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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 |
AC
4701
Apertura Capital
Dallas,
Texas
| USD 123 M | -USD 266 M | -68% | 3.83% | 41.5% | 42 | 80.95% | 0.3 |
|
| 4702 |
4702
Investors Financial Group
Plymouth,
Minnesota
| USD 123 M | – | – | 8.38% | – | 134 | – | 0 |
|
| 4703 |
4703
Sowa Financial Group
Lincoln,
Rhode Island
| USD 123 M | – | – | 7.16% | 100% | 374 | – | 0 |
|
| 4704 |
HCM
4704
Hall Capital Management
Barrington,
Rhode Island
| USD 123 M | +USD 8.04 M | +7% | 6.59% | – | 83 | 3.61% | 4 |
|
| 4705 |
EAM
4705
Eukles Asset Management
Cincinnati,
Ohio
| USD 123 M | +USD 7.31 M | +6% | 7.57% | 77.2% | 169 | 1.78% | 0.9 |
|
| 4706 |
4706
Fifth Third Securities
Cincinnati,
Ohio
| USD 123 M | +USD 53.3 M | +77% | 4.44% | 62.7% | 62 | 22.58% | 1.6 |
|
| 4707 |
4707
Grace Capital
Quincy,
Massachusetts
| USD 123 M | +USD 23.6 M | +24% | 17.3% | 127% | 204 | 39.22% | 1.1 |
|
| 4708 |
4708
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| USD 122 M | +USD 10.6 M | +10% | 10.7% | 136% | 100 | 17% | 1.4 |
|
| 4709 |
HH
4709
HWG Holdings
Houston,
Texas
| USD 122 M | +USD 13.8 M | +13% | 12.8% | – | 140 | 24.29% | 0.9 |
|
| 4710 |
4710
Strategic Financial Partners
Bend,
Oregon
| USD 122 M | – | – | 6.72% | 54.8% | 68 | – | 0 |
|
| 4711 |
BI
4711
Bredin Investment
Wilmington,
Delaware
| USD 122 M | +USD 7.33 M | +6% | 7.56% | – | 76 | 1.32% | 1.9 |
|
| 4712 |
4712
Strategic Vision Investment
Hong Kong
| USD 122 M | -USD 26 M | -18% | 17.2% | 95.6% | 16 | 56.25% | 0.4 |
|
| 4713 |
BC
4713
Belmont Capital
Los Angeles,
California
| USD 122 M | – | – | 4.48% | 182% | 52 | – | 0 |
|
| 4714 |
SST
4714
S Squared Technology
New York
| USD 122 M | +USD 8.29 M | +7% | 17.9% | 223% | 37 | 13.51% | 2.4 |
|
| 4715 |
4715
ICM Asset Management
Spokane,
Washington
| USD 122 M | -USD 7.89 M | -6% | 8.59% | 58.9% | 38 | 13.16% | 2.9 |
|
| 4716 |
4716
Central Asset Investments & Management Holdings
Hong Kong
| USD 122 M | +USD 43.6 M | +56% | 18.6% | 3,210% | 36 | 55.56% | 0.3 |
|
| 4717 |
BP
4717
Barker Partnership
Grand Cayman,
Cayman Islands
| USD 122 M | +USD 51.7 M | +74% | 50.7% | – | 3 | 33.33% | 1.3 |
|
| 4718 |
4718
NWK Group
San Francisco,
California
| USD 122 M | – | – | 13.5% | 268% | 193 | – | 0 |
|
| 4719 |
4719
Summit Rock Advisors
New York
| USD 122 M | +USD 14.3 M | +13% | 7.84% | – | 5 | 60% | 0.5 |
|
| 4720 |
4720
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| USD 122 M | +USD 5.5 M | +5% | 4.32% | 83.3% | 91 | 10.99% | 3.6 |
|
| 4721 |
4721
AUA Capital Management
Camp Hill,
Pennsylvania
| USD 121 M | -USD 2.89 M | -2% | 6.34% | 70.2% | 189 | 3.17% | 2.8 |
|
| 4722 |
4722
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| USD 121 M | +USD 8.22 M | +7% | 6.47% | 61.1% | 113 | 4.42% | 3.9 |
|
| 4723 |
4723
TPG Financial Advisors
Portland,
Oregon
| USD 121 M | +USD 10.3 M | +9% | 4.86% | – | 50 | 14% | 0.8 |
|
| 4724 |
4724
Baldrige Asset Management
Allentown,
Pennsylvania
| USD 121 M | +USD 8.47 M | +8% | 5.87% | 43.5% | 86 | 9.3% | 0.7 |
|
| 4725 |
4725
IFG Advisors
St. Louis,
Missouri
| USD 121 M | +USD 13.7 M | +13% | 7.22% | 78.7% | 66 | 3.03% | 0.2 |
|