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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4551 |
4551
Shaker Financial Services
Arlington,
Virginia
| USD 258 M | +USD 14.9 M | +6% | 4.26% | 12.9% | 176 | 24.43% | 1.9 |
|
| 4552 |
4552
Astoria Portfolio Advisors
New York
| USD 258 M | +USD 11.8 M | +5% | 9.26% | 75.4% | 206 | 12.62% | 1.3 |
|
| 4553 |
4553
Argyle Capital Management
Center Valley,
Pennsylvania
| USD 258 M | +USD 17.1 M | +7% | 10.6% | 106% | 119 | 3.36% | 8.8 |
|
| 4554 |
PAM
4554
Pegasus Asset Management
Montebello,
New York
| USD 258 M | +USD 25 M | +11% | 12.3% | 101% | 71 | 5.63% | 4.8 |
|
| 4555 |
4555
Curtis Advisory Group
Santa Barbara,
California
| USD 258 M | +USD 39.2 M | +18% | 9.15% | 79.8% | 98 | 11.22% | 2.5 |
|
| 4556 |
4556
Gitterman Wealth Management
Edison,
New Jersey
| USD 258 M | +USD 33.5 M | +15% | 2.18% | 33% | 116 | 37.07% | 1.1 |
|
| 4557 |
4557
Westend Capital Management
Sausalito,
California
| USD 258 M | – | – | 33.6% | – | 314 | – | 0.8 |
|
| 4558 |
4558
Jeppson Wealth Management
Manhattan Beach,
California
| USD 258 M | +USD 16.2 M | +7% | 8.9% | 107% | 216 | 9.72% | 2.4 |
|
| 4559 |
4559
Cabot-Wellington
Boston,
Massachusetts
| USD 258 M | +USD 18.4 M | +8% | 8.57% | 73.1% | 4 | 25% | 4.7 |
|
| 4560 |
4560
Sentry Investment Management
Stevens Point,
Wisconsin
| USD 258 M | +USD 24.6 M | +11% | 13.7% | 103% | 475 | 10.74% | 5.4 |
|
| 4561 |
4561
Teramo Advisors
Naples,
Florida
| USD 257 M | +USD 21.5 M | +9% | 8.19% | 72.1% | 19 | 63.16% | 1.6 |
|
| 4562 |
4562
United Community Bank
Greenville,
South Carolina
| USD 257 M | +USD 21.3 M | +9% | 10.2% | 72.7% | 384 | 11.98% | 1.4 |
|
| 4563 |
4563
Veracity Capital
Atlanta,
Georgia
| USD 257 M | +USD 7.86 M | +3% | 11.5% | 149% | 223 | 14.8% | 2.3 |
|
| 4564 |
4564
Field & Main Bank
Henderson,
Kentucky
| USD 257 M | +USD 21 M | +9% | 11.8% | 107% | 255 | 6.27% | 5.8 |
|
| 4565 |
4565
Bayview Asset Management
Coral Gables,
Florida
| USD 257 M | -USD 38 M | -13% | 1.95% | 55.4% | 39 | 66.67% | 0.3 |
|
| 4566 |
4566
Nordwand Advisors
Radnor,
Pennsylvania
| USD 257 M | -USD 122 M | -32% | 9.28% | 103% | 180 | 28.89% | 0.8 |
|
| 4567 |
4567
Smart Money Group
Eastland,
Texas
| USD 257 M | +USD 27.6 M | +12% | 8.08% | 58.9% | 93 | 19.35% | 2.1 |
|
| 4568 |
4568
360 Financial
Wayzata,
Minnesota
| USD 257 M | +USD 30.6 M | +13% | 9.74% | 82.5% | 89 | 11.24% | 2.3 |
|
| 4569 |
4569
Crescent Park Management
East Palo Alto,
California
| USD 257 M | -USD 205 M | -44% | 8.98% | 87% | 35 | 20% | 2.3 |
|
| 4570 |
4570
Clean Yield Group
Norwich,
Vermont
| USD 257 M | +USD 19.6 M | +8% | 4.48% | 80.7% | 397 | 11.08% | 3.9 |
|
| 4571 |
SFA
4571
Spectrum Financial Alliance
Nicholasville,
Kentucky
| USD 257 M | +USD 14 M | +6% | 7.88% | 187% | 14 | 0% | 3.3 |
|
| 4572 |
4572
Bandera Partners
New York
| USD 257 M | -USD 45.4 M | -15% | 10.9% | 55.4% | 21 | 19.05% | 2.9 |
|
| 4573 |
4573
Naman Capital
Sao Paulo,
Brazil
| USD 256 M | +USD 99.4 M | +63% | 8.7% | 89.9% | 12 | 33.33% | 3.3 |
|
| 4574 |
4574
Valley Forge Investment Consultants
Audubon,
Pennsylvania
| USD 256 M | +USD 31.5 M | +14% | 8.13% | 67.9% | 86 | 8.14% | 2.3 |
|
| 4575 |
ATI
4575
ARK & TLK Investments
Oklahoma City,
Oklahoma
| USD 256 M | +USD 6.27 M | +3% | 6% | 62.2% | 114 | 11.4% | 0.2 |
|