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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
Intellectus Partners
San Francisco,
California
| USD 231 M | -USD 1.37 M | -0.6% | 4.03% | 157% | 437 | 57.89% | 1.5 |
|
| 3277 |
3277
Cheviot Value Management
Beverly Hills,
California
| USD 231 M | +USD 25.2 M | +12% | 5.99% | 77.8% | 66 | 13.64% | 3.2 |
|
| 3278 |
3278
Financial Planning & Information Services
De Pere,
Wisconsin
| USD 231 M | +USD 6.35 M | +3% | 2.39% | 13% | 48 | 2.08% | 3.6 |
|
| 3279 |
3279
Tinicum
New York
| USD 231 M | -USD 19.5 M | -8% | 5.84% | 21.1% | 4 | 0% | 3.4 |
|
| 3280 |
MM
3280
Midas Management
New York
| USD 231 M | -USD 3.56 M | -2% | 4.9% | 43.3% | 122 | 15.57% | 2.1 |
|
| 3281 |
3281
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| USD 231 M | +USD 26.8 M | +13% | 4.63% | 151% | 89 | 22.47% | 1 |
|
| 3282 |
3282
Huber Financial Advisors
Lincolnshire,
Illinois
| USD 230 M | +USD 25.4 M | +12% | 2.64% | – | 131 | 16.03% | 1.1 |
|
| 3283 |
3283
Albar Capital
London,
United Kingdom
| USD 230 M | -USD 57.1 M | -20% | 8.74% | 163% | 43 | 74.42% | 0.1 |
|
| 3284 |
3284
Aveo Capital Partners
Englewood,
Colorado
| USD 230 M | +USD 13.7 M | +6% | 2.44% | 19.1% | 205 | 26.83% | 1.3 |
|
| 3285 |
3285
Bank OZK
Little Rock,
Arkansas
| USD 230 M | +USD 390 k | +0.2% | 3.11% | 112% | 132 | 6.82% | 4.1 |
|
| 3286 |
3286
Sunbelt Securities
Houston,
Texas
| USD 230 M | +USD 29.9 M | +15% | 2.97% | 83.5% | 269 | 17.84% | 1.6 |
|
| 3287 |
ECM
3287
EagleClaw Capital Management
Boston,
Massachusetts
| USD 230 M | +USD 10.7 M | +5% | 3.65% | 104% | 126 | 7.94% | 3.7 |
|
| 3288 |
3288
Callodine Capital Management
Boston,
Massachusetts
| USD 230 M | +USD 26 M | +13% | 0.85% | 53.8% | 39 | 30.77% | 0.4 |
|
| 3289 |
3289
Banco BTG Pactual
Rio De Janeiro,
Brazil
| USD 229 M | -USD 118 M | -34% | 4.71% | 135% | 84 | 55.95% | 0.4 |
|
| 3290 |
3290
Advisors Management Group
La Crosse,
Wisconsin
| USD 229 M | +USD 5.58 M | +2% | 1.1% | 125% | 91 | 8.79% | 2.5 |
|
| 3291 |
RHFI
3291
Reilly Herbert Faulkner III
| USD 229 M | +USD 10.6 M | +5% | 4.34% | 80.6% | 48 | 2.08% | 4 |
|
| 3292 |
3292
Goldstein Munger & Associates
San Ramon,
California
| USD 229 M | -USD 32 k | -0% | 3.32% | 11.9% | 35 | 5.71% | 4.2 |
|
| 3293 |
3293
Summit Trail Advisors
New York
| USD 229 M | -USD 2.42 M | -1% | 2.42% | 74.8% | 91 | 27.47% | 0.7 |
|
| 3294 |
3294
Montgomery Investment Management
Rockville,
Maryland
| USD 229 M | +USD 4.41 M | +2% | 4.77% | 98.4% | 90 | 0% | 4.6 |
|
| 3295 |
3295
AlphaMark Advisors
Ft. Wright,
Kentucky
| USD 228 M | -USD 8.12 M | -3% | 2.07% | 26.4% | 557 | 11.67% | 2.7 |
|
| 3296 |
3296
Burt Wealth Advisors
North Bethesda,
Maryland
| USD 228 M | +USD 6.55 M | +3% | 2.54% | 57.3% | 382 | 13.09% | 3.2 |
|
| 3297 |
HA
3297
Hamel Associates
Chatham,
New Jersey
| USD 228 M | +USD 5.19 M | +2% | 3.13% | 50.6% | 86 | 6.98% | 3.7 |
|
| 3298 |
WWM
3298
Windsor Wealth Management
Indianapolis,
Indiana
| USD 228 M | +USD 49.7 M | +28% | 2.71% | 37.3% | 177 | 15.82% | 1 |
|
| 3299 |
3299
Toronado Partners
San Francisco,
California
| USD 228 M | +USD 44.7 M | +24% | 18.5% | 158% | 12 | 8.33% | 0.4 |
|
| 3300 |
3300
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| USD 228 M | +USD 2.58 M | +1% | 3.12% | 147% | 237 | 19.41% | 2.5 |
|