 75 | 13.33% | 2.1 |
|
| 3209 |
3209
Zhang Financial
Portage,
Michigan
| USD 237 M | -USD 2.35 M | -1% | 0.69% | 67.9% | 92 | 7.61% | 3.9 |
|
| 3210 |
3210
SFE Investment Counsel
Los Angeles,
California
| USD 237 M | +USD 2.99 M | +1% | 0.5% | 105% | 118 | 5.93% | 3.6 |
|
| 3211 |
3211
Harbour Capital Advisors
Tysons Corner,
Virginia
| USD 236 M | +USD 3.22 M | +1% | 0.44% | 168% | 218 | 14.68% | 2.3 |
|
| 3212 |
3212
Financial Planning & Information Services
De Pere,
Wisconsin
| USD 236 M | +USD 5.22 M | +2% | 0.82% | 13% | 50 | 4% | 3.7 |
|
| 3213 |
3213
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| USD 236 M | +USD 105 M | +80% | 5.36% | 80.8% | 67 | 11.94% | 1.1 |
|
| 3214 |
AC
3214
AMS Capital
Sao Paulo,
Brazil
| USD 236 M | +USD 95.5 M | +68% | 7.92% | 63.1% | 31 | 54.84% | 0.5 |
|
| 3215 |
FCA
3215
FLC Capital Advisors
Palm Desert,
California
| USD 236 M | -USD 7.03 M | -3% | 1.45% | 59.3% | 136 | 10.29% | 0.6 |
|
| 3216 |
PCM
3216
Perritt Capital Management
Chicago,
Illinois
| USD 236 M | -USD 17.4 M | -7% | 4.02% | 80.9% | 244 | 12.3% | 3.3 |
|
| 3217 |
3217
Wildcat Capital Management
New York
| USD 235 M | +USD 4.3 M | +2% | 2.82% | 126% | 41 | 56.1% | 0.9 |
|
| 3218 |
3218
Winmill & Co
Walpole,
New Hampshire
| USD 235 M | – | – | 2.03% | 146% | 108 | – | 0 |
|
| 3219 |
3219
Wind River Trust Company
Jackson,
Wyoming
| USD 235 M | +USD 108 k | +0% | 0.01% | 62.1% | 9 | 0% | 4.7 |
|
| 3220 |
3220
Permit Capital
West Conshohocken,
Pennsylvania
| USD 235 M | +USD 9.21 M | +4% | 4.74% | 121% | 26 | 0% | 5 |
|
| 3221 |
3221
Cheviot Value Management
Beverly Hills,
California
| USD 235 M | +USD 3.69 M | +2% | 1.1% | 77.8% | 69 | 10.14% | 3.4 |
|
| 3222 |
3222
Henry James International Management
New York
| USD 235 M | +USD 1.25 M | +0.5% | 0.84% | 125% | 145 | 9.66% | 0.8 |
|
| 3223 |
3223
RDA Financial Network
Akron,
Iowa
| USD 234 M | +USD 12.3 M | +6% | 1.45% | 93.4% | 253 | 12.65% | 0.4 |
|
| 3224 |
HA
3224
Hamel Associates
Chatham,
New Jersey
| USD 234 M | +USD 6.14 M | +3% | 3.98% | 50.6% | 86 | 4.65% | 3.9 |
|
| 3225 |
3225
Montgomery Investment Management
Rockville,
Maryland
| USD 234 M | +USD 5.26 M | +2% | 3.45% | 98.4% | 94 | 7.45% | 4.7 |
|