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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5301 |
5301
Beaton Management Company
Haverhill,
Massachusetts
| USD 158 M | +USD 9.9 M | +7% | 6.62% | 95.9% | 132 | 5.3% | 4.4 |
|
| 5302 |
CCP
5302
Cunning Capital Partners
Morrisville,
North Carolina
| USD 158 M | +USD 11.2 M | +8% | 7.53% | 268% | 95 | 78.95% | 0 |
|
| 5303 |
5303
Ayrshire Capital Management
Westport,
Connecticut
| USD 158 M | +USD 11.5 M | +8% | 7.59% | 84.8% | 50 | 12% | 2.8 |
|
| 5304 |
5304
IVC Wealth Advisors
Silverdale,
Pennsylvania
| USD 158 M | +USD 16.8 M | +12% | 6.3% | 81.9% | 165 | 16.97% | 1.8 |
|
| 5305 |
5305
Kensington Investment Counsel
Long Beach,
California
| USD 158 M | +USD 25.2 M | +19% | 7.6% | 81.9% | 99 | 17.17% | 1.9 |
|
| 5306 |
5306
HoldCo Asset Management
Fort Lauderdale,
Florida
| USD 158 M | -USD 24 M | -13% | 17.9% | – | 22 | 13.64% | 2 |
|
| 5307 |
5307
Eliot Finkel Investment Counsel
Beverly Hills,
California
| USD 158 M | +USD 714 k | +0.5% | 2.51% | 88.9% | 31 | 3.23% | 4.2 |
|
| 5308 |
5308
Baron Wealth Management
Troy,
Michigan
| USD 158 M | +USD 16.3 M | +12% | 8.01% | 86.8% | 151 | 13.91% | 0.4 |
|
| 5309 |
5309
Juniper Investment Company
New York
| USD 157 M | +USD 20.6 M | +15% | 36.6% | 358% | 9 | 0% | 3.2 |
|
| 5310 |
5310
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| USD 157 M | +USD 13.1 M | +9% | 4.32% | 70.3% | 116 | 6.9% | 4 |
|
| 5311 |
5311
Range Financial Group
Tigard,
Oregon
| USD 157 M | +USD 4.58 M | +3% | 6.47% | 195% | 185 | 29.19% | 1.2 |
|
| 5312 |
5312
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| USD 157 M | +USD 5.12 M | +3% | 5.67% | 63.8% | 104 | 14.42% | 2.8 |
|
| 5313 |
5313
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| USD 157 M | +USD 4.14 M | +3% | 5.25% | 100% | 166 | 7.23% | 7 |
|
| 5314 |
5314
SummerHaven Investment Management
Stamford,
Connecticut
| USD 157 M | -USD 14.4 M | -8% | 13.9% | 150% | 197 | 0.51% | 1.4 |
|
| 5315 |
ZCM
5315
Zenyatta Capital Management
Dover,
Delaware
| USD 157 M | +USD 64.2 M | +69% | 2.08% | – | 38 | 55.26% | 0.5 |
|
| 5316 |
5316
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| USD 157 M | +USD 2.67 M | +2% | 2.37% | 37.8% | 29 | 6.9% | 5.8 |
|
| 5317 |
5317
Piershale Financial Group
Barrington,
Illinois
| USD 157 M | +USD 30.1 M | +24% | 2.99% | 82% | 306 | 15.03% | 0.6 |
|
| 5318 |
5318
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
| USD 157 M | +USD 4.57 M | +3% | 4.6% | 66% | 173 | 9.25% | 1.2 |
|
| 5319 |
5319
626 Financial
Portage,
Michigan
| USD 157 M | +USD 5.66 M | +4% | 6.94% | 71.3% | 120 | 9.17% | 1.7 |
|
| 5320 |
EP
5320
Elkhorn Partners
Omaha,
Nebraska
| USD 157 M | +USD 5.43 M | +4% | 3.21% | 32.2% | 52 | 19.23% | 4.2 |
|
| 5321 |
5321
One Plus One Wealth Management
Jupiter,
Florida
| USD 157 M | +USD 15.5 M | +11% | 0.19% | 71.9% | 97 | 17.53% | 1.4 |
|
| 5322 |
5322
Horizon Bancorp
Michigan City,
Indiana
| USD 157 M | -USD 353 k | -0.2% | 0.86% | 33.4% | 255 | 35.29% | 1.8 |
|
| 5323 |
5323
Nan Fung Group Holdings
Kai Tak,
Hong Kong
| USD 156 M | +USD 9.5 M | +6% | 13.5% | 281% | 49 | 22.45% | 1.2 |
|
| 5324 |
5324
Castellan Group
Louisville,
Kentucky
| USD 156 M | +USD 10.1 M | +7% | 14% | 184% | 66 | 21.21% | 1.3 |
|
| 5325 |
SVG
5325
Sun Valley Gold
Sun Valley,
Idaho
| USD 156 M | -USD 3.6 M | -2% | 11.3% | 160% | 13 | 38.46% | 2.8 |
|