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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5876 |
ASBI
5876
American State Bank (Iowa)
Sioux Center,
Iowa
| USD 247 M | +USD 38.3 M | +18% | 31.8% | 138% | 147 | 12.93% | 4.3 |
|
| 5877 |
ACM
5877
Archon Capital Management
Seattle,
Washington
| USD 246 M | +USD 69.1 M | +39% | 50.6% | 222% | 56 | 42.86% | 1 |
|
| 5878 |
UAM
5878
Unison Asset Management
North Miami Beach,
Florida
| USD 246 M | +USD 27.5 M | +13% | 11.4% | 81.4% | 32 | 0% | 3.7 |
|
| 5879 |
ACL
5879
Applied Capital LLC
Hollywood,
Florida
| USD 246 M | +USD 34.4 M | +16% | 8.99% | 78.3% | 96 | 7.29% | 2.5 |
|
| 5880 |
MCA
5880
Midwest Capital Advisors
Grand Rapids,
Michigan
| USD 246 M | +USD 32.2 M | +15% | 15.1% | – | 227 | 19.82% | 1.1 |
|
| 5881 |
MMHP
5881
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| USD 246 M | +USD 30.4 M | +14% | 12.7% | 66.8% | 141 | 6.38% | 2.2 |
|
| 5882 |
NAMNJ
5882
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
| USD 246 M | +USD 38.9 M | +19% | 18% | – | 110 | 16.36% | 1.8 |
|
| 5883 |
SWM
5883
Steinberganna Wealth Management
Huntington,
New York
| USD 246 M | +USD 37.8 M | +18% | 22.6% | – | 151 | 20.53% | 0.6 |
|
| 5884 |
TSS
5884
Taylor Securities Services
Harrisburg,
Pennsylvania
| USD 246 M | +USD 31.7 M | +15% | 12.1% | – | 64 | 15.63% | 0.4 |
|
| 5885 |
PP
5885
Postrock Partners
Overland Park,
Oregon
| USD 246 M | +USD 29.8 M | +14% | 22% | – | 85 | 11.76% | 1.4 |
|
| 5886 |
SFG
5886
Socha Financial Group
Corning,
New York
| USD 246 M | +USD 48.7 M | +25% | 24.5% | 81.5% | 14 | 0% | 2.6 |
|
| 5887 |
WCM
5887
Warburton Capital Management
Tulsa,
Oklahoma
| USD 246 M | +USD 40.8 M | +20% | 15.2% | – | 83 | 27.71% | 1 |
|
| 5888 |
KG
5888
Kieckhefer Group
Mequon,
Wisconsin
| USD 246 M | +USD 34.1 M | +16% | 27% | – | 67 | 16.42% | 1 |
|
| 5889 |
LFC
5889
LCC Family Corp
Toronto,
| USD 246 M | -USD 46 M | -16% | 10.6% | – | 1 | 0% | 1 |
|
| 5890 |
FCM
5890
Fire Capital Management
San Francisco,
California
| USD 246 M | +USD 32.1 M | +15% | 16.9% | – | 125 | 16% | 1.1 |
|
| 5891 |
PCP
5891
P2 Capital Partners
New York
| USD 246 M | +USD 35.6 M | +17% | 16% | 7.96% | 12 | 16.67% | 3 |
|
| 5892 |
BMC
5892
Beaton Management Company
Haverhill,
Massachusetts
| USD 245 M | +USD 20.9 M | +9% | 16.1% | 95.9% | 159 | 9.43% | 5.7 |
|
| 5893 |
SFB
5893
STAR Financial Bank
Fort Wayne,
Indiana
| USD 245 M | +USD 33.5 M | +16% | 9.82% | 53.4% | 116 | 16.38% | 2.1 |
|
| 5894 |
AWM
5894
Avondale Wealth Management
West Lake Hills,
Texas
| USD 245 M | +USD 41.8 M | +21% | 15.4% | 83.8% | 74 | 14.86% | 3.8 |
|
| 5895 |
WI
5895
Westbourne Investments
Alexandria,
Virginia
| USD 245 M | +USD 34.9 M | +17% | 31.2% | – | 169 | 28.4% | 0.9 |
|
| 5896 |
IGYL
5896
I.G.Y. Ltd
London,
United Kingdom
| USD 245 M | +USD 9.9 M | +4% | 5.02% | 81.2% | 3 | 0% | 6.3 |
|
| 5897 |
GBI
5897
GP Brinson Investments
Chicago,
Illinois
| USD 245 M | +USD 24.6 M | +11% | 10.9% | 51.2% | 14 | 0% | 4.3 |
|
| 5898 |
EFSCE
5898
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| USD 245 M | +USD 47.6 M | +24% | 25.6% | 100% | 197 | 21.83% | 6.5 |
|
| 5899 |
WAM
5899
Westport Asset Management
Southport,
Connecticut
| USD 245 M | +USD 18.4 M | +8% | 9.75% | 63.9% | 80 | 2.5% | 7.1 |
|
| 5900 |
SAG
5900
Sentinel Advisory Group
Middleton,
Wisconsin
| USD 245 M | +USD 39.7 M | +19% | 12.9% | – | 61 | 14.75% | 0.2 |
|