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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3226 |
PCMI
3226
Princeton Capital Management Inc
Princeton,
New Jersey
| USD 125 M | +USD 15.6 M | +14% | 11.2% | 57.9% | 75 | 10.67% | 0.4 |
|
| 3227 |
3227
Keystone Financial Planning
Cleveland,
Ohio
| USD 125 M | – | – | 8.26% | 46% | 99 | – | 0 |
|
| 3228 |
3228
Brave Asset Management
Summit,
New Jersey
| USD 125 M | – | – | 8.3% | 76.3% | 431 | – | 0 |
|
| 3229 |
DIS
3229
Diversified Investment Strategies
Baton Rouge,
Louisiana
| USD 125 M | +USD 2 M | +2% | 2.9% | 93.8% | 78 | 21.79% | 0.4 |
|
| 3230 |
3230
Oarsman Capital
Milwaukee,
Wisconsin
| USD 125 M | +USD 10 M | +9% | 7.68% | 70.6% | 166 | 8.43% | 0.5 |
|
| 3231 |
3231
Capital Impact Advisors
Boston,
Massachusetts
| USD 124 M | – | – | 10.5% | – | 93 | – | 0 |
|
| 3232 |
3232
Beck Capital Management
Austin,
Texas
| USD 124 M | – | – | 19.6% | 291% | 144 | – | 0 |
|
| 3233 |
3233
Wolf Group Capital Advisors
Fairfax,
Virginia
| USD 124 M | – | – | 9.77% | 28.2% | 98 | – | 0 |
|
| 3234 |
3234
Yorkville Capital Management
New York
| USD 124 M | +USD 12.7 M | +11% | 13.4% | – | 60 | 21.67% | 0.4 |
|
| 3235 |
3235
Alpha Capital Management
Austin,
Texas
| USD 124 M | +USD 11.7 M | +10% | 9.05% | 88% | 89 | 25.84% | 0.4 |
|
| 3236 |
3236
Private Ocean
San Rafael,
California
| USD 124 M | – | – | 1.98% | 2.82% | 225 | – | 0 |
|
| 3237 |
BGA
3237
Belmont Global Advisors
Dallas,
Texas
| USD 124 M | – | – | 10.9% | 81% | 127 | – | 0 |
|
| 3238 |
3238
Peninsula Asset Management
Bradenton,
Florida
| USD 124 M | +USD 12.6 M | +11% | 6.97% | 44.1% | 47 | 0% | 0.5 |
|
| 3239 |
3239
Peloton Wealth Strategists
Indianapolis,
Indiana
| USD 124 M | +USD 4.45 M | +4% | 9.91% | 51.3% | 77 | 6.49% | 0.5 |
|
| 3240 |
3240
Michael & Susan Dell Foundation
New York
| USD 124 M | – | – | 12.2% | 238% | 9 | – | 0 |
|
| 3241 |
3241
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
| USD 124 M | – | – | 7.94% | 133% | 198 | – | 0 |
|
| 3242 |
3242
Adirondack Trust Company
Saratoga Springs,
New York
| USD 123 M | +USD 9.8 M | +9% | 8.19% | 96.7% | 314 | 7.64% | 0.5 |
|
| 3243 |
3243
Triangle Securities Wealth Management
Raleigh,
North Carolina
| USD 123 M | +USD 8.44 M | +7% | 9.27% | 83.6% | 126 | 9.52% | 0.5 |
|
| 3244 |
3244
Covenant Multifamily Offices
San Antonio,
Texas
| USD 123 M | – | – | 7.09% | 38.3% | 45 | – | 0 |
|
| 3245 |
NA
3245
NS Advisors
Westport,
Connecticut
| USD 123 M | -USD 12.4 M | -9% | 7.46% | 16.3% | 19 | 42.11% | 0.4 |
|
| 3246 |
GC
3246
Gratia Capital
Los Angeles,
California
| USD 123 M | – | – | 12.4% | 42.4% | 33 | – | 0 |
|
| 3247 |
3247
Orca Investment Management
Roseburg,
Oregon
| USD 123 M | – | – | 10.5% | 139% | 87 | – | 0 |
|
| 3248 |
MKC
3248
M. Kraus & Co
Shelburne,
Vermont
| USD 123 M | – | – | 9.18% | 65.9% | 49 | – | 0 |
|
| 3249 |
3249
Montgomery Investment Management
Rockville,
Maryland
| USD 123 M | -USD 61.1 M | -33% | 6.49% | 105% | 77 | 18.18% | 0.5 |
|
| 3250 |
3250
Camarda Financial Advisors
Fleming Island,
Florida
| USD 123 M | +USD 46.3 M | +61% | 6.67% | 196% | 202 | 60.4% | 0.2 |
|