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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3276 |
3276
Tegean Capital Management
New York
| USD 134 M | +USD 2.82 M | +2% | 11.4% | – | 30 | 43.33% | 0.5 |
|
| 3277 |
WA
3277
Winfield Associates
Cleveland,
Ohio
| USD 134 M | -USD 12.3 M | -8% | 4.71% | 77.8% | 328 | 18.29% | 1.3 |
|
| 3278 |
NME
3278
Notis-McConarty Edward
| USD 134 M | -USD 14.1 M | -10% | 6.88% | 91.2% | 117 | 9.4% | 1.6 |
|
| 3279 |
3279
Archford Capital Strategies
Swansea,
Illinois
| USD 134 M | -USD 6.54 M | -5% | 6.05% | 87.4% | 789 | 8.62% | 1.3 |
|
| 3280 |
3280
Cleary Gull Holdings
Milwaukee,
Wisconsin
| USD 134 M | +USD 1.71 M | +1% | 8.2% | – | 95 | 25.26% | 0.2 |
|
| 3281 |
LCP
3281
Lamond Capital Partners
San Francisco,
California
| USD 134 M | +USD 35.1 M | +36% | 21.9% | 54.3% | 18 | 83.33% | 0.2 |
|
| 3282 |
3282
Shaker Financial Services
Arlington,
Virginia
| USD 133 M | -USD 27 M | -17% | 12.1% | 12.9% | 144 | 54.17% | 0.8 |
|
| 3283 |
3283
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| USD 133 M | -USD 8.42 M | -6% | 7.47% | 39.1% | 21 | 14.29% | 1.8 |
|
| 3284 |
3284
KWMG LLC
Overland Park,
Kansas
| USD 133 M | -USD 3.8 M | -3% | 6.72% | 76.2% | 137 | 10.95% | 0.6 |
|
| 3285 |
3285
Crystal Rock Capital Management
Bannockburn,
Illinois
| USD 133 M | +USD 388 k | +0.3% | 3.44% | 172% | 31 | 22.58% | 1.4 |
|
| 3286 |
KAS
3286
Kemnay Advisory Services
New York
| USD 133 M | -USD 1.3 M | -1% | 5.13% | 167% | 47 | 21.28% | 1.3 |
|
| 3287 |
3287
Triangle Securities Wealth Management
Raleigh,
North Carolina
| USD 132 M | -USD 9.28 M | -7% | 8.72% | 83.6% | 139 | 9.35% | 1.8 |
|
| 3288 |
3288
Wellington Shields & Co
New York
| USD 132 M | -USD 168 M | -56% | 12.4% | 109% | 114 | 19.3% | 2 |
|
| 3289 |
3289
Sequent Asset Management
Houston,
Texas
| USD 132 M | -USD 11.6 M | -8% | 7.62% | 51.3% | 72 | 6.94% | 1.6 |
|
| 3290 |
3290
Lowe Wealth Advisors
Columbia,
Maryland
| USD 132 M | -USD 15.6 M | -11% | 4.95% | 63.3% | 267 | 21.35% | 0.6 |
|
| 3291 |
3291
Cornerstone Management
Duluth,
Georgia
| USD 132 M | -USD 7.92 M | -6% | 5.2% | 43.6% | 42 | 4.76% | 0.8 |
|
| 3292 |
TFMS
3292
Trust & Fiduciary Management Services
Boston,
Massachusetts
| USD 132 M | -USD 75.7 M | -36% | 9.18% | – | 46 | 19.57% | 1.5 |
|
| 3293 |
3293
Delta Capital Management
Red Bank,
New Jersey
| USD 132 M | -USD 14.5 M | -10% | 8.5% | 129% | 63 | 12.7% | 1.9 |
|
| 3294 |
3294
Waterstone Capital Management
St. Louis Park,
Minnesota
| USD 132 M | -USD 75.4 M | -36% | 2.71% | 23.4% | 20 | 35% | 0.8 |
|
| 3295 |
3295
Old West Investment Management
Los Angeles,
California
| USD 132 M | -USD 12.2 M | -8% | 13.3% | 242% | 79 | 12.66% | 1.6 |
|
| 3296 |
3296
Piershale Financial Group
Barrington,
Illinois
| USD 131 M | -USD 1.42 M | -1% | 5.83% | 82% | 192 | 57.29% | 0.9 |
|
| 3297 |
3297
Northside Capital Management
Hood River,
Oregon
| USD 131 M | -USD 17.2 M | -12% | 5.15% | 99.6% | 50 | 12% | 0.7 |
|
| 3298 |
MFM
3298
Mohican Financial Management
Wilton,
Connecticut
| USD 131 M | -USD 29.8 M | -19% | 0.02% | 0% | 43 | 30.23% | 1.2 |
|
| 3299 |
3299
iAB Financial Bank
Fort Wayne,
Indiana
| USD 131 M | -USD 15 M | -10% | 8.82% | 22.5% | 111 | 9.01% | 1.8 |
|
| 3300 |
3300
Crestview Partners II
New York
| USD 131 M | -USD 79.6 M | -38% | 19.3% | 157% | 2 | 0% | 2.3 |
|