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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
VST
3151
Van Strum & Towne
San Francisco,
California
| USD 162 M | +USD 8.41 M | +5% | 3.22% | 62.2% | 74 | 16.22% | 1.1 |
|
| 3152 |
3152
Old West Investment Management
Los Angeles,
California
| USD 162 M | +USD 2.97 M | +2% | 1.82% | 242% | 88 | 13.64% | 1.1 |
|
| 3153 |
3153
TCI Wealth Advisors
Tucson,
Arizona
| USD 162 M | +USD 2.97 M | +2% | 3.45% | 65% | 981 | 14.37% | 1.2 |
|
| 3154 |
3154
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| USD 161 M | +USD 12.8 M | +9% | 1.32% | 48.8% | 238 | 33.61% | 0.6 |
|
| 3155 |
TI
3155
Telemetry Investments
New York
| USD 161 M | – | – | 3.72% | 77.4% | 179 | – | 0 |
|
| 3156 |
3156
Sigma Investment Management
Portland,
Oregon
| USD 161 M | +USD 20.2 M | +14% | 1.65% | 8.4% | 33 | 27.27% | 1.1 |
|
| 3157 |
HA
3157
Havens Advisors
New York
| USD 161 M | -USD 19.4 M | -11% | 10.8% | 460% | 68 | 55.88% | 0.4 |
|
| 3158 |
3158
TT International
London,
United Kingdom
| USD 160 M | – | – | 8.78% | – | 16 | – | 0.2 |
|
| 3159 |
3159
Hillman Company
Pittsburgh,
Pennsylvania
| USD 160 M | – | – | 4.79% | 134% | 15 | – | 0 |
|
| 3160 |
3160
Dakota Wealth Management
Palm Beach Gardens,
Florida
| USD 160 M | – | – | 1.9% | 112% | 59 | – | 0 |
|
| 3161 |
3161
Girard Partners
King Of Prussia,
Pennsylvania
| USD 160 M | +USD 10.5 M | +7% | 5.1% | 25.7% | 149 | 12.75% | 0.8 |
|
| 3162 |
3162
Confluence Wealth Management
Portland,
Oregon
| USD 160 M | +USD 12.1 M | +8% | 4.07% | 31.9% | 96 | 23.96% | 0.6 |
|
| 3163 |
3163
1492 Capital Management
Milwaukee,
Wisconsin
| USD 160 M | -USD 21 M | -12% | 3.27% | 332% | 157 | 43.95% | 0.5 |
|
| 3164 |
3164
Boston Research & Management
Manchester,
Massachusetts
| USD 160 M | +USD 10.8 M | +7% | 5.32% | 53.2% | 105 | 5.71% | 1.3 |
|
| 3165 |
3165
Chesapeake Asset Management
New York
| USD 159 M | -USD 4.3 M | -3% | 5.03% | 153% | 94 | 26.6% | 1.1 |
|
| 3166 |
3166
Tanglewood Wealth Management
Houston,
Texas
| USD 159 M | +USD 11.3 M | +8% | 1.81% | 64.6% | 6 | 16.67% | 1.2 |
|
| 3167 |
3167
DG Capital Management
New York
| USD 159 M | – | – | 2.26% | 76.7% | 12 | – | 0 |
|
| 3168 |
3168
Lubar & Co
Milwaukee,
Wisconsin
| USD 159 M | -USD 14.7 M | -8% | 8.02% | – | 13 | 7.69% | 1.2 |
|
| 3169 |
3169
Willingdon Wealth Management
Huntersville,
North Carolina
| USD 159 M | +USD 7.03 M | +5% | 3.11% | 15.3% | 93 | 18.28% | 0.8 |
|
| 3170 |
3170
Harbour Investment Management
Edmonds,
Washington
| USD 159 M | +USD 8.61 M | +6% | 5.15% | 58.8% | 83 | 7.23% | 1.4 |
|
| 3171 |
KCP
3171
Kenmare Capital Partners
New York
| USD 159 M | -USD 37.7 M | -19% | 2.36% | 48.8% | 22 | 31.82% | 1 |
|
| 3172 |
3172
HT Partners
Centerbrook,
Connecticut
| USD 159 M | -USD 38.9 M | -20% | 3.77% | 71.1% | 44 | 50% | 0.8 |
|
| 3173 |
3173
Tuttle Capital Management
Riverside,
Connecticut
| USD 158 M | -USD 12.2 M | -7% | 6.66% | 115% | 36 | 63.89% | 0.3 |
|
| 3174 |
3174
Iowa State Bank
Urbandale,
Iowa
| USD 158 M | +USD 8.78 M | +6% | 4.45% | 85.7% | 76 | 3.95% | 1.4 |
|
| 3175 |
3175
Marlowe Partners
New York
| USD 158 M | – | – | 12.5% | 16.3% | 12 | – | 0 |
|