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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4701 |
SLP
4701
Storen Legacy Partners
Zionsville,
Indiana
| USD 367 M | +USD 47.8 M | +15% | 13.4% | – | 118 | 15.25% | 0.4 |
|
| 4702 |
VST
4702
Van Strum & Towne
San Francisco,
California
| USD 367 M | +USD 24.3 M | +7% | 12.1% | 62.2% | 114 | 5.26% | 6.4 |
|
| 4703 |
SCP
4703
Silverleafe Capital Partners
Germantown,
Tennessee
| USD 367 M | +USD 28.2 M | +8% | 24.4% | 87.7% | 112 | 19.64% | 2.3 |
|
| 4704 |
FIBOI
4704
First International Bank of Israel
Tel Aviv,
| USD 367 M | +USD 26.7 M | +8% | 9.27% | – | 79 | 37.97% | 0.5 |
|
| 4705 |
ICP
4705
Impact Capital Partners
Greenwood Village,
Colorado
| USD 367 M | +USD 35.9 M | +11% | 17.8% | – | 318 | 24.21% | 1.1 |
|
| 4706 |
WA
4706
Waterford Advisors
Orchard Park,
New York
| USD 366 M | +USD 51.2 M | +16% | 11.5% | 50.5% | 67 | 19.4% | 1.8 |
|
| 4707 |
ACA
4707
Acorn Capital Advisors
New York
| USD 366 M | +USD 14.6 M | +4% | 48.3% | – | 23 | 17.39% | 1.2 |
|
| 4708 |
CIC
4708
Concord Investment Counsel
Irvine,
California
| USD 366 M | +USD 69.4 M | +23% | 25.8% | – | 50 | 18% | 1.5 |
|
| 4709 |
SA
4709
SAM Advisors
Oakhurst,
California
| USD 366 M | +USD 47.3 M | +15% | 12.4% | 57.5% | 50 | 8% | 2.5 |
|
| 4710 |
PLC
4710
Pillsbury Lake Capital
San Francisco,
California
| USD 366 M | +USD 145 M | +66% | 42.4% | – | 51 | 52.94% | 0.2 |
|
| 4711 |
ECM
4711
Empirical Capital Management
Hendersonville,
Tennessee
| USD 366 M | +USD 199 M | +119% | 21.7% | – | 28 | 50% | 1.6 |
|
| 4712 |
CAM
4712
Capco Asset Management
Tampa,
Florida
| USD 366 M | -USD 729 k | -0.2% | 3.84% | 46.1% | 27 | 3.7% | 5.1 |
|
| 4713 |
ITIM
4713
Indiana Trust & Investment Management
Mishawaka,
Indiana
| USD 366 M | +USD 42.1 M | +13% | 18.5% | 104% | 502 | 9.16% | 3.9 |
|
| 4714 |
WIS
4714
Wright Investors Service
Shelton,
Connecticut
| USD 366 M | +USD 48 M | +15% | 27.8% | 146% | 162 | 17.28% | 4.5 |
|
| 4715 |
RFG
4715
Range Financial Group
Tigard,
Oregon
| USD 366 M | +USD 67.8 M | +23% | 36.4% | 188% | 218 | 18.35% | 1.8 |
|
| 4716 |
AIM
4716
Aigen Investment Management
New York
| USD 366 M | -USD 23.5 M | -6% | 15.8% | 55.5% | 841 | 79.55% | 0.2 |
|
| 4717 |
LAM
4717
Lynch Asset Management
Yardley,
Pennsylvania
| USD 366 M | +USD 67.5 M | +23% | 30.5% | 190% | 52 | 1.92% | 3.3 |
|
| 4718 |
QCI
4718
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| USD 366 M | -USD 43.1 M | -11% | 7.01% | 107% | 24 | 20.83% | 2.7 |
|
| 4719 |
GMA
4719
Glassy Mountain Advisors
Bethesda,
Maryland
| USD 366 M | +USD 43.6 M | +14% | 18.6% | 91.5% | 81 | 11.11% | 2 |
|
| 4720 |
TH
4720
Team Hewins
Redwood City,
California
| USD 366 M | +USD 29 M | +9% | 10.6% | 60.5% | 41 | 2.44% | 2.1 |
|
| 4721 |
FNBSF
4721
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| USD 366 M | USD 0 | 0% | 10% | 70.3% | 147 | 0% | 5 |
|
| 4722 |
VAM
4722
Vert Asset Management
Sausalito,
California
| USD 365 M | +USD 50.4 M | +16% | 12.7% | 43.6% | 45 | 2.22% | 3.7 |
|
| 4723 |
DWM
4723
Darwin Wealth Management
Tampa,
Florida
| USD 365 M | +USD 44.2 M | +14% | 14.3% | 56.8% | 794 | 10.45% | 1.5 |
|
| 4724 |
2L
4724
25 LLC
St. Louis,
Missouri
| USD 365 M | +USD 40.8 M | +13% | 9.85% | 48.7% | 82 | 18.29% | 1.9 |
|
| 4725 |
EFG
4725
Elevated Financial Group
Indianapolis,
Indiana
| USD 365 M | +USD 57.3 M | +19% | 17.9% | – | 146 | 22.6% | 0.4 |
|