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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3251 |
LFG
3251
LifePlan Financial Group
Dayton,
Ohio
| USD 151 M | +USD 32.6 M | +28% | 3.57% | 20.2% | 83 | 19.28% | 1.1 |
|
| 3252 |
3252
Somerset Trust
Somerset,
Pennsylvania
| USD 150 M | +USD 7.07 M | +5% | 7.38% | 80.5% | 187 | 3.21% | 0.9 |
|
| 3253 |
3253
Roberts, Glore & Co
Deerfield,
Illinois
| USD 150 M | +USD 5.45 M | +4% | 4.28% | 72.3% | 146 | 12.33% | 1.3 |
|
| 3254 |
3254
Amarillo National Bank
Amarillo,
Texas
| USD 150 M | +USD 6.16 M | +4% | 3.96% | 56.3% | 133 | 6.02% | 1.3 |
|
| 3255 |
3255
Lipe & Dalton
Syracuse,
New York
| USD 150 M | -USD 3.18 M | -2% | 0.73% | 101% | 71 | 21.13% | 1.1 |
|
| 3256 |
3256
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| USD 149 M | +USD 10 M | +7% | 4.54% | 41.6% | 46 | 4.35% | 1.4 |
|
| 3257 |
SSI
3257
Scott & Selber Inc
Houston,
Texas
| USD 149 M | +USD 6.04 M | +4% | 10.4% | 202% | 74 | 25.68% | 1 |
|
| 3258 |
3258
Hengistbury Investment Partners
London,
United Kingdom
| USD 149 M | -USD 73.4 M | -33% | 15.9% | 108% | 5 | 40% | 0.7 |
|
| 3259 |
3259
Peachtree Investment Advisors
Atlanta,
Georgia
| USD 149 M | -USD 483 k | -0.3% | 1.1% | 24.2% | 418 | 11.96% | 0.5 |
|
| 3260 |
3260
First Citizens Bancorporation
Columbia,
South Carolina
| USD 149 M | +USD 10.5 M | +8% | 5.25% | – | 120 | 13.33% | 1.1 |
|
| 3261 |
BCA
3261
Benchmark Capital Advisors
New York
| USD 149 M | +USD 3.92 M | +3% | 3.41% | 29.5% | 143 | 23.78% | 1.1 |
|
| 3262 |
3262
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
| USD 149 M | +USD 6.61 M | +5% | 4.06% | 72.3% | 68 | 2.94% | 1 |
|
| 3263 |
3263
Mader & Shannon Wealth Management
Kansas City,
Missouri
| USD 148 M | +USD 97.2 M | +189% | 6.55% | 53.1% | 27 | 74.07% | 0.2 |
|
| 3264 |
3264
Yost Capital Management
Houston,
Texas
| USD 148 M | – | – | 7.46% | 125% | 13 | – | 0 |
|
| 3265 |
3265
Nebula Capital Management
Stamford,
Connecticut
| USD 148 M | +USD 13.2 M | +10% | 9.95% | 25.6% | 34 | 35.29% | 0.8 |
|
| 3266 |
NVIM
3266
New Vernon Investment Management
Highland Park,
Illinois
| USD 148 M | +USD 25.4 M | +21% | 7.95% | 83.1% | 76 | 68.42% | 0.4 |
|
| 3267 |
3267
D'Orazio & Associates
Falls Church,
Virginia
| USD 148 M | +USD 11.3 M | +8% | 7.26% | 61.2% | 263 | 12.17% | 0.9 |
|
| 3268 |
3268
Acuta Capital Partners
Redwood City,
California
| USD 148 M | – | – | 22.3% | 7,269% | 64 | – | 0 |
|
| 3269 |
3269
Shaker Investments
Cleveland,
Ohio
| USD 148 M | +USD 1.2 M | +0.8% | 9.96% | 205% | 76 | 34.21% | 0.6 |
|
| 3270 |
3270
Goodman Financial
Houston,
Texas
| USD 148 M | -USD 283 k | -0.2% | 3.7% | 52.5% | 50 | 44% | 0.9 |
|
| 3271 |
3271
Kays Financial Advisory
Atlanta,
Georgia
| USD 148 M | +USD 10.5 M | +8% | 2.08% | 23.3% | 59 | 30.51% | 0.6 |
|
| 3272 |
3272
Gemmer Asset Management
Walnut Creek,
California
| USD 148 M | +USD 6.8 M | +5% | 2.13% | 96.8% | 1,532 | 8.36% | 0.7 |
|
| 3273 |
3273
Avoro Capital Advisors
New York
| USD 148 M | – | – | 32% | 512% | 30 | – | 0 |
|
| 3274 |
3274
Hyperion Asset Management
Brisbane,
Australia
| USD 148 M | – | – | 10.7% | 151% | 1 | – | 0 |
|
| 3275 |
3275
Mosaic Financial Partners
San Francisco,
California
| USD 147 M | +USD 5.45 M | +4% | 1.99% | 6.05% | 50 | 12% | 1.3 |
|