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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
2951
Portland Global Advisors
Portland,
Maine
| USD 194 M | -USD 843 k | -0.4% | 1.86% | 43.4% | 118 | 12.71% | 1.4 |
|
| 2952 |
CGC
2952
Cloud Gate Capital
Chicago,
Illinois
| USD 193 M | +USD 93.3 M | +93% | 4.87% | – | 31 | 38.71% | 0.2 |
|
| 2953 |
PAS
2953
Partnervest Advisory Services
Santa Barbara,
California
| USD 193 M | -USD 13.2 M | -6% | 0.38% | 45.1% | 190 | 28.95% | 1.2 |
|
| 2954 |
2954
Kingfisher Capital
Charlotte,
North Carolina
| USD 193 M | -USD 2.03 M | -1% | 2.46% | 58.5% | 151 | 23.18% | 1.1 |
|
| 2955 |
2955
Ropes Wealth Advisors
Boston,
Massachusetts
| USD 193 M | – | – | 0.08% | 71% | 330 | – | 0 |
|
| 2956 |
2956
Cumberland Advisors
Sarasota,
Florida
| USD 193 M | +USD 20.9 M | +12% | 3.98% | 73.5% | 76 | 28.95% | 0.6 |
|
| 2957 |
2957
Capital Advisors Ltd
Shaker Heights,
Ohio
| USD 193 M | +USD 9.29 M | +5% | 1.59% | 54.2% | 346 | 9.25% | 1.1 |
|
| 2958 |
CCM
2958
CrestPoint Capital Management
Four Seasons,
Missouri
| USD 192 M | +USD 8.08 M | +4% | 1.82% | 42.6% | 265 | 35.09% | 0.8 |
|
| 2959 |
ECM
2959
Empire Capital Management
Westport,
Connecticut
| USD 192 M | -USD 164 M | -46% | 0.41% | 17.2% | 68 | 83.82% | 0.2 |
|
| 2960 |
2960
Capital Wealth Planning
Naples,
Florida
| USD 192 M | -USD 22.4 M | -10% | 0.09% | 73.9% | 150 | 27.33% | 0.8 |
|
| 2961 |
2961
Blue Clay Capital Management
Minneapolis,
Minnesota
| USD 192 M | +USD 54.9 M | +40% | 12.5% | – | 83 | 28.92% | 0.2 |
|
| 2962 |
PLFAM
2962
Pineno Levin & Ford Asset Management
Richmond,
Virginia
| USD 192 M | +USD 22.3 M | +13% | 0.64% | 81.6% | 112 | 17.86% | 1.3 |
|
| 2963 |
2963
RRE Ventures GP III
New York
| USD 192 M | -USD 25.3 M | -12% | 6.16% | 74.5% | 5 | 40% | 1.2 |
|
| 2964 |
2964
Night Owl Capital Management
Greenwich,
Connecticut
| USD 191 M | -USD 11.8 M | -6% | 1.97% | 162% | 27 | 14.81% | 1.2 |
|
| 2965 |
2965
Ferox Capital Management
London,
United Kingdom
| USD 191 M | -USD 8.24 M | -4% | 0% | 2.07% | 26 | 0% | 0.6 |
|
| 2966 |
2966
Birchview Capital
Burlington,
Vermont
| USD 190 M | +USD 18.1 M | +11% | 9.57% | 327% | 38 | 13.16% | 0.2 |
|
| 2967 |
2967
ValueWorks
New York
| USD 190 M | -USD 12.9 M | -6% | 0.57% | 190% | 36 | 8.33% | 1.5 |
|
| 2968 |
7A
2968
734 Agriculture
New York
| USD 190 M | +USD 4.56 M | +2% | 2.46% | 23.8% | 1 | 0% | 1 |
|
| 2969 |
LA
2969
Lynch & Associates
Newburgh,
Indiana
| USD 190 M | +USD 3.97 M | +2% | 1.9% | 73.5% | 108 | 12.04% | 1.4 |
|
| 2970 |
2970
Hendershot Investments
Centreville,
Virginia
| USD 190 M | -USD 874 k | -0.5% | 0.53% | 50.5% | 60 | 5% | 1.5 |
|
| 2971 |
2971
Smith, Moore & Co
Clayton,
Missouri
| USD 189 M | +USD 1.7 M | +0.9% | 1.9% | 67% | 183 | 15.3% | 0.9 |
|
| 2972 |
2972
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| USD 189 M | -USD 60.4 M | -24% | 3.89% | 103% | 63 | 15.87% | 0.9 |
|
| 2973 |
2973
Selway Asset Management
| USD 189 M | +USD 3.41 M | +2% | 0.48% | 36.5% | 75 | 16% | 1.1 |
|
| 2974 |
2974
Advisors Preferred
Rockville,
Maryland
| USD 189 M | -USD 23.8 M | -11% | 5.38% | 102% | 405 | 72.59% | 0.2 |
|
| 2975 |
2975
East Coast Asset Management
Essex,
Massachusetts
| USD 188 M | +USD 5.71 M | +3% | 1.77% | 147% | 117 | 5.13% | 1.6 |
|