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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3076 |
3076
Roble Belko & Company
Sewickley,
Pennsylvania
| USD 172 M | +USD 1.69 M | +1% | 1.71% | 53.3% | 271 | 19.56% | 0.2 |
|
| 3077 |
ECML
3077
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| USD 172 M | -USD 16.6 M | -9% | 0.67% | 103% | 56 | 10.71% | 1.2 |
|
| 3078 |
3078
Gladius Capital Management
Chicago,
Illinois
| USD 172 M | -USD 713 k | -0.4% | 0.41% | 78% | 2 | 0% | 1.5 |
|
| 3079 |
WKWM
3079
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| USD 172 M | -USD 4.35 M | -2% | 0.41% | 92% | 147 | 10.88% | 1.1 |
|
| 3080 |
VW
3080
Vantage Wealth
Pasadena,
California
| USD 172 M | -USD 85 k | -0% | 1.04% | 56.1% | 26 | 0% | 1.8 |
|
| 3081 |
LAM
3081
Lingohr Asset Management
Duesseldorf,
Germany
| USD 172 M | -USD 740 k | -0.4% | 0.31% | 141% | 105 | 16.19% | 1.4 |
|
| 3082 |
ZCM
3082
Zebra Capital Management
Stamford,
Connecticut
| USD 172 M | -USD 22.4 M | -12% | 0.16% | 142% | 254 | 26.77% | 1 |
|
| 3083 |
WCM
3083
Windsor Capital Management
Phoenix,
Arizona
| USD 172 M | -USD 892 k | -0.5% | 2.26% | 49.1% | 111 | 10.81% | 1.5 |
|
| 3084 |
CLA
3084
Cranberry Lake Advisors
Houston,
Texas
| USD 172 M | -USD 11 M | -6% | 2.03% | 31.5% | 13 | 7.69% | 1.5 |
|
| 3085 |
CCA
3085
Covey Capital Advisors
Atlanta,
Georgia
| USD 172 M | +USD 7.92 M | +5% | 1.8% | 118% | 48 | 16.67% | 0.8 |
|
| 3086 |
SV
3086
Stilwell Value
New York
| USD 172 M | -USD 6.66 M | -4% | 3.59% | 87.9% | 53 | 5.66% | 0.2 |
|
| 3087 |
CO
3087
Caldwell & Orkin
Norcross,
Georgia
| USD 172 M | -USD 7.1 M | -4% | 4.22% | 137% | 110 | 53.64% | 0.5 |
|
| 3088 |
SIM
3088
Strategic Income Management
Seattle,
Washington
| USD 172 M | -USD 1.78 M | -1% | 1.99% | – | 33 | 0% | 0.5 |
|
| 3089 |
3089
Anderson Hoagland & Co
St Louis,
Missouri
| USD 172 M | -USD 1.03 M | -0.6% | 2.7% | 95.1% | 107 | 7.48% | 1.5 |
|
| 3090 |
WPIC
3090
White Pine Investment Company
Livonia,
Michigan
| USD 172 M | -USD 3.31 M | -2% | 1.69% | 73.3% | 59 | 10.17% | 1.6 |
|
| 3091 |
3091
Geller Advisors
New York
| USD 172 M | -USD 1.21 M | -0.7% | 0.5% | 20.4% | 40 | 20% | 1.4 |
|
| 3092 |
3092
Proffitt & Goodson
Knoxville,
Tennessee
| USD 172 M | -USD 25 k | -0% | 0.09% | 48.5% | 40 | 0% | 1.9 |
|
| 3093 |
BW
3093
Bison Wealth
Atlanta,
Georgia
| USD 171 M | +USD 6.77 M | +4% | 0.6% | 37.4% | 271 | 25.09% | 0.4 |
|
| 3094 |
3094
Strategic Global Advisors
Newport Beach,
California
| USD 171 M | +USD 36.2 M | +27% | 6.97% | 137% | 149 | 18.12% | 0.4 |
|
| 3095 |
3095
Dynamic Advisor Solutions
Phoenix,
Arizona
| USD 171 M | -USD 28.2 M | -14% | 1.16% | 70.9% | 211 | 34.6% | 0.9 |
|
| 3096 |
HFM
3096
Hartford Financial Management
Hartford,
Connecticut
| USD 171 M | +USD 8.42 M | +5% | 0.5% | 79.6% | 278 | 62.23% | 0.7 |
|
| 3097 |
EGA
3097
E&G Advisors
Houston,
Texas
| USD 171 M | +USD 1.62 M | +1% | 1.25% | 97.7% | 93 | 4.3% | 1.2 |
|
| 3098 |
CWA
3098
Cypress Wealth Advisors
San Francisco,
California
| USD 171 M | – | – | 0.81% | 29.3% | 148 | – | 0 |
|
| 3099 |
LC
3099
Lubar & Co
Milwaukee,
Wisconsin
| USD 170 M | +USD 30 M | +21% | 5.66% | – | 21 | 52.38% | 0.9 |
|
| 3100 |
3100
Capital Planning Advisors
Roseville,
California
| USD 170 M | +USD 26.9 M | +19% | 0.03% | 64.2% | 114 | 17.54% | 0.4 |
|