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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
Anderson Hoagland & Co
St Louis,
Missouri
| USD 1048 M | +USD 205 M | +24% | 12.8% | 104% | 148 | 8.78% | 3.9 |
|
| 2152 |
2152
MBL Wealth
Charlotte,
North Carolina
| USD 1046 M | +USD 56.2 M | +6% | 6.47% | 52.7% | 258 | 18.22% | 2.1 |
|
| 2153 |
2153
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
| USD 1045 M | +USD 80.8 M | +8% | 8.36% | 55.5% | 181 | 8.84% | 2.8 |
|
| 2154 |
M
2154
MOTCO
San Antonio,
Texas
| USD 1045 M | +USD 98.1 M | +10% | 10.5% | 63.5% | 690 | 24.2% | 4.9 |
|
| 2155 |
2155
First Nebraska Trust
Lincoln,
Nebraska
| USD 1045 M | +USD 31.9 M | +3% | 4.82% | 67.9% | 197 | 4.57% | 6.5 |
|
| 2156 |
2156
Jay A. Fishman Ltd
Troy,
Michigan
| USD 1044 M | +USD 129 M | +14% | 14.7% | 105% | 83 | 7.23% | 7.2 |
|
| 2157 |
QCM
2157
Qsemble Capital Management
New York
| USD 1043 M | +USD 102 M | +11% | 7.96% | 39.9% | 626 | 67.73% | 0.3 |
|
| 2158 |
2158
Hodges Capital Management
Dallas,
Texas
| USD 1043 M | +USD 40.1 M | +4% | 14% | 200% | 235 | 25.11% | 3.1 |
|
| 2159 |
2159
Knollwood Investment Advisory
Hunt Valley,
Maryland
| USD 1041 M | +USD 137 M | +15% | 19.2% | 160% | 362 | 3.87% | 1.4 |
|
| 2160 |
2160
St. Denis J. Villere & Co
New Orleans,
Louisiana
| USD 1041 M | +USD 4.11 M | +0.4% | 5.3% | 32.6% | 85 | 7.06% | 4.3 |
|
| 2161 |
GA
2161
GRS Advisors
Chicago,
Illinois
| USD 1040 M | +USD 79.3 M | +8% | 3.44% | 54.3% | 40 | 52.5% | 0.7 |
|
| 2162 |
2162
JNBA Financial Advisors
Bloomington,
Minnesota
| USD 1040 M | +USD 75.1 M | +8% | 8.69% | 61.8% | 696 | 13.51% | 5.8 |
|
| 2163 |
2163
Heritage Financial Services
Westwood,
Massachusetts
| USD 1039 M | +USD 28.9 M | +3% | 6.14% | 38.3% | 131 | 12.98% | 2 |
|
| 2164 |
2164
400 Capital Management
New York
| USD 1039 M | +USD 608 M | +141% | – | – | 7 | 42.86% | 1.6 |
|
| 2165 |
2165
Amica Mutual Insurance
Providence,
Rhode Island
| USD 1037 M | +USD 129 M | +14% | 10.8% | 80.4% | 143 | 8.39% | 4.3 |
|
| 2166 |
2166
Tremblant Capital Group
West Palm Beach,
Florida
| USD 1037 M | +USD 147 M | +16% | 19.6% | 131% | 53 | 30.19% | 2.4 |
|
| 2167 |
2167
Winthrop Advisory Group
Boston,
Massachusetts
| USD 1036 M | +USD 205 M | +25% | 10.3% | 78.3% | 185 | 17.84% | 3.4 |
|
| 2168 |
2168
Quent Capital
New York
| USD 1036 M | +USD 83.1 M | +9% | 10.1% | 78.1% | 1,327 | 78.67% | 3.4 |
|
| 2169 |
2169
Private Capital Management (Florida)
Naples,
Florida
| USD 1036 M | +USD 123 M | +13% | 4.55% | 118% | 178 | 24.16% | 2.3 |
|
| 2170 |
2170
Perennial Investment Advisors
Los Angeles,
California
| USD 1036 M | +USD 146 M | +16% | 11.9% | 84.3% | 504 | 19.64% | 2.2 |
|
| 2171 |
2171
Goldentree Asset Management
New York
| USD 1035 M | -USD 364 M | -26% | 7.49% | 27.7% | 41 | 51.22% | 1.3 |
|
| 2172 |
2172
Root Financial Partners
Encinitas,
California
| USD 1035 M | +USD 96.5 M | +10% | 8.63% | 62.5% | 268 | 27.24% | 0.9 |
|
| 2173 |
2173
PrairieView Partners
St. Paul,
Minnesota
| USD 1034 M | +USD 75.8 M | +8% | 7.11% | 34% | 403 | 6.45% | 4 |
|
| 2174 |
2174
Tetrad Corporation
Omaha,
Nebraska
| USD 1032 M | -USD 89.2 M | -8% | 7.81% | 45.6% | 3 | 0% | 12 |
|
| 2175 |
2175
Crescent Grove Advisors
Lake Forest,
Illinois
| USD 1032 M | +USD 72.2 M | +8% | 7.87% | 64.1% | 298 | 15.77% | 3.6 |
|