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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3701 |
BHBT
3701
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| USD 88.9 M | -USD 4.99 M | -5% | 6.75% | 67.8% | 111 | 11.71% | 2 |
|
| 3702 |
NEPPG
3702
New England Professional Planning Group
Westerly,
Rhode Island
| USD 88.3 M | +USD 12.1 M | +16% | 4.82% | 59% | 52 | 26.92% | 0.6 |
|
| 3703 |
AT
3703
Argent Trust
San Antonio,
Texas
| USD 88.1 M | -USD 14 M | -14% | 8.54% | 25.8% | 130 | 26.15% | 0.6 |
|
| 3704 |
PCM
3704
Princeton Capital Management
Red Bank,
New Jersey
| USD 88.1 M | -USD 10.6 M | -11% | 7.73% | 180% | 93 | 19.35% | 1.4 |
|
| 3705 |
TIA
3705
Trust Investment Advisors
Indianapolis,
Indiana
| USD 88.1 M | -USD 10.3 M | -11% | 8.07% | 167% | 112 | 27.68% | 1.3 |
|
| 3706 |
LA
3706
LBN Advisers
Central,
Hong Kong
| USD 88 M | -USD 23.9 M | -21% | 25.4% | – | 8 | 37.5% | 0.4 |
|
| 3707 |
ARCT
3707
Anne Ray Charitable Trust
Eden Prairie,
Minnesota
| USD 87.9 M | -USD 118 M | -57% | 23.2% | 31% | 3 | 0% | 0.9 |
|
| 3708 |
CI
3708
Capital Innovations
Pewaukee,
Wisconsin
| USD 87.9 M | -USD 15.8 M | -15% | 13.8% | – | 105 | 32.38% | 1.1 |
|
| 3709 |
CNFG
3709
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
| USD 87.7 M | -USD 8.31 M | -9% | 10% | 52.6% | 79 | 5.06% | 0.7 |
|
| 3710 |
DA
3710
Dunvegan Associates
Santa Barbara,
California
| USD 87.7 M | -USD 2.7 M | -3% | 8.15% | – | 212 | 7.08% | 1.5 |
|
| 3711 |
SIAM
3711
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| USD 87.5 M | -USD 6.7 M | -7% | 6.89% | 37.8% | 30 | 10% | 0.7 |
|
| 3712 |
MMI
3712
Metalmark Management II
New York
| USD 87.4 M | -USD 77.5 M | -47% | 47.1% | 81.7% | 1 | 0% | 2 |
|
| 3713 |
PAWC
3713
P.A.W. Capital
Greenwich,
Connecticut
| USD 87.2 M | -USD 11.9 M | -12% | 11.2% | 54.6% | 72 | 20.83% | 1.6 |
|
| 3714 |
LFFS
3714
La Francaise Forum Securities
Old Greenwich,
Connecticut
| USD 87 M | -USD 35.5 M | -29% | 2.48% | 29.8% | 47 | 6.38% | 1.8 |
|
| 3715 |
SIAS
3715
Shine Investment Advisory Services
Lone Tree,
Colorado
| USD 86.9 M | +USD 15.7 M | +22% | 8.68% | 29% | 32 | 43.75% | 0.6 |
|
| 3716 |
CC
3716
Consector Capital
New York
| USD 86.9 M | -USD 43.7 M | -33% | 6.64% | 0.05% | 31 | 41.94% | 0.8 |
|
| 3717 |
OP
3717
Osmium Partners
Greenbrae,
California
| USD 86.8 M | -USD 39.7 M | -31% | 20.5% | 28.4% | 23 | 21.74% | 1.4 |
|
| 3718 |
PIM
3718
Progressive Investment Management
Lake Oswego,
Oregon
| USD 86.6 M | -USD 4.24 M | -5% | 6.48% | 126% | 78 | 17.95% | 1 |
|
| 3719 |
BPAMSD
3719
BTG Pactual Asset Management SA DTVM
Sao Paulo,
Brazil
| USD 86.5 M | -USD 32.7 M | -27% | 2.49% | – | 18 | 50% | 0.2 |
|
| 3720 |
OF
3720
Orbis Financial
Tortola,
British Virgin Islands
| USD 86.4 M | -USD 47.7 M | -36% | 35.2% | – | 2 | 0% | 0.8 |
|
| 3721 |
CCS
3721
Crosspoint Capital Strategies
Orinda,
California
| USD 86.2 M | -USD 266 M | -76% | 8.63% | – | 1,014 | 60.36% | 0.5 |
|
| 3722 |
HC
3722
Hurley Capital
New York
| USD 86.1 M | +USD 3.74 M | +5% | 16% | – | 21 | 4.76% | 0.7 |
|
| 3723 |
TSBJ
3723
Trevor, Stewart, Burton & Jacobsen
New York
| USD 86.1 M | -USD 26.2 M | -23% | 10.6% | – | 57 | 19.3% | 1 |
|
| 3724 |
ATIA
3724
American Trust Investment Advisors
Lebanon,
New Hampshire
| USD 86 M | -USD 14.4 M | -14% | 8.29% | 91% | 83 | 27.71% | 0.6 |
|
| 3725 |
DCM
3725
DG Capital Management
New York
| USD 86 M | -USD 27.1 M | -24% | 18.4% | 76.7% | 21 | 28.57% | 0.4 |
|