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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5526 |
5526
Caldwell Sutter Capital
Sausalito,
California
| USD 234 M | +USD 15.8 M | +7% | 6.22% | 79.5% | 896 | 7.14% | 2.2 |
|
| 5527 |
5527
MBA Advisors
Hermitage,
Pennsylvania
| USD 234 M | +USD 17.4 M | +8% | 6.33% | 66.1% | 144 | 8.33% | 3 |
|
| 5528 |
5528
Abbot Financial Management
Andover,
Massachusetts
| USD 234 M | +USD 17.3 M | +8% | 9.52% | 102% | 135 | 5.19% | 5.3 |
|
| 5529 |
5529
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
| USD 234 M | +USD 11.1 M | +5% | 6.25% | 63.5% | 118 | 40.68% | 0.7 |
|
| 5530 |
5530
Nierenberg Investment Management Company
Camas,
Washington
| USD 234 M | +USD 45.8 M | +24% | 21.3% | 135% | 56 | 19.64% | 1.5 |
|
| 5531 |
5531
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
| USD 234 M | +USD 86.5 M | +59% | 5.28% | – | 2 | 0% | 0.5 |
|
| 5532 |
PHM
5532
Prospect Hill Management
Short Hills,
New Jersey
| USD 234 M | +USD 40.2 M | +21% | 23.2% | 85.1% | 15 | 6.67% | 4.2 |
|
| 5533 |
5533
Burford Brothers
Dallas,
Texas
| USD 234 M | +USD 16 M | +7% | 9.87% | 97.4% | 171 | 8.19% | 1.4 |
|
| 5534 |
5534
Wrenne Financial Planning
Lexington,
Kentucky
| USD 234 M | +USD 20.1 M | +9% | 6.86% | 54.3% | 50 | 8% | 1.3 |
|
| 5535 |
5535
Mad River Investors
Boston,
Massachusetts
| USD 234 M | +USD 10.5 M | +5% | 3.37% | 169% | 42 | 47.62% | 2.4 |
|
| 5536 |
5536
SimpliFi Inc
San Diego,
California
| USD 234 M | +USD 6.8 M | +3% | 4% | 27.9% | 48 | 22.92% | 3 |
|
| 5537 |
HIC
5537
Harbor Island Capital
Topsfield,
Massachusetts
| USD 234 M | +USD 20.5 M | +10% | 18.7% | 218% | 15 | 0% | 6.7 |
|
| 5538 |
5538
TKG Advisors
Valparaiso,
Indiana
| USD 233 M | +USD 10.1 M | +5% | 6.69% | 116% | 98 | 20.41% | 1.9 |
|
| 5539 |
5539
Cherokee Insurance
Sterling Heights,
Michigan
| USD 233 M | +USD 4.22 M | +2% | 7.12% | – | 126 | 9.52% | 0.7 |
|
| 5540 |
5540
Absolute Capital Management
Pittsburgh,
Pennsylvania
| USD 233 M | +USD 34.4 M | +17% | 7.36% | 98.2% | 143 | 30.07% | 1.4 |
|
| 5541 |
5541
Gables Capital Management
Miami,
Florida
| USD 233 M | +USD 21.8 M | +10% | 10.5% | 173% | 464 | 5.82% | 4.4 |
|
| 5542 |
5542
Cable Car Capital
San Francisco,
California
| USD 233 M | -USD 78.6 M | -25% | 15.5% | – | 99 | 55.56% | 0.6 |
|
| 5543 |
5543
Choice Wealth Advisors
Waterville,
Maine
| USD 233 M | +USD 12 M | +5% | 6.41% | 60.3% | 32 | 6.25% | 2.3 |
|
| 5544 |
5544
Lancaster Investment Management
London,
United Kingdom
| USD 233 M | -USD 79.6 M | -25% | 4.42% | 0.78% | 10 | 40% | 1.3 |
|
| 5545 |
5545
Bayshore Asset Management
Coral Gables,
Florida
| USD 233 M | +USD 14.4 M | +7% | 7.4% | 66.1% | 42 | 9.52% | 2.7 |
|
| 5546 |
5546
Mayfair Advisory Group
Birmingham,
Alabama
| USD 233 M | +USD 21 M | +10% | 7.75% | 71.5% | 193 | 11.4% | 2.4 |
|
| 5547 |
5547
BFI Infinity
Zurich,
Switzerland
| USD 233 M | +USD 37.8 M | +19% | 14.1% | – | 64 | 23.44% | 0.5 |
|
| 5548 |
5548
Porter White Investment Advisors
Birmingham,
Alabama
| USD 233 M | +USD 18.2 M | +8% | 6.61% | 58% | 38 | 10.53% | 2.3 |
|
| 5549 |
5549
Kessler Investment Group
Columbus,
Indiana
| USD 233 M | -USD 10.6 M | -4% | 12.5% | 251% | 220 | 65.91% | 2.8 |
|
| 5550 |
5550
Raelipskie Partnership
Waterloo,
Ontario, Canada
| USD 233 M | +USD 14.3 M | +7% | 7.27% | – | 120 | 5.83% | 1.5 |
|