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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2451 |
2451
Chatham Capital Group
Savannah,
Georgia
| USD 372 M | +USD 8.45 M | +2% | 1.06% | 97% | 156 | 11.54% | 3 |
|
| 2452 |
2452
LSP Investment Advisors
New York
| USD 372 M | +USD 32.6 M | +10% | 6.8% | 79.5% | 31 | 22.58% | 0.2 |
|
| 2453 |
2453
Verity & Verity
Beaufort,
South Carolina
| USD 372 M | -USD 123 k | -0% | 2.41% | 90.4% | 99 | 10.1% | 2.9 |
|
| 2454 |
CM
2454
Capital Management
Glen Allen,
Virginia
| USD 371 M | +USD 3.05 M | +0.8% | 0.7% | 52.5% | 97 | 12.37% | 2.7 |
|
| 2455 |
2455
Matrix VIII US Management
Cambridge,
Massachusetts
| USD 371 M | – | – | 6.16% | – | 1 | – | 1.8 |
|
| 2456 |
2456
Ion Asset Management
Herzliya,
Israel
| USD 370 M | -USD 17.7 M | -5% | 18.3% | 125% | 13 | 46.15% | 1.8 |
|
| 2457 |
2457
Isthmus Partners
Madison,
Wisconsin
| USD 370 M | +USD 2.65 M | +0.7% | 0% | 73.7% | 309 | 16.18% | 2.5 |
|
| 2458 |
2458
Forest Hill Capital
Little Rock,
Arkansas
| USD 369 M | +USD 15.3 M | +4% | 2.67% | 112% | 52 | 0% | 2.7 |
|
| 2459 |
2459
KLCM Advisors
Milwaukee,
Wisconsin
| USD 369 M | -USD 38.5 M | -9% | 4.96% | 122% | 97 | 16.49% | 2.5 |
|
| 2460 |
RPGK
2460
Retirement Planning Group (Kansas)
Leawood,
Kansas
| USD 369 M | +USD 2.24 M | +0.6% | 1.22% | 54.7% | 55 | 3.64% | 3.6 |
|
| 2461 |
2461
LVZ Inc
Holland,
Michigan
| USD 368 M | +USD 30.5 M | +9% | 0.65% | 52.9% | 83 | 39.76% | 1.8 |
|
| 2462 |
2462
WBH Advisory
Baltimore,
Maryland
| USD 368 M | -USD 7.1 M | -2% | 1.22% | 57.6% | 233 | 7.73% | 3.4 |
|
| 2463 |
2463
SNS Financial Group
Minneapolis,
Minnesota
| USD 367 M | -USD 48 M | -12% | 0.75% | 54.2% | 185 | 16.22% | 2 |
|
| 2464 |
2464
Baxter Bros Inc
Riverside,
Connecticut
| USD 367 M | +USD 1.69 M | +0.5% | 0.99% | 73.8% | 120 | 6.67% | 3.4 |
|
| 2465 |
2465
Bulldog Investors
Saddle Brook,
New Jersey
| USD 366 M | -USD 1.97 M | -0.5% | 1.54% | 22.5% | 142 | 43.66% | 0.9 |
|
| 2466 |
2466
Accredited Investors
Edina,
Minnesota
| USD 366 M | +USD 4.55 M | +1% | 0.55% | 74% | 127 | 17.32% | 2.6 |
|
| 2467 |
2467
BerganKDV Wealth Management
Bloomington,
Minnesota
| USD 366 M | -USD 54.1 M | -13% | 2.15% | 27.9% | 212 | 17.45% | 1.3 |
|
| 2468 |
2468
Argent Trust
San Antonio,
Texas
| USD 365 M | -USD 8.37 M | -2% | 2.61% | 25.8% | 206 | 8.25% | 2.2 |
|
| 2469 |
2469
Ropes Wealth Advisors
Boston,
Massachusetts
| USD 365 M | -USD 16.9 M | -4% | 1.27% | 71% | 842 | 37.41% | 1.8 |
|
| 2470 |
2470
Hartline Investment Corp
Winnetka,
Illinois
| USD 365 M | +USD 3.18 M | +0.9% | 1.86% | 201% | 114 | 14.04% | 3.4 |
|
| 2471 |
2471
Tikehau Investment Management
Paris,
France
| USD 364 M | – | – | 5.18% | 102% | 25 | – | 0 |
|
| 2472 |
2472
HighPoint Advisor Group
Downers Grove,
Illinois
| USD 364 M | +USD 15.2 M | +4% | 0.69% | – | 345 | 24.06% | 1.6 |
|
| 2473 |
AIS
2473
AlphaOne Investment Services
West Chester,
Pennsylvania
| USD 364 M | +USD 32.6 M | +10% | 1.49% | 77.1% | 486 | 41.15% | 0.7 |
|
| 2474 |
2474
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| USD 363 M | -USD 9.6 M | -3% | 2.85% | 55.7% | 128 | 3.91% | 3.8 |
|
| 2475 |
2475
Global Retirement Partners
San Rafael,
California
| USD 363 M | -USD 1.06 M | -0.3% | 0.09% | – | 1,583 | 14.34% | 0.9 |
|