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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4051 |
4051
American Trust Investment Advisors
Lebanon,
New Hampshire
| USD 125 M | -USD 2.44 M | -2% | 0.66% | 91% | 84 | 10.71% | 1.7 |
|
| 4052 |
MHIM
4052
MacNealy Hoover Investment Management
Canton,
Ohio
| USD 125 M | -USD 13.2 M | -10% | 3.24% | 42.5% | 76 | 10.53% | 3.9 |
|
| 4053 |
4053
Townsend & Associates
Westminster,
Colorado
| USD 125 M | +USD 7.99 M | +7% | 2.18% | 58% | 214 | 32.24% | 0.2 |
|
| 4054 |
4054
Caprin Asset Management
Henrico,
Virginia
| USD 125 M | -USD 3.06 M | -2% | 0.95% | 7.87% | 22 | 36.36% | 1.4 |
|
| 4055 |
4055
HM Capital Management
Clayton,
Missouri
| USD 125 M | +USD 3.3 M | +3% | 0.06% | 29.6% | 42 | 9.52% | 2.9 |
|
| 4056 |
EOCM
4056
Energy Opportunities Capital Management
Austin,
Texas
| USD 125 M | -USD 19.6 M | -14% | 6.99% | 211% | 58 | 10.34% | 2.3 |
|
| 4057 |
4057
Norwest Venture Partners X
Palo Alto,
California
| USD 125 M | +USD 12.8 M | +11% | 19.4% | 11.3% | 4 | 25% | 2.3 |
|
| 4058 |
4058
Westbourne Investment Advisors
Annapolis,
Maryland
| USD 125 M | -USD 6.79 M | -5% | 2.15% | 107% | 110 | 13.64% | 2 |
|
| 4059 |
FA
4059
Financial Advantage
Columbia,
Maryland
| USD 125 M | -USD 1.26 M | -1% | 1.07% | 24.3% | 31 | 9.68% | 2.9 |
|
| 4060 |
4060
Wela Strategies
Atlanta,
Georgia
| USD 125 M | -USD 2.16 M | -2% | 1.77% | 51.3% | 39 | 28.21% | 0.8 |
|
| 4061 |
4061
Westwind Capital
Las Cruces,
New Mexico
| USD 125 M | +USD 18.7 M | +18% | 9.81% | 87.6% | 46 | 30.43% | 0.2 |
|
| 4062 |
4062
Hollow Brook Wealth Management
Katonah,
New York
| USD 125 M | -USD 11.4 M | -8% | 1.15% | 97.8% | 56 | 14.29% | 2.4 |
|
| 4063 |
4063
Abbot Financial Management
Andover,
Massachusetts
| USD 125 M | -USD 903 k | -0.7% | 1.26% | 116% | 112 | 9.82% | 0.7 |
|
| 4064 |
FBT
4064
First Bank & Trust
Brookings,
South Dakota
| USD 125 M | -USD 2.42 M | -2% | 2.01% | 85.6% | 290 | 13.1% | 1.1 |
|
| 4065 |
4065
Bishop Rock Capital
New York
| USD 124 M | +USD 9.7 M | +8% | 4.73% | 35.4% | 26 | 15.38% | 1.1 |
|
| 4066 |
4066
JRM Investment Counsel
Omaha,
Nebraska
| USD 124 M | -USD 5.66 M | -4% | 2.99% | 65.5% | 35 | 8.57% | 2 |
|
| 4067 |
4067
Tiemann Investment Advisors
Menlo Park,
California
| USD 124 M | -USD 1.19 M | -0.9% | 0.78% | 86.2% | 179 | 8.94% | 3.1 |
|
| 4068 |
4068
Baugh & Associates
Atlanta,
Georgia
| USD 124 M | +USD 5.49 M | +5% | 3.89% | 98.8% | 42 | 2.38% | 0.2 |
|
| 4069 |
4069
Tuttle Capital Management
Riverside,
Connecticut
| USD 124 M | +USD 41.9 M | +51% | 1.27% | 115% | 117 | 76.07% | 0.2 |
|
| 4070 |
4070
Sterling Investment Management
Tucson,
Arizona
| USD 124 M | +USD 30.1 M | +32% | 1.04% | 45.3% | 59 | 13.56% | 2.5 |
|
| 4071 |
4071
Poehling Capital Management
Madison,
Wisconsin
| USD 124 M | +USD 6.12 M | +5% | 3.14% | 83% | 344 | 21.8% | 0.2 |
|
| 4072 |
4072
Brick & Kyle Associates
Newtown,
Pennsylvania
| USD 124 M | +USD 805 k | +0.7% | 1.08% | 116% | 102 | 2.94% | 2.8 |
|
| 4073 |
OA
4073
Opes Advisors
Cupertino,
California
| USD 124 M | -USD 16.6 M | -12% | 1.27% | – | 46 | 19.57% | 0.9 |
|
| 4074 |
BIMC
4074
Benson Investment Management Company
Roanoke,
Virginia
| USD 124 M | -USD 10.9 M | -8% | 0.99% | 99.8% | 96 | 56.25% | 0.5 |
|
| 4075 |
4075
Cassaday & Co
Mclean,
Virginia
| USD 124 M | +USD 10.6 M | +9% | 1.44% | 62.7% | 34 | 14.71% | 2.1 |
|