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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3401 |
AC
3401
Argentiere Capital
Zug,
Switzerland
| USD 109 M | +USD 18.9 M | +21% | 5.33% | 1.96% | 29 | 96.55% | 0 |
|
| 3402 |
NERM
3402
New England Research & Management
Chicago,
Illinois
| USD 109 M | +USD 5.5 M | +5% | 0.34% | 65% | 171 | 30.41% | 0.2 |
|
| 3403 |
WCM
3403
Weyland Capital Management
Portsmouth,
New Hampshire
| USD 109 M | +USD 4.98 M | +5% | 0.87% | 25.7% | 13 | 15.38% | 0.6 |
|
| 3404 |
3404
StepStone Group
La Jolla,
California
| USD 109 M | -USD 115 M | -51% | 5.39% | 103% | 15 | 46.67% | 0.5 |
|
| 3405 |
PFA
3405
Paradigm Financial Advisors
Des Peres,
Missouri
| USD 109 M | +USD 6.66 M | +7% | 0.61% | 114% | 303 | 25.08% | 0.2 |
|
| 3406 |
PG
3406
Portola Group
San Jose,
California
| USD 109 M | -USD 46.7 M | -30% | 4.77% | – | 106 | 49.06% | 0.4 |
|
| 3407 |
IOOF
3407
Independent Order of Foresters
Toronto,
Ontario, Canada
| USD 108 M | +USD 7.48 M | +7% | 6.34% | 66.3% | 126 | 3.97% | 0.7 |
|
| 3408 |
EI
3408
EDMP Inc
Lutz,
Florida
| USD 108 M | -USD 5.07 M | -4% | 3.77% | 71.6% | 58 | 6.9% | 0.7 |
|
| 3409 |
KSCM
3409
Kamunting Street Capital Management
Miami Beach,
Florida
| USD 108 M | +USD 37.2 M | +52% | 5.92% | 7.47% | 29 | 41.38% | 0.2 |
|
| 3410 |
FIM
3410
Fernwood Investment Management
Quincy,
Massachusetts
| USD 108 M | -USD 42.8 M | -28% | 2.62% | 83.4% | 148 | 29.73% | 0.2 |
|
| 3411 |
3411
Arete Wealth Advisors
Chicago,
Illinois
| USD 108 M | +USD 6.35 M | +6% | 4.8% | 85.3% | 122 | 28.69% | 0.2 |
|
| 3412 |
CR
3412
Cooperatieve Rabobank
Utrecht,
Netherlands
| USD 108 M | -USD 41.5 M | -28% | 0.56% | – | 111 | 37.84% | 0.6 |
|
| 3413 |
3413
L.J. Altfest & Co
New York
| USD 108 M | -USD 9.8 M | -8% | 1.58% | 90.3% | 120 | 23.33% | 0.2 |
|
| 3414 |
3414
Schnieders Capital Management
Pasadena,
California
| USD 108 M | +USD 5.61 M | +5% | 1.7% | 103% | 120 | 16.67% | 0.2 |
|
| 3415 |
GBM
3415
Grace Brothers Management
Evanston,
Illinois
| USD 107 M | -USD 12.4 M | -10% | 0.14% | – | 47 | 4.26% | 0.4 |
|
| 3416 |
RCS
3416
Retirement Capital Strategies
San Jose,
California
| USD 107 M | +USD 6.7 M | +7% | 2.42% | 59% | 9 | 0% | 0.3 |
|
| 3417 |
3417
Westover Capital Advisors
Wilmington,
Delaware
| USD 107 M | +USD 2.38 M | +2% | 2.36% | 133% | 87 | 18.39% | 0.6 |
|
| 3418 |
SWM
3418
Strategic Wealth Management
Kirkland,
Washington
| USD 107 M | +USD 8.43 M | +9% | 3.85% | 52.8% | 39 | 38.46% | 0.5 |
|
| 3419 |
3419
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| USD 107 M | +USD 6.89 M | +7% | 1.37% | 79.3% | 61 | 4.92% | 0.2 |
|
| 3420 |
ACM
3420
Aurelius Capital Management
New York
| USD 107 M | +USD 39.9 M | +60% | 0% | – | 6 | 100% | 0 |
|
| 3421 |
PTCG
3421
Pring Turner Capital Group
Alamo,
California
| USD 107 M | +USD 5.47 M | +5% | 3.71% | 70.8% | 221 | 79.64% | 0.2 |
|
| 3422 |
SAMT
3422
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
| USD 107 M | -USD 4.66 M | -4% | 1.73% | 68.4% | 47 | 42.55% | 0.2 |
|
| 3423 |
TBNY
3423
Trustco Bank (New York)
Albany,
New York
| USD 107 M | -USD 2.28 M | -2% | 0.01% | 131% | 69 | 5.8% | 0.7 |
|
| 3424 |
HCM
3424
Highlander Capital Management
Short Hills,
New Jersey
| USD 107 M | +USD 749 k | +0.7% | 1.23% | 34.4% | 877 | 8.1% | 0.7 |
|
| 3425 |
SIC
3425
Shoker Investment Counsel
Oxford,
Ohio
| USD 106 M | -USD 2.24 M | -2% | 0.84% | 83.8% | 90 | 10% | 0.2 |
|