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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
DI
3776
Diligent Investors
Redlands,
California
| USD 98.1 M | – | – | 5.3% | 71.9% | 148 | – | 0 |
|
| 3777 |
3777
Alethea Capital Management
Mercer Island,
Washington
| USD 98.1 M | – | – | 1.37% | 275% | 88 | – | 0 |
|
| 3778 |
CNFG
3778
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
| USD 98.1 M | – | – | 2.26% | 52.6% | 76 | – | 0 |
|
| 3779 |
3779
ICM Asset Management
Spokane,
Washington
| USD 98.1 M | +USD 5.45 M | +6% | 3.62% | 58.9% | 72 | 23.61% | 1.1 |
|
| 3780 |
3780
HM Capital Management
Clayton,
Missouri
| USD 98.1 M | +USD 15.2 M | +18% | 3.22% | 29.6% | 35 | 34.29% | 0.8 |
|
| 3781 |
3781
Trust Investment Advisors
Indianapolis,
Indiana
| USD 98 M | -USD 5.76 M | -6% | 2.97% | 178% | 101 | 4.95% | 0.9 |
|
| 3782 |
3782
Sensible Financial Planning & Management
Waltham,
Massachusetts
| USD 97.9 M | -USD 17 M | -15% | 1.49% | 24.5% | 79 | 18.99% | 0.2 |
|
| 3783 |
3783
Wealthquest
Cincinnati,
Ohio
| USD 97.9 M | – | – | 1.1% | 52.1% | 54 | – | 0 |
|
| 3784 |
3784
Ion Asset Management
Herzliya,
Israel
| USD 97.9 M | – | – | 1.58% | 125% | 16 | – | 0 |
|
| 3785 |
3785
Holderness Investments Company
Greensboro,
North Carolina
| USD 97.8 M | – | – | 3.85% | 144% | 119 | – | 0 |
|
| 3786 |
3786
Vienna Insurance Group
Warsaw,
Poland
| USD 97.3 M | -USD 25.3 M | -21% | 3.11% | 188% | 18 | 61.11% | 0.3 |
|
| 3787 |
AO
3787
Allen Operations
New York
| USD 97.2 M | +USD 10.9 M | +13% | 7.63% | 218% | 29 | 27.59% | 1 |
|
| 3788 |
HCM
3788
Hall Capital Management
Barrington,
Rhode Island
| USD 97.2 M | – | – | 5.59% | – | 83 | – | 0 |
|
| 3789 |
3789
Permanens Capital
New York
| USD 97.1 M | +USD 26.6 M | +38% | 1.76% | 76.9% | 21 | 71.43% | 0.3 |
|
| 3790 |
3790
Column Group LP
San Francisco,
California
| USD 97.1 M | – | – | 74.3% | – | 1 | – | 0 |
|
| 3791 |
3791
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| USD 96.9 M | – | – | 0.81% | 37.8% | 27 | – | 0 |
|
| 3792 |
3792
Landmark Financial Advisors
Bowling Green,
Kentucky
| USD 96.9 M | – | – | 1.44% | 11.8% | 53 | – | 0 |
|
| 3793 |
3793
Kovack Advisors
Ft. Lauderdale,
Florida
| USD 96.9 M | +USD 28.9 M | +42% | 2.81% | 118% | 199 | 51.26% | 0.4 |
|
| 3794 |
3794
PKO Investment Management Joint-Stock
Warsaw,
Poland
| USD 96.7 M | -USD 15.9 M | -14% | 3.7% | 145% | 55 | 23.64% | 0.8 |
|
| 3795 |
MCM
3795
Millie Capital Management
Walnut Creek,
California
| USD 96.7 M | – | – | 3.57% | 24.5% | 60 | – | 0 |
|
| 3796 |
3796
Old Dominion Capital Management
Charlottesville,
Virginia
| USD 96.7 M | -USD 400 k | -0.4% | 4.1% | 45.9% | 50 | 2% | 1.2 |
|
| 3797 |
3797
Independent Order of Foresters
Toronto,
Ontario, Canada
| USD 96.6 M | -USD 3.28 M | -3% | 11.7% | 66.3% | 136 | 21.32% | 1.2 |
|
| 3798 |
3798
Venator Capital Management
Toronto,
Ontario, Canada
| USD 96.5 M | – | – | 21% | 154% | 13 | – | 0 |
|
| 3799 |
MG
3799
Meditor Group
Hamilton,
Bermuda
| USD 96.4 M | +USD 10.2 M | +12% | 19% | 41.1% | 3 | 0% | 1.5 |
|
| 3800 |
3800
Millrace Asset Group
Berwyn,
Pennsylvania
| USD 96.3 M | – | – | 16.2% | 113% | 52 | – | 0 |
|