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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
UBG
4026
United Bank (Georgia)
Zebulon,
Georgia
| USD 98 M | – | – | 3.39% | 81.2% | 68 | – | 0 |
|
| 4027 |
GIM
4027
Greenwich Investment Management
Norwalk,
Connecticut
| USD 98 M | -USD 1.32 M | -1% | 3.14% | – | 58 | 15.52% | 1.8 |
|
| 4028 |
NRCM
4028
Northern Right Capital Management
Darien,
Connecticut
| USD 98 M | +USD 56 M | +133% | 11.9% | 187% | 25 | 52% | 0.5 |
|
| 4029 |
GWCM
4029
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| USD 97.7 M | +USD 905 k | +0.9% | 4.47% | 61.1% | 138 | 7.97% | 1.7 |
|
| 4030 |
DE
4030
Day & Ennis
Macon,
Georgia
| USD 97.7 M | +USD 2.71 M | +3% | 0.56% | 15.2% | 83 | 16.87% | 0.7 |
|
| 4031 |
4031
Orrstown Financial Services
Harrisburg,
Pennsylvania
| USD 97.7 M | +USD 2.68 M | +3% | 5.87% | 73.7% | 265 | 4.53% | 2 |
|
| 4032 |
CFGF
4032
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| USD 97.6 M | -USD 811 k | -0.8% | 0.84% | 44.1% | 18 | 44.44% | 0.6 |
|
| 4033 |
SWM
4033
Strategic Wealth Management
Kirkland,
Washington
| USD 97.4 M | +USD 63.6 M | +188% | 2.33% | 52.8% | 25 | 76% | 0.3 |
|
| 4034 |
OA
4034
Opes Advisors
Cupertino,
California
| USD 97.3 M | – | – | 0.54% | – | 38 | – | 0 |
|
| 4035 |
BCG
4035
Barington Capital Group
New York
| USD 97.2 M | -USD 25 M | -20% | 6.48% | 71.1% | 22 | 27.27% | 0.7 |
|
| 4036 |
SIAM
4036
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| USD 97.1 M | -USD 591 k | -0.6% | 1.16% | 37.8% | 26 | 7.69% | 1.8 |
|
| 4037 |
FCM
4037
Fairbanks Capital Management
Rancho Santa Fe,
California
| USD 96.9 M | +USD 4.13 M | +4% | 0.01% | 81.3% | 29 | 13.79% | 0.4 |
|
| 4038 |
AIA
4038
Armor Investment Advisors
Raleigh,
North Carolina
| USD 96.9 M | – | – | 0.2% | 56.6% | 141 | – | 0 |
|
| 4039 |
4039
Cassaday & Co
Mclean,
Virginia
| USD 96.7 M | +USD 16.6 M | +21% | 4.95% | 62.5% | 28 | 17.86% | 1.5 |
|
| 4040 |
SNBOSCI
4040
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| USD 96.2 M | +USD 6.72 M | +8% | 3.22% | 61% | 76 | 2.63% | 2.7 |
|
| 4041 |
QI
4041
Qualcomm Inc
San Diego,
California
| USD 96.2 M | -USD 485 M | -83% | 0.52% | – | 96 | 89.58% | 1.2 |
|
| 4042 |
FCM
4042
Forester Capital Management
Lake Forest,
Illinois
| USD 96 M | -USD 10.7 M | -10% | 3.17% | 33.4% | 63 | 17.46% | 2.4 |
|
| 4043 |
HIM
4043
Hutchens Investment Management
Concord,
New Hampshire
| USD 96 M | -USD 10.3 M | -10% | 4.07% | 56.8% | 69 | 36.23% | 1.1 |
|
| 4044 |
HCM
4044
HMS Capital Management
Nashville,
Tennessee
| USD 95.7 M | -USD 4.51 M | -4% | 2.62% | 130% | 131 | 33.59% | 0.2 |
|
| 4045 |
KFS
4045
Kissinger Financial Services
Hunt Valley,
Maryland
| USD 95.5 M | +USD 3.99 M | +4% | 0.53% | – | 84 | 17.86% | 0.2 |
|
| 4046 |
DIS
4046
Diversified Investment Strategies
Baton Rouge,
Louisiana
| USD 95.5 M | -USD 6.09 M | -6% | 2.02% | 86% | 56 | 21.43% | 2.5 |
|
| 4047 |
SCA
4047
Sippican Capital Advisors
Boston,
Massachusetts
| USD 95.5 M | +USD 7.84 M | +9% | 15.6% | 90.1% | 105 | 11.43% | 1.8 |
|
| 4048 |
4048
Harvey Partners
Tarrytown,
New York
| USD 95.3 M | +USD 11.9 M | +14% | 14.8% | 174% | 43 | 51.16% | 1 |
|
| 4049 |
PIM
4049
Parasol Investment Management
Westmont,
Illinois
| USD 95.2 M | -USD 965 k | -1% | 3.1% | 20.9% | 167 | 12.57% | 2.1 |
|
| 4050 |
ACM
4050
Americafirst Capital Management
Roseville,
California
| USD 95.1 M | -USD 25.2 M | -21% | 4.14% | 32.9% | 281 | 60.14% | 0.3 |
|