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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3326 |
3326
Globe Life
Mckinney,
Texas
| USD 128 M | +USD 190 k | +0.1% | 4.7% | 60.1% | 29 | 24.14% | 1.4 |
|
| 3327 |
GCM
3327
Garland Capital Management
Bellevue,
Washington
| USD 128 M | +USD 12.8 M | +11% | 6.58% | 55.7% | 39 | 17.95% | 1.9 |
|
| 3328 |
3328
Roberts, Glore & Co
Deerfield,
Illinois
| USD 128 M | -USD 14.9 M | -10% | 6.54% | 72.3% | 142 | 14.79% | 2 |
|
| 3329 |
3329
Arete Wealth Advisors
Chicago,
Illinois
| USD 128 M | -USD 20.5 M | -14% | 7.15% | 85.3% | 165 | 36.97% | 1 |
|
| 3330 |
3330
Crossvault Capital Management
San Antonio,
Texas
| USD 128 M | +USD 2.94 M | +2% | 6.03% | 56.4% | 69 | 15.94% | 1.4 |
|
| 3331 |
3331
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| USD 128 M | -USD 1.22 M | -0.9% | 6.07% | 73.3% | 122 | 14.75% | 1.6 |
|
| 3332 |
3332
Tradewinds Capital Management
Bellingham,
Washington
| USD 128 M | -USD 14.6 M | -10% | 3.38% | 85.2% | 761 | 19.19% | 1.3 |
|
| 3333 |
PP
3333
Pension Partners
New York
| USD 128 M | +USD 11.7 M | +10% | 17.8% | – | 19 | 57.89% | 0.3 |
|
| 3334 |
3334
Sensible Financial Planning & Management
Waltham,
Massachusetts
| USD 128 M | +USD 6.22 M | +5% | 1.53% | 24.5% | 83 | 19.28% | 0.5 |
|
| 3335 |
3335
Shaker Investments
Cleveland,
Ohio
| USD 128 M | -USD 15.9 M | -11% | 2.35% | 205% | 81 | 27.16% | 0.9 |
|
| 3336 |
3336
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| USD 128 M | +USD 4.18 M | +3% | 5.42% | 79.3% | 75 | 16% | 1.3 |
|
| 3337 |
MA
3337
Menlo Advisors
Menlo Park,
California
| USD 127 M | -USD 15.7 M | -11% | 6.39% | 108% | 41 | 17.07% | 1.7 |
|
| 3338 |
3338
Sterling Investment Management
Tucson,
Arizona
| USD 127 M | -USD 5.68 M | -4% | 10.1% | 45.3% | 73 | 16.44% | 1.6 |
|
| 3339 |
3339
Vector Wealth Management
Minneapolis,
Minnesota
| USD 127 M | +USD 304 k | +0.2% | 10.7% | 2.13% | 83 | 16.87% | 1.5 |
|
| 3340 |
3340
Plante Moran Financial Advisors
Southfield,
Michigan
| USD 127 M | -USD 12.8 M | -9% | 5.4% | 62.8% | 810 | 20.12% | 1.6 |
|
| 3341 |
3341
Liberty Capital Management
Birmingham,
Michigan
| USD 127 M | -USD 21.9 M | -15% | 4.6% | – | 102 | 11.76% | 2 |
|
| 3342 |
NVIM
3342
New Vernon Investment Management
Highland Park,
Illinois
| USD 127 M | -USD 19.3 M | -13% | 4.42% | 83.1% | 58 | 5.17% | 1 |
|
| 3343 |
HRC
3343
Hoertkorn Richard Charles
| USD 127 M | -USD 7.09 M | -5% | 7.8% | 172% | 99 | 10.1% | 1.5 |
|
| 3344 |
3344
Inspirion Wealth Advisors
Libertyville,
Illinois
| USD 127 M | -USD 8.6 M | -6% | 9.53% | 52.5% | 59 | 13.56% | 0.7 |
|
| 3345 |
3345
IDG-Accel China Capital Associates
Central,
Hong Kong
| USD 127 M | -USD 58.9 M | -32% | 30.8% | 43% | 2 | 0% | 1.3 |
|
| 3346 |
3346
SCGF III Management
Menlo Park,
California
| USD 126 M | -USD 379 M | -75% | 35.8% | – | 3 | 33.33% | 2 |
|
| 3347 |
3347
Farmers National Bank
Danville,
Kentucky
| USD 126 M | -USD 4.97 M | -4% | 4.52% | – | 104 | 6.73% | 0.7 |
|
| 3348 |
3348
Farley Capital
New York
| USD 126 M | -USD 3.56 M | -3% | 8.14% | 105% | 16 | 37.5% | 1.2 |
|
| 3349 |
3349
Bell Bank
Fargo,
North Dakota
| USD 126 M | -USD 9.02 M | -7% | 3.64% | 71% | 155 | 16.77% | 1.9 |
|
| 3350 |
3350
Orleans Capital Management
Mandeville,
Louisiana
| USD 126 M | -USD 15.7 M | -11% | 7.72% | 94.6% | 93 | 10.75% | 1.7 |
|