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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
SIAM
4126
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| USD 121 M | +USD 3.46 M | +3% | 3.02% | 37.8% | 28 | 0% | 2.5 |
|
| 4127 |
CC
4127
Colrain Capital
Boston,
Massachusetts
| USD 121 M | -USD 96.7 M | -44% | 5.98% | – | 59 | 32.2% | 3.6 |
|
| 4128 |
GBA
4128
Garrison Bradford & Associates
New York
| USD 121 M | +USD 1.44 M | +1% | 6.42% | 63.5% | 90 | 7.78% | 2.9 |
|
| 4129 |
CCS
4129
Crosspoint Capital Strategies
Orinda,
California
| USD 121 M | -USD 8.28 M | -6% | 13.2% | – | 148 | 35.81% | 0.9 |
|
| 4130 |
BCFS
4130
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| USD 121 M | +USD 8.12 M | +7% | 6.25% | 81% | 77 | 5.19% | 2.7 |
|
| 4131 |
FMTCOCP
4131
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| USD 121 M | +USD 4.31 M | +4% | 6.65% | 65.5% | 283 | 6.36% | 0.9 |
|
| 4132 |
DC
4132
DeDora Capital
Napa,
California
| USD 121 M | – | – | 5.67% | 81.7% | 87 | – | 0 |
|
| 4133 |
CM
4133
CoreCommodity Management
Stamford,
Connecticut
| USD 121 M | +USD 15 M | +14% | 6.92% | 65.8% | 215 | 31.16% | 2 |
|
| 4134 |
4134
Mainstay Capital Management
Grand Blanc,
Michigan
| USD 121 M | – | – | 8.12% | 131% | 413 | – | 0 |
|
| 4135 |
FCMT
4135
Founders Capital Management (Texas)
Houston,
Texas
| USD 121 M | -USD 80 k | -0.1% | 6.73% | 131% | 427 | 21.08% | 0.6 |
|
| 4136 |
BP
4136
Broadleaf Partners
Hudson,
Ohio
| USD 120 M | – | – | 9.61% | 180% | 54 | – | 0 |
|
| 4137 |
LCM
4137
Leisure Capital Management
Costa Mesa,
California
| USD 120 M | +USD 6.37 M | +6% | 7.15% | 98% | 118 | 11.02% | 2.1 |
|
| 4138 |
FG
4138
FSI Group
Cincinnati,
Ohio
| USD 120 M | -USD 20.9 M | -15% | 6.37% | 44.1% | 51 | 58.82% | 0.7 |
|
| 4139 |
PAPAIJV
4139
Paragon Associates & Paragon Associates II Joint Venture
Dallas,
Texas
| USD 120 M | +USD 3.1 M | +3% | 7.07% | 168% | 26 | 34.62% | 1.3 |
|
| 4140 |
SI
4140
SimpliFi Inc
San Diego,
California
| USD 120 M | – | – | 1.63% | 26.7% | 14 | – | 0 |
|
| 4141 |
UC
4141
Unio Capital
Princeton,
New Jersey
| USD 120 M | – | – | 7.72% | 97.8% | 86 | – | 0 |
|
| 4142 |
HI
4142
Harrington Investments
Napa,
California
| USD 120 M | +USD 15.4 M | +15% | 7.1% | 109% | 83 | 21.69% | 0.2 |
|
| 4143 |
JC
4143
JCSD Capital
Walnut Creek,
California
| USD 120 M | +USD 14 M | +13% | 0.81% | – | 41 | 24.39% | 1.3 |
|
| 4144 |
4144
Ellenbecker Investment Group
Waukesha,
Wisconsin
| USD 120 M | – | – | 3.5% | 56.3% | 45 | – | 0 |
|
| 4145 |
DACG
4145
Donor Advised Charitable Giving
San Francisco,
California
| USD 120 M | – | – | 7.81% | 365% | 15 | – | 0 |
|
| 4146 |
SG
4146
Somerset Group
Wayzata,
Minnesota
| USD 120 M | +USD 10 M | +9% | 7.39% | 84.6% | 75 | 12% | 2.9 |
|
| 4147 |
CSUI
4147
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| USD 120 M | +USD 5.46 M | +5% | 8.95% | 115% | 33 | 9.09% | 3.2 |
|
| 4148 |
OIWM
4148
OptiFour Integrated Wealth Management
Mc Lean,
Virginia
| USD 120 M | – | – | 3.23% | – | 61 | – | 0 |
|
| 4149 |
LI
4149
Longer Investments
Fayetteville,
Arkansas
| USD 120 M | +USD 7.38 M | +7% | 4.67% | 20.4% | 45 | 35.56% | 2.1 |
|
| 4150 |
PI
4150
Pachira Investments
Dana Point,
California
| USD 119 M | +USD 5.89 M | +5% | 5.52% | 82.3% | 11 | 36.36% | 0.7 |
|