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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 |
TCM
3201
TCS Capital Management
New York
| USD 193 M | +USD 16 M | +9% | 62.8% | 271% | 27 | 88.89% | 1.2 |
|
| 3202 |
FNBOMD
3202
First National Bank of Mount Dora
Mount Dora,
Florida
| USD 192 M | +USD 6.65 M | +4% | 2.21% | 84.5% | 81 | 6.17% | 3 |
|
| 3203 |
CCC
3203
Chelsea Counsel Company
Los Angeles,
California
| USD 192 M | -USD 2.3 M | -1% | 2.2% | 106% | 84 | 7.14% | 3.5 |
|
| 3204 |
3204
Fagan Associates
Troy,
New York
| USD 192 M | +USD 11.8 M | +7% | 4% | 127% | 110 | 20.91% | 1.9 |
|
| 3205 |
BFA
3205
Benedict Financial Advisors
Atlanta,
Georgia
| USD 192 M | +USD 8.34 M | +5% | 2.06% | 72.4% | 105 | 3.81% | 2.2 |
|
| 3206 |
FSA
3206
Financial Sense Advisors
San Diego,
California
| USD 191 M | +USD 24.7 M | +15% | 2.67% | 152% | 98 | 33.67% | 1.1 |
|
| 3207 |
3207
Night Owl Capital Management
Greenwich,
Connecticut
| USD 191 M | +USD 1.29 M | +0.7% | 11.4% | 162% | 24 | 12.5% | 2.1 |
|
| 3208 |
PSC
3208
Prentiss Smith & Co
Brattleboro,
Vermont
| USD 191 M | +USD 14.8 M | +8% | 6.38% | 63.9% | 271 | 18.45% | 2.3 |
|
| 3209 |
CCM
3209
CWH Capital Management
Spokane,
Washington
| USD 191 M | -USD 1.1 M | -0.6% | 5.25% | 29.9% | 61 | 26.23% | 1.6 |
|
| 3210 |
UAM
3210
UAS Asset Management
New York
| USD 190 M | +USD 16.7 M | +10% | 5.53% | 98% | 33 | 42.42% | 1.5 |
|
| 3211 |
BHTS
3211
Bar Harbor Trust Services
Ellsworth,
Maine
| USD 190 M | -USD 5.92 M | -3% | 0.72% | 86.4% | 79 | 8.86% | 2.1 |
|
| 3212 |
EML
3212
Eos Management LP
New York
| USD 190 M | +USD 15.2 M | +9% | 12.4% | 152% | 20 | 0% | 3.7 |
|
| 3213 |
TCM
3213
Tradewinds Capital Management
Bellingham,
Washington
| USD 190 M | +USD 31.3 M | +20% | 3.11% | 85.2% | 761 | 21.68% | 2.2 |
|
| 3214 |
MM
3214
Meridian Management
Little Rock,
Arkansas
| USD 190 M | +USD 14 M | +8% | 3.06% | 57.8% | 69 | 8.7% | 2.6 |
|
| 3215 |
WCM
3215
Weik Capital Management
Wyomissing,
Pennsylvania
| USD 190 M | +USD 1.71 M | +0.9% | 1.65% | 66.9% | 119 | 6.72% | 3 |
|
| 3216 |
3216
O'Brien Wealth Partners
Waltham,
Massachusetts
| USD 189 M | +USD 9.35 M | +5% | 2.72% | 56.7% | 34 | 11.76% | 1.3 |
|
| 3217 |
BC
3217
Birchview Capital
Burlington,
Vermont
| USD 189 M | +USD 9.21 M | +5% | 6.4% | 327% | 44 | 13.64% | 1.7 |
|
| 3218 |
LGC
3218
Laurel Grove Capital
Los Angeles,
California
| USD 189 M | -USD 858 k | -0.5% | 3.92% | 59.2% | 100 | 9% | 2.8 |
|
| 3219 |
TAM
3219
Toscafund Asset Management
London,
United Kingdom
| USD 189 M | +USD 34.4 M | +22% | 3.88% | 80.9% | 7 | 14.29% | 1.4 |
|
| 3220 |
3220
Summit Asset Management
Memphis,
Tennessee
| USD 189 M | +USD 15.8 M | +9% | 2.18% | 48.9% | 106 | 7.55% | 3 |
|
| 3221 |
3221
Shah Capital Management
Raleigh,
North Carolina
| USD 189 M | -USD 103 k | -0.1% | 3.7% | 287% | 16 | 12.5% | 1.9 |
|
| 3222 |
3222
Holderness Investments Company
Greensboro,
North Carolina
| USD 189 M | -USD 8.32 M | -4% | 2.35% | 144% | 216 | 12.5% | 1.3 |
|
| 3223 |
MM
3223
Midas Management
New York
| USD 188 M | -USD 1.98 M | -1% | 2.28% | 43.3% | 139 | 12.95% | 1.7 |
|
| 3224 |
PCA
3224
Peddock Capital Advisors
Braintree,
Massachusetts
| USD 188 M | +USD 15.3 M | +9% | 2.36% | 113% | 264 | 13.64% | 1.4 |
|
| 3225 |
YWP
3225
YorkBridge Wealth Partners
New York
| USD 188 M | -USD 2.81 M | -1% | 3.45% | 36.5% | 948 | 11.18% | 0.4 |
|