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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3251 |
CFN
3251
Cordasco Financial Network
Naples,
Florida
| USD 130 M | +USD 5.68 M | +5% | 6.33% | 31.1% | 311 | 7.72% | 0.4 |
|
| 3252 |
RJA
3252
Robshaw & Julian Associates
Williamsville,
New York
| USD 130 M | +USD 634 k | +0.5% | 5.06% | 19.3% | 42 | 14.29% | 0.8 |
|
| 3253 |
CP
3253
Corbenic Partners
Bethlehem,
Pennsylvania
| USD 130 M | +USD 4.45 M | +4% | 5.13% | – | 122 | 13.93% | 0.7 |
|
| 3254 |
GIS
3254
Guardian Investor Services
New York
| USD 130 M | +USD 1.21 M | +0.9% | 5.29% | – | 509 | 2.75% | 1 |
|
| 3255 |
MSWM
3255
Mader & Shannon Wealth Management
Kansas City,
Missouri
| USD 130 M | – | – | 5.29% | 53.1% | 27 | – | 0 |
|
| 3256 |
3256
Summit Asset Management
Memphis,
Tennessee
| USD 130 M | +USD 5.03 M | +4% | 3.5% | 48.9% | 85 | 2.35% | 0.9 |
|
| 3257 |
DJC
3257
Daily Journal Corp
Los Angeles,
California
| USD 130 M | +USD 669 k | +0.5% | 1.07% | 108% | 4 | 0% | 0.5 |
|
| 3258 |
CC
3258
Caxton Corporation
Princeton,
New Jersey
| USD 130 M | -USD 1.3 M | -1% | 4.95% | 512% | 4 | 25% | 0.4 |
|
| 3259 |
MIC
3259
Meridian Investment Counsel
Lafayette,
California
| USD 130 M | +USD 12.1 M | +10% | 5.64% | 116% | 149 | 6.04% | 0.5 |
|
| 3260 |
FAM
3260
Foothills Asset Management
Scottsdale,
Arizona
| USD 129 M | +USD 6.58 M | +5% | 4.66% | 8.84% | 57 | 17.54% | 0.4 |
|
| 3261 |
GWM
3261
Graybill Wealth Management
Elmhurst,
Illinois
| USD 129 M | +USD 7.82 M | +6% | 4.73% | – | 53 | 11.32% | 0.9 |
|
| 3262 |
3262
Archford Capital Strategies
Swansea,
Illinois
| USD 129 M | +USD 9.4 M | +8% | 4.29% | 76.2% | 1,000 | 20.4% | 0.2 |
|
| 3263 |
TCMV
3263
Technology Crossover Management V
Menlo Park,
California
| USD 129 M | -USD 40.9 M | -24% | 23% | 2.5% | 3 | 33.33% | 1 |
|
| 3264 |
ACM
3264
Altalis Capital Management
New York
| USD 129 M | +USD 8.28 M | +7% | 6.2% | 3.82% | 23 | 26.09% | 0.4 |
|
| 3265 |
TWS
3265
Thomas W. Smith
| USD 129 M | -USD 1.03 M | -0.8% | 2.33% | – | 16 | 12.5% | 0.9 |
|
| 3266 |
TCM
3266
Trafelet Capital Management
New York
| USD 128 M | +USD 11.2 M | +10% | 2.61% | 101% | 18 | 33.33% | 0.6 |
|
| 3267 |
NA
3267
NS Advisors
Westport,
Connecticut
| USD 128 M | +USD 2.32 M | +2% | 8.39% | 16.3% | 16 | 12.5% | 0.8 |
|
| 3268 |
3268
Arete Wealth Advisors
Chicago,
Illinois
| USD 128 M | +USD 20.7 M | +19% | 6.16% | 85.3% | 137 | 25.55% | 0.4 |
|
| 3269 |
RPM
3269
Ridgemont Partners Management
Charlotte,
North Carolina
| USD 128 M | -USD 4.19 M | -3% | 2.69% | 45.6% | 4 | 0% | 1 |
|
| 3270 |
TM
3270
TigerShark Management
New York
| USD 128 M | -USD 16.3 M | -11% | 5.05% | – | 74 | 41.89% | 0.6 |
|
| 3271 |
3271
StepStone Group
La Jolla,
California
| USD 128 M | +USD 19.7 M | +18% | 4.83% | 103% | 14 | 28.57% | 0.5 |
|
| 3272 |
PTA
3272
Pear Tree Advisors
Lincoln,
Massachusetts
| USD 128 M | +USD 5.9 M | +5% | 1.55% | 45.8% | 54 | 11.11% | 0.8 |
|
| 3273 |
3273
Wilsey Asset Management
San Diego,
California
| USD 128 M | +USD 4.34 M | +4% | 6.44% | 55% | 29 | 27.59% | 0.4 |
|
| 3274 |
BA
3274
Bennicas & Associates
Portola Valley,
California
| USD 128 M | +USD 2.77 M | +2% | 4.22% | 40.3% | 86 | 9.3% | 0.9 |
|
| 3275 |
3275
Focused Wealth Management
Newburgh,
New York
| USD 128 M | +USD 8.27 M | +7% | 3.84% | 73.9% | 736 | 12.23% | 0.6 |
|