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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
3576
Somerset Trust
Somerset,
Pennsylvania
| USD 189 M | -USD 4.59 M | -2% | 2.62% | 80.5% | 103 | 3.88% | 4.7 |
|
| 3577 |
3577
McIlrath & Eck
Arlington,
Washington
| USD 189 M | +USD 9.02 M | +5% | 1.66% | 44% | 698 | 14.76% | 1.3 |
|
| 3578 |
VIA
3578
Vantis Investment Advisers
Miami,
Florida
| USD 189 M | +USD 23.3 M | +14% | 1.55% | 39.6% | 21 | 66.67% | 0.5 |
|
| 3579 |
RCM
3579
Ratan Capital Management
Miami Beach,
Florida
| USD 189 M | -USD 261 M | -58% | 3% | 616% | 49 | 53.06% | 0.3 |
|
| 3580 |
TC
3580
Tavio Capital
New York
| USD 189 M | -USD 57.2 M | -23% | 3.87% | 81.4% | 15 | 60% | 0.6 |
|
| 3581 |
3581
Globe Life
Mckinney,
Texas
| USD 189 M | +USD 3.34 M | +2% | 1.28% | 60.1% | 1 | 0% | 2.8 |
|
| 3582 |
3582
Aull & Monroe Investment Management
Mobile,
Alabama
| USD 189 M | +USD 816 k | +0.4% | 3.13% | 98.3% | 135 | 10.37% | 4.7 |
|
| 3583 |
LA
3583
Lau Associates
Greenville,
Delaware
| USD 189 M | -USD 20.2 M | -10% | 2.54% | 44.5% | 101 | 12.87% | 3.2 |
|
| 3584 |
3584
Essex Savings Bank
Essex,
Connecticut
| USD 189 M | -USD 95.3 M | -34% | 0.82% | 95.2% | 764 | 77.36% | 0.7 |
|
| 3585 |
3585
Weaver Consulting Group
Huntington Beach,
California
| USD 189 M | +USD 5.43 M | +3% | 1.69% | 56.4% | 875 | 3.66% | 0.5 |
|
| 3586 |
3586
Waller Financial Planning Group
Columbus,
Ohio
| USD 189 M | +USD 9.06 M | +5% | 0.04% | 47.5% | 45 | 11.11% | 0.7 |
|
| 3587 |
3587
WealthShield Partners
Cary,
North Carolina
| USD 189 M | +USD 16.2 M | +9% | 1.34% | 71% | 272 | 22.43% | 1.1 |
|
| 3588 |
3588
Sycomore Asset Management
Paris,
France
| USD 188 M | +USD 16.5 M | +10% | 5.01% | 163% | 37 | 13.51% | 0.6 |
|
| 3589 |
MCM
3589
McMillion Capital Management
Greensboro,
North Carolina
| USD 188 M | -USD 1.09 M | -0.6% | 2.05% | 59.3% | 288 | 3.82% | 1.1 |
|
| 3590 |
3590
Covenant Partners
Nashville,
Tennessee
| USD 188 M | +USD 100 k | +0.1% | 0.03% | 70.3% | 213 | 29.58% | 0.5 |
|
| 3591 |
3591
WealthStone
Columbus,
Ohio
| USD 188 M | -USD 34.8 M | -16% | 0.57% | – | 990 | 98.28% | 0.2 |
|
| 3592 |
3592
Wisconsin Capital Management
Madison,
Wisconsin
| USD 188 M | +USD 1.69 M | +0.9% | 1.28% | 153% | 66 | 13.64% | 3 |
|
| 3593 |
3593
Wynnefield Capital
New York
| USD 188 M | -USD 7.13 M | -4% | 0.38% | 52.1% | 30 | 13.33% | 3.6 |
|
| 3594 |
3594
Elgethun Capital Management
Sioux Falls,
South Dakota
| USD 188 M | +USD 4.57 M | +2% | 1.54% | 61.5% | 97 | 8.25% | 2.1 |
|
| 3595 |
3595
Nixon Peabody Trust
Boston,
Massachusetts
| USD 188 M | +USD 10.3 M | +6% | 3.03% | 101% | 82 | 12.2% | 2.7 |
|
| 3596 |
3596
Retirement Income Solutions
Ann Arbor,
Michigan
| USD 187 M | -USD 175 k | -0.1% | 0.84% | 60.8% | 74 | 10.81% | 1.4 |
|
| 3597 |
3597
American Money Management
Rancho Santa Fe,
California
| USD 187 M | +USD 180 k | +0.1% | 1.19% | 65% | 86 | 9.3% | 3.4 |
|
| 3598 |
3598
Verger Capital Management
Winston-Salem,
North Carolina
| USD 187 M | -USD 1.23 M | -0.7% | 0.73% | 58.3% | 14 | 14.29% | 3.2 |
|
| 3599 |
3599
Jupiter Wealth Management
Glendale,
Colorado
| USD 187 M | -USD 14.6 M | -7% | 2.26% | 99.2% | 87 | 13.79% | 0.4 |
|
| 3600 |
3600
Beech Hill Advisors
New York
| USD 187 M | -USD 3.34 M | -2% | 0.53% | 105% | 83 | 19.28% | 2.7 |
|