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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
3601
INVST
Indianapolis,
Indiana
| USD 171 M | +USD 15.8 M | +10% | 3.02% | 78.5% | 53 | 32.08% | 0.6 |
|
| 3602 |
3602
Augustine Asset Management
Jacksonville,
Florida
| USD 171 M | -USD 3.68 M | -2% | 1.05% | 316% | 80 | 10% | 2.1 |
|
| 3603 |
3603
Berkeley Capital Partners
Milton,
Georgia
| USD 171 M | -USD 2.19 M | -1% | 0.92% | 62.8% | 123 | 13.01% | 1.6 |
|
| 3604 |
3604
Liberty Capital Management
Birmingham,
Michigan
| USD 171 M | +USD 5.64 M | +3% | 3.96% | – | 111 | 6.31% | 3.4 |
|
| 3605 |
3605
Lumbard & Kellner
Hollis,
New Hampshire
| USD 171 M | -USD 3.74 M | -2% | 0.83% | 137% | 84 | 10.71% | 2.9 |
|
| 3606 |
3606
Anson Funds Management
Dallas,
Texas
| USD 171 M | +USD 36.5 M | +27% | 7.71% | 2,010% | 36 | 55.56% | 0.9 |
|
| 3607 |
3607
Pathway Financial Advisors
South Burlington,
Vermont
| USD 170 M | -USD 922 k | -0.5% | 2.18% | 52.7% | 447 | 5.37% | 0.5 |
|
| 3608 |
3608
Pacific Center for Financial Services
San Ramon,
California
| USD 170 M | +USD 6.28 M | +4% | 3.36% | 60.1% | 332 | 7.53% | 1.4 |
|
| 3609 |
3609
Creative Financial Designs
Kokomo,
Indiana
| USD 170 M | +USD 14.1 M | +9% | 2.61% | 56.2% | 822 | 16.91% | 1.1 |
|
| 3610 |
3610
Peninsula Wealth
San Francisco,
California
| USD 170 M | +USD 2.4 M | +1% | 0.41% | 30% | 32 | 6.25% | 0.2 |
|
| 3611 |
CSA
3611
Cottage Street Advisors
Marion,
Massachusetts
| USD 170 M | +USD 6.41 M | +4% | 3.74% | 95.8% | 97 | 12.37% | 1.8 |
|
| 3612 |
AFA
3612
Alta Fundamental Advisers
New York
| USD 170 M | -USD 20.1 M | -11% | 6.52% | 340% | 27 | 33.33% | 1 |
|
| 3613 |
3613
Caerus Investors
New York
| USD 169 M | +USD 16.2 M | +11% | 4.29% | – | 45 | 64.44% | 0.3 |
|
| 3614 |
3614
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| USD 169 M | +USD 6.56 M | +4% | 4.09% | 97.5% | 421 | 14.01% | 1.1 |
|
| 3615 |
3615
Mengis Capital Management
Portland,
Oregon
| USD 169 M | +USD 1.96 M | +1% | 1.63% | 104% | 124 | 6.45% | 2.5 |
|
| 3616 |
NME
3616
Notis-McConarty Edward
| USD 169 M | +USD 1.9 M | +1% | 2.76% | 91.2% | 86 | 1.16% | 3.9 |
|
| 3617 |
3617
XL Group Investments
Hamilton,
Bermuda
| USD 169 M | +USD 12.2 M | +8% | 9.27% | – | 6 | 33.33% | 1.1 |
|
| 3618 |
3618
Globe Life
Mckinney,
Texas
| USD 169 M | +USD 5.76 M | +4% | 3.07% | 60.1% | 1 | 0% | 1.5 |
|
| 3619 |
3619
Seafarer Capital Partners
Larkspur,
California
| USD 169 M | -USD 42.7 M | -20% | 5.25% | 43% | 3 | 0% | 1.5 |
|
| 3620 |
PCM
3620
Proxima Capital Management
New York
| USD 169 M | -USD 14 M | -8% | 3.45% | 20.7% | 44 | 36.36% | 1.8 |
|
| 3621 |
3621
Courant Investment Management
Franklin,
Tennessee
| USD 169 M | +USD 8.74 M | +5% | 2.65% | 35.2% | 17 | 29.41% | 0.9 |
|
| 3622 |
3622
PVG Asset Management
Golden,
Colorado
| USD 169 M | -USD 10.4 M | -6% | 0.09% | – | 128 | 54.69% | 1 |
|
| 3623 |
3623
Courage Miller Partners
Norfolk,
Virginia
| USD 169 M | +USD 3.57 M | +2% | 0.94% | 43.5% | 66 | 0% | 3.9 |
|
| 3624 |
3624
Deer VIII & Co
Larchmont,
New York
| USD 168 M | -USD 32.6 M | -16% | 5.76% | – | 1 | 0% | 0.5 |
|
| 3625 |
SC
3625
Schulhoff & Co
Cincinnati,
Ohio
| USD 168 M | -USD 2.01 M | -1% | 0.62% | 51.8% | 110 | 0.91% | 4.2 |
|