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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2751 |
2751
Alley Company
Lake Forest,
Illinois
| USD 292 M | +USD 16.4 M | +6% | 6.74% | 88.2% | 80 | 5% | 3.3 |
|
| 2752 |
2752
GFS Private Wealth
Clearwater,
Florida
| USD 292 M | – | – | 5.48% | – | 48 | – | 0 |
|
| 2753 |
YECIP
2753
YT Extraction Co Investment Partners
New York
| USD 291 M | -USD 22 M | -7% | 7.02% | – | 1 | 0% | 1 |
|
| 2754 |
2754
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| USD 291 M | +USD 16 M | +6% | 6.17% | 71.4% | 155 | 18.71% | 1.7 |
|
| 2755 |
AO
2755
Allen Operations
New York
| USD 291 M | +USD 178 M | +158% | 8.25% | 218% | 20 | 10% | 3.2 |
|
| 2756 |
2756
McKinley Carter Wealth Services
Wheeling,
West Virginia
| USD 291 M | +USD 30.3 M | +12% | 6.32% | 63.2% | 162 | 16.05% | 2.4 |
|
| 2757 |
DCM
2757
Dynamic Capital Management
St. Helier,
Jersey
| USD 291 M | -USD 58 M | -17% | 5.86% | 49.7% | 355 | 69.58% | 0.3 |
|
| 2758 |
PCM
2758
Price Capital Management
Lafayette,
Louisiana
| USD 290 M | +USD 248 M | +594% | 9.66% | 124% | 165 | 99.39% | 0 |
|
| 2759 |
2759
Wynnefield Capital
New York
| USD 290 M | +USD 10.3 M | +4% | 8.07% | 52.1% | 41 | 14.63% | 2.4 |
|
| 2760 |
2760
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| USD 290 M | +USD 15.2 M | +6% | 3.55% | 91.5% | 117 | 14.53% | 1.2 |
|
| 2761 |
2761
Gemmer Asset Management
Walnut Creek,
California
| USD 289 M | +USD 26.4 M | +10% | 3.43% | 96.8% | 1,310 | 7.48% | 3 |
|
| 2762 |
2762
Spectrum Management Group
Indianapolis,
Indiana
| USD 289 M | -USD 18.5 M | -6% | 7.88% | 44% | 486 | 48.56% | 0.8 |
|
| 2763 |
2763
Simcoe Capital Management
New York
| USD 289 M | +USD 35.7 M | +14% | 3.74% | 48.7% | 17 | 47.06% | 1.2 |
|
| 2764 |
FIMG
2764
Financial & Investment Management Group
Traverse City,
Michigan
| USD 289 M | -USD 14.1 M | -5% | 8.54% | 18.9% | 99 | 29.29% | 1.9 |
|
| 2765 |
RTS
2765
Round Table Services
Westfield,
New Jersey
| USD 288 M | +USD 8.34 M | +3% | 3.76% | 16.1% | 125 | 24.8% | 1.8 |
|
| 2766 |
2766
Private Capital Advisors
Darien,
Connecticut
| USD 288 M | -USD 5.04 M | -2% | 4.25% | 132% | 119 | 22.69% | 2.6 |
|
| 2767 |
2767
FFL Partners
San Francisco,
California
| USD 288 M | +USD 169 M | +143% | 5.55% | 36.1% | 2 | 50% | 0.5 |
|
| 2768 |
2768
Valley National Advisers
Bethlehem,
Pennsylvania
| USD 288 M | -USD 5.21 M | -2% | 3.13% | 79% | 760 | 10.53% | 2.1 |
|
| 2769 |
NTCM
2769
Nine Ten Capital Management
Chicago,
Illinois
| USD 287 M | -USD 23.5 M | -8% | 4.71% | 166% | 9 | 11.11% | 2.2 |
|
| 2770 |
2770
Callan Capital
La Jolla,
California
| USD 287 M | +USD 19.1 M | +7% | 4.59% | 20.1% | 54 | 12.96% | 2.4 |
|
| 2771 |
2771
Gilbert & Cook
West Des Moines,
Iowa
| USD 287 M | +USD 13.5 M | +5% | 3.48% | 63.2% | 91 | 9.89% | 0.8 |
|
| 2772 |
2772
Kestrel Investment Management
San Mateo,
California
| USD 287 M | +USD 4.27 M | +2% | 8.51% | 89.2% | 49 | 26.53% | 1.1 |
|
| 2773 |
2773
McCutchen Group
Seattle,
Washington
| USD 287 M | +USD 2.51 M | +0.9% | 3.63% | 2.54% | 20 | 0% | 3.5 |
|
| 2774 |
TAM
2774
Taylor Asset Management
Toronto,
Ontario, Canada
| USD 287 M | -USD 23.6 M | -8% | 0.12% | 12.9% | 32 | 21.88% | 1.4 |
|
| 2775 |
2775
HCR Wealth Advisors
Los Angeles,
California
| USD 286 M | +USD 48.7 M | +20% | 5.63% | 107% | 178 | 14.04% | 0.8 |
|