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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3426 |
3426
Rench Wealth Management
Denton,
Texas
| USD 103 M | – | – | 8.39% | 106% | 43 | – | 0 |
|
| 3427 |
3427
Elm Advisors
Burlingame,
California
| USD 103 M | – | – | 8.07% | 50.5% | 73 | – | 0 |
|
| 3428 |
3428
Penbrook Management
New York
| USD 103 M | – | – | 12% | 107% | 111 | – | 0 |
|
| 3429 |
3429
Foresite Capital Management I
Larkspur,
California
| USD 103 M | – | – | 18.6% | 40.7% | 9 | – | 0 |
|
| 3430 |
UPA
3430
Union Point Advisors
San Mateo,
California
| USD 103 M | +USD 49.4 M | +92% | 18.5% | – | 40 | 72.5% | 0.1 |
|
| 3431 |
3431
Pecaut & Co
Sioux City,
Iowa
| USD 103 M | – | – | 9.67% | 67.6% | 48 | – | 0 |
|
| 3432 |
3432
PKO Investment Management Joint-Stock
Warsaw,
Poland
| USD 103 M | – | – | 17.2% | 145% | 44 | – | 0 |
|
| 3433 |
3433
McKinley Carter Wealth Services
Wheeling,
West Virginia
| USD 103 M | +USD 18.3 M | +22% | 8.36% | 63.2% | 128 | 33.59% | 0.3 |
|
| 3434 |
3434
Field & Main Bank
Henderson,
Kentucky
| USD 103 M | – | – | 10.3% | 107% | 187 | – | 0 |
|
| 3435 |
3435
MKP Capital Management
New York
| USD 102 M | -USD 1322 M | -93% | 20.6% | 69.8% | 7 | 85.71% | 0.2 |
|
| 3436 |
3436
Lombard Odier & Cie (Canada)
Montreal,
Quebec, Canada
| USD 102 M | – | – | 6.42% | 19.2% | 133 | – | 0 |
|
| 3437 |
LC
3437
Lakeshore Capital
Birmingham,
Alabama
| USD 102 M | -USD 7.54 M | -7% | 1.54% | – | 30 | 6.67% | 0.5 |
|
| 3438 |
3438
Valley National Bancorp
New York
| USD 102 M | – | – | 5.67% | – | 197 | – | 0 |
|
| 3439 |
3439
Schnieders Capital Management
Pasadena,
California
| USD 102 M | – | – | 8.72% | 103% | 109 | – | 0 |
|
| 3440 |
3440
First Houston Capital
Houston,
Texas
| USD 102 M | +USD 9.05 M | +10% | 10.5% | 39.2% | 87 | 29.89% | 0.2 |
|
| 3441 |
3441
Paradigm Financial Advisors
Des Peres,
Missouri
| USD 102 M | – | – | 7.8% | 114% | 264 | – | 0 |
|
| 3442 |
RMSCM
3442
R.M. Sincerbeaux Capital Management
New York
| USD 102 M | – | – | 9.52% | 76.4% | 58 | – | 0 |
|
| 3443 |
3443
Perkins Coie Trust Company
Seattle,
Washington
| USD 102 M | – | – | 9.93% | 83.2% | 208 | – | 0 |
|
| 3444 |
3444
Pring Turner Capital Group
Alamo,
California
| USD 101 M | – | – | 4.76% | 70.8% | 219 | – | 0 |
|
| 3445 |
3445
Twin Focus Capital Partners
Boston,
Massachusetts
| USD 101 M | -USD 3.65 M | -3% | 4.11% | 92.5% | 94 | 27.66% | 0.4 |
|
| 3446 |
3446
Arete Wealth Advisors
Chicago,
Illinois
| USD 101 M | – | – | 7.88% | 85.3% | 98 | – | 0 |
|
| 3447 |
3447
Guinness Atkinson Asset Management
Pasadena,
California
| USD 101 M | -USD 2.58 M | -2% | 7.87% | 132% | 83 | 18.07% | 0.5 |
|
| 3448 |
3448
Open Field Capital
New York,
United States
| USD 101 M | – | – | 1.76% | – | 43 | – | 0 |
|
| 3449 |
SM
3449
Salzhauer Michael
| USD 101 M | – | – | 14.3% | 107% | 126 | – | 0 |
|
| 3450 |
3450
Independent Order of Foresters
Toronto,
Ontario, Canada
| USD 101 M | -USD 989 k | -1% | 0.53% | 66.3% | 128 | 6.25% | 0.5 |
|