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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3426 |
BE
3426
Bonness Enterprises
Washington,
District of Columbia
| USD 110 M | -USD 3.43 M | -3% | 3.35% | 98.6% | 53 | 11.32% | 0.9 |
|
| 3427 |
3427
Comerica Securities
Detroit,
Michigan
| USD 110 M | +USD 4.86 M | +5% | 3.85% | 25.6% | 133 | 19.55% | 0.6 |
|
| 3428 |
SG
3428
Somerset Group
Wayzata,
Minnesota
| USD 110 M | +USD 5.35 M | +5% | 6.22% | 84.6% | 79 | 7.59% | 0.8 |
|
| 3429 |
PI
3429
Pettee Investors
Rowayton,
Connecticut
| USD 110 M | +USD 3.59 M | +3% | 3.49% | 96.1% | 56 | 0% | 0.5 |
|
| 3430 |
WA
3430
Wheatland Advisors
Lancaster,
Pennsylvania
| USD 110 M | +USD 12 M | +12% | 3.41% | 30.5% | 87 | 5.75% | 0.5 |
|
| 3431 |
RIM
3431
Reliant Investment Management
Memphis,
Tennessee
| USD 110 M | +USD 3.39 M | +3% | 8.29% | 129% | 70 | 18.57% | 0.4 |
|
| 3432 |
RHDIC
3432
R.H. Dinel Investment Counsel
Los Angeles,
California
| USD 110 M | -USD 3.51 M | -3% | 4.21% | 55.9% | 57 | 3.51% | 0.5 |
|
| 3433 |
HCA
3433
Horan Capital Advisors
Cincinnati,
Ohio
| USD 109 M | +USD 5.52 M | +5% | 5.83% | 26.6% | 72 | 15.28% | 0.8 |
|
| 3434 |
WCM
3434
Wunderlich Capital Managemnt
Memphis,
Tennessee
| USD 109 M | +USD 3.36 M | +3% | 3.85% | 33.6% | 93 | 18.28% | 0.4 |
|
| 3435 |
BHBT
3435
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| USD 109 M | +USD 7.4 M | +7% | 8.25% | 67.8% | 107 | 1.87% | 0.9 |
|
| 3436 |
TC
3436
TradeLink Capital
Chicago,
Illinois
| USD 109 M | +USD 39.6 M | +57% | 6.16% | 73.7% | 439 | 73.8% | 0.2 |
|
| 3437 |
ZIM
3437
ZPR Investment Management
Orange City,
Florida
| USD 108 M | +USD 14.3 M | +15% | 6.36% | 14.7% | 90 | 71.11% | 0.2 |
|
| 3438 |
CMO
3438
Covenant Multifamily Offices
San Antonio,
Texas
| USD 108 M | +USD 5.58 M | +5% | 3.92% | 38.3% | 28 | 21.43% | 0.4 |
|
| 3439 |
KCM
3439
KeyPoint Capital Management
Dallas,
Texas
| USD 108 M | -USD 13.2 M | -11% | 2.25% | – | 33 | 69.7% | 0.2 |
|
| 3440 |
3440
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| USD 108 M | +USD 488 k | +0.5% | 4.02% | 79.3% | 64 | 7.81% | 0.5 |
|
| 3441 |
GBA
3441
Garrison Bradford & Associates
New York
| USD 107 M | +USD 3.64 M | +4% | 3.91% | 63.5% | 118 | 11.86% | 0.8 |
|
| 3442 |
PC
3442
Pecaut & Co
Sioux City,
Iowa
| USD 107 M | +USD 6.14 M | +6% | 6.08% | 67.6% | 51 | 17.65% | 0.4 |
|
| 3443 |
CCM
3443
Crossvault Capital Management
San Antonio,
Texas
| USD 107 M | +USD 4.23 M | +4% | 2.52% | 56.4% | 61 | 6.56% | 0.5 |
|
| 3444 |
EA
3444
Elm Advisors
Burlingame,
California
| USD 107 M | +USD 3.46 M | +3% | 4.31% | 50.5% | 74 | 1.35% | 0.5 |
|
| 3445 |
3445
Perkins Coie Trust Company
Seattle,
Washington
| USD 107 M | +USD 3.44 M | +3% | 4.81% | 83.2% | 221 | 4.07% | 0.5 |
|
| 3446 |
KCM
3446
Keane Capital Management
Charlotte,
North Carolina
| USD 107 M | -USD 24.1 M | -18% | 1.33% | – | 95 | 42.11% | 0.6 |
|
| 3447 |
FMB
3447
Field & Main Bank
Henderson,
Kentucky
| USD 107 M | +USD 3.52 M | +3% | 5.01% | 107% | 199 | 12.56% | 0.5 |
|
| 3448 |
TBNY
3448
Trustco Bank (New York)
Albany,
New York
| USD 107 M | +USD 303 k | +0.3% | 3.36% | 131% | 69 | 7.25% | 1 |
|
| 3449 |
ABP
3449
Arthur B. Page
| USD 107 M | +USD 3.11 M | +3% | 4.61% | 40.4% | 83 | 3.61% | 0.5 |
|
| 3450 |
SM
3450
Salzhauer Michael
| USD 107 M | +USD 1.76 M | +2% | 1.06% | 107% | 145 | 22.76% | 0.4 |
|