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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5126 |
5126
Corre Partners Management
New York
| USD 159 M | -USD 1.09 M | -0.7% | 0.9% | 109% | 7 | 0% | 0.5 |
|
| 5127 |
5127
Cape Ann Savings Bank
Glocuster,
Massachusetts
| USD 159 M | +USD 17.7 M | +13% | 6.15% | 72.7% | 93 | 7.53% | 4.4 |
|
| 5128 |
5128
Goepper Burkhardt
Greenville,
South Carolina
| USD 158 M | +USD 11.3 M | +8% | 6.13% | 50.4% | 64 | 1.56% | 0.5 |
|
| 5129 |
CC
5129
Corsicana & Co
Corsicana,
Texas
| USD 158 M | – | – | 6.64% | – | 202 | – | 0 |
|
| 5130 |
5130
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| USD 158 M | +USD 9.7 M | +7% | 4.31% | 83.3% | 97 | 11.34% | 3.5 |
|
| 5131 |
5131
Mangham Associates
Charlottesville,
Virginia
| USD 158 M | +USD 54.6 M | +53% | 5.24% | 24.4% | 6 | 16.67% | 2 |
|
| 5132 |
RMSCM
5132
R.M. Sincerbeaux Capital Management
New York
| USD 158 M | +USD 11.5 M | +8% | 9.13% | 76.4% | 47 | 6.38% | 6.1 |
|
| 5133 |
5133
Cordant Inc
Portland,
Oregon
| USD 158 M | +USD 4.01 M | +3% | 4.87% | 47% | 105 | 23.81% | 0.9 |
|
| 5134 |
5134
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| USD 158 M | +USD 10.1 M | +7% | 10.4% | – | 157 | 36.94% | 4 |
|
| 5135 |
LI
5135
Latash Investments
Anchorage,
Alaska
| USD 158 M | – | – | 14.2% | 110% | 20 | – | 1.2 |
|
| 5136 |
6C
5136
6elm Capital
New York
| USD 158 M | -USD 19.8 M | -11% | 5.37% | – | 21 | 71.43% | 0.1 |
|
| 5137 |
5137
ForthRight Wealth Management
Alpharetta,
Georgia
| USD 158 M | +USD 10.3 M | +7% | 5.63% | 44.6% | 35 | 2.86% | 0.5 |
|
| 5138 |
GA
5138
GRS Advisors
Chicago,
Illinois
| USD 157 M | -USD 511 k | -0.3% | 10.4% | 54.3% | 37 | 64.86% | 0.5 |
|
| 5139 |
5139
Beaton Management Company
Haverhill,
Massachusetts
| USD 157 M | +USD 12.4 M | +9% | 6.4% | 95.9% | 136 | 6.62% | 2.8 |
|
| 5140 |
5140
Cohen & Co Financial Management
New York
| USD 157 M | – | – | 0% | – | 64 | – | 0 |
|
| 5141 |
5141
Sunburst Financial Group
Vestavia Hills,
Alabama
| USD 157 M | +USD 13.5 M | +9% | 5.58% | 55.7% | 64 | 4.69% | 1.2 |
|
| 5142 |
5142
Next Capital Management
New York
| USD 157 M | +USD 3.27 M | +2% | 8.3% | 61.3% | 124 | 19.35% | 1.6 |
|
| 5143 |
5143
Brooks Moore & Associates
Chattanooga,
Tennessee
| USD 157 M | +USD 9.17 M | +6% | 4.39% | 63.7% | 105 | 10.48% | 1.8 |
|
| 5144 |
5144
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
| USD 157 M | +USD 13.2 M | +9% | 8.04% | 36.4% | 126 | 8.73% | 2.4 |
|
| 5145 |
5145
Brown Miller Wealth Management
Mclean,
Virginia
| USD 157 M | +USD 15.1 M | +11% | 9.11% | 102% | 121 | 7.44% | 0.4 |
|
| 5146 |
5146
Capital Wealth Alliance
Scottsdale,
Arizona
| USD 157 M | +USD 6.92 M | +5% | 4.36% | 124% | 140 | 11.43% | 0.9 |
|
| 5147 |
5147
Apogem Capital
New York
| USD 156 M | +USD 8.96 M | +6% | 11.6% | – | 221 | 33.94% | 0.3 |
|
| 5148 |
5148
Omnia Family Wealth
Aventura,
Florida
| USD 156 M | +USD 21.6 M | +16% | 4.87% | 80.6% | 68 | 4.41% | 3.2 |
|
| 5149 |
5149
DB Wealth Management Group
San Diego,
California
| USD 156 M | +USD 10.3 M | +7% | 6.4% | 19% | 394 | 14.97% | 0.5 |
|
| 5150 |
5150
Hutner Capital Management
Manchester,
Vermont
| USD 156 M | +USD 3.74 M | +2% | 6.33% | 52.2% | 47 | 4.26% | 3.7 |
|