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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3951 |
SG
3951
Somerset Group
Wayzata,
Minnesota
| USD 110 M | +USD 1.64 M | +2% | 3.75% | 84.6% | 73 | 6.85% | 2.9 |
|
| 3952 |
AMAL
3952
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| USD 110 M | -USD 2.86 M | -3% | 3.82% | 124% | 26 | 7.69% | 2.5 |
|
| 3953 |
JC
3953
Jentner Corp
Akron,
Ohio
| USD 109 M | +USD 3.32 M | +3% | 2.7% | 38.9% | 29 | 0% | 0.7 |
|
| 3954 |
RA
3954
Raffles Associates
New York
| USD 109 M | +USD 2.62 M | +2% | 0.12% | 50% | 52 | 23.08% | 2.2 |
|
| 3955 |
KIA
3955
Kopp Investment Advisors
Bloomington,
Minnesota
| USD 109 M | -USD 2.59 M | -2% | 1.64% | 109% | 70 | 15.71% | 2.6 |
|
| 3956 |
OAM
3956
Orinda Asset Management
Lafayette,
California
| USD 109 M | -USD 20 M | -15% | 1.95% | 28.4% | 50 | 44% | 1.1 |
|
| 3957 |
NMM
3957
NGP MR Management
Dallas,
Texas
| USD 109 M | +USD 14.9 M | +16% | 4.4% | 21.9% | 2 | 0% | 2.8 |
|
| 3958 |
RVM
3958
Robinson Value Management
San Antonio,
Texas
| USD 109 M | +USD 1.93 M | +2% | 3.37% | 70.8% | 70 | 20% | 0.6 |
|
| 3959 |
ACM
3959
AUA Capital Management
Camp Hill,
Pennsylvania
| USD 109 M | -USD 2.48 M | -2% | 3.03% | 70.2% | 209 | 2.39% | 0.7 |
|
| 3960 |
MFS
3960
Madrona Financial Services
Everett,
Washington
| USD 109 M | +USD 10.2 M | +10% | 3.85% | 75.4% | 38 | 10.53% | 1.8 |
|
| 3961 |
WA1
3961
Wimmer Associates 1
Pasadena,
California
| USD 109 M | -USD 14 k | -0% | 4.56% | 78.9% | 113 | 8.85% | 1.5 |
|
| 3962 |
HCM
3962
Hall Capital Management
Barrington,
Rhode Island
| USD 109 M | +USD 2.18 M | +2% | 3.14% | – | 85 | 2.35% | 2.2 |
|
| 3963 |
BIA
3963
BMT Investment Advisors
Berwyn,
Pennsylvania
| USD 108 M | – | – | 3.65% | – | 76 | – | 0 |
|
| 3964 |
TA
3964
TMD & Associates
Scottsdale,
Arizona
| USD 108 M | +USD 2.92 M | +3% | 3.21% | 20.5% | 21 | 9.52% | 1.3 |
|
| 3965 |
MS
3965
Marshall & Sullivan
Seattle,
Washington
| USD 108 M | -USD 7.99 M | -7% | 3.79% | 82% | 42 | 7.14% | 3.4 |
|
| 3966 |
AM
3966
Account Management
Boxford,
Massachusetts
| USD 108 M | +USD 10 M | +10% | 4.24% | 87.4% | 23 | 8.7% | 2.8 |
|
| 3967 |
OKSA
3967
O'Keefe Stevens Advisory
Rochester,
New York
| USD 108 M | – | – | 6.11% | 208% | 44 | – | 0 |
|
| 3968 |
3968
Iron Gate Global Advisors
Nsl,
Utah
| USD 107 M | +USD 16.5 M | +18% | 2.39% | 106% | 56 | 35.71% | 0.2 |
|
| 3969 |
3969
Glen Eagle Advisors
Kingston,
New Jersey
| USD 107 M | -USD 18 M | -14% | 4.23% | 68.5% | 659 | 15.93% | 0.6 |
|
| 3970 |
IWMA
3970
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| USD 107 M | – | – | 2.92% | 31.1% | 90 | – | 0 |
|
| 3971 |
UBG
3971
United Bank (Georgia)
Zebulon,
Georgia
| USD 107 M | -USD 1.11 M | -1% | 3.76% | 81.2% | 73 | 6.85% | 0.7 |
|
| 3972 |
LC
3972
LCNB Corp
Lebanon,
Ohio
| USD 107 M | +USD 4.23 M | +4% | 4.37% | 75.2% | 116 | 5.17% | 0.7 |
|
| 3973 |
MAG
3973
Millrace Asset Group
Berwyn,
Pennsylvania
| USD 106 M | +USD 910 k | +0.9% | 10.7% | 113% | 78 | 43.59% | 0.7 |
|
| 3974 |
WS
3974
Wela Strategies
Atlanta,
Georgia
| USD 106 M | -USD 2.55 M | -2% | 2.07% | 51.3% | 37 | 27.03% | 0.4 |
|
| 3975 |
BMC
3975
Beaton Management Company
Haverhill,
Massachusetts
| USD 106 M | +USD 5.34 M | +5% | 3.87% | 95.9% | 116 | 6.9% | 0.2 |
|