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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6776 |
SLFPAM
6776
St. Louis Financial Planners Asset Management
Chesterfield,
Missouri
| USD 155 M | +USD 23.9 M | +18% | 8.16% | 139% | 47 | 46.81% | 0.6 |
|
| 6777 |
6777
Shotwell Rutter Baer
Lansing,
Michigan
| USD 155 M | +USD 7.79 M | +5% | 4.91% | 45.5% | 37 | 0% | 1.4 |
|
| 6778 |
RHDIC
6778
R.H. Dinel Investment Counsel
Los Angeles,
California
| USD 155 M | +USD 4.95 M | +3% | 4.42% | 55.9% | 42 | 0% | 9.6 |
|
| 6779 |
6779
Greater Midwest Financial Group
St. Paul,
Minnesota
| USD 155 M | +USD 23.9 M | +18% | 7.12% | 157% | 62 | 12.9% | 1.2 |
|
| 6780 |
CNFG
6780
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
| USD 155 M | +USD 1.2 M | +0.8% | 7.16% | 52.6% | 78 | 6.41% | 7 |
|
| 6781 |
6781
Atlantic Private Wealth
Chapel Hill,
North Carolina
| USD 155 M | +USD 5.6 M | +4% | 5.91% | 55.7% | 259 | 16.22% | 1.3 |
|
| 6782 |
6782
Cooper Capital Advisors
Encinitas,
California
| USD 155 M | +USD 51.2 M | +49% | 7.4% | – | 45 | 28.89% | 0.4 |
|
| 6783 |
6783
English Capital Management
Bloomfield Hills,
Michigan
| USD 155 M | +USD 3.43 M | +2% | 4.43% | – | 36 | 5.56% | 1.3 |
|
| 6784 |
6784
Dentgroup
Baton Rouge,
Louisiana
| USD 155 M | +USD 10.6 M | +7% | 6.21% | 53.6% | 97 | 11.34% | 2.3 |
|
| 6785 |
6785
Orleans Capital Management
Mandeville,
Louisiana
| USD 155 M | -USD 33.8 M | -18% | 9.58% | 94.6% | 114 | 14.04% | 3 |
|
| 6786 |
6786
Patrick M. Sweeney & Associates
Libertyville,
Illinois
| USD 155 M | +USD 9.32 M | +6% | 8.36% | 90.4% | 162 | 5.56% | 1.5 |
|
| 6787 |
6787
SLT Holdings
Scottsdale,
Arizona
| USD 155 M | +USD 20.4 M | +15% | 27.2% | – | 158 | 44.3% | 0.4 |
|
| 6788 |
6788
MY.Alpha Management HK Advisors
Hong Kong
| USD 154 M | +USD 19.7 M | +15% | 28% | 423% | 18 | 55.56% | 1 |
|
| 6789 |
6789
Pensionfund DSM Netherlands
Sittard,
Netherlands
| USD 154 M | +USD 6.08 M | +4% | 3.7% | 36.9% | 71 | 0% | 8 |
|
| 6790 |
PWAM
6790
Pinnacle West Asset Management
Casper,
Wyoming
| USD 154 M | +USD 9.8 M | +7% | 7.6% | 100% | 117 | 4.27% | 2.2 |
|
| 6791 |
JKSF
6791
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
| USD 154 M | +USD 12.7 M | +9% | 12.4% | 30.8% | 4 | 0% | 2.8 |
|
| 6792 |
6792
Kopion Asset Management
Mckinney,
Texas
| USD 154 M | +USD 5.96 M | +4% | 11.6% | 80.5% | 20 | 5% | 4.1 |
|
| 6793 |
6793
Sheets Smith Investment Management
Houston,
Texas
| USD 154 M | +USD 40.3 M | +35% | 15.2% | – | 160 | 70.63% | 0.2 |
|
| 6794 |
6794
Lederer & Associates Investment Counsel
Long Beach,
California
| USD 154 M | +USD 2.89 M | +2% | 7.66% | 92.7% | 86 | 4.65% | 5.6 |
|
| 6795 |
6795
Daner Wealth Management
Alpharetta,
Georgia
| USD 154 M | +USD 9.02 M | +6% | 5.72% | – | 100 | 21% | 0.5 |
|
| 6796 |
6796
Babb Wealth Advisors
Flagstaff,
Arizona
| USD 154 M | +USD 18.4 M | +14% | 5.88% | – | 19 | 5.26% | 0.7 |
|
| 6797 |
6797
Commons Capital
Needham,
Massachusetts
| USD 154 M | +USD 21.9 M | +17% | 9.83% | 137% | 122 | 21.31% | 1.5 |
|
| 6798 |
6798
Alpha Financial Partners
Lexington,
Kentucky
| USD 154 M | +USD 15 M | +11% | 7.03% | 61.8% | 98 | 15.31% | 1 |
|
| 6799 |
KFO
6799
Kopp Family Office
Bloomington,
Minnesota
| USD 154 M | -USD 910 k | -0.6% | 8.26% | 47.9% | 27 | 3.7% | 3.1 |
|
| 6800 |
6800
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| USD 154 M | +USD 11.1 M | +8% | 9.72% | 61% | 90 | 10% | 7 |
|