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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3226 |
3226
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| USD 184 M | +USD 7.48 M | +4% | 3.55% | 74% | 64 | 9.38% | 1.1 |
|
| 3227 |
3227
SC XII Management
Menlo Park,
California
| USD 184 M | +USD 10.5 M | +6% | 17.5% | 73.4% | 3 | 0% | 2.5 |
|
| 3228 |
3228
Benedict Financial Advisors
Atlanta,
Georgia
| USD 184 M | +USD 10.8 M | +6% | 5.68% | 72.4% | 103 | 2.91% | 1.9 |
|
| 3229 |
DCM
3229
Divisar Capital Management
San Francisco,
California
| USD 184 M | +USD 44.9 M | +32% | 6.96% | 194% | 30 | 16.67% | 0.2 |
|
| 3230 |
3230
Cribstone Capital Management
Augusta,
Maine
| USD 184 M | +USD 20 M | +12% | 3.95% | 22.4% | 805 | 15.78% | 0.7 |
|
| 3231 |
3231
Boston Research & Management
Manchester,
Massachusetts
| USD 184 M | +USD 7.78 M | +4% | 4.93% | 53.2% | 99 | 7.07% | 3.3 |
|
| 3232 |
3232
Vantage Wealth
Pasadena,
California
| USD 183 M | +USD 1.31 M | +0.7% | 3.3% | 56.1% | 24 | 8.33% | 2.8 |
|
| 3233 |
3233
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| USD 183 M | +USD 19.1 M | +12% | 5.7% | 62.5% | 273 | 8.79% | 2.8 |
|
| 3234 |
3234
First Bankers Trust
Louisville,
Kentucky
| USD 183 M | +USD 2.99 M | +2% | 3.96% | 78.9% | 128 | 7.03% | 3.3 |
|
| 3235 |
3235
Lingohr Asset Management
Duesseldorf,
Germany
| USD 183 M | +USD 19.2 M | +12% | 3.07% | 141% | 121 | 19.83% | 0.8 |
|
| 3236 |
3236
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| USD 183 M | +USD 14.1 M | +8% | 3.58% | 65.6% | 159 | 21.38% | 0.6 |
|
| 3237 |
3237
Bourne Lent Asset Management
Pawling,
New York
| USD 183 M | +USD 15.5 M | +9% | 11.4% | 76.1% | 62 | 8.06% | 1.6 |
|
| 3238 |
3238
Cornerstone Advisors (Washington)
Bellevue,
Washington
| USD 183 M | +USD 63.4 M | +53% | 5.44% | 24.3% | 969 | 8.36% | 2.2 |
|
| 3239 |
3239
Legion Partners Asset Management
Los Angeles,
California
| USD 183 M | +USD 25.8 M | +16% | 1.66% | 206% | 15 | 26.67% | 0.2 |
|
| 3240 |
MBA
3240
McQueen Ball & Associates
Bethlehem,
Pennsylvania
| USD 183 M | +USD 32.7 M | +22% | 20.2% | 53.6% | 110 | 11.82% | 1.1 |
|
| 3241 |
3241
Brightworth
Atlanta,
Georgia
| USD 183 M | +USD 681 k | +0.4% | 6.39% | 21.7% | 47 | 17.02% | 0.5 |
|
| 3242 |
3242
Barnett & Company
Chattanooga,
Tennessee
| USD 182 M | -USD 9.5 M | -5% | 3.66% | 65.9% | 395 | 12.66% | 1.7 |
|
| 3243 |
3243
Birch Grove Capital
New York
| USD 182 M | +USD 68.1 M | +60% | 0.09% | 2.66% | 25 | 32% | 0.4 |
|
| 3244 |
3244
First Washington Corp
Seattle,
Washington
| USD 182 M | +USD 66 k | +0% | 3.9% | 142% | 78 | 12.82% | 2.2 |
|
| 3245 |
3245
Oslo Pensjonsforsikring
Oslo,
| USD 182 M | – | – | 8.99% | 79% | 9 | – | 0 |
|
| 3246 |
SFSIG
3246
San Francisco Sentry Investment Group
San Francisco,
California
| USD 182 M | +USD 8.96 M | +5% | 7.11% | 436% | 206 | 14.56% | 2.2 |
|
| 3247 |
3247
Hanseatic Management Services
Albuquerque,
New Mexico
| USD 182 M | +USD 3.76 M | +2% | 12.1% | – | 461 | 47.29% | 0.4 |
|
| 3248 |
3248
Pathstone Family Office
Englewood,
New Jersey
| USD 181 M | +USD 24.3 M | +15% | 5.37% | 38.9% | 655 | 85.5% | 0.2 |
|
| 3249 |
3249
Teewinot Capital Advisers
New York
| USD 181 M | +USD 22.4 M | +14% | 5.26% | 149% | 45 | 15.56% | 2 |
|
| 3250 |
SM
3250
Sciencast Management
Princeton,
New Jersey
| USD 181 M | +USD 108 M | +147% | 4.07% | 72.5% | 443 | 81.94% | 0.1 |
|