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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
Inlet Private Wealth
Jupiter,
Florida
| USD 270 M | -USD 8.1 M | -3% | 0.01% | 111% | 156 | 15.38% | 0.6 |
|
| 3002 |
3002
Rikoon Group
Santa Fe,
New Mexico
| USD 270 M | +USD 1.38 M | +0.5% | 1.52% | 63.3% | 208 | 6.25% | 2.3 |
|
| 3003 |
3003
Palouse Capital Management
Spokane,
Washington
| USD 269 M | -USD 8.34 M | -3% | 0.57% | 67.8% | 110 | 19.09% | 2.4 |
|
| 3004 |
3004
HughesLittle Investment Management
Vancouver,
| USD 269 M | +USD 7.34 M | +3% | 3.61% | 106% | 16 | 0% | 3.6 |
|
| 3005 |
GWA
3005
Guidant Wealth Advisors
Palatine,
Illinois
| USD 269 M | +USD 10.1 M | +4% | 0.27% | 17.8% | 259 | 2.32% | 1.6 |
|
| 3006 |
3006
HMS Capital Management
Nashville,
Tennessee
| USD 269 M | +USD 37.1 M | +16% | 0.04% | 140% | 316 | 50.32% | 1.1 |
|
| 3007 |
3007
Family Management
New York
| USD 268 M | +USD 13.6 M | +5% | 0.98% | 69% | 200 | 18% | 1.2 |
|
| 3008 |
3008
FCA Corp
Houston,
Texas
| USD 268 M | -USD 4.85 M | -2% | 0.99% | 57.4% | 182 | 14.84% | 3.3 |
|
| 3009 |
3009
Algert Global
San Francisco,
California
| USD 268 M | -USD 2.34 M | -0.9% | 2% | 194% | 473 | 52.85% | 0.5 |
|
| 3010 |
3010
Point Break Capital Management
Miami,
Florida
| USD 268 M | -USD 150 M | -36% | 7.62% | – | 17 | 58.82% | 0.5 |
|
| 3011 |
3011
Proficio Capital Partners
Newton,
Massachusetts
| USD 268 M | -USD 24.1 M | -8% | 1.29% | 97% | 2,003 | 94.46% | 2.6 |
|
| 3012 |
3012
Matthew 25 Management Corp
Ambler,
Pennsylvania
| USD 268 M | -USD 6.06 M | -2% | 3.14% | 141% | 18 | 16.67% | 5.1 |
|
| 3013 |
3013
Archford Capital Strategies
Swansea,
Illinois
| USD 268 M | -USD 6.87 M | -2% | 2.2% | 87.4% | 573 | 63.35% | 2.8 |
|
| 3014 |
CIM
3014
CIM Investment Management
Pittsburgh,
Pennsylvania
| USD 268 M | -USD 5.42 M | -2% | 0.65% | 123% | 352 | 21.02% | 2.2 |
|
| 3015 |
3015
Intersect Capital
San Ramon,
California
| USD 268 M | +USD 9.15 M | +4% | 2.39% | 57.2% | 182 | 15.93% | 2.4 |
|
| 3016 |
MAM
3016
Morse Asset Management
Darien,
Connecticut
| USD 268 M | -USD 72 M | -21% | 2.48% | 222% | 149 | 28.19% | 1.6 |
|
| 3017 |
3017
White Pine Capital
Bloomington,
Minnesota
| USD 267 M | -USD 493 k | -0.2% | 1.52% | 143% | 242 | 9.5% | 3.8 |
|
| 3018 |
3018
Brio Consultants
San Francisco,
California
| USD 267 M | +USD 17.9 M | +7% | 0.59% | 42.7% | 74 | 4.05% | 0.7 |
|
| 3019 |
SA
3019
Strategic Advisors
New York
| USD 267 M | +USD 4.11 M | +2% | 1.93% | 106% | 178 | 21.35% | 3.1 |
|
| 3020 |
III
3020
Independent Investors Inc
Nesconset,
New York
| USD 266 M | +USD 7.22 M | +3% | 5.22% | 61.6% | 77 | 7.79% | 4.9 |
|
| 3021 |
3021
Orgel Wealth Management
Altoona,
Wisconsin
| USD 266 M | +USD 9.9 M | +4% | 0.07% | 39.6% | 49 | 22.45% | 1.7 |
|
| 3022 |
3022
DAFNA Capital Management
Los Angeles,
California
| USD 266 M | -USD 131 k | -0% | 6.61% | 313% | 95 | 15.79% | 1.9 |
|
| 3023 |
3023
Fort Point Capital Partners
San Francisco,
California
| USD 266 M | +USD 12.6 M | +5% | 0.63% | 62.2% | 125 | 19.2% | 2.3 |
|
| 3024 |
3024
Ferox Capital Management
London,
United Kingdom
| USD 266 M | -USD 24.9 M | -9% | 0.15% | 2.07% | 47 | 8.51% | 0.9 |
|
| 3025 |
3025
Campbell & Co Investment Adviser
Baltimore,
Maryland
| USD 266 M | +USD 45.1 M | +20% | 0.07% | 31% | 846 | 71.04% | 0.2 |
|