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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
3001
Smith Affiliated Capital
New York
| USD 157 M | -USD 24.9 M | -14% | 13.7% | 6.89% | 113 | 10.62% | 0.4 |
|
| 3002 |
PCMI
3002
Princeton Capital Management Inc
Princeton,
New Jersey
| USD 157 M | +USD 12.3 M | +8% | 1.13% | 57.9% | 73 | 8.22% | 1.1 |
|
| 3003 |
TSBJ
3003
Trevor, Stewart, Burton & Jacobsen
New York
| USD 156 M | -USD 36.3 M | -19% | 1.26% | – | 57 | 7.02% | 1 |
|
| 3004 |
3004
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| USD 156 M | +USD 5.28 M | +3% | 2.01% | 88.9% | 48 | 6.25% | 0.6 |
|
| 3005 |
3005
Vantage Wealth
Pasadena,
California
| USD 156 M | +USD 5.56 M | +4% | 1.37% | 56.1% | 26 | 0% | 1.2 |
|
| 3006 |
3006
Moon Capital Management
New York
| USD 156 M | -USD 19.8 M | -11% | 12.4% | 76.3% | 30 | 63.33% | 0.5 |
|
| 3007 |
3007
Winch Advisory Services
Appleton,
Wisconsin
| USD 156 M | -USD 14.5 M | -8% | 2.57% | 80.8% | 308 | 25.32% | 0.4 |
|
| 3008 |
3008
Hendley & Co
Zanesville,
Ohio
| USD 156 M | +USD 368 k | +0.2% | 1.28% | 54.8% | 66 | 7.58% | 1 |
|
| 3009 |
EGA
3009
E&G Advisors
Houston,
Texas
| USD 156 M | +USD 878 k | +0.6% | 0.12% | 97.7% | 98 | 11.22% | 0.6 |
|
| 3010 |
3010
Founders Financial Securities
Towson,
Maryland
| USD 155 M | +USD 6.17 M | +4% | 0.51% | 64.3% | 87 | 35.63% | 0.5 |
|
| 3011 |
3011
Altavista Wealth Management
Asheville,
North Carolina
| USD 155 M | -USD 5.24 M | -3% | 2.46% | 80.6% | 118 | 7.63% | 1.2 |
|
| 3012 |
3012
Technology Crossover Management VI
Menlo Park,
California
| USD 155 M | -USD 38 M | -20% | 10.2% | 25.5% | 3 | 33.33% | 1.3 |
|
| 3013 |
3013
Advisors Preferred
Rockville,
Maryland
| USD 155 M | -USD 42.5 M | -22% | 2.52% | 102% | 445 | 82.25% | 0.2 |
|
| 3014 |
ICP
3014
IBIS Capital Partners
London,
United Kingdom
| USD 155 M | +USD 2.68 M | +2% | 0.17% | 35.1% | 9 | 22.22% | 0.6 |
|
| 3015 |
SJ
3015
Stilwell Joseph
| USD 155 M | -USD 10.9 M | -7% | 0.14% | – | 52 | 19.23% | 1 |
|
| 3016 |
3016
Delta Capital Management
Red Bank,
New Jersey
| USD 155 M | -USD 272 k | -0.2% | 0.97% | 129% | 70 | 11.43% | 1.1 |
|
| 3017 |
3017
Shaker Financial Services
Arlington,
Virginia
| USD 154 M | -USD 10 M | -6% | 4.78% | 12.9% | 176 | 38.07% | 0.7 |
|
| 3018 |
3018
Fieldpoint Private Advisors
New York
| USD 154 M | -USD 11 M | -7% | 1.9% | 34% | 71 | 9.86% | 1 |
|
| 3019 |
3019
Lombard Odier & Cie (Canada)
Montreal,
Quebec, Canada
| USD 154 M | +USD 836 k | +0.5% | 0.5% | 19.2% | 177 | 12.43% | 0.6 |
|
| 3020 |
BSWMG
3020
Barrington Strategic Wealth Management Group
Chicago,
Illinois
| USD 154 M | -USD 2.89 M | -2% | 0.95% | 17.9% | 106 | 7.55% | 1.1 |
|
| 3021 |
3021
Mountain Lake Investment Management
Boca Raton,
Florida
| USD 154 M | -USD 4.88 M | -3% | 5.7% | 64% | 53 | 28.3% | 0.6 |
|
| 3022 |
BCM
3022
Breithorn Capital Management
New York
| USD 154 M | -USD 7.06 M | -4% | 4.94% | 43.9% | 58 | 37.93% | 0.7 |
|
| 3023 |
AMAL
3023
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| USD 153 M | +USD 1.52 M | +1% | 1.9% | 124% | 29 | 6.9% | 0.7 |
|
| 3024 |
3024
MAK Capital One
New York
| USD 153 M | -USD 104 M | -40% | 10.5% | 200% | 16 | 87.5% | 0.3 |
|
| 3025 |
VST
3025
Van Strum & Towne
San Francisco,
California
| USD 153 M | +USD 180 k | +0.1% | 0.4% | 62.2% | 65 | 9.23% | 1 |
|