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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
McKinley Carter Wealth Services
Wheeling,
West Virginia
| USD 184 M | +USD 29.2 M | +19% | 0.3% | 63.2% | 123 | 13.01% | 1.1 |
|
| 3002 |
RWA
3002
Ropes Wealth Advisors
Boston,
Massachusetts
| USD 184 M | -USD 8.63 M | -4% | 1.55% | 71% | 338 | 6.51% | 0.2 |
|
| 3003 |
SCM
3003
Samson Capital Management
Leawood,
Kansas
| USD 184 M | +USD 2.49 M | +1% | 3.48% | 13.4% | 21 | 14.29% | 1.1 |
|
| 3004 |
3004
Aegis Financial
Mc Lean,
Virginia
| USD 184 M | +USD 9.5 M | +5% | 18.9% | 266% | 45 | 11.11% | 1.5 |
|
| 3005 |
MKCM
3005
Mount Kellett Capital Management
New York
| USD 184 M | -USD 29.2 M | -14% | 3.84% | 20.1% | 7 | 0% | 1.5 |
|
| 3006 |
DW
3006
Domani Wealth
Lancaster,
Pennsylvania
| USD 184 M | +USD 177 M | +2,659% | 6.08% | 48.6% | 102 | 12.75% | 0.2 |
|
| 3007 |
CCM
3007
Courage Capital Management
Nashville,
Tennessee
| USD 184 M | +USD 79.3 M | +76% | 5.08% | 86.5% | 36 | 30.56% | 0.8 |
|
| 3008 |
HP
3008
HT Partners
Centerbrook,
Connecticut
| USD 183 M | -USD 1.52 M | -0.8% | 0.7% | 71.1% | 44 | 13.64% | 0.7 |
|
| 3009 |
WAS
3009
Winch Advisory Services
Appleton,
Wisconsin
| USD 183 M | +USD 11.3 M | +7% | 2.8% | 80.8% | 394 | 38.32% | 0.3 |
|
| 3010 |
KWMG
3010
King Wealth Management Group
Naples,
Florida
| USD 183 M | +USD 9.6 M | +6% | 0.3% | 86% | 122 | 18.03% | 1.3 |
|
| 3011 |
CWM
3011
Confluence Wealth Management
Portland,
Oregon
| USD 183 M | +USD 10.5 M | +6% | 0.87% | 31.9% | 107 | 7.48% | 0.9 |
|
| 3012 |
SM
3012
Selkirk Management
Chatham,
New Jersey
| USD 182 M | +USD 2.24 M | +1% | 0.9% | 245% | 21 | 9.52% | 1.6 |
|
| 3013 |
SAM
3013
Selway Asset Management
| USD 182 M | -USD 6.97 M | -4% | 0.67% | 36.5% | 77 | 19.48% | 1.3 |
|
| 3014 |
CCM
3014
Compton Capital Management
Providence,
Rhode Island
| USD 182 M | +USD 2.29 M | +1% | 1.14% | 75.6% | 141 | 2.84% | 1.8 |
|
| 3015 |
SCM
3015
Sterneck Capital Management
Kansas City,
Missouri
| USD 182 M | -USD 3.93 M | -2% | 1.98% | 61.5% | 154 | 20.13% | 1.2 |
|
| 3016 |
3016
Ascent Wealth Partners
New Hartford,
New York
| USD 182 M | -USD 1.03 M | -0.6% | 0.26% | 94.4% | 119 | 8.4% | 1.2 |
|
| 3017 |
3017
Algert Global
San Francisco,
California
| USD 181 M | +USD 1.12 M | +0.6% | 3.33% | 194% | 410 | 50.98% | 0.6 |
|
| 3018 |
VIA
3018
Vantage Investment Advisors
State College,
Pennsylvania
| USD 181 M | -USD 171 M | -49% | 0.73% | 56.3% | 880 | 11.7% | 1.2 |
|
| 3019 |
AC
3019
Adelphi Capital
London,
United Kingdom
| USD 181 M | +USD 22.3 M | +14% | 1.9% | – | 2 | 0% | 0.5 |
|
| 3020 |
3020
Telos Capital Management
San Diego,
California
| USD 181 M | +USD 9.9 M | +6% | 0.89% | 71.1% | 152 | 16.45% | 1.6 |
|
| 3021 |
FC
3021
FCA Corp
Houston,
Texas
| USD 181 M | -USD 3.79 M | -2% | 1.09% | 57.4% | 150 | 25.33% | 1.3 |
|
| 3022 |
BCM
3022
Bodri Capital Management
San Francisco,
California
| USD 181 M | -USD 5.72 M | -3% | 2.79% | – | 64 | 73.44% | 0.4 |
|
| 3023 |
3023
Robotti Robert
| USD 180 M | +USD 6.98 M | +4% | 16.3% | 107% | 56 | 12.5% | 1.7 |
|
| 3024 |
GHA
3024
Garcia Hamilton & Associates
Houston,
Texas
| USD 180 M | -USD 24.3 M | -12% | 0.95% | 39.1% | 68 | 8.82% | 1.5 |
|
| 3025 |
BP
3025
Boston Provident
Englewood,
New Jersey
| USD 180 M | -USD 30.8 M | -15% | 22% | – | 43 | 46.51% | 0.8 |
|