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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4426 |
4426
Sentry LLC
Memphis,
Tennessee
| USD 365 M | -USD 36.4 M | -9% | 12.5% | 52.6% | 127 | 3.94% | 2.4 |
|
| 4427 |
4427
City State Bank
Norwalk,
Iowa
| USD 365 M | +USD 18.9 M | +5% | 2.97% | 79.1% | 781 | 6.79% | 3 |
|
| 4428 |
4428
Fivespan Partners
San Francisco,
California
| USD 365 M | – | – | 13.7% | – | 6 | – | 0 |
|
| 4429 |
4429
Groupe Bruxelles Lambert
Brussels,
Belgium
| USD 365 M | -USD 40.1 M | -10% | 9.9% | – | 1 | 0% | 2 |
|
| 4430 |
4430
Grandview Asset Management
Harrisburg,
Pennsylvania
| USD 365 M | +USD 9.07 M | +3% | 2.09% | 200% | 144 | 5.56% | 2.2 |
|
| 4431 |
4431
Steamboat Capital Partners
Rye,
New York
| USD 365 M | -USD 19.6 M | -5% | 5.31% | 280% | 67 | 22.39% | 2.2 |
|
| 4432 |
4432
Oak Family Advisors
Chicago,
Illinois
| USD 364 M | -USD 35.6 M | -9% | 2.54% | 81.9% | 126 | 23.81% | 2.4 |
|
| 4433 |
4433
Beam Wealth Advisors
Covington,
Louisiana
| USD 364 M | -USD 2.66 M | -0.7% | 0.93% | 69.2% | 118 | 16.95% | 2.4 |
|
| 4434 |
MI
4434
M3F Inc
Salt Lake City,
Utah
| USD 364 M | +USD 11.2 M | +3% | 3.31% | 139% | 29 | 17.24% | 4.2 |
|
| 4435 |
4435
One Degree Advisors
San Diego,
California
| USD 364 M | +USD 37.8 M | +12% | 2.33% | 54.1% | 72 | 8.33% | 1.5 |
|
| 4436 |
4436
Independence Financial Advisors
Franklin,
New Hampshire
| USD 364 M | +USD 35.5 M | +11% | 0.9% | – | 55 | 3.64% | 0.7 |
|
| 4437 |
4437
Ogorek Anthony Joseph
Williamsville,
New York
| USD 364 M | +USD 13.9 M | +4% | 3.99% | 61.1% | 713 | 8.42% | 2.3 |
|
| 4438 |
4438
PhiloSmith Capital
Stamford,
Connecticut
| USD 364 M | +USD 3.76 M | +1% | 0.53% | 47% | 23 | 0% | 7.3 |
|
| 4439 |
RC
4439
Reik & Co
New York
| USD 364 M | -USD 25.8 M | -7% | 2.87% | 47.2% | 56 | 0% | 8.5 |
|
| 4440 |
ATI
4440
ARK & TLK Investments
Oklahoma City,
Oklahoma
| USD 364 M | +USD 48.4 M | +15% | 2.6% | 62.2% | 120 | 10% | 1.7 |
|
| 4441 |
RCM
4441
Ratan Capital Management
Miami Beach,
Florida
| USD 364 M | +USD 178 M | +96% | 1.29% | 616% | 40 | 32.5% | 2.2 |
|
| 4442 |
4442
11 Capital Partners
Darien,
Connecticut
| USD 364 M | +USD 10.5 M | +3% | 1.09% | 101% | 22 | 13.64% | 1.8 |
|
| 4443 |
4443
White Pine Capital
Bloomington,
Minnesota
| USD 363 M | +USD 14.2 M | +4% | 10.9% | 143% | 232 | 8.62% | 6.7 |
|
| 4444 |
4444
Narus Financial Partners
Salt Lake City,
Utah
| USD 363 M | -USD 2.51 M | -0.7% | 4.94% | 85.3% | 172 | 9.3% | 3.8 |
|
| 4445 |
4445
Atwater Malick
Lancaster,
Pennsylvania
| USD 363 M | +USD 18.3 M | +5% | 6.06% | 83.4% | 93 | 13.98% | 3.3 |
|
| 4446 |
4446
Investment Management Associates
Greenwood Village,
Colorado
| USD 363 M | +USD 23.2 M | +7% | 1.73% | 50.4% | 32 | 18.75% | 2.3 |
|
| 4447 |
4447
Core Alternative Capital
Peachtree Corners,
Georgia
| USD 363 M | +USD 18.1 M | +5% | 4.55% | 74.5% | 351 | 42.45% | 3.8 |
|
| 4448 |
4448
Ballast Advisors
Woodbury,
Minnesota
| USD 363 M | -USD 545 k | -0.2% | 1.81% | 66.7% | 186 | 9.14% | 4.5 |
|
| 4449 |
4449
Westbourne Investment Advisors
Annapolis,
Maryland
| USD 362 M | +USD 3.68 M | +1% | 2.88% | 107% | 121 | 8.26% | 3.6 |
|
| 4450 |
4450
Windsor Capital Management
Phoenix,
Arizona
| USD 362 M | +USD 82.4 k | +0% | 1.42% | 49.1% | 124 | 6.45% | 6.9 |
|