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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2401 |
KCM
2401
KSA Capital Management
Morristown,
New Jersey
| USD 254 M | +USD 40.7 M | +19% | 4.99% | 109% | 49 | 30.61% | 0.5 |
|
| 2402 |
2402
Brown Advisory Securities
Baltimore,
Maryland
| USD 254 M | +USD 5.91 M | +2% | 1.25% | 51% | 313 | 14.7% | 0.6 |
|
| 2403 |
2403
Cutter & Co Brokerage
Ballwin,
Missouri
| USD 254 M | +USD 38.7 M | +18% | 3.06% | 40.4% | 240 | 20.42% | 0.6 |
|
| 2404 |
2404
Everence Capital Management
Goshen,
Indiana
| USD 254 M | +USD 5.4 M | +2% | 1.93% | 108% | 275 | 7.64% | 0.7 |
|
| 2405 |
OA
2405
Outfitter Advisors
Mclean,
Virginia
| USD 253 M | +USD 1.98 M | +0.8% | 3.29% | 35.6% | 142 | 7.04% | 0.7 |
|
| 2406 |
2406
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| USD 253 M | -USD 6.45 M | -2% | 4.22% | 76.1% | 174 | 15.52% | 0.7 |
|
| 2407 |
2407
Shelter Insurance Profit Sharing
Columbia,
Missouri
| USD 253 M | +USD 13.5 M | +6% | 0.88% | – | 48 | 8.33% | 0.7 |
|
| 2408 |
2408
Bath Savings Trust
Bath,
Maine
| USD 253 M | +USD 3.63 M | +1% | 0.84% | 57.8% | 110 | 7.27% | 0.7 |
|
| 2409 |
DCCA
2409
D.C. Capital Advisors
New York
| USD 253 M | +USD 10.9 M | +5% | 4.34% | 59.9% | 21 | 33.33% | 0.5 |
|
| 2410 |
2410
Monarch Capital Management
Fort Wayne,
Indiana
| USD 253 M | -USD 2.11 M | -0.8% | 1.37% | 77% | 88 | 3.41% | 0.7 |
|
| 2411 |
2411
DT Investment Partners
Chadds Ford,
Pennsylvania
| USD 253 M | +USD 8.43 M | +3% | 1.76% | 58% | 65 | 20% | 0.6 |
|
| 2412 |
2412
Herald Investment Management
London,
United Kingdom
| USD 253 M | +USD 2.35 M | +0.9% | 5.23% | 493% | 88 | 10.23% | 0.7 |
|
| 2413 |
2413
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| USD 253 M | +USD 16.1 M | +7% | 1.69% | 65.9% | 149 | 15.44% | 0.6 |
|
| 2414 |
2414
Lombard Odier & Cie (Bahamas)
Nassau,
Bahamas
| USD 253 M | -USD 2.06 M | -0.8% | 1.41% | – | 132 | 26.52% | 0.2 |
|
| 2415 |
2415
Algert Global
San Francisco,
California
| USD 253 M | -USD 121 M | -32% | 5.71% | 194% | 437 | 51.26% | 0.4 |
|
| 2416 |
EGA
2416
Emerging Global Advisors
New York
| USD 252 M | -USD 2.37 M | -0.9% | 1.58% | 0.93% | 20 | 60% | 0.3 |
|
| 2417 |
2417
Delphi Financial Group
Wilmington,
Delaware
| USD 252 M | +USD 65.5 M | +35% | 4.45% | 66.3% | 18 | 27.78% | 0.5 |
|
| 2418 |
DCM
2418
Dinsmore Capital Management
Morristown,
New Jersey
| USD 252 M | +USD 5.49 M | +2% | 0.61% | – | 139 | 6.47% | 0.5 |
|
| 2419 |
2419
Ensemble Capital Management
San Francisco,
California
| USD 252 M | +USD 3.36 M | +1% | 0.79% | 36.2% | 52 | 11.54% | 0.7 |
|
| 2420 |
2420
Modera Wealth Management
Westwood,
New Jersey
| USD 252 M | -USD 11.2 M | -4% | 1.42% | 68.2% | 88 | 31.82% | 0.6 |
|
| 2421 |
2421
South Street Advisors
New York
| USD 252 M | +USD 12.5 M | +5% | 3.78% | 169% | 59 | 11.86% | 0.7 |
|
| 2422 |
2422
First Business Financial Services
Madison,
Wisconsin
| USD 251 M | +USD 11.1 M | +5% | 2.43% | 74% | 75 | 36% | 0.3 |
|
| 2423 |
2423
WBH Advisory
Baltimore,
Maryland
| USD 251 M | +USD 3.12 M | +1% | 1.51% | 57.6% | 222 | 11.71% | 0.6 |
|
| 2424 |
KFS
2424
Kurt F. Somerville
| USD 251 M | -USD 9.9 M | -4% | 1.9% | 92.9% | 107 | 8.41% | 0.7 |
|
| 2425 |
FSC
2425
Fiduciary Services Corp
Savannah,
Georgia
| USD 251 M | +USD 1.26 M | +0.5% | 1.43% | – | 160 | 6.25% | 0.7 |
|