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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6326 |
6326
Gate City Capital Management
Chicago,
Illinois
| USD 168 M | -USD 5.64 M | -3% | 4.27% | – | 18 | 27.78% | 0.8 |
|
| 6327 |
6327
Hager Investment Management Services
New London,
New Hampshire
| USD 168 M | +USD 24.6 M | +17% | 21.5% | – | 315 | 12.06% | 0.5 |
|
| 6328 |
6328
Clarity Asset Management
Ames,
Iowa
| USD 168 M | +USD 12.2 M | +8% | 9.15% | 51.8% | 268 | 26.49% | 1 |
|
| 6329 |
6329
Cetera Trust Company
St. Paul,
Minnesota
| USD 167 M | +USD 10.6 M | +7% | 9.1% | – | 377 | 5.84% | 1.4 |
|
| 6330 |
6330
Anabranch Capital Management
Stamford,
Connecticut
| USD 167 M | +USD 12.9 M | +8% | 25.3% | 139% | 7 | 14.29% | 3.4 |
|
| 6331 |
6331
AUA Capital Management
Camp Hill,
Pennsylvania
| USD 167 M | +USD 13.8 M | +9% | 11.1% | 70.2% | 80 | 8.75% | 6.7 |
|
| 6332 |
6332
Cape Ann Savings Bank
Glocuster,
Massachusetts
| USD 167 M | +USD 7.94 M | +5% | 8.47% | 72.7% | 95 | 9.47% | 5.7 |
|
| 6333 |
6333
Symphony Financial Services
Akron,
Ohio
| USD 167 M | +USD 14.3 M | +9% | 8.79% | – | 95 | 12.63% | 0.8 |
|
| 6334 |
6334
Camelot Portfolios
Maumee,
Ohio
| USD 167 M | +USD 5.49 M | +3% | 6.81% | 41.3% | 223 | 15.7% | 3 |
|
| 6335 |
6335
Pettee Investors
Rowayton,
Connecticut
| USD 167 M | -USD 638 k | -0.4% | 6.86% | 96.1% | 117 | 12.82% | 6.9 |
|
| 6336 |
6336
Bey-Douglas LLC
Marietta,
Georgia
| USD 167 M | +USD 57.6 M | +53% | 13.4% | – | 47 | 12.77% | 1.1 |
|
| 6337 |
6337
Wafra Inc
New York
| USD 167 M | +USD 21.4 M | +15% | 15.6% | 45.9% | 2 | 0% | 3.3 |
|
| 6338 |
6338
AlpenGlobal Capital
Tahoe City,
California
| USD 167 M | +USD 28.5 M | +21% | 18.5% | – | 33 | 15.15% | 0.4 |
|
| 6339 |
6339
Kestrel Investment Management
San Mateo,
California
| USD 167 M | +USD 3.26 M | +2% | 4.65% | 89.2% | 42 | 7.14% | 1.7 |
|
| 6340 |
6340
Strategic Planning Inc
Columbus,
Ohio
| USD 167 M | -USD 10.3 M | -6% | 5.09% | – | 58 | 13.79% | 0.2 |
|
| 6341 |
6341
Herbst Group
Westport,
Connecticut
| USD 167 M | +USD 25.6 M | +18% | 19.1% | 142% | 60 | 18.33% | 2 |
|
| 6342 |
6342
Founders Capital Management (Texas)
Houston,
Texas
| USD 167 M | +USD 12.3 M | +8% | 8.73% | 131% | 394 | 8.88% | 4.4 |
|
| 6343 |
6343
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
| USD 167 M | -USD 3.27 M | -2% | 5.93% | – | 119 | 4.2% | 0.5 |
|
| 6344 |
6344
Vision One Management Partners
Miami,
Florida
| USD 167 M | -USD 6.19 M | -4% | 4.55% | – | 10 | 30% | 0.9 |
|
| 6345 |
6345
Legion Partners Asset Management
Los Angeles,
California
| USD 166 M | +USD 15.7 M | +10% | 11.5% | 206% | 7 | 0% | 3.5 |
|
| 6346 |
6346
Seven Mile Advisory
Ewing,
New Jersey
| USD 166 M | +USD 16.5 M | +11% | 16% | 146% | 188 | 11.17% | 1.5 |
|
| 6347 |
6347
Holos Integrated Wealth
Kennett Square,
Pennsylvania
| USD 166 M | +USD 13.8 M | +9% | 8.92% | – | 319 | 5.02% | 0.5 |
|
| 6348 |
6348
Cassia Capital Partners
Winston Salem,
North Carolina
| USD 166 M | +USD 5.97 M | +4% | 6.74% | 55% | 56 | 0% | 2.5 |
|
| 6349 |
6349
Strive Asset Management
Dublin,
Ohio
| USD 166 M | +USD 22.3 M | +15% | 16.4% | – | 118 | 30.51% | 0.5 |
|
| 6350 |
SPI
6350
Sutton Place Investors
Katonah,
New York
| USD 166 M | +USD 17.5 M | +12% | 9.57% | 84% | 122 | 16.39% | 1.7 |
|