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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 |
3226
Doheny Asset Management
Los Angeles,
California
| USD 215 M | -USD 2.88 M | -1% | 8.11% | 135% | 119 | 16.81% | 3.1 |
|
| 3227 |
3227
Battery Partners VIII
Boston,
Massachusetts
| USD 214 M | +USD 481 k | +0.2% | 0.22% | – | 1 | 0% | 1 |
|
| 3228 |
3228
RFG Advisory
Birmingham,
Alabama
| USD 214 M | +USD 52.4 M | +32% | 4.18% | 52.3% | 182 | 18.13% | 1 |
|
| 3229 |
MM
3229
Meridian Management
Little Rock,
Arkansas
| USD 214 M | +USD 12.4 M | +6% | 4.85% | 57.8% | 78 | 15.38% | 2.7 |
|
| 3230 |
3230
Weik Capital Management
Wyomissing,
Pennsylvania
| USD 214 M | +USD 4.05 M | +2% | 7.3% | 66.9% | 125 | 4% | 3.2 |
|
| 3231 |
3231
New Leaf Venture Partners
New York
| USD 214 M | -USD 1.68 M | -0.8% | 24.7% | 3.91% | 17 | 11.76% | 1.4 |
|
| 3232 |
3232
Shikiar Asset Management
New York
| USD 214 M | -USD 16.4 M | -7% | 8.37% | 117% | 112 | 28.57% | 2.2 |
|
| 3233 |
3233
Smith & Howard Wealth Management
Atlanta,
Georgia
| USD 214 M | +USD 3.03 M | +1% | 4.78% | 40.4% | 48 | 18.75% | 3 |
|
| 3234 |
3234
Yorktown Energy Partners IX
New York
| USD 213 M | -USD 3.26 M | -2% | 1.58% | 67.3% | 3 | 33.33% | 0.6 |
|
| 3235 |
3235
Black Diamond Capital Management
Stamford,
Connecticut
| USD 213 M | +USD 16.7 M | +9% | 8.53% | 28.3% | 3 | 0% | 2.8 |
|
| 3236 |
3236
TrueWealth LLC
Atlanta,
Georgia
| USD 213 M | – | – | 4.49% | – | 943 | – | 0 |
|
| 3237 |
CCM
3237
CWH Capital Management
Spokane,
Washington
| USD 213 M | +USD 8.98 M | +4% | 5.71% | 29.9% | 49 | 8.16% | 2.2 |
|
| 3238 |
FA
3238
FMA Advisory
Harrisburg,
Pennsylvania
| USD 213 M | +USD 41.8 M | +24% | 5.41% | 46.7% | 155 | 20.65% | 0.5 |
|
| 3239 |
DCM
3239
DeGreen Capital Management
Scottsdale,
Arizona
| USD 213 M | +USD 6.36 M | +3% | 2.64% | 28.5% | 20 | 10% | 1.3 |
|
| 3240 |
3240
Kalos Management
Alpharetta,
Georgia
| USD 213 M | +USD 57.3 M | +37% | 5.02% | 48.5% | 221 | 37.1% | 0.7 |
|
| 3241 |
3241
First Washington Corp
Seattle,
Washington
| USD 213 M | +USD 11.7 M | +6% | 4.14% | 142% | 80 | 12.5% | 2.6 |
|
| 3242 |
FCT
3242
Family Capital Trust
Peabody,
Massachusetts
| USD 213 M | +USD 14.6 M | +7% | 11% | 39.1% | 61 | 8.2% | 3.2 |
|
| 3243 |
3243
Arlington Financial Advisors
Santa Barbara,
California
| USD 212 M | – | – | 5.56% | 67.6% | 53 | – | 0 |
|
| 3244 |
3244
Athanor Capital
New York
| USD 212 M | – | – | 7.35% | 171% | 33 | – | 0 |
|
| 3245 |
3245
Alpha Capital Management
Austin,
Texas
| USD 212 M | +USD 1.43 M | +0.7% | 7.24% | 88% | 101 | 20.79% | 1.6 |
|
| 3246 |
LCM
3246
Lionstone Capital Management
New York
| USD 212 M | -USD 363 k | -0.2% | 6.18% | 74.1% | 15 | 20% | 2.5 |
|
| 3247 |
3247
Cribstone Capital Management
Augusta,
Maine
| USD 212 M | +USD 20.2 M | +11% | 3.32% | 22.4% | 936 | 24.36% | 1.1 |
|
| 3248 |
3248
Dean Capital Management
Overland Park,
Kansas
| USD 212 M | -USD 1.86 M | -0.9% | 2.72% | 89.7% | 88 | 43.18% | 0.7 |
|
| 3249 |
HA
3249
Hamel Associates
Chatham,
New Jersey
| USD 212 M | +USD 6.24 M | +3% | 6.45% | 50.6% | 89 | 10.11% | 2.8 |
|
| 3250 |
3250
Camelot Portfolios
Maumee,
Ohio
| USD 212 M | +USD 4.73 M | +2% | 1.22% | 41.3% | 206 | 21.36% | 2.1 |
|