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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5501 |
5501
Cascade Investment Advisors
Oregon City,
Oregon
| USD 116 M | -USD 11 M | -9% | 4.2% | 71.4% | 243 | 58.85% | 3.8 |
|
| 5502 |
5502
Allie Family Office
Miami,
Florida
| USD 116 M | -USD 7.07 M | -6% | 7.62% | 59% | 77 | 7.79% | 0.6 |
|
| 5503 |
5503
Fairfield University
Fairfield,
Connecticut
| USD 116 M | -USD 11.7 M | -9% | 8.21% | 61.9% | 4 | 0% | 5.4 |
|
| 5504 |
5504
McGinn Penninger Investment Management
Alexandria,
Virginia
| USD 116 M | -USD 9.7 M | -8% | 3.66% | 51.9% | 33 | 18.18% | 1.6 |
|
| 5505 |
5505
Penbrook Management
New York
| USD 116 M | -USD 10.6 M | -8% | 4.49% | 107% | 106 | 6.6% | 4.9 |
|
| 5506 |
5506
XXEC Inc
Tulsa,
Oklahoma
| USD 116 M | -USD 9.35 M | -7% | 7.69% | 19.3% | 25 | 4% | 1.5 |
|
| 5507 |
5507
New Perspectives Inc
Ridgeland,
Mississippi
| USD 116 M | -USD 6.62 M | -5% | 4.68% | – | 23 | 13.04% | 1.2 |
|
| 5508 |
5508
Bancreek Capital Management
Santa Monica,
California
| USD 116 M | -USD 11.6 M | -9% | 7.41% | 33.6% | 26 | 0% | 0.7 |
|
| 5509 |
5509
Lokken Investment Group
Lewes,
Delaware
| USD 116 M | -USD 7.37 M | -6% | 4.51% | 65.3% | 119 | 7.56% | 1.4 |
|
| 5510 |
5510
CoreFirst Bank & Trust
Topeka,
Kansas
| USD 116 M | -USD 10.7 M | -8% | 5.31% | 61.4% | 416 | 11.3% | 1.5 |
|
| 5511 |
5511
Vaughan & Co Securities
Ridgewood,
New Jersey
| USD 116 M | -USD 8.92 M | -7% | 6.37% | 70.7% | 54 | 14.81% | 2 |
|
| 5512 |
5512
MMA Asset Management
Conshohocken,
Pennsylvania
| USD 116 M | -USD 463 k | -0.4% | 4.3% | 54.3% | 104 | 19.23% | 1.2 |
|
| 5513 |
5513
Cruiser Capital Advisors
Stamford,
Connecticut
| USD 116 M | -USD 7.66 M | -6% | 6.88% | 192% | 73 | 12.33% | 1.4 |
|
| 5514 |
5514
Old North State Trust
Greensboro,
North Carolina
| USD 116 M | +USD 116 M | +105,720% | 5.07% | – | 338 | 64.79% | 1.1 |
|
| 5515 |
EL
5515
EQ LLC
Bellevue,
Washington
| USD 116 M | -USD 11.3 M | -9% | 5.88% | 72.9% | 50 | 4% | 1.4 |
|
| 5516 |
5516
IronBridge Private Wealth
Austin,
Texas
| USD 116 M | -USD 17.7 M | -13% | 1.69% | 122% | 33 | 42.42% | 1 |
|
| 5517 |
5517
Colorado Capital Management
Boulder,
Colorado
| USD 116 M | -USD 7.56 M | -6% | 4.37% | 60.4% | 81 | 13.58% | 5.3 |
|
| 5518 |
5518
Gould Capital
Tacoma,
Washington
| USD 116 M | -USD 8.67 M | -7% | 5.91% | 60.1% | 240 | 14.17% | 0.7 |
|
| 5519 |
5519
Pinnacle Financial Group
Western Springs,
Illinois
| USD 116 M | -USD 1.76 M | -2% | 7.07% | 54.3% | 64 | 12.5% | 0.7 |
|
| 5520 |
5520
Pinnacle Family Advisors
Springfield,
Missouri
| USD 115 M | -USD 6.99 M | -6% | 0.44% | 85.8% | 91 | 20.88% | 1.7 |
|
| 5521 |
CNFG
5521
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
| USD 115 M | -USD 3.59 M | -3% | 6.14% | 52.6% | 77 | 6.49% | 5.1 |
|
| 5522 |
ASBI
5522
American State Bank (Iowa)
Sioux Center,
Iowa
| USD 115 M | -USD 10.8 M | -9% | 6.25% | 138% | 323 | 7.43% | 1.6 |
|
| 5523 |
5523
Frontier Asset Management
Sheridan,
Wyoming
| USD 115 M | -USD 4.68 M | -4% | 6.91% | 51.8% | 50 | 34% | 0.5 |
|
| 5524 |
FP
5524
Factorial Partners
Mt. Kisco,
New York
| USD 115 M | -USD 7.86 M | -6% | 4.85% | 88.7% | 100 | 19% | 2.5 |
|
| 5525 |
5525
Parus Finance (UK)
London,
United Kingdom
| USD 115 M | -USD 53 M | -32% | 6.71% | 199% | 28 | 3.57% | 3.5 |
|