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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4151 |
4151
Marshall & Sullivan
Seattle,
Washington
| USD 136 M | +USD 20.9 M | +18% | 15.5% | 82% | 44 | 15.91% | 3.7 |
|
| 4152 |
4152
Lipe & Dalton
Syracuse,
New York
| USD 136 M | +USD 13.2 M | +11% | 12.6% | 101% | 81 | 18.52% | 2.8 |
|
| 4153 |
4153
Bishop & Co Investment Management
Erie,
Pennsylvania
| USD 136 M | +USD 19.1 M | +16% | 12.4% | 47.6% | 24 | 8.33% | 2.1 |
|
| 4154 |
4154
Truvvo Partners
New York
| USD 136 M | -USD 3.83 M | -3% | 7.45% | 21.1% | 46 | 67.39% | 1.9 |
|
| 4155 |
4155
HM Capital Management
Clayton,
Missouri
| USD 136 M | +USD 18.9 M | +16% | 12.7% | 29.6% | 37 | 16.22% | 3.9 |
|
| 4156 |
4156
Omega Financial Group
Santa Barbara,
California
| USD 136 M | +USD 22.3 M | +20% | 10.5% | 47% | 63 | 9.52% | 0.2 |
|
| 4157 |
4157
Squar Milner Financial Services
Irvine,
California
| USD 136 M | +USD 31.5 M | +30% | 11.7% | – | 873 | 17.53% | 0.7 |
|
| 4158 |
4158
Shoker Investment Counsel
Oxford,
Ohio
| USD 135 M | +USD 16.2 M | +14% | 11.7% | 83.8% | 108 | 13.89% | 3.7 |
|
| 4159 |
4159
Harbour Investment Management
Edmonds,
Washington
| USD 135 M | +USD 13.7 M | +11% | 13.6% | 58.8% | 67 | 7.46% | 4.5 |
|
| 4160 |
4160
Investment Security Group
Denver,
Colorado
| USD 135 M | – | – | – | – | 12 | – | 0 |
|
| 4161 |
JC
4161
JCSD Capital
Walnut Creek,
California
| USD 135 M | -USD 2.26 M | -2% | 4.35% | – | 59 | 13.56% | 1.4 |
|
| 4162 |
4162
American Financial Network Advisory Services
Calabasas,
California
| USD 135 M | -USD 6 M | -4% | 11.8% | – | 176 | 24.43% | 1.2 |
|
| 4163 |
4163
Crystal Rock Capital Management
Bannockburn,
Illinois
| USD 135 M | +USD 23.8 M | +21% | 18.9% | 164% | 33 | 15.15% | 2.1 |
|
| 4164 |
4164
Unison Advisors
Washington,
District of Columbia
| USD 135 M | +USD 8.91 M | +7% | 10.3% | 57.8% | 164 | 6.71% | 1 |
|
| 4165 |
SL
4165
SIB LLC
New York,
New York
| USD 135 M | +USD 16.6 M | +14% | 15.6% | 29.2% | 24 | 0% | 5.3 |
|
| 4166 |
SIG
4166
Schaller Investment Group
Winston Salem,
North Carolina
| USD 135 M | -USD 118 k | -0.1% | 2.53% | 21.9% | 36 | 8.33% | 4.2 |
|
| 4167 |
4167
Taylor Hoffman Wealth Management
Richmond,
Virginia
| USD 135 M | +USD 23.3 M | +21% | 13.2% | 47.8% | 435 | 8.51% | 1.1 |
|
| 4168 |
4168
Global Trust Asset Management
West Palm Beach,
Florida
| USD 135 M | +USD 22.7 M | +20% | 12.6% | 178% | 481 | 22.25% | 1 |
|
| 4169 |
4169
Private Capital Management (Colorado)
Denver,
Colorado
| USD 135 M | +USD 18.5 M | +16% | 13.4% | 20% | 99 | 22.22% | 0.2 |
|
| 4170 |
4170
Elm Ridge Management
Briarcliff Manor,
New York
| USD 134 M | -USD 34.5 M | -20% | 22.3% | 93.6% | 35 | 22.86% | 2.2 |
|
| 4171 |
4171
Ferox Capital Management
London,
United Kingdom
| USD 134 M | -USD 7.54 M | -5% | 2.15% | 2.07% | 31 | 9.68% | 1 |
|
| 4172 |
4172
Sonata Capital Group
Seattle,
Washington
| USD 134 M | +USD 11.6 M | +9% | 11.9% | 66.5% | 101 | 8.91% | 3.5 |
|
| 4173 |
VCP
4173
Vernier Capital Partners
New York
| USD 134 M | -USD 18.5 M | -12% | 22.6% | 75.7% | 26 | 61.54% | 0.3 |
|
| 4174 |
VST
4174
Van Strum & Towne
San Francisco,
California
| USD 134 M | +USD 15.7 M | +13% | 12.8% | 62.2% | 66 | 6.06% | 4.4 |
|
| 4175 |
TWS
4175
Thomas W. Smith
| USD 134 M | +USD 15.4 M | +13% | 22.3% | – | 10 | 0% | 5 |
|