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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3901 |
3901
Canal Insurance Company
Greenville,
South Carolina
| USD 284 M | +USD 22.7 M | +9% | 5.66% | 114% | 78 | 28.21% | 3.7 |
|
| 3902 |
3902
NinePointTwo Capital
Los Angeles,
California
| USD 284 M | +USD 19.7 M | +7% | 4.55% | 1.62% | 70 | 20% | 0.4 |
|
| 3903 |
3903
Meridian Investment Counsel
Lafayette,
California
| USD 284 M | +USD 24.5 M | +9% | 6.26% | 116% | 210 | 7.14% | 4.6 |
|
| 3904 |
SCP
3904
Syntal Capital Partners
Midland,
Texas
| USD 284 M | +USD 19.1 M | +7% | 11.2% | 102% | 142 | 33.8% | 1.4 |
|
| 3905 |
3905
Taylor Wealth Management Partners
Boston,
Massachusetts
| USD 284 M | +USD 9.48 M | +3% | 9.38% | 62% | 80 | 26.25% | 1.9 |
|
| 3906 |
3906
Stone Run Capital
New York
| USD 283 M | +USD 21.8 M | +8% | 9.6% | 77.8% | 67 | 8.96% | 5.2 |
|
| 3907 |
3907
Asio Capital
Lexington,
Kentucky
| USD 283 M | +USD 41.4 M | +17% | 8.3% | 98% | 110 | 25.45% | 0.9 |
|
| 3908 |
MG
3908
Meditor Group
Hamilton,
Bermuda
| USD 283 M | -USD 73.4 M | -21% | 18% | 41.1% | 4 | 0% | 5.5 |
|
| 3909 |
JWCA
3909
J.W. Coons Advisors
Columbus,
Ohio
| USD 282 M | +USD 3 M | +1% | 6.32% | 61.2% | 222 | 6.76% | 1.1 |
|
| 3910 |
DA
3910
DCF Advisers
Greenwich,
Connecticut
| USD 282 M | +USD 52.2 M | +23% | 9.3% | 372% | 123 | 40.65% | 0.8 |
|
| 3911 |
3911
Strategic Wealth Investment Group
Louisville,
Kentucky
| USD 282 M | +USD 73.7 M | +35% | 5.76% | – | 91 | 16.48% | 1 |
|
| 3912 |
EFL
3912
ERn Financial LLC
Middleton,
Wisconsin
| USD 282 M | +USD 23.7 M | +9% | 5.3% | 55.9% | 104 | 8.65% | 1.5 |
|
| 3913 |
MI
3913
M3F Inc
Salt Lake City,
Utah
| USD 282 M | +USD 35 M | +14% | 7.28% | 139% | 58 | 31.03% | 1.8 |
|
| 3914 |
3914
Peterson Wealth Advisors
Orem,
Utah
| USD 282 M | +USD 36.2 M | +15% | 5.88% | 50.9% | 54 | 11.11% | 2.2 |
|
| 3915 |
3915
Globe Life
Mckinney,
Texas
| USD 282 M | +USD 21.8 M | +8% | 8.02% | 60.1% | 1 | 0% | 4.5 |
|
| 3916 |
KS
3916
Karpas Strategies
Litchfield,
Connecticut
| USD 282 M | +USD 17.5 M | +7% | 6.25% | 16.1% | 116 | 6.03% | 5.7 |
|
| 3917 |
DMK
3917
David M. Knott
| USD 281 M | +USD 47.6 M | +20% | 6.72% | 81% | 164 | 31.71% | 2.4 |
|
| 3918 |
3918
Ashburton (Jersey)
St Helier,
Jersey
| USD 281 M | +USD 47.7 M | +20% | 10.7% | – | 73 | 56.16% | 2.5 |
|
| 3919 |
3919
Amia Capital
London,
United Kingdom
| USD 281 M | +USD 199 M | +243% | 3.08% | 30.1% | 24 | 66.67% | 0.4 |
|
| 3920 |
3920
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| USD 281 M | +USD 21.6 M | +8% | 8.8% | 38.5% | 203 | 14.29% | 2.3 |
|
| 3921 |
3921
Washington University
St Louis,
Missouri
| USD 280 M | +USD 164 M | +142% | 70.6% | 44% | 6 | 66.67% | 0.2 |
|
| 3922 |
3922
O'Brien Greene & Co
Media,
Pennsylvania
| USD 280 M | +USD 27.8 M | +11% | 7.88% | 81.4% | 140 | 11.43% | 1.5 |
|
| 3923 |
3923
Beaconlight Capital
New York
| USD 280 M | -USD 340 M | -55% | 4.98% | 282% | 47 | 38.3% | 0.6 |
|
| 3924 |
ARI
3924
Applied Research Investments
Wilmington,
Delaware
| USD 280 M | +USD 6.03 M | +2% | 14.5% | – | 47 | 23.4% | 0.8 |
|
| 3925 |
LCP
3925
Legacy Capital Partners
Milwaukee,
Wisconsin
| USD 280 M | +USD 14.6 M | +5% | 5.42% | 85.6% | 146 | 10.27% | 4.7 |
|