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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
3526
Chase Investment Counsel
Charlottesville,
Virginia
| USD 194 M | +USD 26.7 M | +16% | 20.5% | 350% | 113 | 34.51% | 1.3 |
|
| 3527 |
PCA
3527
Prospect Capital Advisors
Sausalito,
California
| USD 194 M | +USD 25.7 M | +15% | 23.9% | 202% | 32 | 37.5% | 1.5 |
|
| 3528 |
3528
CNB Bank
Clearfield,
Pennsylvania
| USD 194 M | +USD 37.2 M | +24% | 11.9% | 91.6% | 402 | 20.65% | 0.9 |
|
| 3529 |
3529
Shelter Insurance Retirement Plan
Columbia,
Missouri
| USD 194 M | +USD 15.6 M | +9% | 11.4% | 60.5% | 46 | 6.52% | 4.3 |
|
| 3530 |
3530
Crossvault Capital Management
San Antonio,
Texas
| USD 194 M | +USD 17.8 M | +10% | 14.3% | 56.4% | 83 | 15.66% | 2.8 |
|
| 3531 |
DCM
3531
DeGreen Capital Management
Scottsdale,
Arizona
| USD 194 M | +USD 11.1 M | +6% | 8.15% | 28.5% | 23 | 21.74% | 1.4 |
|
| 3532 |
3532
Ironwood Financial
Tucson,
Arizona
| USD 193 M | +USD 15.3 M | +9% | 8.37% | 54.1% | 395 | 4.05% | 2.5 |
|
| 3533 |
3533
Cruiser Capital Advisors
Stamford,
Connecticut
| USD 193 M | +USD 41.3 M | +27% | 9.6% | 192% | 49 | 51.02% | 0.6 |
|
| 3534 |
ITIM
3534
Indiana Trust & Investment Management
Mishawaka,
Indiana
| USD 193 M | +USD 14.1 M | +8% | 7.87% | 114% | 124 | 11.29% | 4.3 |
|
| 3535 |
3535
Cowen Prime Advisors
New York
| USD 193 M | +USD 27 M | +16% | 21.6% | 116% | 197 | 21.83% | 3.6 |
|
| 3536 |
3536
Hudson Way Capital Management
Dallas,
Texas
| USD 193 M | +USD 21.7 M | +13% | 21.3% | 51.3% | 19 | 47.37% | 0.8 |
|
| 3537 |
3537
Foresters Asset Management
Toronto,
Ontario, Canada
| USD 193 M | +USD 12.9 M | +7% | 14.4% | 55.6% | 56 | 12.5% | 2.2 |
|
| 3538 |
3538
Security National Bank
Omaha,
Nebraska
| USD 193 M | +USD 32.4 M | +20% | 12.4% | 125% | 75 | 17.33% | 1.4 |
|
| 3539 |
3539
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| USD 193 M | +USD 20.7 M | +12% | 10% | 67.5% | 801 | 18.48% | 0.2 |
|
| 3540 |
3540
Westover Capital Advisors
Wilmington,
Delaware
| USD 193 M | +USD 32.7 M | +20% | 11.9% | 144% | 136 | 23.53% | 1.6 |
|
| 3541 |
3541
Old Point Trust & Financial Services N A
Newport News,
Virginia
| USD 192 M | +USD 22.9 M | +13% | 13.3% | 87.3% | 71 | 5.63% | 4.8 |
|
| 3542 |
3542
Shah Capital Management
Raleigh,
North Carolina
| USD 192 M | +USD 22.8 M | +13% | 31.8% | 287% | 16 | 18.75% | 2.9 |
|
| 3543 |
3543
Boston Standard Wealth Management
Winchester,
Massachusetts
| USD 192 M | +USD 24.1 M | +14% | 9.6% | 47.1% | 33 | 15.15% | 2.1 |
|
| 3544 |
3544
Maytus Capital Management
New York
| USD 192 M | +USD 8.35 M | +5% | 22.2% | 442% | 69 | 69.57% | 0.1 |
|
| 3545 |
3545
Stone House Investment Management
Tunkhannock,
Pennsylvania
| USD 192 M | +USD 33.6 M | +21% | 9.94% | 57.9% | 230 | 79.57% | 0.3 |
|
| 3546 |
3546
Tenzing Global Management
San Francisco,
California
| USD 192 M | +USD 36.3 M | +23% | 27.8% | 273% | 24 | 45.83% | 0.9 |
|
| 3547 |
3547
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
| USD 192 M | +USD 21.7 M | +13% | 12.8% | 90.5% | 5 | 0% | 1 |
|
| 3548 |
3548
Rainwater Charitable Foundation
Fort Worth,
Texas
| USD 192 M | +USD 16.9 M | +10% | 13.6% | 44% | 4 | 0% | 0.5 |
|
| 3549 |
3549
Nepsis Inc
Minneapolis,
Minnesota
| USD 191 M | +USD 40.5 M | +27% | 24% | 131% | 37 | 13.51% | 2.9 |
|
| 3550 |
3550
Clearline Capital
New York
| USD 191 M | +USD 45.5 M | +31% | 16.7% | 57.4% | 67 | 53.73% | 0.6 |
|