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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2076 |
2076
Grimes & Company
Westborough,
Massachusetts
| USD 296 M | +USD 21.4 M | +8% | 5.15% | 66.2% | 163 | 23.93% | 0.2 |
|
| 2077 |
2077
Colonial Trust Advisors
Spartanburg,
South Carolina
| USD 295 M | +USD 13.3 M | +5% | 4.35% | 80% | 111 | 3.6% | 0.2 |
|
| 2078 |
2078
First Merchants Corp
Muncie,
Indiana
| USD 295 M | +USD 13.4 M | +5% | 5.14% | 55.6% | 129 | 3.1% | 0.2 |
|
| 2079 |
2079
Summit Securities Group
New York
| USD 294 M | +USD 84.3 M | +40% | 9.34% | 136% | 899 | 68.85% | 0.1 |
|
| 2080 |
2080
Lucas Capital Management
Red Bank,
New Jersey
| USD 293 M | -USD 55.8 M | -16% | 6.32% | 44.5% | 161 | 24.22% | 0.2 |
|
| 2081 |
RRC
2081
Red Rocks Capital
Denver,
Colorado
| USD 293 M | +USD 44.5 M | +18% | 9.38% | – | 10 | 10% | 0.2 |
|
| 2082 |
2082
B. Riley Wealth Advisors
Boca Raton,
Florida
| USD 292 M | -USD 2.14 M | -0.7% | 5.8% | 118% | 798 | 29.7% | 0.2 |
|
| 2083 |
2083
Aureus Asset Management
Boston,
Massachusetts
| USD 292 M | +USD 13 M | +5% | 10.1% | 93.9% | 119 | 18.49% | 0.2 |
|
| 2084 |
2084
Welch Capital Partners
Harrison,
New York
| USD 292 M | +USD 6.08 M | +2% | 5.32% | 79.2% | 65 | 44.62% | 0.2 |
|
| 2085 |
2085
Rock Creek Group
Washington,
District of Columbia
| USD 292 M | +USD 15.6 M | +6% | 3.18% | 37.2% | 20 | 25% | 0.2 |
|
| 2086 |
2086
Condor Capital Management
Martinsville,
New Jersey
| USD 291 M | +USD 25.8 M | +10% | 7.59% | 58.2% | 175 | 15.43% | 0.2 |
|
| 2087 |
2087
White Pine Capital
Bloomington,
Minnesota
| USD 290 M | +USD 2.28 M | +0.8% | 6.31% | 143% | 241 | 8.3% | 0.2 |
|
| 2088 |
2088
Denali Advisors
San Diego,
California
| USD 290 M | +USD 21.8 M | +8% | 9.1% | 106% | 244 | 22.13% | 0.2 |
|
| 2089 |
FBP
2089
Flippin Bruce & Porter
Lynchburg,
Virginia
| USD 290 M | +USD 10.3 M | +4% | 4.57% | 44.4% | 91 | 9.89% | 0.2 |
|
| 2090 |
2090
Braver Wealth Management
Needham,
Massachusetts
| USD 290 M | +USD 72.4 M | +33% | 4.74% | 20.4% | 80 | 23.75% | 0.2 |
|
| 2091 |
2091
GW & Wade
Wellesley,
Massachusetts
| USD 289 M | +USD 12.3 M | +4% | 3.5% | 32.2% | 82 | 4.88% | 0.2 |
|
| 2092 |
CII
2092
Chapter IV Investors
Charlotte,
North Carolina
| USD 289 M | +USD 29 M | +11% | 5.19% | 4.15% | 12 | 0% | 0.3 |
|
| 2093 |
2093
Oslo Asset Management AS
Oslo,
Norway
| USD 289 M | -USD 11.3 M | -4% | 10.8% | 82.7% | 10 | 10% | 0.2 |
|
| 2094 |
2094
West Face Capital
Toronto,
Ontario, Canada
| USD 289 M | -USD 155 M | -35% | 18.5% | 10.9% | 9 | 55.56% | 0.3 |
|
| 2095 |
HPBT
2095
High Point Bank & Trust
High Point,
North Carolina
| USD 288 M | -USD 7.61 M | -3% | 4.19% | 16.5% | 455 | 10.33% | 0.2 |
|
| 2096 |
2096
First Nebraska Trust
Lincoln,
Nebraska
| USD 288 M | +USD 3.95 M | +1% | 0.55% | 67.9% | 92 | 13.04% | 0.2 |
|
| 2097 |
2097
Covalent Partners
Concord,
Massachusetts
| USD 288 M | +USD 2.02 M | +0.7% | 7.28% | 36.6% | 33 | 33.33% | 0.2 |
|
| 2098 |
2098
Jacobs & Co
San Francisco,
California
| USD 288 M | +USD 11.6 M | +4% | 5.63% | 105% | 122 | 9.02% | 0.2 |
|
| 2099 |
2099
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| USD 288 M | +USD 24.7 M | +9% | 10.7% | 52.1% | 181 | 8.29% | 0.2 |
|
| 2100 |
2100
Jacobus Wealth Management
Milwaukee,
Wisconsin
| USD 286 M | +USD 12.8 M | +5% | 2.3% | 17.2% | 262 | 16.41% | 0.2 |
|