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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2326 |
2326
Bath Savings Trust
Bath,
Maine
| USD 229 M | +USD 15 M | +7% | 6.01% | 57.8% | 102 | 5.88% | 0.2 |
|
| 2327 |
CDIA
2327
Capital Directions Investment Advisors
Atlanta,
Georgia
| USD 229 M | +USD 16.2 M | +8% | 8.36% | 7.53% | 69 | 14.49% | 0.2 |
|
| 2328 |
2328
Vicus Capital
State College,
Pennsylvania
| USD 229 M | +USD 11.7 M | +5% | 5.3% | 59.6% | 74 | 22.97% | 0.2 |
|
| 2329 |
2329
Watershed Asset Management
San Francisco,
California
| USD 228 M | -USD 2.36 M | -1% | 0.36% | – | 27 | 22.22% | 0.2 |
|
| 2330 |
2330
Brown Advisory Securities
Baltimore,
Maryland
| USD 228 M | +USD 21.2 M | +10% | 4.81% | 51% | 285 | 15.79% | 0.2 |
|
| 2331 |
2331
Maple Capital Management
Montpelier,
Vermont
| USD 227 M | +USD 3.4 M | +2% | 3.78% | 100% | 130 | 13.08% | 0.2 |
|
| 2332 |
2332
TIFF Advisory Services
Radnor,
Pennsylvania
| USD 227 M | +USD 10.6 M | +5% | 5.39% | 86.3% | 113 | 1.77% | 0.2 |
|
| 2333 |
2333
Capital City Trust
Tallahassee,
Florida
| USD 227 M | +USD 679 k | +0.3% | 2.58% | 98.5% | 234 | 59.4% | 0.2 |
|
| 2334 |
2334
Ensemble Capital Management
San Francisco,
California
| USD 226 M | +USD 11.2 M | +5% | 8.52% | 36.2% | 53 | 9.43% | 0.2 |
|
| 2335 |
FSC
2335
Fiduciary Services Corp
Savannah,
Georgia
| USD 226 M | +USD 1.01 M | +0.4% | 4.41% | – | 151 | 7.28% | 0.2 |
|
| 2336 |
2336
Bard Associates
Chicago,
Illinois
| USD 226 M | +USD 12.1 M | +6% | 7.72% | 241% | 187 | 4.81% | 0.2 |
|
| 2337 |
2337
Tealwood Asset Management
Minneapolis,
Minnesota
| USD 226 M | +USD 25.6 M | +13% | 6.51% | 128% | 86 | 15.12% | 0.2 |
|
| 2338 |
AAM
2338
AR Asset Management
West Hollywood,
California
| USD 226 M | +USD 2.51 M | +1% | 1.68% | 64.9% | 110 | 1.82% | 0.2 |
|
| 2339 |
2339
Pivot Point Capital Partners
San Francisco,
California
| USD 224 M | +USD 36.8 M | +20% | 20.6% | 30.3% | 12 | 25% | 0.2 |
|
| 2340 |
2340
Cutter & Co Brokerage
Ballwin,
Missouri
| USD 224 M | +USD 14.4 M | +7% | 4.02% | 40.4% | 235 | 15.32% | 0.2 |
|
| 2341 |
2341
Endicott Management
New York
| USD 224 M | +USD 17.9 M | +9% | 8.71% | 229% | 17 | 23.53% | 0.2 |
|
| 2342 |
2342
Toscafund Asset Management
London,
United Kingdom
| USD 224 M | +USD 55.3 M | +33% | 6.55% | 80.9% | 15 | 13.33% | 0.2 |
|
| 2343 |
2343
Shelter Insurance Profit Sharing
Columbia,
Missouri
| USD 223 M | +USD 1.8 M | +0.8% | 3.8% | – | 47 | 0% | 0.3 |
|
| 2344 |
CBT
2344
Central Bank & Trust
Lexington,
Kentucky
| USD 223 M | +USD 13 M | +6% | 6.33% | 118% | 333 | 11.71% | 0.2 |
|
| 2345 |
2345
WBH Advisory
Baltimore,
Maryland
| USD 223 M | +USD 7.19 M | +3% | 4.82% | 57.6% | 201 | 10.95% | 0.2 |
|
| 2346 |
2346
Sandhill Capital Partners
Buffalo,
New York
| USD 222 M | +USD 20.2 M | +10% | 17.8% | 64.9% | 102 | 21.57% | 0.2 |
|
| 2347 |
2347
Ipswich Investment Management
Beverly,
Massachusetts
| USD 222 M | -USD 9.5 M | -4% | 4.93% | 104% | 158 | 19.62% | 0.2 |
|
| 2348 |
2348
MIG Capital
Newport Beach,
California
| USD 222 M | +USD 17.9 M | +9% | 3.55% | 118% | 26 | 15.38% | 0.2 |
|
| 2349 |
2349
Security National Trust
Wheeling,
West Virginia
| USD 222 M | +USD 15.2 M | +7% | 4.13% | 58.3% | 578 | 20.24% | 0.2 |
|
| 2350 |
2350
TSP Capital Management Group
Summit,
New Jersey
| USD 222 M | +USD 23.3 M | +12% | 20.7% | 186% | 79 | 0% | 0.2 |
|