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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 |
PWS
3401
Peloton Wealth Strategists
Indianapolis,
Indiana
| USD 114 M | -USD 8.12 M | -7% | 4.2% | 51.3% | 112 | 65.18% | 0.5 |
|
| 3402 |
GBM
3402
Grace Brothers Management
Evanston,
Illinois
| USD 114 M | +USD 6.36 M | +6% | 0.13% | – | 50 | 14% | 0.4 |
|
| 3403 |
3403
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| USD 113 M | +USD 16.3 M | +17% | 3.24% | 73.7% | 74 | 20.27% | 0.4 |
|
| 3404 |
THCM
3404
Tipp Hill Capital Management
New York
| USD 113 M | -USD 20.4 M | -15% | 8.43% | 1.13% | 39 | 71.79% | 0.3 |
|
| 3405 |
RCS
3405
Retirement Capital Strategies
San Jose,
California
| USD 113 M | +USD 6.08 M | +6% | 6.62% | 59% | 9 | 0% | 0.5 |
|
| 3406 |
PM
3406
Penbrook Management
New York
| USD 113 M | +USD 7.48 M | +7% | 4.84% | 107% | 120 | 13.33% | 0.4 |
|
| 3407 |
ETM
3407
Euclidean Technologies Management
Seattle,
Washington
| USD 113 M | -USD 1.1 M | -1% | 6.03% | 124% | 45 | 22.22% | 0.4 |
|
| 3408 |
IF
3408
IRON Financial
Northbrook,
Illinois
| USD 113 M | -USD 18.4 M | -14% | 3.97% | 51.4% | 98 | 40.82% | 0.3 |
|
| 3409 |
3409
Fort Point Capital Partners
San Francisco,
California
| USD 113 M | +USD 9.29 M | +9% | 3.81% | 62.2% | 48 | 25% | 0.4 |
|
| 3410 |
NVPV
3410
Norwest Venture Partners VIII
Palo Alto,
California
| USD 113 M | -USD 58.3 M | -34% | 34% | – | 2 | 0% | 0.5 |
|
| 3411 |
SIC
3411
Shoker Investment Counsel
Oxford,
Ohio
| USD 113 M | +USD 6.25 M | +6% | 4% | 83.8% | 91 | 12.09% | 0.5 |
|
| 3412 |
WSIB
3412
Washington State Investment Board
Olympia,
Washington
| USD 112 M | +USD 10.4 M | +10% | 9.39% | 567% | 26 | 0% | 1 |
|
| 3413 |
LWM
3413
Lyons Wealth Management
Winter Park,
Florida
| USD 112 M | -USD 2.24 M | -2% | 6.34% | 40.1% | 97 | 54.64% | 0.4 |
|
| 3414 |
RCA
3414
Rex Capital Advisors
Providence,
Rhode Island
| USD 112 M | +USD 13.4 M | +14% | 6.64% | 7.31% | 55 | 5.45% | 0.9 |
|
| 3415 |
EAMA
3415
EFG Asset Management (Americas)
Miami,
Florida
| USD 112 M | -USD 10.4 M | -8% | 3.03% | 112% | 152 | 30.92% | 0.4 |
|
| 3416 |
3416
Tarbox Family Office
Newport Beach,
California
| USD 112 M | -USD 290 k | -0.3% | 4.83% | 60.5% | 588 | 8.67% | 0.5 |
|
| 3417 |
GIM
3417
Guild Investment Management
Los Angeles,
California
| USD 112 M | +USD 51.8 M | +86% | 6.81% | 101% | 46 | 80.43% | 0.2 |
|
| 3418 |
NERM
3418
New England Research & Management
Chicago,
Illinois
| USD 112 M | +USD 2.51 M | +2% | 3.2% | 65% | 164 | 22.56% | 0.4 |
|
| 3419 |
3419
Plante Moran Financial Advisors
Southfield,
Michigan
| USD 112 M | +USD 19.7 M | +21% | 4.61% | 62.8% | 889 | 34.42% | 0.6 |
|
| 3420 |
TPP
3420
Triangle Peak Partners
Carmel,
California
| USD 111 M | +USD 826 k | +0.7% | 5.53% | – | 39 | 7.69% | 0.5 |
|
| 3421 |
3421
Plancorp LLC
Saint Louis,
Missouri
| USD 111 M | -USD 36 M | -24% | 5.53% | 67.3% | 133 | 51.88% | 0.4 |
|
| 3422 |
IOOF
3422
Independent Order of Foresters
Toronto,
Ontario, Canada
| USD 111 M | +USD 2.65 M | +2% | 5.02% | 66.3% | 128 | 5.47% | 0.9 |
|
| 3423 |
LA
3423
Lau Associates
Greenville,
Delaware
| USD 111 M | -USD 1.04 M | -0.9% | 6.77% | 44.5% | 65 | 6.15% | 0.9 |
|
| 3424 |
PAA
3424
Peregrine Asset Advisers
Portland,
Oregon
| USD 111 M | -USD 18.6 M | -14% | 6.01% | 182% | 152 | 48.03% | 0.5 |
|
| 3425 |
HCM
3425
Highlander Capital Management
Short Hills,
New Jersey
| USD 111 M | +USD 4.28 M | +4% | 2.65% | 34.4% | 874 | 9.38% | 0.9 |
|