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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4451 |
4451
Coe Capital Management
Highland Park,
Illinois
| USD 89.9 M | -USD 2.32 M | -3% | 2.93% | 84.4% | 90 | 13.33% | 2.9 |
|
| 4452 |
4452
Townsend & Associates
Westminster,
Colorado
| USD 89.1 M | -USD 36.1 M | -29% | 0.05% | 54.1% | 190 | 27.37% | 0.4 |
|
| 4453 |
4453
Ballew Advisors
Jackson,
Mississippi
| USD 88.7 M | -USD 25.7 M | -22% | 1.48% | 68% | 325 | 11.38% | 0.3 |
|
| 4454 |
KCS
4454
Koonce Calvin Scott
| USD 88.3 M | -USD 7.28 M | -8% | 7.62% | 67.9% | 1 | 0% | 3.5 |
|
| 4455 |
4455
Blackhawk Capital Partners
Thiensville,
Wisconsin
| USD 88 M | -USD 29.7 M | -25% | 4.8% | 87.2% | 369 | 27.91% | 0.4 |
|
| 4456 |
NVIM
4456
New Vernon Investment Management
Highland Park,
Illinois
| USD 87.7 M | +USD 4 M | +5% | 3.54% | 83.1% | 52 | 17.31% | 2 |
|
| 4457 |
4457
Concorde Asset Management
Ann Arbor,
Michigan
| USD 87.6 M | +USD 5.84 M | +7% | 3.01% | – | 129 | 15.5% | 1.4 |
|
| 4458 |
4458
Gator Capital Management
Tampa,
Florida
| USD 87.5 M | -USD 16.2 M | -16% | 4.23% | 245% | 117 | 43.59% | 1 |
|
| 4459 |
4459
Dragon Financial & Investment Group
San Mateo,
California
| USD 87.4 M | -USD 22.9 M | -21% | 0.27% | – | 37 | 32.43% | 0.4 |
|
| 4460 |
4460
Holistic Financial Partners
Indianapolis,
Indiana
| USD 87.4 M | -USD 32.6 M | -27% | 1.48% | 95.7% | 437 | 91.99% | 0.5 |
|
| 4461 |
4461
Charter Research & Investment Group
Southport,
Connecticut
| USD 87.2 M | +USD 3.44 M | +4% | 1.93% | 82.3% | 76 | 6.58% | 2.8 |
|
| 4462 |
4462
Clover Partners
Dallas,
Texas
| USD 87 M | -USD 2.71 M | -3% | 4.6% | 32.2% | 29 | 17.24% | 1.5 |
|
| 4463 |
4463
Larson Financial Group
St Louis,
Missouri
| USD 86.8 M | +USD 1.63 M | +2% | 1.36% | 81.2% | 50 | 12% | 0.5 |
|
| 4464 |
KCP
4464
Kenmare Capital Partners
New York
| USD 86.7 M | -USD 6.68 M | -7% | 7.3% | 48.8% | 20 | 10% | 1.6 |
|
| 4465 |
4465
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| USD 86.7 M | +USD 2.51 M | +3% | 2.18% | 44.1% | 18 | 0% | 1.7 |
|
| 4466 |
4466
Newport Wealth Strategies
Irvine,
California
| USD 86.4 M | -USD 41.4 M | -32% | 4% | 51.5% | 101 | 24.75% | 0.5 |
|
| 4467 |
LM
4467
Litespeed Management
New York
| USD 86.2 M | +USD 27.4 M | +47% | 11.6% | 73.7% | 11 | 45.45% | 0.4 |
|
| 4468 |
4468
Chesapeake Asset Management
New York
| USD 85.8 M | -USD 7.44 M | -8% | 3.16% | 153% | 67 | 17.91% | 3.4 |
|
| 4469 |
4469
Security National Bank of So Dak
Sioux City,
Iowa
| USD 85.8 M | -USD 1.51 M | -2% | 2.45% | 67.7% | 88 | 5.68% | 3.5 |
|
| 4470 |
4470
Successful Portfolios
Clearwater,
Florida
| USD 85.6 M | +USD 3.26 M | +4% | 2% | 110% | 138 | 9.42% | 0.5 |
|
| 4471 |
4471
Trustees of Dartmouth College
Hanover,
New Hampshire
| USD 85.5 M | +USD 14.7 M | +21% | 20.9% | 52.5% | 28 | 32.14% | 0.4 |
|
| 4472 |
4472
Fairbanks Capital Management
Rancho Santa Fe,
California
| USD 85.4 M | -USD 13.7 M | -14% | 6.74% | 81.3% | 31 | 9.68% | 1.5 |
|
| 4473 |
4473
Columbia Pacific Advisors
Seattle,
Washington
| USD 85.4 M | +USD 7.87 M | +10% | 34.4% | 5.27% | 40 | 47.5% | 1.3 |
|
| 4474 |
4474
UBP Investment Advisors
Geneva,
Switzerland
| USD 84.8 M | -USD 7.82 M | -8% | 2.2% | 11.2% | 52 | 21.15% | 0.4 |
|
| 4475 |
4475
Colrain Capital
Boston,
Massachusetts
| USD 84.8 M | -USD 9.6 M | -10% | 5.16% | – | 39 | 2.56% | 3.9 |
|