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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2276 |
2276
HeadInvest LLC
Portland,
Maine
| USD 227 M | – | – | 0.95% | 59.1% | 105 | – | 0 |
|
| 2277 |
2277
Twin Securities
New York
| USD 227 M | – | – | 2.14% | 506% | 15 | – | 0 |
|
| 2278 |
SCA
2278
Signpost Capital Advisors
New York
| USD 227 M | – | – | 1.27% | 24.7% | 15 | – | 0 |
|
| 2279 |
2279
RBO & Co
Saint Helena,
California
| USD 227 M | – | – | 0.94% | 27.9% | 52 | – | 0 |
|
| 2280 |
2280
Rail-Splitter Capital Management
Chicago,
Illinois
| USD 226 M | – | – | 7.56% | 64.1% | 47 | – | 0 |
|
| 2281 |
2281
MPM Asset Management
Boston,
Massachusetts
| USD 226 M | – | – | 26.9% | 5.89% | 10 | – | 0 |
|
| 2282 |
2282
Capital City Trust
Tallahassee,
Florida
| USD 226 M | – | – | 1.38% | 86.1% | 232 | – | 0 |
|
| 2283 |
2283
Argent Trust Company
Ruston,
Louisiana
| USD 226 M | – | – | 2.1% | – | 125 | – | 0 |
|
| 2284 |
2284
Intrust Bank
Wichita,
Kansas
| USD 225 M | – | – | 2.89% | 102% | 272 | – | 0 |
|
| 2285 |
2285
Acadia Trust
Portland,
Maine
| USD 225 M | – | – | 0.28% | 36.1% | 75 | – | 0 |
|
| 2286 |
FSC
2286
Fiduciary Services Corp
Savannah,
Georgia
| USD 225 M | – | – | 2.06% | – | 144 | – | 0 |
|
| 2287 |
2287
Evanston Advisors
Schaumburg,
Illinois
| USD 225 M | – | – | 1.35% | 16% | 54 | – | 0 |
|
| 2288 |
2288
Monroe Bank & Trust
Monroe,
Michigan
| USD 225 M | – | – | 0.66% | 24.7% | 274 | – | 0 |
|
| 2289 |
2289
Mariner Wealth Advisors (Madison)
Overland Park,
Kansas
| USD 225 M | – | – | 4.49% | – | 125 | – | 0 |
|
| 2290 |
2290
American National Bank & Trust
Wichita Falls,
Texas
| USD 225 M | – | – | 2.32% | 102% | 88 | – | 0 |
|
| 2291 |
2291
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
| USD 224 M | – | – | 2.4% | 63.5% | 138 | – | 0 |
|
| 2292 |
2292
Kathryn A. Hall
| USD 224 M | – | – | 13% | 95.2% | 5 | – | 0 |
|
| 2293 |
2293
FCM Investments
Dallas,
Texas
| USD 224 M | – | – | 2.92% | 40.1% | 114 | – | 0 |
|
| 2294 |
2294
Evensky & Katz
Coral Gables,
Florida
| USD 224 M | – | – | 1.82% | 57.1% | 36 | – | 0 |
|
| 2295 |
2295
Financial Sense Advisors
San Diego,
California
| USD 224 M | – | – | 0.99% | 152% | 139 | – | 0 |
|
| 2296 |
2296
Maple Capital Management
Montpelier,
Vermont
| USD 224 M | – | – | 2.28% | 100% | 121 | – | 0 |
|
| 2297 |
ZCG
2297
Zesiger Capital Group
New York
| USD 223 M | – | – | 4.24% | – | 21 | – | 0 |
|
| 2298 |
AAM
2298
AR Asset Management
West Hollywood,
California
| USD 223 M | – | – | 0.11% | 64.9% | 108 | – | 0 |
|
| 2299 |
2299
Stearns Financial Services Group
Greensboro,
North Carolina
| USD 223 M | – | – | 0.87% | 26.1% | 101 | – | 0 |
|
| 2300 |
2300
Independent Portfolio Consultants
Boca Raton,
Florida
| USD 223 M | – | – | 2.38% | 32.4% | 425 | – | 0 |
|