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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3976 |
SCA
3976
Sage Capital Advisors
Sioux Falls,
South Dakota
| USD 482 M | +USD 50.7 M | +12% | 15.6% | 105% | 145 | 14.48% | 4.1 |
|
| 3977 |
SA
3977
Stewardship Advisors
Mount Joy,
Pennsylvania
| USD 481 M | +USD 46.2 M | +11% | 11.6% | 42.6% | 189 | 18.52% | 1.9 |
|
| 3978 |
WAS
3978
Winch Advisory Services
Appleton,
Wisconsin
| USD 481 M | +USD 43.4 M | +10% | 15.1% | 80.8% | 581 | 11.7% | 5.1 |
|
| 3979 |
BRA
3979
Bender Robert & Associates
Pasadena,
California
| USD 481 M | +USD 64.3 M | +15% | 27.9% | 116% | 46 | 17.39% | 1.6 |
|
| 3980 |
MA
3980
Mudita Advisors
London,
United Kingdom
| USD 481 M | -USD 9.02 M | -2% | 15.1% | 143% | 28 | 14.29% | 1.9 |
|
| 3981 |
NC
3981
NovaPoint Capital
Atlanta,
Georgia
| USD 481 M | +USD 82.3 M | +21% | 15.3% | 88.2% | 161 | 50.93% | 2.1 |
|
| 3982 |
HWMG
3982
Hurlow Wealth Management Group
Bloomington,
Indiana
| USD 481 M | +USD 60.5 M | +14% | 11.7% | 55.8% | 129 | 10.08% | 4.5 |
|
| 3983 |
MAV
3983
Mason & Associates (Virginia)
Newport News,
Virginia
| USD 481 M | +USD 43.9 M | +10% | 8.66% | – | 48 | 14.58% | 1.6 |
|
| 3984 |
OMIC
3984
Old Mission Investment Co
Traverse City,
Michigan
| USD 481 M | +USD 52.2 M | +12% | 14.3% | 70.7% | 167 | 13.17% | 3.4 |
|
| 3985 |
SG
3985
Standard General
New York
| USD 480 M | +USD 144 M | +43% | 42.8% | 259% | 2 | 0% | 6.8 |
|
| 3986 |
NF
3986
Napier Financial
Braintree,
Massachusetts
| USD 480 M | +USD 43.9 M | +10% | 10.8% | – | 633 | 29.23% | 0.3 |
|
| 3987 |
MM
3987
Marino Management
Westport,
Connecticut
| USD 480 M | -USD 67.2 M | -12% | 12% | – | 11 | 0% | 1.4 |
|
| 3988 |
CGIC
3988
Continental General Insurance Company
Austin,
Texas
| USD 480 M | -USD 214 M | -31% | 17.3% | 188% | 11 | 18.18% | 1.2 |
|
| 3989 |
CI
3989
CAZ Investments
Houston,
Texas
| USD 479 M | +USD 394 M | +460% | 0.79% | 263% | 57 | 26.32% | 2 |
|
| 3990 |
FNB
3990
Farmers National Bank
Danville,
Kentucky
| USD 479 M | +USD 25.9 M | +6% | 10.4% | – | 186 | 3.76% | 6.5 |
|
| 3991 |
BONH
3991
Bank of New Hampshire
Laconia,
New Hampshire
| USD 479 M | +USD 42 M | +10% | 17.2% | 96.5% | 574 | 12.02% | 3.1 |
|
| 3992 |
V
3992
ValueWorks
New York
| USD 479 M | +USD 112 M | +31% | 52% | 190% | 44 | 34.09% | 4 |
|
| 3993 |
TFP
3993
Triune Financial Partners
Overland Park,
Kansas
| USD 479 M | +USD 58.4 M | +14% | 11.7% | 61.6% | 51 | 11.76% | 2.8 |
|
| 3994 |
KDA
3994
Kraft Davis & Associates
St. Louis,
Missouri
| USD 479 M | +USD 9.46 M | +2% | 18.2% | 75% | 162 | 11.11% | 2 |
|
| 3995 |
MHC
3995
May Hill Capital
Cohasset,
Massachusetts
| USD 479 M | +USD 80.5 M | +20% | 18.5% | – | 269 | 21.93% | 0.9 |
|
| 3996 |
EFA
3996
Evernest Financial Advisors
Carmel,
Indiana
| USD 478 M | -USD 3.26 M | -0.7% | 11.4% | – | 203 | 17.24% | 2.7 |
|
| 3997 |
BIA
3997
Barry Investment Advisors
New Bedford,
Massachusetts
| USD 478 M | +USD 24.5 M | +5% | 1.92% | 66.7% | 106 | 10.38% | 4.2 |
|
| 3998 |
KL
3998
Knox Lane
San Francisco,
California
| USD 478 M | +USD 153 M | +47% | 103% | – | 1 | 0% | 0.5 |
|
| 3999 |
MFS
3999
Mattson Financial Services
Kentwood,
Michigan
| USD 478 M | +USD 59 M | +14% | 13.9% | – | 254 | 16.14% | 1 |
|
| 4000 |
PWM
4000
Palumbo Wealth Management
Great Neck,
New York
| USD 478 M | +USD 67.8 M | +17% | 23.6% | 115% | 251 | 17.53% | 1.9 |
|