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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
Wilkins Investment Counsel
Boston,
Massachusetts
| USD 314 M | +USD 15.7 M | +5% | 2.04% | 56.2% | 77 | 2.6% | 2.9 |
|
| 2402 |
2402
Steigerwald Gordon & Koch
Leesburg,
Virginia
| USD 314 M | +USD 26.3 M | +9% | 6.46% | 59.5% | 88 | 22.73% | 1.9 |
|
| 2403 |
2403
Cannell Capital
Alta,
Wyoming
| USD 314 M | +USD 62 M | +25% | 30.9% | 127% | 66 | 25.76% | 1.4 |
|
| 2404 |
2404
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| USD 313 M | -USD 3.72 M | -1% | 5.36% | 22.7% | 43 | 18.6% | 2.2 |
|
| 2405 |
2405
Van Cleef Asset Management
Beachwood,
Ohio
| USD 313 M | +USD 11.8 M | +4% | 5.67% | 104% | 104 | 8.65% | 2.9 |
|
| 2406 |
2406
Chou Associates Management
Toronto,
Ontario, Canada
| USD 313 M | +USD 42.5 M | +16% | 24.3% | 66.4% | 29 | 6.9% | 2.4 |
|
| 2407 |
RPGK
2407
Retirement Planning Group (Kansas)
Leawood,
Kansas
| USD 313 M | +USD 3.51 M | +1% | 0.01% | 54.7% | 54 | 7.41% | 2.9 |
|
| 2408 |
HC
2408
Hawkins Capital
Houston,
Texas
| USD 313 M | +USD 907 k | +0.3% | 4.02% | 8.54% | 71 | 16.9% | 0.9 |
|
| 2409 |
CFP
2409
Cornerstone Financial Partners
Huntersville,
North Carolina
| USD 313 M | +USD 26.3 M | +9% | 3.17% | – | 183 | 33.33% | 0.6 |
|
| 2410 |
CWM
2410
Cornerstone Wealth Management
St. Peters,
Missouri
| USD 312 M | +USD 40.9 M | +15% | 1.43% | 69.8% | 311 | 22.83% | 0.3 |
|
| 2411 |
2411
Roundview Capital
Princeton,
New Jersey
| USD 312 M | +USD 28.6 M | +10% | 6.27% | 77.7% | 202 | 12.87% | 1.9 |
|
| 2412 |
2412
FrontFour Capital Group
Greenwich,
Connecticut
| USD 311 M | -USD 118 M | -27% | 5.39% | 8.55% | 49 | 63.27% | 0.6 |
|
| 2413 |
2413
Baxter Bros Inc
Riverside,
Connecticut
| USD 311 M | +USD 14.8 M | +5% | 4.97% | 73.8% | 116 | 12.93% | 2.7 |
|
| 2414 |
2414
HighPoint Advisor Group
Downers Grove,
Illinois
| USD 310 M | +USD 26.4 M | +9% | 5.67% | – | 327 | 29.05% | 0.8 |
|
| 2415 |
KCP
2415
KDI Capital Partners
Raleigh,
North Carolina
| USD 310 M | +USD 49.6 M | +19% | 1.6% | 77.1% | 54 | 48.15% | 1.6 |
|
| 2416 |
2416
Lenox Wealth Advisors
New York
| USD 310 M | -USD 28.2 M | -8% | 2.49% | 35.7% | 213 | 52.58% | 2.2 |
|
| 2417 |
2417
Buckingham Strategic Wealth
Clayton,
Missouri
| USD 310 M | +USD 14.9 M | +5% | 2.03% | 16.3% | 251 | 17.93% | 2.1 |
|
| 2418 |
2418
Colonial Trust Advisors
Spartanburg,
South Carolina
| USD 310 M | -USD 8.55 M | -3% | 4.23% | 80% | 142 | 14.08% | 2.8 |
|
| 2419 |
2419
Forest Hill Capital
Little Rock,
Arkansas
| USD 309 M | +USD 106 M | +52% | 28.9% | 112% | 55 | 10.91% | 2.2 |
|
| 2420 |
2420
Miller Investment Management
West Conshohocken,
Pennsylvania
| USD 309 M | +USD 28.9 M | +10% | 6.76% | 60.2% | 77 | 11.69% | 2.4 |
|
| 2421 |
2421
Delphi Financial Group
Wilmington,
Delaware
| USD 309 M | -USD 225 k | -0.1% | 1.86% | 66.3% | 24 | 20.83% | 1.7 |
|
| 2422 |
2422
Martin & Co
Knoxville,
Tennessee
| USD 309 M | +USD 5.05 M | +2% | 5.35% | 67.8% | 108 | 1.85% | 2.9 |
|
| 2423 |
EA
2423
Echinus Advisors
New York
| USD 308 M | +USD 27.2 M | +10% | 6.64% | 91.4% | 9 | 0% | 1.5 |
|
| 2424 |
QCI
2424
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| USD 308 M | +USD 26.8 M | +10% | 9.64% | 107% | 28 | 7.14% | 1.6 |
|
| 2425 |
2425
BRR OpCo
Columbus,
Ohio
| USD 308 M | +USD 4.58 M | +2% | 5.46% | 23.6% | 116 | 31.03% | 2.5 |
|