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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2801 |
2801
Security National Trust
Wheeling,
West Virginia
| USD 269 M | -USD 49.8 M | -16% | 11.8% | 58.3% | 390 | 8.72% | 4.5 |
|
| 2802 |
2802
Cambridge Advisors
Omaha,
Nebraska
| USD 269 M | -USD 27.4 M | -9% | 10.1% | 58.6% | 143 | 6.99% | 3.3 |
|
| 2803 |
2803
GM Advisory Group
Melville,
New York
| USD 269 M | -USD 50.3 M | -16% | 6.56% | 53.6% | 124 | 20.16% | 2.1 |
|
| 2804 |
2804
FundX Investment Group
San Francisco,
California
| USD 269 M | +USD 87.3 M | +48% | 8.9% | 94.6% | 59 | 54.24% | 1.1 |
|
| 2805 |
VS
2805
VK Services
Menlo Park,
California
| USD 268 M | – | – | 16.7% | 1,605% | 1 | – | 0 |
|
| 2806 |
2806
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| USD 268 M | -USD 69.4 M | -21% | 14.2% | 52.3% | 34 | 20.59% | 1.4 |
|
| 2807 |
2807
Filament
Seattle,
Washington
| USD 268 M | -USD 28.5 M | -10% | 12.6% | 46.9% | 53 | 32.08% | 3.6 |
|
| 2808 |
2808
Coliseum Capital Management
Rowayton,
Connecticut
| USD 268 M | +USD 21.9 M | +9% | 11.7% | 41.1% | 14 | 42.86% | 1.2 |
|
| 2809 |
OM
2809
Opaleye Management
Boston,
Massachusetts
| USD 268 M | -USD 125 M | -32% | 20.3% | 748% | 61 | 45.9% | 1 |
|
| 2810 |
2810
Cypress Asset Management
Houston,
Texas
| USD 268 M | -USD 72.8 M | -21% | 12.3% | 141% | 179 | 16.76% | 3.8 |
|
| 2811 |
LA
2811
Lynch & Associates
Newburgh,
Indiana
| USD 268 M | -USD 28.5 M | -10% | 9.73% | 73.5% | 101 | 10.89% | 4.7 |
|
| 2812 |
2812
First Heartland Consultants
Lake St. Louis,
Missouri
| USD 268 M | -USD 51.8 M | -16% | 11.2% | 59.2% | 268 | 19.4% | 2.7 |
|
| 2813 |
2813
DDD Partners
Bellevue,
Washington
| USD 268 M | -USD 14 M | -5% | 13.6% | 62.1% | 62 | 35.48% | 0.6 |
|
| 2814 |
2814
Great Valley Advisor Group
Wilmington,
Delaware
| USD 268 M | – | – | 11.9% | 73.9% | 233 | – | 0 |
|
| 2815 |
2815
Lannebo Fonder
Stockholm,
Sweden
| USD 268 M | -USD 62.9 M | -19% | 13.7% | 49.8% | 24 | 4.17% | 2.5 |
|
| 2816 |
MAM
2816
Marketfield Asset Management
New York
| USD 268 M | -USD 42.7 M | -14% | 7.82% | 61.5% | 50 | 28% | 2.2 |
|
| 2817 |
2817
McCutchen Group
Seattle,
Washington
| USD 268 M | -USD 39.6 M | -13% | 10.8% | 2.54% | 23 | 13.04% | 3.9 |
|
| 2818 |
2818
Lake Point Wealth Management
Rockwall,
Texas
| USD 267 M | – | – | 6.02% | – | 914 | – | 0 |
|
| 2819 |
2819
Barry Investment Advisors
New Bedford,
Massachusetts
| USD 267 M | -USD 30.1 M | -10% | 8.48% | 66.7% | 78 | 11.54% | 2.4 |
|
| 2820 |
2820
Metropolis Capital
Amersham,
United Kingdom
| USD 267 M | – | – | 16.5% | 61.7% | 10 | – | 0 |
|
| 2821 |
RIM
2821
Regent Investment Management
Louisville,
Kentucky
| USD 267 M | -USD 52.2 M | -16% | 13.9% | 44% | 213 | 12.21% | 3.8 |
|
| 2822 |
2822
Circle Wealth Management
Summit,
New Jersey
| USD 267 M | -USD 50.3 M | -16% | 14% | 71.8% | 100 | 23% | 1.7 |
|
| 2823 |
2823
Highland Private Wealth Management
Bellevue,
Washington
| USD 267 M | -USD 33.9 M | -11% | 12% | 19% | 110 | 16.36% | 0.9 |
|
| 2824 |
2824
Bulldog Investors
Saddle Brook,
New Jersey
| USD 267 M | -USD 88.8 M | -25% | 8.96% | 22.5% | 183 | 49.18% | 0.7 |
|
| 2825 |
KAS
2825
Kemnay Advisory Services
New York
| USD 267 M | -USD 60.3 M | -18% | 16.2% | 167% | 162 | 41.98% | 1.6 |
|