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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
3301
Daniel Devine & Co
Parkland,
Florida
| USD 150 M | +USD 9.8 M | +7% | 1.81% | 34.2% | 65 | 9.23% | 0.2 |
|
| 3302 |
3302
Hyperion Asset Management
Brisbane,
Australia
| USD 150 M | +USD 1.99 M | +1% | 10.9% | 151% | 1 | 0% | 0.3 |
|
| 3303 |
3303
Black Diamond Capital Management
Stamford,
Connecticut
| USD 149 M | +USD 3.98 M | +3% | 2.38% | 28.3% | 4 | 0% | 1.3 |
|
| 3304 |
3304
Blue Edge Capital
Richmond,
Virginia
| USD 149 M | +USD 3.09 M | +2% | 4.53% | 67.4% | 75 | 17.33% | 1 |
|
| 3305 |
3305
Mader & Shannon Wealth Management
Kansas City,
Missouri
| USD 149 M | +USD 573 k | +0.4% | 4.11% | 53.1% | 33 | 75.76% | 0.2 |
|
| 3306 |
3306
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| USD 149 M | -USD 446 k | -0.3% | 0.45% | 41.6% | 45 | 4.44% | 1.6 |
|
| 3307 |
3307
Old West Investment Management
Los Angeles,
California
| USD 149 M | -USD 13 M | -8% | 0.46% | 242% | 85 | 10.59% | 1.3 |
|
| 3308 |
3308
Virtus Investment Advisers
Hartford,
Connecticut
| USD 149 M | -USD 40.7 M | -21% | 1.86% | 172% | 28 | 50% | 0.6 |
|
| 3309 |
CFMC
3309
Curbstone Financial Management Corp
Manchester,
New Hampshire
| USD 148 M | +USD 18.6 M | +14% | 1.35% | 69.6% | 169 | 18.34% | 0.8 |
|
| 3310 |
3310
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| USD 148 M | +USD 5.38 M | +4% | 2.89% | 80.8% | 33 | 12.12% | 0.2 |
|
| 3311 |
SSI
3311
Scott & Selber Inc
Houston,
Texas
| USD 148 M | -USD 1.3 M | -0.9% | 7.69% | 202% | 79 | 37.97% | 0.9 |
|
| 3312 |
NCM
3312
Niemann Capital Management
Stateline,
Nevada
| USD 148 M | +USD 7.5 M | +5% | 10.3% | 103% | 29 | 44.83% | 0.4 |
|
| 3313 |
3313
Richmond Hill Investment Company
New York
| USD 148 M | +USD 46.8 M | +46% | 3.64% | 7.84% | 14 | 42.86% | 0.2 |
|
| 3314 |
3314
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| USD 148 M | +USD 3.61 M | +3% | 0.46% | 71.4% | 264 | 22.73% | 0.2 |
|
| 3315 |
3315
Otter Creek Advisors
Palm Beach Gardens,
Florida
| USD 148 M | – | – | 2.06% | 173% | 60 | – | 0 |
|
| 3316 |
3316
Hillman Company
Pittsburgh,
Pennsylvania
| USD 148 M | -USD 12.6 M | -8% | 5.46% | 134% | 15 | 33.33% | 0.3 |
|
| 3317 |
3317
Blue Chip Partners
Farmington Hills,
Michigan
| USD 148 M | +USD 4.28 M | +3% | 0.61% | 81.2% | 112 | 5.36% | 0.2 |
|
| 3318 |
KCM
3318
Karp Capital Management
Sausalito,
California
| USD 148 M | +USD 10.3 M | +7% | 2.96% | 21.3% | 408 | 19.12% | 0.2 |
|
| 3319 |
3319
New Leaf Venture Partners
New York
| USD 147 M | -USD 58.2 M | -28% | 0.32% | 3.91% | 15 | 26.67% | 0.2 |
|
| 3320 |
3320
Charles-Lim Capital
Central,
Hong Kong
| USD 147 M | +USD 40.5 M | +38% | 11% | 4.44% | 7 | 42.86% | 0.2 |
|
| 3321 |
3321
Northside Capital Management
Hood River,
Oregon
| USD 147 M | +USD 7.8 M | +6% | 0.19% | 99.6% | 46 | 6.52% | 0.2 |
|
| 3322 |
3322
Lowe Wealth Advisors
Columbia,
Maryland
| USD 147 M | +USD 7.34 M | +5% | 0.9% | 63.3% | 236 | 11.02% | 0.2 |
|
| 3323 |
3323
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| USD 147 M | +USD 3.86 M | +3% | 0.98% | 82.6% | 87 | 9.2% | 1.5 |
|
| 3324 |
FVCM
3324
F&V Capital Management
Boca Raton,
Florida
| USD 147 M | +USD 141 k | +0.1% | 1.07% | 123% | 69 | 7.25% | 1.3 |
|
| 3325 |
3325
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
| USD 147 M | +USD 10.2 M | +7% | 2.89% | 70.1% | 120 | 69.17% | 0.2 |
|