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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3201 |
KSCM
3201
Kamunting Street Capital Management
Miami Beach,
Florida
| USD 137 M | +USD 28.8 M | +27% | 1.03% | 7.47% | 61 | 63.93% | 0.2 |
|
| 3202 |
FC
3202
Flaherty & Crumrine
Pasadena,
California
| USD 137 M | -USD 19.2 M | -12% | 0.42% | 0.12% | 10 | 10% | 0.9 |
|
| 3203 |
BREA
3203
Barings Real Estate Advisers
Hartford,
Connecticut
| USD 137 M | +USD 5.7 M | +4% | 6.87% | 44.2% | 53 | 13.21% | 0.8 |
|
| 3204 |
3204
RKL Wealth Management
Lancaster,
Pennsylvania
| USD 137 M | +USD 4.45 M | +3% | 5.17% | 76.8% | 61 | 9.84% | 0.2 |
|
| 3205 |
CMP
3205
Courage Miller Partners
Norfolk,
Virginia
| USD 136 M | +USD 9.26 M | +7% | 3.34% | 40.3% | 60 | 8.33% | 0.8 |
|
| 3206 |
MRI
3206
Mad River Investors
Boston,
Massachusetts
| USD 136 M | +USD 5.4 M | +4% | 5.95% | 225% | 38 | 23.68% | 0.8 |
|
| 3207 |
VWM
3207
Vector Wealth Management
Minneapolis,
Minnesota
| USD 136 M | -USD 2.14 M | -2% | 5.53% | 2.13% | 55 | 7.27% | 0.9 |
|
| 3208 |
JAM
3208
Jolley Asset Management
Rocky Mount,
North Carolina
| USD 136 M | +USD 1.75 M | +1% | 4.33% | 3.47% | 131 | 13.74% | 0.9 |
|
| 3209 |
LCP
3209
Longbow Capital Partners
New York
| USD 136 M | -USD 11.1 M | -8% | 11.2% | 179% | 64 | 75% | 0.3 |
|
| 3210 |
TF
3210
Trutina Financial
Bellevue,
Washington
| USD 135 M | +USD 454 k | +0.3% | 5.91% | 20.5% | 344 | 81.4% | 0.9 |
|
| 3211 |
FVCM
3211
F&V Capital Management
Boca Raton,
Florida
| USD 135 M | +USD 8.8 M | +7% | 6.49% | 123% | 70 | 18.57% | 0.8 |
|
| 3212 |
GAAM
3212
Guinness Atkinson Asset Management
Pasadena,
California
| USD 135 M | +USD 34.9 M | +35% | 9.99% | 132% | 69 | 7.25% | 1 |
|
| 3213 |
3213
Shah Capital Management
Raleigh,
North Carolina
| USD 135 M | +USD 10.2 M | +8% | 2.21% | 287% | 15 | 6.67% | 0.8 |
|
| 3214 |
3214
Private Ocean
San Rafael,
California
| USD 135 M | +USD 49 k | +0% | 2.58% | 2.82% | 227 | 15.86% | 0.4 |
|
| 3215 |
3215
LVZ Inc
Holland,
Michigan
| USD 135 M | +USD 10 M | +8% | 3.14% | 47.1% | 29 | 27.59% | 0.4 |
|
| 3216 |
PFM
3216
PacWest Financial Management
Phoenix,
Arizona
| USD 135 M | +USD 5.6 M | +4% | 2.83% | 19.2% | 91 | 6.59% | 0.9 |
|
| 3217 |
ADBIC
3217
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| USD 135 M | +USD 12.2 M | +10% | 5.74% | 83.3% | 100 | 13% | 0.8 |
|
| 3218 |
HRC
3218
Hoertkorn Richard Charles
| USD 134 M | +USD 6.7 M | +5% | 3.59% | 172% | 96 | 12.5% | 0.5 |
|
| 3219 |
MM
3219
Meridian Management
Little Rock,
Arkansas
| USD 134 M | +USD 7.7 M | +6% | 4.94% | 57.8% | 62 | 4.84% | 0.9 |
|
| 3220 |
3220
D'Orazio & Associates
Falls Church,
Virginia
| USD 133 M | +USD 6.49 M | +5% | 3.72% | 61.2% | 264 | 7.2% | 0.5 |
|
| 3221 |
MG
3221
Meditor Group
Hamilton,
Bermuda
| USD 133 M | +USD 5.84 M | +5% | 2.13% | 41.1% | 3 | 0% | 1 |
|
| 3222 |
LJHT
3222
Laurie J. Hall Trustee
| USD 133 M | +USD 3.77 M | +3% | 4.99% | 105% | 89 | 6.74% | 0.9 |
|
| 3223 |
KFP
3223
Keystone Financial Planning
Cleveland,
Ohio
| USD 133 M | +USD 3.6 M | +3% | 5.65% | 46% | 53 | 13.21% | 0.5 |
|
| 3224 |
PCA
3224
Peddock Capital Advisors
Braintree,
Massachusetts
| USD 133 M | +USD 5.12 M | +4% | 3.76% | 113% | 93 | 7.53% | 0.5 |
|
| 3225 |
3225
Capital Impact Advisors
Boston,
Massachusetts
| USD 133 M | +USD 8.67 M | +7% | 3.09% | – | 228 | 63.6% | 0.2 |
|