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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
Advisors Management Group
La Crosse,
Wisconsin
| USD 150 M | +USD 6.51 M | +5% | 0.58% | 125% | 62 | 1.61% | 0.7 |
|
| 3302 |
FPA
3302
Fieldpoint Private Advisors
New York
| USD 150 M | +USD 3.1 M | +2% | 5.04% | 34% | 66 | 6.06% | 2 |
|
| 3303 |
BOIA
3303
Bush ODonnell Investment Advisors
St Louis,
Missouri
| USD 150 M | -USD 405 k | -0.3% | 1.9% | 45.9% | 48 | 2.08% | 2.6 |
|
| 3304 |
LD
3304
Lipe & Dalton
Syracuse,
New York
| USD 149 M | +USD 4.56 M | +3% | 6.43% | 101% | 100 | 21% | 1.6 |
|
| 3305 |
DDC
3305
Daniel Devine & Co
Parkland,
Florida
| USD 149 M | +USD 2.34 M | +2% | 5.25% | 34.2% | 52 | 9.62% | 1.6 |
|
| 3306 |
MIC
3306
Meridian Investment Counsel
Lafayette,
California
| USD 149 M | +USD 1.57 M | +1% | 3.65% | 116% | 179 | 9.5% | 2.2 |
|
| 3307 |
CRCM
3307
Crystal Rock Capital Management
Bannockburn,
Illinois
| USD 148 M | +USD 13.3 M | +10% | 8.52% | 172% | 35 | 20% | 1.4 |
|
| 3308 |
JWS
3308
Juncture Wealth Strategies
Scottsdale,
Arizona
| USD 148 M | +USD 8.01 M | +6% | 2.02% | 76.5% | 84 | 20.24% | 1.1 |
|
| 3309 |
3309
Plante Moran Financial Advisors
Southfield,
Michigan
| USD 148 M | +USD 10.2 M | +7% | 2.62% | 62.8% | 1,052 | 21.77% | 1.7 |
|
| 3310 |
WAS
3310
WESPAC Advisors SoCal
Pasadena,
California
| USD 148 M | -USD 5.48 M | -4% | 1.54% | 135% | 312 | 20.83% | 0.6 |
|
| 3311 |
RCP
3311
Rho Capital Partners
New York
| USD 148 M | +USD 23 M | +18% | 40% | – | 8 | 25% | 1.9 |
|
| 3312 |
3312
Cevian Capital II
St. Helier,
Jersey
| USD 148 M | -USD 14 M | -9% | 8.67% | 105% | 1 | 0% | 0.8 |
|
| 3313 |
PC
3313
Permit Capital
West Conshohocken,
Pennsylvania
| USD 148 M | +USD 7.45 M | +5% | 7.89% | 121% | 33 | 6.06% | 2.3 |
|
| 3314 |
MC
3314
Miles Capital
West Des Moines,
Iowa
| USD 148 M | +USD 1.02 M | +0.7% | 3.59% | 15.4% | 234 | 59.83% | 0.8 |
|
| 3315 |
LWA
3315
Lowe Wealth Advisors
Columbia,
Maryland
| USD 148 M | -USD 1.12 M | -0.8% | 1.63% | 63.3% | 264 | 6.06% | 1.4 |
|
| 3316 |
JRM
3316
John R. Muse
| USD 147 M | -USD 17 M | -10% | 7.21% | – | 1 | 0% | 1.8 |
|
| 3317 |
MBA
3317
McQueen Ball & Associates
Bethlehem,
Pennsylvania
| USD 147 M | +USD 5.85 M | +4% | 5.34% | 53.6% | 110 | 9.09% | 0.7 |
|
| 3318 |
KC
3318
Kellner Capital
New York
| USD 146 M | +USD 2.22 M | +2% | 11.7% | 390% | 66 | 59.09% | 0.5 |
|
| 3319 |
NME
3319
Notis-McConarty Edward
| USD 146 M | +USD 3.69 M | +3% | 3.61% | 91.2% | 98 | 7.14% | 2.4 |
|
| 3320 |
IVMX
3320
Institutional Venture Management XIII
Menlo Park,
California
| USD 146 M | +USD 13.6 M | +10% | 12.7% | – | 6 | 0% | 2.1 |
|
| 3321 |
VWM
3321
Vector Wealth Management
Minneapolis,
Minnesota
| USD 146 M | -USD 759 k | -0.5% | 3.87% | 2.13% | 82 | 4.88% | 2.3 |
|
| 3322 |
CWM
3322
Cedar Wealth Management
Walnut Creek,
California
| USD 146 M | -USD 10.9 M | -7% | 2.01% | 68.1% | 141 | 19.86% | 0.5 |
|
| 3323 |
LFG
3323
LifePlan Financial Group
Dayton,
Ohio
| USD 146 M | +USD 101 k | +0.1% | 2.76% | 20.2% | 112 | 14.29% | 2 |
|
| 3324 |
LK
3324
Lumbard & Kellner
Hollis,
New Hampshire
| USD 146 M | +USD 9.6 M | +7% | 5.07% | 137% | 86 | 9.3% | 1.8 |
|
| 3325 |
UAM
3325
UAS Asset Management
New York
| USD 146 M | -USD 26.9 M | -16% | 2.43% | 98% | 27 | 22.22% | 2 |
|