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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
3301
Financial Planning & Information Services
De Pere,
Wisconsin
| USD 144 M | USD 0 | 0% | 2.96% | 13% | 32 | 0% | 1 |
|
| 3302 |
3302
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| USD 144 M | – | – | 4.48% | 71.4% | 238 | – | 0 |
|
| 3303 |
3303
Liberty Capital Management
Birmingham,
Michigan
| USD 144 M | +USD 6.08 M | +4% | 6.86% | – | 102 | 5.88% | 1.4 |
|
| 3304 |
3304
Paragon Capital Management (Colorado)
Denver,
Colorado
| USD 143 M | -USD 420 k | -0.3% | 2.29% | 109% | 79 | 18.99% | 1.2 |
|
| 3305 |
3305
Doliver Advisors
Houston,
Texas
| USD 143 M | -USD 2.12 M | -1% | 3.43% | 92.3% | 340 | 54.12% | 0.7 |
|
| 3306 |
3306
Blue Chip Partners
Farmington Hills,
Michigan
| USD 143 M | – | – | 3.19% | 81.2% | 108 | – | 0 |
|
| 3307 |
3307
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| USD 143 M | -USD 18.8 M | -12% | 1.11% | 82.6% | 101 | 22.77% | 1.3 |
|
| 3308 |
3308
Advisory Alpha
Holland,
Michigan
| USD 143 M | -USD 7.56 M | -5% | 0.6% | 50.3% | 34 | 0% | 1 |
|
| 3309 |
3309
Yorkville Capital Management
New York
| USD 143 M | -USD 30.2 M | -17% | 9.9% | – | 57 | 21.05% | 1.2 |
|
| 3310 |
SFM
3310
Signature Financial Management
Norfolk,
Virginia
| USD 143 M | +USD 3.33 M | +2% | 0.06% | 20.8% | 99 | 23.23% | 1.1 |
|
| 3311 |
3311
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| USD 143 M | – | – | 0.87% | 80.8% | 31 | – | 0 |
|
| 3312 |
3312
Columbia Pacific Advisors
Seattle,
Washington
| USD 143 M | – | – | 1.01% | 5.27% | 39 | – | 0.2 |
|
| 3313 |
3313
Wilsey Asset Management
San Diego,
California
| USD 143 M | +USD 17.5 M | +14% | 3.7% | 66.9% | 24 | 8.33% | 0.9 |
|
| 3314 |
3314
WESPAC Advisors
Orinda,
California
| USD 143 M | +USD 18 M | +14% | 5.78% | 112% | 167 | 51.5% | 0.7 |
|
| 3315 |
3315
Alpha Capital Management
Austin,
Texas
| USD 143 M | +USD 15.2 M | +12% | 4.64% | 88% | 94 | 21.28% | 1 |
|
| 3316 |
SL
3316
SIB LLC
New York,
New York
| USD 142 M | -USD 165 k | -0.1% | 14.3% | 29.2% | 27 | 7.41% | 1.4 |
|
| 3317 |
3317
D. Scott Neal
Lexington,
Kentucky
| USD 142 M | +USD 16.2 M | +13% | 4.45% | 105% | 37 | 13.51% | 0.8 |
|
| 3318 |
3318
Great Hill Partners
Boston,
Massachusetts
| USD 142 M | – | – | 47.4% | 24% | 1 | – | 0 |
|
| 3319 |
3319
Archon Capital Management
Seattle,
Washington
| USD 142 M | -USD 113 M | -44% | 9.75% | 222% | 24 | 45.83% | 0.9 |
|
| 3320 |
3320
Peregrine Asset Advisers
Portland,
Oregon
| USD 142 M | +USD 20.3 M | +17% | 7.29% | 182% | 148 | 35.81% | 0.8 |
|
| 3321 |
3321
Blume Capital Management
Berkeley,
California
| USD 142 M | +USD 13.4 M | +10% | 1.01% | 96.9% | 305 | 38.36% | 0.6 |
|
| 3322 |
3322
Arete Wealth Advisors
Chicago,
Illinois
| USD 142 M | +USD 9.28 M | +7% | 1.7% | 85.3% | 167 | 35.33% | 0.6 |
|
| 3323 |
3323
HughesLittle Investment Management
Vancouver,
| USD 141 M | +USD 10.8 M | +8% | 4.53% | 106% | 19 | 15.79% | 0.9 |
|
| 3324 |
3324
Lumbard & Kellner
Hollis,
New Hampshire
| USD 141 M | +USD 49 k | +0% | 2.5% | 137% | 105 | 18.1% | 0.7 |
|
| 3325 |
3325
Crystal Rock Capital Management
Bannockburn,
Illinois
| USD 141 M | +USD 8.24 M | +6% | 13% | 172% | 33 | 24.24% | 1.1 |
|