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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 |
LA
3601
Lau Associates
Greenville,
Delaware
| USD 176 M | +USD 30.3 M | +21% | 6.89% | 44.5% | 94 | 23.4% | 2.9 |
|
| 3602 |
CSA
3602
Cottage Street Advisors
Marion,
Massachusetts
| USD 176 M | +USD 6.26 M | +4% | 5.73% | 95.8% | 98 | 10.2% | 2 |
|
| 3603 |
3603
Newfound Research
Wellesley Hills,
Massachusetts
| USD 176 M | -USD 651 k | -0.4% | 3.65% | 54.6% | 235 | 10.21% | 1.5 |
|
| 3604 |
3604
Oliver Luxxe Assets
Gladstone,
New Jersey
| USD 176 M | +USD 18.8 M | +12% | 8.4% | 137% | 126 | 47.62% | 1.1 |
|
| 3605 |
3605
Canal Capital Management
Richmond,
Virginia
| USD 176 M | -USD 3.07 M | -2% | 5.13% | 67.8% | 127 | 11.81% | 2 |
|
| 3606 |
3606
Financial Consulate
Hunt Valley,
Maryland
| USD 176 M | -USD 21.6 M | -11% | 4.64% | 53.3% | 122 | 7.38% | 1.9 |
|
| 3607 |
3607
First National Bank of Hutchinson
Hutchinson,
Kansas
| USD 176 M | +USD 15.9 M | +10% | 6.6% | 121% | 87 | 18.39% | 2.4 |
|
| 3608 |
CIA
3608
CSat Investment Advisory
Detroit,
Michigan
| USD 176 M | -USD 12.1 M | -6% | 10.3% | 87.4% | 560 | 2.86% | 0.4 |
|
| 3609 |
3609
Prentiss Smith & Co
Brattleboro,
Vermont
| USD 175 M | +USD 10.3 M | +6% | 7.05% | 63.9% | 283 | 13.43% | 2.8 |
|
| 3610 |
3610
WealthShield Partners
Cary,
North Carolina
| USD 175 M | +USD 11.2 M | +7% | 3.51% | 71% | 283 | 18.37% | 0.6 |
|
| 3611 |
3611
Rainwater Charitable Foundation
Fort Worth,
Texas
| USD 175 M | +USD 61.1 M | +54% | 4.83% | 44% | 1 | 0% | 0.8 |
|
| 3612 |
3612
Boyd Watterson Asset Management
Cleveland,
Ohio
| USD 175 M | +USD 736 k | +0.4% | 7.16% | 101% | 132 | 7.58% | 3.5 |
|
| 3613 |
3613
Premier Fund Managers
Guildford,
United Kingdom
| USD 175 M | +USD 8.24 M | +5% | 3.43% | 56.6% | 51 | 23.53% | 1.7 |
|
| 3614 |
3614
Investors Research Corp
Atlanta,
Georgia
| USD 175 M | +USD 2.5 M | +1% | 3.04% | 62.1% | 352 | 7.67% | 0.7 |
|
| 3615 |
3615
CNB Bank
Clearfield,
Pennsylvania
| USD 175 M | +USD 3.09 M | +2% | 3.85% | 91.6% | 302 | 5.96% | 0.7 |
|
| 3616 |
3616
SkyBridge Capital II
New York
| USD 175 M | -USD 10.5 M | -6% | 2.06% | – | 30 | 0% | 1.4 |
|
| 3617 |
3617
Roberts, Glore & Co
Deerfield,
Illinois
| USD 175 M | +USD 10.8 M | +7% | 7.77% | 72.3% | 156 | 5.77% | 3.6 |
|
| 3618 |
3618
American Money Management
Rancho Santa Fe,
California
| USD 175 M | +USD 9.5 M | +6% | 7.22% | 65% | 80 | 10% | 3.2 |
|
| 3619 |
3619
JT Stratford LLC
Gainesville,
Georgia
| USD 174 M | +USD 11.9 M | +7% | 8.22% | 103% | 114 | 12.28% | 1.3 |
|
| 3620 |
3620
Stone House Investment Management
Tunkhannock,
Pennsylvania
| USD 174 M | +USD 17.3 M | +11% | 3.46% | 53.1% | 60 | 38.33% | 1 |
|
| 3621 |
3621
BMT Investment Advisors
Berwyn,
Pennsylvania
| USD 174 M | +USD 17.5 M | +11% | 8% | – | 80 | 2.5% | 0.9 |
|
| 3622 |
3622
Eads & Heald Wealth Management
Atlanta,
Georgia
| USD 174 M | +USD 11.9 M | +7% | 9.33% | 84.4% | 131 | 6.87% | 4.2 |
|
| 3623 |
3623
Stevens First Principles Investment Advisors
Newport Beach,
California
| USD 174 M | +USD 8.19 M | +5% | 4.79% | 44% | 175 | 12.57% | 2.6 |
|
| 3624 |
3624
Creative Financial Designs
Kokomo,
Indiana
| USD 174 M | +USD 3.67 M | +2% | 4.75% | 56.2% | 870 | 19.2% | 1.2 |
|
| 3625 |
3625
Perennial Advisors
New York
| USD 174 M | +USD 11.5 M | +7% | 8.51% | – | 213 | 4.69% | 1.4 |
|