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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 |
MKC
3901
M. Kraus & Co
Shelburne,
Vermont
| USD 297 M | -USD 17.1 M | -5% | 4.42% | 65.9% | 78 | 15.38% | 4.1 |
|
| 3902 |
3902
Quattro Financial Advisors
The Woodlands,
Texas
| USD 297 M | +USD 14.1 M | +5% | 5.01% | 77.6% | 111 | 36.94% | 1 |
|
| 3903 |
3903
BHZ Capital Management
San Jose,
California
| USD 297 M | +USD 2.58 M | +0.9% | 1.23% | 3.24% | 150 | 16% | 2.5 |
|
| 3904 |
3904
Element Pointe Advisors
Miami,
Florida
| USD 297 M | -USD 27.2 M | -8% | 1.48% | 75.1% | 117 | 33.33% | 1.7 |
|
| 3905 |
3905
Trinity Legacy Partners
Houston,
Texas
| USD 296 M | +USD 1.24 M | +0.4% | 1.57% | 63.3% | 122 | 25.41% | 1.5 |
|
| 3906 |
3906
Curtis Advisory Group
Santa Barbara,
California
| USD 296 M | -USD 8.46 M | -3% | 5.25% | 79.8% | 88 | 9.09% | 1.6 |
|
| 3907 |
3907
TSP Capital Management Group
Summit,
New Jersey
| USD 296 M | -USD 3.24 M | -1% | 6.65% | 186% | 53 | 0% | 2.5 |
|
| 3908 |
CIM
3908
CIM Investment Management
Pittsburgh,
Pennsylvania
| USD 296 M | -USD 38 M | -11% | 5.89% | 123% | 319 | 28.21% | 2.6 |
|
| 3909 |
3909
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| USD 296 M | +USD 738 k | +0.2% | 0.24% | 74% | 146 | 14.38% | 2 |
|
| 3910 |
3910
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| USD 296 M | -USD 192 M | -39% | 18% | 282% | 30 | 33.33% | 1.7 |
|
| 3911 |
WPI
3911
Walter Public Investments
Westmount,
Canada
| USD 296 M | – | – | 5.19% | 72.7% | 27 | – | 0 |
|
| 3912 |
3912
Advisors Management Group
La Crosse,
Wisconsin
| USD 296 M | -USD 37.6 M | -11% | 4.08% | 125% | 150 | 18.67% | 3.3 |
|
| 3913 |
3913
Daniels + Tansey
Wilmington,
Delaware
| USD 296 M | -USD 27.8 M | -9% | 5.46% | 21.1% | 37 | 16.22% | 1.3 |
|
| 3914 |
3914
Eldridge Investment Advisors
Manchester,
New Hampshire
| USD 296 M | -USD 7.11 M | -2% | 4.25% | 50.9% | 139 | 18.71% | 2.6 |
|
| 3915 |
3915
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| USD 295 M | -USD 4 M | -1% | 3.18% | 65.7% | 93 | 7.53% | 1 |
|
| 3916 |
3916
Summit Financial Group
Moorefield,
West Virginia
| USD 295 M | -USD 11.8 M | -4% | 2.67% | 26.1% | 224 | 12.05% | 2.7 |
|
| 3917 |
3917
Curated Wealth Partners
El Segundo,
California
| USD 295 M | -USD 14.1 M | -5% | 5.36% | 39.9% | 143 | 2.8% | 1.1 |
|
| 3918 |
3918
Patient Capital Management
Baltimore,
Maryland
| USD 295 M | -USD 51.8 M | -15% | 0.79% | 131% | 50 | 24% | 0.2 |
|
| 3919 |
3919
Elgethun Capital Management
Sioux Falls,
South Dakota
| USD 295 M | +USD 8.83 M | +3% | 0.55% | 61.5% | 113 | 5.31% | 3.4 |
|
| 3920 |
3920
Ayalon Insurance Company
Ramat Gan,
Israel
| USD 295 M | +USD 2.37 M | +0.8% | 2.77% | 99.6% | 144 | 14.58% | 2.7 |
|
| 3921 |
3921
Sentinel Pension Advisors
Wakefield,
Massachusetts
| USD 295 M | -USD 22.8 M | -7% | 4.5% | 46.5% | 108 | 23.15% | 1.4 |
|
| 3922 |
MP
3922
Mediatel Partners
Fort Worth,
Texas
| USD 295 M | -USD 21.3 M | -7% | 6.75% | 11.6% | 2 | 0% | 8.8 |
|
| 3923 |
3923
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| USD 295 M | -USD 13.1 M | -4% | 3.23% | 92% | 150 | 5.33% | 3.1 |
|
| 3924 |
3924
Analog Century Management
New York
| USD 295 M | -USD 72.6 M | -20% | 16.2% | 785% | 21 | 14.29% | 1.1 |
|
| 3925 |
3925
White Pine Investment Company
Livonia,
Michigan
| USD 294 M | -USD 6.11 M | -2% | 0.01% | 73.3% | 60 | 5% | 4.2 |
|