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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 |
VAS
3276
Valicenti Advisory Services
Elmira,
New York
| USD 153 M | -USD 4.89 M | -3% | 5.38% | 119% | 57 | 24.56% | 2.1 |
|
| 3277 |
SRSA
3277
S.R. Schill & Associates
Mercer Island,
Washington
| USD 153 M | +USD 3.41 M | +2% | 2.02% | 36.7% | 72 | 15.28% | 1.2 |
|
| 3278 |
SFS
3278
Shaker Financial Services
Arlington,
Virginia
| USD 152 M | +USD 8.46 M | +6% | 3.55% | 12.9% | 150 | 52% | 0.6 |
|
| 3279 |
NCM
3279
Niemann Capital Management
Stateline,
Nevada
| USD 152 M | +USD 19.7 M | +15% | 8.93% | 103% | 28 | 78.57% | 0.1 |
|
| 3280 |
BCM
3280
Bayesian Capital Management
Brooklyn,
New York
| USD 152 M | -USD 14.8 M | -9% | 15.8% | 107% | 627 | 85.01% | 0.1 |
|
| 3281 |
BP
3281
Bandera Partners
New York
| USD 152 M | +USD 221 k | +0.1% | 6.84% | 55.4% | 16 | 6.25% | 2 |
|
| 3282 |
KFP
3282
Keystone Financial Planning
Cleveland,
Ohio
| USD 152 M | +USD 4.54 M | +3% | 0.53% | 46% | 46 | 8.7% | 2 |
|
| 3283 |
VST
3283
Van Strum & Towne
San Francisco,
California
| USD 152 M | +USD 1.53 M | +1% | 3.65% | 62.2% | 77 | 6.49% | 2.4 |
|
| 3284 |
MC
3284
MRJ Capital
New York
| USD 152 M | +USD 5.09 M | +3% | 5.78% | 127% | 53 | 9.43% | 2.4 |
|
| 3285 |
3285
Rational Advisors
Huntington,
New York
| USD 152 M | +USD 7.77 M | +5% | 2.48% | 37.7% | 330 | 59.7% | 0.3 |
|
| 3286 |
VCM
3286
Venator Capital Management
Toronto,
Ontario, Canada
| USD 152 M | +USD 33.3 M | +28% | 12% | 154% | 29 | 37.93% | 0.5 |
|
| 3287 |
RAA
3287
RWC Asset Advisors
Miami,
Florida
| USD 151 M | +USD 17.3 M | +13% | 19.1% | 268% | 17 | 11.76% | 1.1 |
|
| 3288 |
BRA
3288
Bender Robert & Associates
Pasadena,
California
| USD 151 M | +USD 9.7 M | +7% | 11.5% | 116% | 49 | 2.04% | 2.9 |
|
| 3289 |
WCWM
3289
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| USD 151 M | +USD 8.99 M | +6% | 4.78% | 39.1% | 26 | 11.54% | 1.7 |
|
| 3290 |
NFGCM
3290
Norman Fields Gottscho Capital Management
New York
| USD 151 M | +USD 8.32 M | +6% | 2.27% | 96.9% | 84 | 23.81% | 1.7 |
|
| 3291 |
FNYS
3291
First New York Securities
New York
| USD 151 M | -USD 11.5 M | -7% | 18% | 119% | 370 | 73.24% | 0.2 |
|
| 3292 |
BM
3292
Bislett Management
Palo Alto,
California
| USD 151 M | +USD 6.34 M | +4% | 4.51% | 19.8% | 29 | 13.79% | 2 |
|
| 3293 |
3293
Private Ocean
San Rafael,
California
| USD 151 M | +USD 11.6 M | +8% | 1.9% | 2.82% | 192 | 14.06% | 2.1 |
|
| 3294 |
WIM
3294
Wilen Investment Management
Bonita Springs,
Florida
| USD 151 M | -USD 1.88 M | -1% | 7.5% | 79.9% | 72 | 12.5% | 2.7 |
|
| 3295 |
MCM
3295
Matterhorn Capital Management
San Antonio,
Texas
| USD 151 M | -USD 6.91 M | -4% | 4.8% | 38.8% | 57 | 8.77% | 1.9 |
|
| 3296 |
NCM
3296
Neumann Capital Management
Foster City,
California
| USD 150 M | -USD 181 k | -0.1% | 2.86% | 89.9% | 74 | 1.35% | 1.7 |
|
| 3297 |
AIM
3297
Acrospire Investment Management
Chicago,
Illinois
| USD 150 M | +USD 15.8 M | +12% | 11.8% | – | 2,399 | 34.76% | 0.4 |
|
| 3298 |
3298
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| USD 150 M | +USD 4.84 M | +3% | 3.45% | 52.3% | 13 | 7.69% | 0.5 |
|
| 3299 |
SCM
3299
Sterneck Capital Management
Kansas City,
Missouri
| USD 150 M | -USD 83 k | -0.1% | 2.83% | 61.5% | 144 | 26.39% | 1.8 |
|
| 3300 |
3300
L.J. Altfest & Co
New York
| USD 150 M | +USD 6.59 M | +5% | 3.29% | 90.3% | 127 | 9.45% | 1.3 |
|