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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
USA Financial Formulas
Ada,
Michigan
| USD 154 M | -USD 171 M | -53% | 3.13% | 104% | 252 | 85.32% | 0.2 |
|
| 3102 |
SRCM
3102
Sterling Ridge Capital Management
New York
| USD 154 M | -USD 247 M | -62% | 3.25% | – | 100 | 76% | 0.2 |
|
| 3103 |
3103
Sigma Investment Management
Portland,
Oregon
| USD 153 M | -USD 10.3 M | -6% | 5.14% | 8.4% | 29 | 10.34% | 1.8 |
|
| 3104 |
3104
Smith Affiliated Capital
New York
| USD 153 M | -USD 10.9 M | -7% | 6.32% | 6.89% | 112 | 0.89% | 1.2 |
|
| 3105 |
3105
WFM Asia
Road Town, Tortola,
British Virgin Islands
| USD 153 M | -USD 5.39 M | -3% | 17% | 89.9% | 7 | 14.29% | 0.7 |
|
| 3106 |
3106
Thomas Story & Son
Culver,
Indiana
| USD 153 M | -USD 6.12 M | -4% | 2.71% | 101% | 53 | 7.55% | 2 |
|
| 3107 |
3107
Buffington Mohr McNeal
Boise,
Idaho
| USD 153 M | -USD 27.1 M | -15% | 1.47% | 29.3% | 101 | 22.77% | 1.4 |
|
| 3108 |
MAS
3108
Madden Advisory Services
Jacksonville,
Florida
| USD 152 M | -USD 14.7 M | -9% | 6.51% | 52.3% | 318 | 9.12% | 0.8 |
|
| 3109 |
MM
3109
Meridian Management
Little Rock,
Arkansas
| USD 152 M | -USD 12.6 M | -8% | 7.55% | 57.8% | 70 | 15.71% | 1.7 |
|
| 3110 |
3110
Marlowe Partners
New York
| USD 152 M | +USD 13.1 M | +9% | 5.14% | 16.3% | 15 | 40% | 0.4 |
|
| 3111 |
3111
Capital Planning Advisors
Roseville,
California
| USD 152 M | -USD 18.1 M | -11% | 4.52% | 64.2% | 113 | 15.93% | 0.6 |
|
| 3112 |
3112
Sterneck Capital Management
Kansas City,
Missouri
| USD 152 M | -USD 29.7 M | -16% | 8.44% | 61.5% | 154 | 22.08% | 1.5 |
|
| 3113 |
3113
Sycamore Partners Management
New York
| USD 152 M | – | – | 2.86% | 31.8% | 2 | – | 0.8 |
|
| 3114 |
3114
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| USD 152 M | +USD 942 k | +0.6% | 5% | 41.6% | 113 | 61.06% | 0.8 |
|
| 3115 |
3115
Altavista Wealth Management
Asheville,
North Carolina
| USD 152 M | -USD 10.7 M | -7% | 5.98% | 80.6% | 114 | 13.16% | 1.8 |
|
| 3116 |
3116
Bison Wealth
Atlanta,
Georgia
| USD 152 M | -USD 19.4 M | -11% | 6.08% | 37.4% | 280 | 32.5% | 0.6 |
|
| 3117 |
3117
Zeke Capital Advisors
Berwyn,
Pennsylvania
| USD 152 M | +USD 27.1 M | +22% | 6.25% | 41% | 58 | 20.69% | 1.6 |
|
| 3118 |
3118
Boston Research & Management
Manchester,
Massachusetts
| USD 152 M | -USD 6.07 M | -4% | 6.89% | 53.2% | 101 | 6.93% | 2 |
|
| 3119 |
3119
Aegis Financial
Mc Lean,
Virginia
| USD 152 M | -USD 31.8 M | -17% | 16.4% | 266% | 47 | 17.02% | 1.6 |
|
| 3120 |
3120
Paradigm Financial Advisors
Des Peres,
Missouri
| USD 152 M | +USD 18.9 M | +14% | 8.3% | 114% | 94 | 12.77% | 1.4 |
|
| 3121 |
3121
Financial Enhancement Group
Anderson,
Indiana
| USD 152 M | -USD 7.23 M | -5% | 3.33% | 62.2% | 42 | 11.9% | 0.2 |
|
| 3122 |
MRFOFM
3122
M&R Follow-On Fund Management
Dallas,
Texas
| USD 152 M | +USD 60.5 M | +66% | 23.9% | 48.8% | 1 | 0% | 0.8 |
|
| 3123 |
3123
Mathes Company
New York
| USD 152 M | -USD 35.6 M | -19% | 5.43% | 121% | 151 | 17.88% | 1.8 |
|
| 3124 |
3124
Valicenti Advisory Services
Elmira,
New York
| USD 152 M | -USD 4.85 M | -3% | 7.91% | 119% | 62 | 19.35% | 1.7 |
|
| 3125 |
3125
Simcoe Capital Management
New York
| USD 151 M | +USD 1.64 M | +1% | 10.3% | 48.7% | 25 | 16% | 0.5 |
|