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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2151 |
2151
Ashford Capital Management
Wilmington,
Delaware
| USD 656 M | -USD 48.1 M | -7% | 1.81% | 150% | 98 | 14.29% | 4.1 |
|
| 2152 |
2152
Community Bank
Dewitt,
New York
| USD 655 M | -USD 43.3 M | -6% | 5.93% | 73.5% | 711 | 42.05% | 3.1 |
|
| 2153 |
2153
Marble Harbor Investment Counsel
Boston,
Massachusetts
| USD 655 M | -USD 1.13 M | -0.2% | 4.84% | 66.7% | 182 | 6.59% | 6 |
|
| 2154 |
2154
ARS Wealth Advisors Group
St. Petersburg,
Florida
| USD 655 M | -USD 73.6 M | -10% | 5.2% | 89.5% | 170 | 22.94% | 0.8 |
|
| 2155 |
NTCM
2155
Nine Ten Capital Management
Chicago,
Illinois
| USD 654 M | -USD 66.5 M | -9% | 4.7% | 166% | 10 | 0% | 3.7 |
|
| 2156 |
2156
Richard C. Young & Co
Newport,
Rhode Island
| USD 654 M | -USD 118 M | -15% | 6.39% | 137% | 78 | 8.97% | 4.3 |
|
| 2157 |
2157
LVM Capital Management
Portage,
Michigan
| USD 653 M | -USD 36.2 M | -5% | 6.11% | 121% | 139 | 7.91% | 5.3 |
|
| 2158 |
2158
Montanaro Asset Management
London,
United Kingdom
| USD 653 M | -USD 12.2 M | -2% | 0.99% | 49.6% | 49 | 4.08% | 1.4 |
|
| 2159 |
2159
Fidelity National Financial
Jacksonville,
Florida
| USD 653 M | -USD 47.4 M | -7% | 4.5% | 2.54% | 33 | 0% | 3.4 |
|
| 2160 |
2160
J.L. Bainbridge & Co
Sarasota,
Florida
| USD 653 M | -USD 19.6 M | -3% | 4.96% | 118% | 76 | 6.58% | 2.8 |
|
| 2161 |
2161
United Asset Strategies
Garden City,
New York
| USD 651 M | -USD 35.3 M | -5% | 5.23% | 94.6% | 233 | 21.03% | 2.8 |
|
| 2162 |
2162
Wesleyan Assurance Society
Birmingham,
United Kingdom
| USD 651 M | -USD 48.2 M | -7% | 7.17% | 102% | 100 | 1% | 2.9 |
|
| 2163 |
2163
Hengehold Capital Management
Cincinnati,
Ohio
| USD 650 M | -USD 55.1 M | -8% | 6.85% | 54.5% | 163 | 9.2% | 4.1 |
|
| 2164 |
2164
KWMG LLC
Overland Park,
Kansas
| USD 650 M | -USD 13.7 M | -2% | 4.68% | 76.2% | 142 | 2.82% | 4.8 |
|
| 2165 |
ICM
2165
Indaba Capital Management
San Francisco,
California
| USD 650 M | -USD 110 M | -15% | 1.46% | 66.7% | 48 | 8.33% | 1.2 |
|
| 2166 |
2166
United Bank (Virginia)
Vienna,
Virginia
| USD 650 M | -USD 17.3 M | -3% | 2.16% | 76.1% | 164 | 12.2% | 3.7 |
|
| 2167 |
2167
Intrust Bank
Wichita,
Kansas
| USD 649 M | -USD 43.1 M | -6% | 4.63% | 102% | 398 | 11.81% | 4.9 |
|
| 2168 |
2168
Tensile Capital Management
Larkspur,
California
| USD 648 M | +USD 68.3 M | +12% | 8.65% | 47.7% | 16 | 0% | 3 |
|
| 2169 |
2169
VR Adviser
New York
| USD 648 M | +USD 140 M | +28% | 46% | 1,698% | 36 | 38.89% | 0.7 |
|
| 2170 |
2170
JNBA Financial Advisors
Bloomington,
Minnesota
| USD 648 M | -USD 11.2 M | -2% | 6.17% | 61.8% | 776 | 14.18% | 3.9 |
|
| 2171 |
2171
North Peak Capital Management
New York
| USD 647 M | -USD 66.5 M | -9% | 0.46% | 301% | 7 | 42.86% | 1.1 |
|
| 2172 |
2172
Estate Counselors
Thiensville,
Wisconsin
| USD 646 M | -USD 25.5 M | -4% | 3.86% | 60% | 196 | 26.02% | 2 |
|
| 2173 |
2173
Strategic Value Partners
Greenwich,
Connecticut
| USD 646 M | -USD 109 M | -14% | 0.89% | – | 6 | 33.33% | 1.3 |
|
| 2174 |
2174
EJF Capital
Arlington,
Virginia
| USD 646 M | +USD 46.9 M | +8% | 0.5% | 127% | 135 | 25.93% | 1.6 |
|
| 2175 |
2175
Phocas Financial Corp
Alameda,
California
| USD 646 M | -USD 22 M | -3% | 4.3% | – | 214 | 12.15% | 2.7 |
|