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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
EnTrustPermal Management
New York
| USD 165 M | -USD 8.73 M | -5% | 1.04% | 19.3% | 33 | 42.42% | 1.4 |
|
| 3302 |
3302
Perkins Coie Trust Company
Seattle,
Washington
| USD 165 M | +USD 7.12 M | +5% | 3.69% | 83.2% | 305 | 18.03% | 2.1 |
|
| 3303 |
EP
3303
Elkhorn Partners
Omaha,
Nebraska
| USD 165 M | -USD 1.83 M | -1% | 2.24% | 32.2% | 43 | 6.98% | 3 |
|
| 3304 |
LBC
3304
Lawrence B. Cohen
| USD 165 M | -USD 3.32 M | -2% | 1.55% | 41.8% | 79 | 10.13% | 2.7 |
|
| 3305 |
3305
First National Bank of Hutchinson
Hutchinson,
Kansas
| USD 165 M | +USD 6.51 M | +4% | 4.81% | 121% | 90 | 18.89% | 1.9 |
|
| 3306 |
BI
3306
Boulegeris Investments
Sandy Springs,
Georgia
| USD 164 M | +USD 6.58 M | +4% | 5.69% | 39.1% | 50 | 10% | 1.7 |
|
| 3307 |
CCM
3307
CWH Capital Management
Spokane,
Washington
| USD 164 M | +USD 19.9 M | +14% | 5.86% | 29.9% | 51 | 17.65% | 1.7 |
|
| 3308 |
3308
Stockman Wealth Management
Billings,
Montana
| USD 164 M | +USD 2.96 M | +2% | 3.26% | 73.5% | 138 | 13.04% | 1 |
|
| 3309 |
3309
Cahill Financial Advisors
Edina,
Minnesota
| USD 164 M | +USD 10.4 M | +7% | 2.15% | 55.9% | 132 | 11.36% | 2 |
|
| 3310 |
3310
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| USD 164 M | -USD 7.57 M | -4% | 1.07% | 62.5% | 434 | 39.17% | 2.5 |
|
| 3311 |
3311
Prentiss Smith & Co
Brattleboro,
Vermont
| USD 164 M | -USD 14.9 M | -8% | 1.04% | 63.9% | 290 | 22.07% | 2.1 |
|
| 3312 |
3312
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| USD 164 M | +USD 4.9 M | +3% | 3.18% | 82.6% | 151 | 10.6% | 2.6 |
|
| 3313 |
SAM
3313
Shamrock Asset Management
Dallas,
Texas
| USD 164 M | -USD 10.3 M | -6% | 3.15% | 31% | 304 | 27.96% | 1.7 |
|
| 3314 |
3314
Jacobi Capital Management
Pittston,
Pennsylvania
| USD 164 M | -USD 47.7 M | -23% | 2.29% | 76.6% | 781 | 23.56% | 0.5 |
|
| 3315 |
GA
3315
GRS Advisors
Chicago,
Illinois
| USD 164 M | -USD 250 M | -60% | 0.54% | 54.3% | 31 | 51.61% | 0.7 |
|
| 3316 |
MC
3316
Miles Capital
West Des Moines,
Iowa
| USD 164 M | +USD 16 M | +11% | 3.43% | 15.4% | 205 | 37.56% | 0.7 |
|
| 3317 |
3317
Old West Investment Management
Los Angeles,
California
| USD 164 M | +USD 26.2 M | +19% | 5.65% | 242% | 61 | 27.87% | 1.8 |
|
| 3318 |
3318
Cribstone Capital Management
Augusta,
Maine
| USD 164 M | +USD 1.03 M | +0.6% | 0.58% | 22.4% | 771 | 14.01% | 0.5 |
|
| 3319 |
3319
Lingohr Asset Management
Duesseldorf,
Germany
| USD 164 M | +USD 52.9 M | +48% | 9.01% | 141% | 120 | 50.83% | 0.8 |
|
| 3320 |
3320
Southport Capital Management
Chattanooga,
Tennessee
| USD 164 M | +USD 20 M | +14% | 5.42% | 80% | 180 | 12.78% | 2.3 |
|
| 3321 |
3321
Gainplan
Bloomfield Hills,
Michigan
| USD 163 M | – | – | 2.24% | 103% | 11 | – | 0 |
|
| 3322 |
3322
Pinnacle Family Advisors
Springfield,
Missouri
| USD 163 M | – | – | 4.08% | 85.8% | 58 | – | 0 |
|
| 3323 |
3323
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| USD 163 M | +USD 32.5 M | +25% | 4.27% | 66.8% | 96 | 6.25% | 2.6 |
|
| 3324 |
ABFS
3324
Appropriate Balance Financial Services
Bellevue,
Washington
| USD 163 M | +USD 7.35 M | +5% | 5.13% | – | 33 | 6.06% | 0.8 |
|
| 3325 |
3325
Sequent Asset Management
Houston,
Texas
| USD 163 M | +USD 7.66 M | +5% | 2.27% | 51.3% | 57 | 5.26% | 2.5 |
|