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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4226 |
4226
Caldera Capital
Dallas,
Texas
| USD 111 M | -USD 13.1 M | -10% | 4.86% | 84.5% | 23 | 60.87% | 0.5 |
|
| 4227 |
4227
LCNB Corp
Lebanon,
Ohio
| USD 111 M | -USD 2.38 M | -2% | 2.69% | 75.2% | 129 | 11.63% | 1.1 |
|
| 4228 |
4228
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| USD 111 M | -USD 5.61 M | -5% | 3.39% | 67.8% | 137 | 2.19% | 3.4 |
|
| 4229 |
4229
Steginsky Capital
Port Washington,
New York
| USD 111 M | +USD 4.28 M | +4% | 3.78% | 99.4% | 8 | 0% | 1.2 |
|
| 4230 |
4230
Somerset Group
Wayzata,
Minnesota
| USD 111 M | -USD 8.51 M | -7% | 0.45% | 84.6% | 74 | 14.86% | 3.1 |
|
| 4231 |
4231
Perkins Capital Management
Wayzata,
Minnesota
| USD 111 M | +USD 7.07 M | +7% | 10.3% | 303% | 131 | 25.95% | 2 |
|
| 4232 |
4232
Hartree Partners
New York
| USD 111 M | +USD 33 M | +42% | 0.34% | 138% | 35 | 74.29% | 0.2 |
|
| 4233 |
4233
Barington Capital Group
New York
| USD 111 M | +USD 13.5 M | +14% | 9.45% | 71.1% | 23 | 26.09% | 1.1 |
|
| 4234 |
4234
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| USD 111 M | +USD 1.47 M | +1% | 0.03% | 130% | 373 | 18.5% | 0.2 |
|
| 4235 |
4235
Clearshares
New York
| USD 111 M | -USD 928 k | -0.8% | 0.54% | – | 36 | 13.89% | 0.2 |
|
| 4236 |
4236
Lederer & Associates Investment Counsel
Long Beach,
California
| USD 111 M | -USD 779 k | -0.7% | 1.52% | 92.7% | 93 | 8.6% | 2 |
|
| 4237 |
ASA
4237
Armstrong Shaw Associates
New Canaan,
Connecticut
| USD 111 M | -USD 7.61 M | -6% | 4.07% | 51.2% | 41 | 0% | 3 |
|
| 4238 |
JPC
4238
Jabodon PT Co
Reno,
Nevada
| USD 111 M | -USD 18.9 M | -15% | 4.04% | 61.9% | 24 | 66.67% | 0.4 |
|
| 4239 |
ABP
4239
Arthur B. Page
| USD 110 M | -USD 4.4 M | -4% | 0.33% | 40.4% | 60 | 3.33% | 3.5 |
|
| 4240 |
4240
Waterstone Capital Management
St. Louis Park,
Minnesota
| USD 110 M | -USD 27.1 M | -20% | 0.43% | 23.4% | 19 | 31.58% | 1.4 |
|
| 4241 |
4241
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| USD 110 M | -USD 10.4 M | -9% | 3.22% | 65.5% | 275 | 4.36% | 1.2 |
|
| 4242 |
4242
Dragon Financial & Investment Group
San Mateo,
California
| USD 110 M | -USD 2.44 M | -2% | 1.21% | – | 33 | 15.15% | 0.2 |
|
| 4243 |
4243
Red Cedar Capital
Omaha,
Nebraska
| USD 110 M | -USD 8.94 M | -7% | 4.12% | 43% | 156 | 6.41% | 0.2 |
|
| 4244 |
AM
4244
Account Management
Boxford,
Massachusetts
| USD 110 M | -USD 5.11 M | -4% | 0.58% | 87.4% | 25 | 16% | 3.3 |
|
| 4245 |
4245
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| USD 110 M | +USD 33.9 M | +44% | 1.32% | 71.4% | 95 | 38.95% | 0.8 |
|
| 4246 |
4246
United Bank (Georgia)
Zebulon,
Georgia
| USD 110 M | -USD 6.78 M | -6% | 2.22% | 81.2% | 73 | 5.48% | 1.1 |
|
| 4247 |
4247
KCS Wealth Advisory
Los Angeles,
California
| USD 110 M | +USD 6.63 M | +6% | 1.32% | 45.3% | 184 | 17.39% | 0.2 |
|
| 4248 |
4248
Armor Investment Advisors
Raleigh,
North Carolina
| USD 110 M | -USD 752 k | -0.7% | 2.69% | 56.6% | 155 | 5.81% | 1.1 |
|
| 4249 |
4249
Verity Asset Management
Durham,
North Carolina
| USD 110 M | -USD 23 M | -17% | 0.51% | 79.7% | 154 | 35.06% | 0.9 |
|
| 4250 |
4250
University of Tennessee
Knoxville,
Tennessee
| USD 110 M | +USD 7.42 M | +7% | 1.18% | – | 2 | 0% | 0.3 |
|