¡Ya estamos en !
Descubre más
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
3301
Sequent Asset Management
Houston,
Texas
| USD 118 M | +USD 8.99 M | +8% | 4.67% | 51.3% | 52 | 11.54% | 0.4 |
|
| 3302 |
FA
3302
Financial Advantage
Columbia,
Maryland
| USD 118 M | +USD 2.28 M | +2% | 5.2% | 24.3% | 257 | 21.01% | 0.4 |
|
| 3303 |
RP
3303
Realm Partners
New York
| USD 118 M | -USD 16 M | -12% | 9.5% | – | 36 | 52.78% | 0.3 |
|
| 3304 |
3304
Courage Miller Partners
Norfolk,
Virginia
| USD 118 M | -USD 3.75 M | -3% | 3.02% | 43.5% | 49 | 0% | 0.5 |
|
| 3305 |
3305
First Light Asset Management
Edina,
Minnesota
| USD 118 M | – | – | 16.1% | 364% | 66 | – | 0 |
|
| 3306 |
3306
Meridian Investment Counsel
Lafayette,
California
| USD 118 M | – | – | 8.04% | 116% | 142 | – | 0 |
|
| 3307 |
3307
Hudock Inc
Williamsport,
Pennsylvania
| USD 118 M | +USD 14.8 M | +14% | 3.62% | 69.7% | 615 | 16.26% | 0.4 |
|
| 3308 |
3308
D'Orazio & Associates
Falls Church,
Virginia
| USD 118 M | – | – | 1.29% | 61.2% | 242 | – | 0 |
|
| 3309 |
PCM
3309
Potomac Capital Management
New York
| USD 118 M | – | – | 9.1% | – | 62 | – | 0 |
|
| 3310 |
SLA
3310
Silver Lake Advisory
Cottonwood Heights,
Utah
| USD 118 M | – | – | 8.16% | 76.7% | 73 | – | 0 |
|
| 3311 |
3311
L.J. Altfest & Co
New York
| USD 117 M | – | – | 8.85% | 95.6% | 107 | – | 0 |
|
| 3312 |
3312
Trafelet Capital Management
New York
| USD 117 M | -USD 21.1 M | -15% | 9.43% | 101% | 14 | 21.43% | 0.4 |
|
| 3313 |
3313
Quality Growth Management
Rancho Santa Fe,
California
| USD 117 M | – | – | 12.3% | – | 21 | – | 0 |
|
| 3314 |
KCM
3314
Key Colony Management
Little Rock,
Arkansas
| USD 117 M | -USD 4.11 M | -3% | 18.4% | 113% | 24 | 41.67% | 0.3 |
|
| 3315 |
CCM
3315
CWH Capital Management
Spokane,
Washington
| USD 117 M | – | – | 8.62% | 29.9% | 47 | – | 0 |
|
| 3316 |
3316
Lumbard & Kellner
Hollis,
New Hampshire
| USD 117 M | – | – | 8.02% | 137% | 68 | – | 0 |
|
| 3317 |
WIL
3317
Winifred I. Li
| USD 116 M | +USD 8.29 M | +8% | 9.67% | – | 417 | 13.19% | 0.4 |
|
| 3318 |
3318
RK Asset Management
Grosse Pointe Farms,
Michigan
| USD 116 M | – | – | 12.1% | 47.6% | 16 | – | 0 |
|
| 3319 |
3319
Trutina Financial
Bellevue,
Washington
| USD 116 M | +USD 14.1 M | +14% | 5.74% | 20.5% | 203 | 70.94% | 0.4 |
|
| 3320 |
3320
American Money Management
Rancho Santa Fe,
California
| USD 116 M | – | – | 8.45% | 65% | 92 | – | 0 |
|
| 3321 |
3321
Oppenheimer & Close
New York
| USD 116 M | -USD 24.5 M | -17% | 6.44% | 149% | 63 | 22.22% | 0.5 |
|
| 3322 |
3322
Van Hulzen Asset Management
El Dorado Hills,
California
| USD 116 M | – | – | 7.06% | 86.3% | 101 | – | 0 |
|
| 3323 |
3323
Cahill Financial Advisors
Edina,
Minnesota
| USD 115 M | – | – | 6.38% | 55.9% | 113 | – | 0 |
|
| 3324 |
3324
AMI Investment Management
Kendallville,
Indiana
| USD 115 M | -USD 18.2 M | -14% | 9.04% | 52% | 43 | 34.88% | 0.4 |
|
| 3325 |
3325
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| USD 115 M | – | – | 9.5% | – | 385 | – | 0 |
|