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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2626 |
AFIA
2626
America First Investment Advisors
Omaha,
Nebraska
| USD 224 M | +USD 11.3 M | +5% | 5.56% | 78.2% | 185 | 17.84% | 0.9 |
|
| 2627 |
LCG
2627
Lisanti Capital Growth
New York
| USD 223 M | -USD 8.34 M | -4% | 12.5% | 1,490% | 136 | 59.56% | 0.3 |
|
| 2628 |
TC
2628
Teilinger Capital
Houston,
Texas
| USD 223 M | +USD 93.2 M | +72% | 9.54% | 30.2% | 13 | 61.54% | 0.2 |
|
| 2629 |
AGPM
2629
ASA Gold & Precious Metals
Portland,
Maine
| USD 223 M | +USD 25.8 M | +13% | 14.2% | 7.34% | 18 | 11.11% | 0.9 |
|
| 2630 |
TCM
2630
Timpani Capital Management
Milwaukee,
Wisconsin
| USD 223 M | +USD 33.8 M | +18% | 10.9% | 383% | 113 | 48.67% | 0.5 |
|
| 2631 |
SCM
2631
Signia Capital Management
Spokane,
Washington
| USD 223 M | -USD 53.1 M | -19% | 3.86% | 27% | 79 | 10.13% | 0.9 |
|
| 2632 |
PAS
2632
Partnervest Advisory Services
Santa Barbara,
California
| USD 223 M | -USD 682 k | -0.3% | 3.38% | 45.1% | 1,124 | 12.81% | 0.8 |
|
| 2633 |
2633
Strategic Point Investment Advisors
Providence,
Rhode Island
| USD 222 M | +USD 20.1 M | +10% | 4.19% | 51.9% | 14 | 28.57% | 0.7 |
|
| 2634 |
RCP
2634
Rothschild Capital Partners
New York
| USD 222 M | +USD 18.6 M | +9% | 4.86% | 90.8% | 44 | 11.36% | 0.8 |
|
| 2635 |
2635
Stonebridge Capital Advisors
St Paul,
Minnesota
| USD 222 M | +USD 17.3 M | +8% | 5.54% | 80.1% | 157 | 10.83% | 0.4 |
|
| 2636 |
2636
BW Gestao de Investimentos
Sao Paulo,
Brazil
| USD 222 M | +USD 38.1 M | +21% | 0.17% | 95.1% | 62 | 14.52% | 0.4 |
|
| 2637 |
2637
Allworth Financial
Folsom,
California
| USD 222 M | -USD 6.58 M | -3% | 4.94% | 53.3% | 99 | 29.29% | 0.6 |
|
| 2638 |
2638
Noesis Capital Mangement
Boca Raton,
Florida
| USD 222 M | +USD 18 M | +9% | 4.19% | 128% | 111 | 12.61% | 0.9 |
|
| 2639 |
2639
Lenox Wealth Advisors
New York
| USD 222 M | +USD 50.9 M | +30% | 3.55% | 35.7% | 197 | 6.6% | 0.8 |
|
| 2640 |
2640
First Heartland Consultants
Lake St. Louis,
Missouri
| USD 221 M | +USD 18.2 M | +9% | 4.6% | 59.2% | 264 | 12.88% | 0.7 |
|
| 2641 |
WIS
2641
Wright Investors Service
Shelton,
Connecticut
| USD 221 M | -USD 1.34 M | -0.6% | 5.55% | 146% | 246 | 26.42% | 0.7 |
|
| 2642 |
HAMF
2642
Hatteras Alternative Mutual Funds
Raleigh,
North Carolina
| USD 221 M | +USD 12.9 M | +6% | 7.46% | – | 238 | 64.29% | 0.3 |
|
| 2643 |
IMIM
2643
Irving Magee Investment Management
Conshohocken,
Pennsylvania
| USD 221 M | +USD 647 k | +0.3% | 2.89% | 39.9% | 51 | 5.88% | 0.9 |
|
| 2644 |
III
2644
Independent Investors Inc
Nesconset,
New York
| USD 221 M | +USD 12.8 M | +6% | 6.58% | 61.6% | 90 | 0% | 0.9 |
|
| 2645 |
RA
2645
RiverPark Advisors
New York
| USD 221 M | +USD 24.3 M | +12% | 2.27% | 87.5% | 53 | 22.64% | 0.9 |
|
| 2646 |
CCCPI
2646
Castle Creek Capital Partners IV
Rancho Santa Fe,
California
| USD 220 M | +USD 32.9 M | +18% | 2.72% | 47.7% | 11 | 9.09% | 0.9 |
|
| 2647 |
2647
Modera Wealth Management
Westwood,
New Jersey
| USD 220 M | -USD 31.8 M | -13% | 4% | 68.2% | 68 | 13.24% | 0.8 |
|
| 2648 |
UIM
2648
Underhill Investment Management
Greenbrae,
California
| USD 220 M | +USD 13.2 M | +6% | 5.21% | 59.8% | 25 | 16% | 0.8 |
|
| 2649 |
MWP
2649
Moller Wealth Partners
| USD 220 M | +USD 24.1 M | +12% | 4.62% | 44.1% | 51 | 7.84% | 0.9 |
|
| 2650 |
AC
2650
Argentiere Capital
Zug,
Switzerland
| USD 220 M | +USD 111 M | +101% | 19.6% | 1.96% | 61 | 83.61% | 0.1 |
|