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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
Wall Capital Group
Phoenix,
Arizona
| USD 187 M | +USD 19.3 M | +12% | 12.3% | – | 25 | 8% | 1.8 |
|
| 3602 |
SC
3602
Schulhoff & Co
Cincinnati,
Ohio
| USD 187 M | +USD 26.8 M | +17% | 11.1% | 51.8% | 104 | 7.69% | 4.7 |
|
| 3603 |
3603
Pettinga Financial Advisors
Evansville,
Indiana
| USD 187 M | +USD 34.7 M | +23% | 10.9% | 78.1% | 105 | 27.62% | 0.2 |
|
| 3604 |
3604
Chanos & Company
New York
| USD 187 M | +USD 4.06 M | +2% | 13.8% | – | 58 | 50% | 1 |
|
| 3605 |
PSG
3605
Planning Solutions Group
Fulton,
Maryland
| USD 187 M | +USD 22.3 M | +14% | 12% | – | 140 | 16.43% | 0.2 |
|
| 3606 |
CRM
3606
Capital Returns Management
Rye,
New York
| USD 187 M | +USD 7.6 M | +4% | 7.02% | 4.39% | 30 | 50% | 1.2 |
|
| 3607 |
3607
Aull & Monroe Investment Management
Mobile,
Alabama
| USD 187 M | +USD 11.5 M | +7% | 11.5% | 98.3% | 127 | 6.3% | 4.6 |
|
| 3608 |
MAS
3608
Madden Advisory Services
Jacksonville,
Florida
| USD 187 M | +USD 21 M | +13% | 12.2% | 52.3% | 89 | 3.37% | 4.1 |
|
| 3609 |
3609
Sitrin Capital Management
Century City,
California
| USD 186 M | +USD 22.4 M | +14% | 13.6% | 139% | 40 | 22.5% | 1.9 |
|
| 3610 |
3610
Pacific Center for Financial Services
San Ramon,
California
| USD 186 M | -USD 153 k | -0.1% | 11.3% | 60.1% | 351 | 7.41% | 2 |
|
| 3611 |
3611
Eldridge Investment Advisors
Manchester,
New Hampshire
| USD 186 M | +USD 24 M | +15% | 9.62% | 50.9% | 87 | 10.34% | 0.8 |
|
| 3612 |
QCMC
3612
Quantum Capital Management (California)
San Francisco,
California
| USD 186 M | +USD 13.3 M | +8% | 14% | 53.7% | 186 | 27.42% | 2.5 |
|
| 3613 |
CCC
3613
Chelsea Counsel Company
Los Angeles,
California
| USD 186 M | +USD 20.8 M | +13% | 14% | 106% | 74 | 4.05% | 4 |
|
| 3614 |
3614
Silphium Asset Management
London,
United Kingdom
| USD 186 M | +USD 25.2 M | +16% | 19.5% | 118% | 83 | 62.65% | 0.5 |
|
| 3615 |
3615
MAK Capital One
New York
| USD 186 M | +USD 873 k | +0.5% | 38.4% | 200% | 8 | 37.5% | 1.3 |
|
| 3616 |
3616
Arlington Capital Management
Arlington Heights,
Illinois
| USD 185 M | +USD 50.5 M | +37% | 17.5% | 146% | 64 | 84.38% | 0.1 |
|
| 3617 |
3617
Stratos Wealth Advisors
Beachwood,
Ohio
| USD 185 M | +USD 35.1 M | +23% | 13.5% | 65.7% | 221 | 19.46% | 0.2 |
|
| 3618 |
3618
Financial Partners Group (Kansas)
Overland Park,
Kansas
| USD 185 M | +USD 31.3 M | +20% | 12.6% | 76.7% | 80 | 15% | 0.9 |
|
| 3619 |
3619
Accuvest Global Advisors
Provo,
Utah
| USD 185 M | -USD 7.71 M | -4% | 12.3% | 130% | 137 | 42.34% | 0.9 |
|
| 3620 |
3620
Salem Capital Management
Woburn,
Massachusetts
| USD 185 M | +USD 26 M | +16% | 12.8% | 32.3% | 72 | 11.11% | 4.2 |
|
| 3621 |
DC
3621
Derby & Company
Newton,
Massachusetts
| USD 185 M | +USD 25.9 M | +16% | 12.3% | 33.7% | 25 | 20% | 1 |
|
| 3622 |
3622
Peddock Capital Advisors
Braintree,
Massachusetts
| USD 185 M | +USD 16.1 M | +10% | 16% | 113% | 265 | 8.3% | 2.8 |
|
| 3623 |
3623
Mirova
Paris,
France
| USD 184 M | -USD 34.2 M | -16% | 18.2% | 64.6% | 109 | 22.02% | 0.2 |
|
| 3624 |
MCM
3624
McMillion Capital Management
Greensboro,
North Carolina
| USD 184 M | +USD 29.5 M | +19% | 13.9% | 59.3% | 69 | 10.14% | 3.5 |
|
| 3625 |
3625
Cambridge Financial Group
Columbus,
Ohio
| USD 184 M | +USD 27.9 M | +18% | 14.1% | – | 33 | 12.12% | 2.5 |
|