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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
James Investment Research
Alpha,
Ohio
| USD 782 M | +USD 26.6 M | +4% | 7.24% | 110% | 596 | 54.19% | 4.5 |
|
| 2152 |
2152
Keeley-Teton Advisors
Chicago,
Illinois
| USD 782 M | -USD 27.1 M | -3% | 3.78% | 28.6% | 387 | 13.7% | 2.8 |
|
| 2153 |
2153
PDS Planning
Dublin,
Ohio
| USD 782 M | +USD 56.8 M | +8% | 3.88% | 62.7% | 354 | 17.51% | 2 |
|
| 2154 |
2154
Kovack Advisors
Ft. Lauderdale,
Florida
| USD 780 M | +USD 46.8 M | +6% | 9.29% | 118% | 661 | 20.88% | 3.1 |
|
| 2155 |
2155
Advisory Research
Chicago,
Illinois
| USD 780 M | +USD 171 M | +28% | 13.4% | 144% | 517 | 48.36% | 1.3 |
|
| 2156 |
2156
Sourcerock Group
Denver,
Colorado
| USD 780 M | +USD 238 M | +44% | 2.54% | 59.1% | 32 | 37.5% | 0.9 |
|
| 2157 |
2157
L. Roy Papp & Associates
Phoenix,
Arizona
| USD 778 M | +USD 38 M | +5% | 6.85% | 80.1% | 174 | 5.75% | 6.2 |
|
| 2158 |
2158
Anderson Hoagland & Co
St Louis,
Missouri
| USD 778 M | +USD 81.7 M | +12% | 8.31% | 104% | 129 | 12.4% | 3.2 |
|
| 2159 |
2159
Ameritas Advisory Services
Lincoln,
Nebraska
| USD 778 M | -USD 1215 M | -61% | 7.15% | 68.7% | 2,727 | 80.01% | 1.3 |
|
| 2160 |
2160
Campbell Wealth Management
Alexandria,
Virginia
| USD 778 M | -USD 20.1 M | -3% | 4.78% | 11.2% | 81 | 16.05% | 2.2 |
|
| 2161 |
2161
Hills Bank & Trust
North Liberty,
Iowa
| USD 778 M | +USD 54.9 M | +8% | 6.58% | 52.8% | 258 | 5.43% | 4.8 |
|
| 2162 |
2162
Americana Partners
Houston,
Texas
| USD 777 M | +USD 143 M | +23% | 4.94% | 82.9% | 314 | 20.06% | 1.5 |
|
| 2163 |
2163
Vancity Investment Management
Vancouver,
British Columbia, Canada
| USD 777 M | +USD 64.5 M | +9% | 9.59% | – | 73 | 12.33% | 1.4 |
|
| 2164 |
2164
RWWM Inc
Rocklin,
California
| USD 777 M | +USD 4.78 M | +0.6% | 1.34% | 40.6% | 16 | 12.5% | 5 |
|
| 2165 |
2165
Dubuque Bank & Trust
Dubuque,
Iowa
| USD 777 M | -USD 2.81 M | -0.4% | 3.06% | 24% | 247 | 13.36% | 4.6 |
|
| 2166 |
WMC
2166
Westwood Management Corporation
Chicago,
Illinois
| USD 776 M | -USD 9.9 M | -1% | 16% | 44.3% | 75 | 18.67% | 5.2 |
|
| 2167 |
TFP
2167
Triple Frond Partners
San Francisco,
California
| USD 776 M | +USD 90.2 M | +13% | 14% | 92.9% | 10 | 0% | 4.3 |
|
| 2168 |
2168
Webster Bank
Waterbury,
Connecticut
| USD 774 M | +USD 6.63 M | +0.9% | 7.38% | 77.5% | 576 | 5.03% | 5.3 |
|
| 2169 |
2169
Strategic Wealth Partners
Independence,
Ohio
| USD 773 M | +USD 121 M | +19% | 5.13% | – | 296 | 16.55% | 2.2 |
|
| 2170 |
2170
Tensile Capital Management
Larkspur,
California
| USD 773 M | +USD 36.5 M | +5% | 1.93% | 47.7% | 18 | 16.67% | 2.8 |
|
| 2171 |
2171
KMG Fiduciary Partners
Toledo,
Ohio
| USD 773 M | +USD 75.5 M | +11% | 8.1% | 114% | 234 | 7.69% | 2.5 |
|
| 2172 |
2172
Mayflower Financial Advisors
Boston,
Massachusetts
| USD 772 M | +USD 11.3 M | +1% | 5.01% | 68.7% | 375 | 10.4% | 1.9 |
|
| 2173 |
2173
Vantage Investment Partners
Kansas City,
Missouri
| USD 772 M | +USD 40.4 M | +6% | 5.6% | 66.8% | 73 | 19.18% | 4.5 |
|
| 2174 |
2174
Leuthold Group
Minneapolis,
Minnesota
| USD 772 M | +USD 14.6 M | +2% | 7.95% | 126% | 234 | 33.33% | 1.8 |
|
| 2175 |
2175
First Heartland Consultants
Lake St. Louis,
Missouri
| USD 771 M | +USD 107 M | +16% | 4.58% | 59.2% | 406 | 19.7% | 3.3 |
|