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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3101 |
3101
Roble Belko & Company
Sewickley,
Pennsylvania
| USD 171 M | – | – | 1.51% | 53.3% | 245 | – | 0 |
|
| 3102 |
3102
Arrow Capital Management
New York
| USD 171 M | -USD 1.18 M | -0.7% | 12.5% | – | 24 | 33.33% | 0.8 |
|
| 3103 |
3103
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| USD 171 M | +USD 9.12 M | +6% | 2.97% | 48.8% | 240 | 4.17% | 0.9 |
|
| 3104 |
GA
3104
Gagnon Advisors
New York
| USD 171 M | +USD 4.49 M | +3% | 1.45% | 129% | 25 | 12% | 1.1 |
|
| 3105 |
3105
Retirement Capital Strategies
San Jose,
California
| USD 171 M | +USD 2.85 M | +2% | 1.38% | 59% | 14 | 0% | 0.9 |
|
| 3106 |
CBCM
3106
Charter Bridge Capital Management
New York
| USD 170 M | -USD 23.6 M | -12% | 4.07% | – | 40 | 57.5% | 0.6 |
|
| 3107 |
3107
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| USD 170 M | +USD 5.04 M | +3% | 1.97% | 100% | 1,379 | 11.31% | 1.4 |
|
| 3108 |
3108
Affinity Wealth Management
Wilmington,
Delaware
| USD 170 M | +USD 45 M | +36% | 1.53% | 116% | 58 | 32.76% | 0.9 |
|
| 3109 |
CC
3109
Cognios Capital
Leawood,
Kansas
| USD 170 M | +USD 24.2 M | +17% | 0.58% | 28.5% | 100 | 25% | 0.8 |
|
| 3110 |
3110
Valley National Advisers
Bethlehem,
Pennsylvania
| USD 170 M | +USD 37.1 M | +28% | 0.81% | 87.2% | 658 | 36.78% | 0.2 |
|
| 3111 |
3111
Raffa Wealth Management
Washington,
District of Columbia
| USD 170 M | +USD 4.38 M | +3% | 1.65% | 35.8% | 835 | 13.05% | 0.7 |
|
| 3112 |
3112
Cheviot Value Management
Beverly Hills,
California
| USD 170 M | -USD 2.1 M | -1% | 0.06% | 77.8% | 34 | 8.82% | 1.6 |
|
| 3113 |
GCM
3113
Goldman Capital Management
New York
| USD 170 M | -USD 11.5 M | -6% | 9.03% | 24.8% | 36 | 11.11% | 1.3 |
|
| 3114 |
3114
Kays Financial Advisory
Atlanta,
Georgia
| USD 170 M | +USD 21.9 M | +15% | 2.1% | 23.3% | 67 | 17.91% | 0.7 |
|
| 3115 |
EGA
3115
E&G Advisors
Houston,
Texas
| USD 169 M | +USD 15.5 M | +10% | 3.02% | 97.7% | 96 | 10.42% | 1 |
|
| 3116 |
3116
Wellington Shields & Co
New York
| USD 169 M | -USD 5.85 M | -3% | 0.65% | 109% | 120 | 13.33% | 1.5 |
|
| 3117 |
3117
Southport Capital Management
Chattanooga,
Tennessee
| USD 169 M | +USD 2.4 M | +1% | 1.32% | 80% | 183 | 15.85% | 1.3 |
|
| 3118 |
3118
Capital Z Partners Management
New York
| USD 169 M | -USD 6.45 M | -4% | 3.02% | 48.2% | 4 | 0% | 0.8 |
|
| 3119 |
3119
Evermay Wealth Management
Arlington,
Virginia
| USD 169 M | +USD 15 M | +10% | 1.27% | 56.2% | 95 | 20% | 0.9 |
|
| 3120 |
3120
Technology Crossover Management VI
Menlo Park,
California
| USD 169 M | +USD 23.9 M | +17% | 17.3% | 25.5% | 2 | 0% | 1.8 |
|
| 3121 |
3121
Foresite Capital Management II
Larkspur,
California
| USD 169 M | +USD 22.7 M | +16% | 20.3% | 66.2% | 26 | 46.15% | 0.2 |
|
| 3122 |
3122
Girard Partners
King Of Prussia,
Pennsylvania
| USD 169 M | +USD 8.8 M | +6% | 1.51% | 25.7% | 150 | 10% | 1 |
|
| 3123 |
3123
S. Muoio & Co
New York
| USD 169 M | -USD 17.3 M | -9% | 15.3% | 327% | 135 | 52.59% | 0.1 |
|
| 3124 |
BCA
3124
Bray Capital Advisors
Naples,
Florida
| USD 168 M | +USD 14.3 M | +9% | 2.23% | 36.6% | 158 | 20.25% | 0.2 |
|
| 3125 |
BOIA
3125
Bush ODonnell Investment Advisors
St Louis,
Missouri
| USD 168 M | -USD 17.1 M | -9% | 0.22% | 45.9% | 44 | 4.55% | 1.6 |
|