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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3476 |
3476
Shah Capital Management
Raleigh,
North Carolina
| USD 354 M | -USD 9.01 M | -2% | 7.92% | 287% | 8 | 12.5% | 4 |
|
| 3477 |
PGCM
3477
Prescott Group Capital Management
Tulsa,
Oklahoma
| USD 354 M | +USD 11.6 M | +3% | 19.1% | 148% | 160 | 34.38% | 1.9 |
|
| 3478 |
3478
Great Diamond Partners
Portland,
Maine
| USD 354 M | +USD 28.6 M | +9% | 8.17% | 86.1% | 203 | 7.39% | 1 |
|
| 3479 |
3479
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| USD 353 M | +USD 26.2 M | +8% | 6.44% | 103% | 50 | 4% | 2.7 |
|
| 3480 |
3480
CNA Financial
Chicago,
Illinois
| USD 353 M | +USD 27.6 M | +8% | 6.86% | 48.6% | 214 | 16.36% | 1 |
|
| 3481 |
3481
Bayberry Capital Partners
New York
| USD 353 M | +USD 24.1 M | +7% | 2.24% | 99.7% | 25 | 44% | 0.6 |
|
| 3482 |
3482
Meridian Wealth Advisors
Austin,
Texas
| USD 353 M | +USD 52.1 M | +17% | 8.77% | 79.9% | 198 | 9.09% | 1.6 |
|
| 3483 |
3483
FCA Corp
Houston,
Texas
| USD 353 M | +USD 11.1 M | +3% | 4.27% | 57.4% | 205 | 20% | 3.5 |
|
| 3484 |
3484
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| USD 353 M | +USD 44.2 M | +14% | 8.33% | 70.3% | 47 | 8.51% | 2.6 |
|
| 3485 |
TA
3485
Tamarack Advisers
Carlsbad,
California
| USD 353 M | -USD 134 M | -28% | 8.42% | 46.5% | 85 | 55.29% | 1.1 |
|
| 3486 |
3486
Biltmore Family Office
Charlotte,
North Carolina
| USD 352 M | +USD 31.3 M | +10% | 8.36% | 78.1% | 194 | 9.79% | 2.2 |
|
| 3487 |
3487
Bender Robert & Associates
Pasadena,
California
| USD 352 M | +USD 41.1 M | +13% | 14.4% | 146% | 57 | 19.3% | 6.1 |
|
| 3488 |
PTB
3488
Pioneer Trust Bank
Salem,
Oregon
| USD 352 M | +USD 2.06 M | +0.6% | 7.21% | 61.4% | 76 | 10.53% | 5.9 |
|
| 3489 |
3489
Kirr Marbach & Co
Columbus,
Indiana
| USD 352 M | +USD 6.19 M | +2% | 4.98% | 121% | 64 | 15.63% | 3.1 |
|
| 3490 |
3490
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| USD 352 M | +USD 25.8 M | +8% | 6.53% | 78.3% | 209 | 3.35% | 4.8 |
|
| 3491 |
3491
Gould Asset Management
Claremont,
California
| USD 351 M | +USD 23.8 M | +7% | 5.96% | 42.8% | 158 | 6.33% | 4.3 |
|
| 3492 |
3492
CVA Family Office
Denver,
Colorado
| USD 351 M | +USD 87.9 M | +33% | 5.93% | 71.6% | 1,000 | 25.4% | 0.5 |
|
| 3493 |
3493
Bridgeworth
Birmingham,
Alabama
| USD 351 M | +USD 34.5 M | +11% | 5.77% | 19.3% | 139 | 13.67% | 2.5 |
|
| 3494 |
3494
Symmetry Investments
St Helier,
Jersey
| USD 351 M | -USD 62.9 M | -15% | 9.3% | 148% | 131 | 73.28% | 0.2 |
|
| 3495 |
3495
TIFF Advisory Services
Radnor,
Pennsylvania
| USD 351 M | +USD 22 M | +7% | 5.91% | 86.3% | 25 | 40% | 0.8 |
|
| 3496 |
3496
Optas LLC
Austin,
Texas
| USD 351 M | +USD 31.6 M | +10% | 8.62% | 118% | 153 | 10.46% | 1.1 |
|
| 3497 |
3497
Viking Fund Management
Minot,
North Dakota
| USD 350 M | +USD 15.2 M | +5% | 6.52% | 105% | 124 | 13.71% | 2.9 |
|
| 3498 |
HCA
3498
Hyperion Capital Advisors
New York
| USD 350 M | +USD 40.5 M | +13% | 8.82% | 86.1% | 47 | 6.38% | 1.1 |
|
| 3499 |
3499
Monarch Capital Management
Fort Wayne,
Indiana
| USD 350 M | +USD 12.7 M | +4% | 4.15% | 77% | 112 | 2.68% | 5.5 |
|
| 3500 |
3500
Cartenna Capital
Stamford,
Connecticut
| USD 350 M | +USD 132 M | +60% | 6.77% | 162% | 59 | 84.75% | 0.1 |
|