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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4176 |
4176
Iron Gate Global Advisors
Nsl,
Utah
| USD 118 M | +USD 11.1 M | +10% | 8.3% | 106% | 57 | 19.3% | 0.4 |
|
| 4177 |
4177
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
| USD 118 M | – | – | 3.16% | 64.5% | 314 | – | 0 |
|
| 4178 |
4178
Artemis Wealth Advisors
New York
| USD 118 M | +USD 3.94 M | +3% | 6.29% | 174% | 29 | 10.34% | 0.8 |
|
| 4179 |
4179
Covalent Partners
Concord,
Massachusetts
| USD 118 M | -USD 29.4 M | -20% | 5.87% | 36.6% | 28 | 25% | 1.3 |
|
| 4180 |
4180
Cincinnati Casualty Company
Fairfield,
Ohio
| USD 118 M | +USD 1.38 M | +1% | 6.25% | 56% | 27 | 7.41% | 3.4 |
|
| 4181 |
4181
Brandywine Trust
Hockessin,
Delaware
| USD 118 M | +USD 5.99 M | +5% | 5.95% | 32.7% | 36 | 5.56% | 2.6 |
|
| 4182 |
4182
Poehling Capital Management
Madison,
Wisconsin
| USD 118 M | – | – | 5.02% | 83% | 303 | – | 0 |
|
| 4183 |
4183
Aubrey Capital Management
Edinburgh,
United Kingdom
| USD 118 M | – | – | 6.48% | 319% | 29 | – | 0 |
|
| 4184 |
4184
Inspire Investing
Meridian,
Idaho
| USD 118 M | – | – | 3.67% | 107% | 931 | – | 0 |
|
| 4185 |
LCM
4185
Lee Capital Management
New York
| USD 118 M | -USD 5.88 M | -5% | 4.73% | – | 90 | 31.11% | 0.8 |
|
| 4186 |
4186
Union Square GP 2008
New York
| USD 117 M | – | – | 7.45% | – | 1 | – | 0 |
|
| 4187 |
4187
FDO Partners
Cambridge,
Massachusetts
| USD 117 M | -USD 133 M | -53% | 1.73% | – | 293 | 75.43% | 0.2 |
|
| 4188 |
4188
EDMP Inc
Lutz,
Florida
| USD 117 M | +USD 6.19 M | +6% | 6.64% | 78% | 66 | 3.03% | 2.8 |
|
| 4189 |
4189
Townsend & Associates
Westminster,
Colorado
| USD 117 M | – | – | 5.26% | 58% | 190 | – | 0 |
|
| 4190 |
4190
Lincoln Capital Corp
East Greenwich,
Rhode Island
| USD 117 M | +USD 5.26 M | +5% | 2.84% | 82% | 54 | 24.07% | 0.7 |
|
| 4191 |
AIA
4191
Arcadia Investment Advisors
Eagle,
Idaho
| USD 117 M | – | – | 4.31% | 56.4% | 71 | – | 0 |
|
| 4192 |
4192
Smart Portfolios LLC
Seattle,
Washington
| USD 117 M | +USD 12.9 M | +12% | 1.18% | 41.3% | 29 | 58.62% | 0.9 |
|
| 4193 |
IBOK
4193
Independence Bank of Kentucky
Owensboro,
Kentucky
| USD 117 M | – | – | 6.33% | 80.6% | 330 | – | 0 |
|
| 4194 |
4194
Venator Capital Management
Toronto,
Ontario, Canada
| USD 117 M | +USD 20.2 M | +21% | 6.29% | 154% | 40 | 35% | 0.6 |
|
| 4195 |
4195
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| USD 117 M | – | – | 4.16% | 59.6% | 64 | – | 0 |
|
| 4196 |
4196
Seneca House Advisors
Richmond,
Virginia
| USD 117 M | – | – | 4.06% | 58.2% | 95 | – | 0 |
|
| 4197 |
4197
United Bank (Georgia)
Zebulon,
Georgia
| USD 117 M | +USD 10.2 M | +10% | 6% | 81.2% | 76 | 13.16% | 0.9 |
|
| 4198 |
4198
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| USD 117 M | +USD 6.15 M | +6% | 6.73% | 67.8% | 138 | 5.07% | 3.2 |
|
| 4199 |
4199
D.B. Root & Company
Pittsburgh,
Pennsylvania
| USD 117 M | – | – | 6.16% | 57.3% | 109 | – | 0 |
|
| 4200 |
4200
Institutional Venture Management XV
Menlo Park,
California
| USD 117 M | – | – | 5.07% | 116% | 5 | – | 0 |
|