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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2126 |
2126
USA Financial Formulas
Ada,
Michigan
| USD 365 M | +USD 50.2 M | +16% | 7.57% | 104% | 234 | 84.19% | 0.1 |
|
| 2127 |
RIG
2127
Raveneur Investment Group
New York
| USD 364 M | -USD 165 M | -31% | 9.44% | – | 38 | 68.42% | 0.4 |
|
| 2128 |
GPCM
2128
Greenbrier Partners Capital Management
Dallas,
Texas
| USD 364 M | -USD 12.8 M | -3% | 3.09% | 96.1% | 19 | 21.05% | 2.4 |
|
| 2129 |
2129
Regal Investment Advisors
Kentwood,
Michigan
| USD 364 M | -USD 5.39 M | -1% | 1.61% | 64.7% | 269 | 18.96% | 2.1 |
|
| 2130 |
2130
Accredited Investors
Edina,
Minnesota
| USD 363 M | -USD 28.6 M | -7% | 2.29% | 74% | 99 | 7.07% | 1.9 |
|
| 2131 |
2131
FrontFour Capital Group
Greenwich,
Connecticut
| USD 362 M | +USD 512 k | +0.1% | 7.67% | 8.55% | 47 | 59.57% | 0.8 |
|
| 2132 |
2132
Needham Investment Management
New York
| USD 362 M | -USD 21.2 M | -6% | 1.42% | 424% | 99 | 10.1% | 2.5 |
|
| 2133 |
2133
Summit Equities
Parsippany,
New Jersey
| USD 362 M | +USD 18.4 M | +5% | 3.04% | 40.7% | 21 | 0% | 1.9 |
|
| 2134 |
2134
JFS Wealth Advisors
Hermitage,
Pennsylvania
| USD 362 M | +USD 22.7 M | +7% | 3.07% | 54.8% | 674 | 28.93% | 1.5 |
|
| 2135 |
2135
J.M. Forbes & Co
Boston,
Massachusetts
| USD 361 M | +USD 11.2 M | +3% | 2.62% | 112% | 105 | 10.48% | 2.2 |
|
| 2136 |
2136
Horan Capital Management
Hunt Valley,
Maryland
| USD 361 M | +USD 361 k | +0.1% | 1.13% | 69.2% | 61 | 8.2% | 1.7 |
|
| 2137 |
2137
Steel Partners Holdings
New York
| USD 360 M | -USD 141 M | -28% | 1.39% | – | 13 | 38.46% | 2.3 |
|
| 2138 |
2138
Zevin Asset Management
Boston,
Massachusetts
| USD 360 M | +USD 7.18 M | +2% | 0.33% | 71.7% | 129 | 10.85% | 2.1 |
|
| 2139 |
2139
Cutler Capital Management
Worcester,
Massachusetts
| USD 360 M | +USD 150 M | +71% | 1.07% | 39.7% | 93 | 15.05% | 1.6 |
|
| 2140 |
2140
Whitegate Investment Counselors
Concord,
New Hampshire
| USD 360 M | – | – | 2.8% | 48% | 153 | – | 2.1 |
|
| 2141 |
2141
Fiduciary Group
Savannah,
Georgia
| USD 360 M | +USD 14.7 M | +4% | 3.19% | 67.1% | 188 | 9.04% | 0.9 |
|
| 2142 |
2142
Bremer Trust National Association
St. Cloud,
Minnesota
| USD 360 M | +USD 13.1 M | +4% | 1.59% | 31.2% | 266 | 10.53% | 2 |
|
| 2143 |
2143
Twele Capital Management
Minnetonka,
Minnesota
| USD 359 M | +USD 11.8 M | +3% | 2.22% | 37.1% | 46 | 8.7% | 2.5 |
|
| 2144 |
3AM
2144
3D Asset Management
Hartford,
Connecticut
| USD 359 M | +USD 7.22 M | +2% | 1.45% | 0.82% | 53 | 9.43% | 2.1 |
|
| 2145 |
2145
Stieven Capital Advisors
St. Louis,
Missouri
| USD 359 M | +USD 7.14 M | +2% | 3.11% | 117% | 76 | 14.47% | 1.9 |
|
| 2146 |
2146
Burnham Asset Management
New York
| USD 359 M | +USD 44.2 M | +14% | 4.41% | 39.5% | 232 | 23.71% | 2.4 |
|
| 2147 |
2147
Heathbridge Capital Management
Toronto,
Ontario, Canada
| USD 359 M | -USD 426 k | -0.1% | 3.08% | 58.7% | 29 | 10.34% | 2.3 |
|
| 2148 |
LLC
2148
Latimer Light Capital
New York
| USD 359 M | +USD 44.6 M | +14% | 8.52% | 134% | 29 | 48.28% | 0.3 |
|
| 2149 |
MHAM
2149
Monroe Hall Asset Management
New York
| USD 359 M | +USD 56.2 M | +19% | 1.15% | – | 23 | 47.83% | 0.6 |
|
| 2150 |
2150
Partners Capital Investment Group
Boston,
Massachusetts
| USD 359 M | +USD 15.2 M | +4% | 2.55% | 47.5% | 76 | 19.74% | 0.4 |
|