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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
3351
Cypress Capital
Franklin,
Tennessee
| USD 218 M | -USD 3.77 M | -2% | 1.16% | 43.6% | 68 | 10.29% | 0.7 |
|
| 3352 |
3352
Crewe Advisors
Salt Lake City,
Utah
| USD 218 M | -USD 90.1 M | -29% | 16.4% | 96.1% | 329 | 37.39% | 1.3 |
|
| 3353 |
3353
Albar Capital
London,
United Kingdom
| USD 218 M | -USD 12.7 M | -6% | 3.33% | 163% | 46 | 82.61% | 0.1 |
|
| 3354 |
3354
Interactive Financial Advisors
New Lenox,
Illinois
| USD 217 M | -USD 563 k | -0.3% | 2.24% | 47.6% | 143 | 17.48% | 3.6 |
|
| 3355 |
3355
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| USD 217 M | +USD 727 k | +0.3% | 0.99% | 68.2% | 209 | 9.57% | 4.4 |
|
| 3356 |
3356
Arabesque Asset Management
London,
United Kingdom
| USD 217 M | -USD 1.24 M | -0.6% | 7% | 122% | 147 | 50.34% | 0.4 |
|
| 3357 |
BCM
3357
Birmingham Capital Management
Birmingham,
Alabama
| USD 217 M | -USD 4.25 M | -2% | 1.22% | 103% | 102 | 4.9% | 4.9 |
|
| 3358 |
SCM
3358
Symons Capital Management
Pittsburgh,
Pennsylvania
| USD 217 M | -USD 23.6 M | -10% | 3.61% | 25.4% | 81 | 20.99% | 1.4 |
|
| 3359 |
3359
Pasadena Private Wealth
Pasadena,
California
| USD 217 M | +USD 5.35 M | +3% | 0.98% | 53% | 62 | 20.97% | 0.4 |
|
| 3360 |
PWP
3360
Personal Wealth Partners
Bloomington,
Minnesota
| USD 217 M | +USD 7.35 M | +4% | 1.16% | 37.2% | 750 | 61.2% | 0.1 |
|
| 3361 |
IBT
3361
International Biotechnology Trust
London,
United Kingdom
| USD 216 M | -USD 53.3 M | -20% | 9.61% | 11.1% | 66 | 15.15% | 1.4 |
|
| 3362 |
3362
Willow Creek Wealth Management
Sebastopol,
California
| USD 216 M | +USD 7.01 M | +3% | 1.45% | – | 86 | 5.81% | 1.7 |
|
| 3363 |
3363
Stonebridge Capital Management
Los Angeles,
California
| USD 216 M | -USD 38 M | -15% | 1.09% | – | 146 | 22.6% | 4.3 |
|
| 3364 |
3364
Antara Capital
New York
| USD 216 M | -USD 243 M | -53% | 0.86% | 39.8% | 62 | 72.58% | 0.3 |
|
| 3365 |
3365
Mizuho Trust & Banking
Tokyo,
Japan
| USD 216 M | +USD 116 M | +115% | 1.21% | 36.1% | 20 | 75% | 0.1 |
|
| 3366 |
3366
AMI Investment Management
Kendallville,
Indiana
| USD 215 M | +USD 19.1 M | +10% | 0.96% | 52% | 72 | 8.33% | 3.2 |
|
| 3367 |
3367
Holderness Investments Company
Greensboro,
North Carolina
| USD 215 M | -USD 5.59 M | -3% | 2.64% | 144% | 192 | 9.9% | 3.2 |
|
| 3368 |
3368
Longfellow Investment Management
Boston,
Massachusetts
| USD 215 M | +USD 97.2 M | +83% | 1.81% | 45.9% | 139 | 36.69% | 0.6 |
|
| 3369 |
3369
Summit Asset Management
Memphis,
Tennessee
| USD 215 M | +USD 3.77 M | +2% | 1.02% | 48.9% | 119 | 10.92% | 3.9 |
|
| 3370 |
3370
D.B. Root & Company
Pittsburgh,
Pennsylvania
| USD 215 M | -USD 11 M | -5% | 1.54% | 57.3% | 203 | 9.36% | 1.3 |
|
| 3371 |
3371
Charles Schwab Trust
Henderson,
Nevada
| USD 215 M | – | – | 1.66% | 52.7% | 146 | – | 0 |
|
| 3372 |
LCM
3372
Lionstone Capital Management
New York
| USD 215 M | -USD 10.6 M | -5% | 5.1% | 74.1% | 19 | 5.26% | 2.5 |
|
| 3373 |
3373
Ally Invest Advisors
Charlotte,
North Carolina
| USD 214 M | +USD 30.5 M | +17% | 0.35% | 41.1% | 13 | 23.08% | 0.6 |
|
| 3374 |
3374
GVO Asset Management
Zug,
Switzerland
| USD 214 M | +USD 91.2 M | +74% | 4.83% | 71.2% | 14 | 57.14% | 0.5 |
|
| 3375 |
3375
Holloway Wealth Management
Gainesville,
Florida
| USD 214 M | +USD 3.74 M | +2% | 2.46% | 50.7% | 196 | 0% | 1.7 |
|