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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 |
2401
Nelson Capital Management
Menlo Park,
California
| USD 265 M | +USD 15.2 M | +6% | 0.6% | 121% | 349 | 18.62% | 0.9 |
|
| 2402 |
2402
Toth Financial Advisory
Leesburg,
Virginia
| USD 265 M | +USD 1.68 M | +0.6% | 0.19% | 90.4% | 115 | 8.7% | 1.1 |
|
| 2403 |
2403
FundX Investment Group
San Francisco,
California
| USD 265 M | +USD 4.61 M | +2% | 0.06% | 94.6% | 27 | 59.26% | 0.3 |
|
| 2404 |
CCM
2404
Contrarian Capital Management
Greenwich,
Connecticut
| USD 265 M | -USD 57 M | -18% | 7.52% | 29.4% | 44 | 38.64% | 0.6 |
|
| 2405 |
2405
Bath Savings Trust
Bath,
Maine
| USD 265 M | +USD 1.87 M | +0.7% | 0.87% | 57.8% | 112 | 7.14% | 1.1 |
|
| 2406 |
2406
Aviance Capital Partners
Naples,
Florida
| USD 264 M | +USD 8.35 M | +3% | 1.05% | 98.2% | 251 | 17.93% | 0.9 |
|
| 2407 |
2407
United Bank (West Virginia)
Parkersburg,
West Virginia
| USD 264 M | -USD 2.26 M | -0.8% | 1.69% | 22.5% | 128 | 17.19% | 1.1 |
|
| 2408 |
CBT
2408
Central Bank & Trust
Lexington,
Kentucky
| USD 264 M | +USD 5.81 M | +2% | 0.75% | 118% | 350 | 26% | 1.1 |
|
| 2409 |
2409
Gargoyle Investment Advisor
Englewood,
New Jersey
| USD 264 M | -USD 2.85 M | -1% | 0.75% | 34.5% | 162 | 25.31% | 0.7 |
|
| 2410 |
2410
Summit Equities
Parsippany,
New Jersey
| USD 264 M | +USD 10 M | +4% | 2.62% | 40.7% | 21 | 4.76% | 0.5 |
|
| 2411 |
2411
Maple Capital Management
Montpelier,
Vermont
| USD 264 M | -USD 10.9 M | -4% | 0.67% | 100% | 126 | 4.76% | 1.1 |
|
| 2412 |
BCM
2412
Birmingham Capital Management
Birmingham,
Alabama
| USD 264 M | -USD 10.6 M | -4% | 2.32% | 103% | 105 | 4.76% | 1.2 |
|
| 2413 |
2413
CTC (Chicago Trading Company)
Chicago,
Illinois
| USD 263 M | +USD 102 M | +63% | 5.02% | 192% | 6 | 50% | 0.4 |
|
| 2414 |
MPEM
2414
Marathon Partners Equity Management
New York
| USD 263 M | +USD 14 M | +6% | 5.2% | – | 30 | 20% | 0.6 |
|
| 2415 |
2415
Lathrop Investment Management
Little Rock,
Arkansas
| USD 263 M | -USD 105 k | -0% | 1.18% | 72.2% | 60 | 11.67% | 1.1 |
|
| 2416 |
2416
Palouse Capital Management
Spokane,
Washington
| USD 262 M | -USD 8.6 M | -3% | 1.4% | 67.8% | 131 | 19.85% | 0.9 |
|
| 2417 |
2417
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| USD 262 M | -USD 4.71 M | -2% | 0.51% | 103% | 69 | 13.04% | 0.6 |
|
| 2418 |
2418
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| USD 262 M | +USD 11 M | +4% | 0.6% | 86% | 210 | 12.86% | 0.9 |
|
| 2419 |
2419
Apriem Advisors
Irvine,
California
| USD 262 M | -USD 116 k | -0% | 1.91% | 74.3% | 638 | 29.31% | 0.9 |
|
| 2420 |
2420
Segment Wealth Management
Houston,
Texas
| USD 262 M | +USD 3.47 M | +1% | 0.8% | 102% | 185 | 11.35% | 1 |
|
| 2421 |
2421
Thomasville National Bank
Thomasville,
Georgia
| USD 262 M | -USD 11.8 M | -4% | 0.98% | – | 142 | 14.08% | 1 |
|
| 2422 |
2422
Southeast Asset Advisors
Thomasville,
Georgia
| USD 262 M | -USD 7.6 M | -3% | 1.05% | 91.5% | 103 | 14.56% | 1.1 |
|
| 2423 |
2423
Barton Investment Management
West Conshohocken,
Pennsylvania
| USD 261 M | +USD 5.59 M | +2% | 0.17% | 80.3% | 48 | 10.42% | 1.1 |
|
| 2424 |
2424
Heronetta Management
New York
| USD 261 M | +USD 9.23 M | +4% | 1.82% | 59.7% | 41 | 4.88% | 1.1 |
|
| 2425 |
EVM
2425
Evelyn V. Moreno
| USD 261 M | -USD 5.75 M | -2% | 0.59% | 39.4% | 75 | 4% | 0.7 |
|