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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4401 |
4401
JVL Associates
Wyoming,
Michigan
| USD 118 M | +USD 10.5 M | +10% | 4.65% | 81% | 43 | 9.3% | 1.2 |
|
| 4402 |
4402
Nikulski Financial
Bettendorf,
Iowa
| USD 118 M | +USD 15.6 M | +15% | 3.38% | 95.8% | 89 | 14.61% | 1.1 |
|
| 4403 |
4403
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| USD 118 M | +USD 3.69 M | +3% | 1.89% | 36.2% | 50 | 14% | 0.4 |
|
| 4404 |
4404
Vista Investment Management
Pittsburgh,
Pennsylvania
| USD 118 M | +USD 4.19 M | +4% | 2.68% | 54.4% | 143 | 6.29% | 1.3 |
|
| 4405 |
4405
Arias Resource Capital
George Town, Grand Cayman,
Cayman Islands
| USD 118 M | -USD 19.4 M | -14% | 13.5% | 81.3% | 1 | 0% | 1.5 |
|
| 4406 |
4406
TRV GP IV
Boston,
Massachusetts
| USD 118 M | -USD 13.8 M | -10% | 10.4% | 1,102% | 1 | 0% | 0.5 |
|
| 4407 |
4407
Wambolt & Associates
Littleton,
Colorado
| USD 118 M | +USD 8.04 M | +7% | 2.45% | 62.2% | 161 | 7.45% | 0.4 |
|
| 4408 |
4408
Red Cedar Capital
Omaha,
Nebraska
| USD 118 M | +USD 812 k | +0.7% | 3.81% | 43% | 154 | 1.95% | 1.4 |
|
| 4409 |
4409
Freestate Advisors
Overland Park,
Kansas
| USD 118 M | +USD 8.16 M | +7% | 3.45% | – | 9 | 77.78% | 0.1 |
|
| 4410 |
4410
Monte Financial Group
Guilford,
Connecticut
| USD 118 M | +USD 3.78 M | +3% | 1.21% | 57.9% | 70 | 5.71% | 1.2 |
|
| 4411 |
4411
Somerset Group
Wayzata,
Minnesota
| USD 118 M | -USD 1.29 M | -1% | 2.11% | 84.6% | 75 | 18.67% | 3.3 |
|
| 4412 |
4412
Loudon Investment Management
West Lebanon,
New Hampshire
| USD 118 M | +USD 3.87 M | +3% | 2.44% | 61.6% | 86 | 13.95% | 3.8 |
|
| 4413 |
4413
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| USD 118 M | +USD 7 M | +6% | 4.11% | 71.4% | 90 | 11.11% | 1.6 |
|
| 4414 |
4414
Cascade Investment Advisors
Oregon City,
Oregon
| USD 118 M | +USD 6.31 M | +6% | 3.65% | 71.4% | 250 | 13.6% | 1.7 |
|
| 4415 |
4415
Osmium Partners
Greenbrae,
California
| USD 118 M | -USD 558 k | -0.5% | 1.12% | 28.4% | 20 | 25% | 3 |
|
| 4416 |
4416
MilWealth Group
Milwaukee,
Wisconsin
| USD 118 M | +USD 6.34 M | +6% | 2.79% | 36.8% | 67 | 7.46% | 0.5 |
|
| 4417 |
4417
Trellis Advisors
Ellensburg,
Washington
| USD 118 M | +USD 6.64 M | +6% | 3.49% | 23.3% | 51 | 13.73% | 1.1 |
|
| 4418 |
4418
Longfellow Investment Management
Boston,
Massachusetts
| USD 118 M | -USD 49.6 M | -30% | 1.55% | 45.9% | 145 | 43.45% | 0.6 |
|
| 4419 |
4419
Mader & Shannon Wealth Management
Kansas City,
Missouri
| USD 118 M | +USD 6.09 M | +5% | 4.82% | 53.1% | 19 | 52.63% | 0.5 |
|
| 4420 |
4420
Norway Savings Bank
Portland,
Maine
| USD 118 M | +USD 3.96 M | +3% | 2.6% | 117% | 251 | 6.37% | 2.2 |
|
| 4421 |
4421
SkyTop Capital Management
Rutherford,
New Jersey
| USD 117 M | +USD 10.6 M | +10% | 11.2% | 50.2% | 14 | 28.57% | 1 |
|
| 4422 |
4422
Black Diamond Financial
Towson,
Maryland
| USD 117 M | +USD 5.56 M | +5% | 2.76% | 61% | 58 | 10.34% | 0.4 |
|
| 4423 |
4423
Strategic Blueprint
Atlanta,
Georgia
| USD 117 M | +USD 7.07 M | +6% | 4.38% | 82.1% | 74 | 6.76% | 0.4 |
|
| 4424 |
4424
Tower View Wealth Management
Shorewood,
Wisconsin
| USD 117 M | +USD 4.52 M | +4% | 4.29% | 135% | 153 | 15.03% | 1.2 |
|
| 4425 |
4425
CNB Bank
Clearfield,
Pennsylvania
| USD 117 M | -USD 77 M | -40% | 2.93% | 91.6% | 528 | 31.63% | 0.8 |
|