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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3051 |
ACM
3051
Argonaut Capital Management
New York
| USD 148 M | -USD 51.5 M | -26% | 3.48% | – | 28 | 50% | 0.4 |
|
| 3052 |
3052
FAS Wealth Partners
Leawood,
Kansas
| USD 147 M | -USD 20.8 M | -12% | 2.5% | 72.3% | 98 | 16.33% | 0.2 |
|
| 3053 |
3053
Plancorp LLC
Saint Louis,
Missouri
| USD 147 M | +USD 33.3 M | +29% | 1.01% | 67.3% | 132 | 32.58% | 0.2 |
|
| 3054 |
3054
Tinicum
New York
| USD 147 M | +USD 5.94 M | +4% | 10.6% | 21.1% | 12 | 0% | 0.7 |
|
| 3055 |
3055
Managed Asset Portfolios
Rochester,
Michigan
| USD 147 M | +USD 4.55 M | +3% | 3.08% | 99.2% | 52 | 17.31% | 0.2 |
|
| 3056 |
NCM
3056
Niemann Capital Management
Stateline,
Nevada
| USD 147 M | +USD 1.79 M | +1% | 4.99% | 103% | 25 | 40% | 0.4 |
|
| 3057 |
3057
Peachtree Investment Advisors
Atlanta,
Georgia
| USD 147 M | +USD 169 k | +0.1% | 3.08% | 24.2% | 137 | 8.76% | 0.2 |
|
| 3058 |
LCP
3058
Longbow Capital Partners
New York
| USD 147 M | +USD 18.3 M | +14% | 10.4% | 179% | 65 | 66.15% | 0.3 |
|
| 3059 |
3059
Dynamic Advisor Solutions
Phoenix,
Arizona
| USD 147 M | +USD 11.6 M | +9% | 1.63% | 70.9% | 222 | 27.48% | 0.2 |
|
| 3060 |
3060
Delta Capital Management
Red Bank,
New Jersey
| USD 146 M | +USD 3.97 M | +3% | 2.96% | 129% | 65 | 7.69% | 0.7 |
|
| 3061 |
3061
Permian Investment Partners
Dallas,
Texas
| USD 146 M | +USD 33.1 M | +29% | 6.56% | 78.6% | 12 | 66.67% | 0.1 |
|
| 3062 |
3062
Norman Fields Gottscho Capital Management
New York
| USD 146 M | -USD 2.5 M | -2% | 1.8% | 96.9% | 70 | 24.29% | 0.6 |
|
| 3063 |
3063
Ascent Wealth Partners
New Hartford,
New York
| USD 146 M | +USD 4.72 M | +3% | 0.76% | 105% | 104 | 9.62% | 0.2 |
|
| 3064 |
3064
Engaged Capital
Newport Beach,
California
| USD 146 M | +USD 3.25 M | +2% | 3.19% | 26.2% | 15 | 20% | 0.2 |
|
| 3065 |
3065
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| USD 146 M | -USD 1.8 M | -1% | 3.68% | 149% | 152 | 6.58% | 0.2 |
|
| 3066 |
3066
Financial Management Professionals
Austin,
Texas
| USD 146 M | -USD 2.69 M | -2% | 2.76% | 67.3% | 315 | 13.02% | 0.7 |
|
| 3067 |
3067
Eos Management LP
New York
| USD 145 M | +USD 1.6 M | +1% | 1.7% | 149% | 39 | 7.69% | 0.7 |
|
| 3068 |
KWMG
3068
King Wealth Management Group
Naples,
Florida
| USD 145 M | -USD 30.1 M | -17% | 1.34% | 86% | 122 | 32.79% | 0.6 |
|
| 3069 |
3069
Crescent Capital Group
Los Angeles,
California
| USD 145 M | +USD 2.3 M | +2% | 10.6% | 7.88% | 22 | 36.36% | 0.2 |
|
| 3070 |
3070
Independence Trust
Franklin,
Tennessee
| USD 145 M | -USD 1.65 M | -1% | 0.6% | 28.9% | 119 | 14.29% | 0.6 |
|
| 3071 |
3071
Solaris Asset Management
New York
| USD 145 M | -USD 4.39 M | -3% | 2.54% | 74% | 258 | 22.87% | 0.6 |
|
| 3072 |
3072
Roberts, Glore & Co
Deerfield,
Illinois
| USD 145 M | +USD 490 k | +0.3% | 1.68% | 72.3% | 139 | 5.76% | 0.7 |
|
| 3073 |
LBC
3073
Lawrence B. Cohen
| USD 145 M | +USD 4.39 M | +3% | 4.22% | 41.8% | 72 | 5.56% | 0.7 |
|
| 3074 |
NIC
3074
Northwest Investment Counselors
Lake Oswego,
Oregon
| USD 145 M | +USD 1.04 M | +0.7% | 0.61% | 32.4% | 106 | 4.72% | 0.7 |
|
| 3075 |
AW
3075
Alpha Windward
Westwood,
Massachusetts
| USD 145 M | +USD 30 k | +0% | 2.72% | 33.6% | 420 | 11.67% | 0.6 |
|