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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 |
GCA
3426
GSI Capital Advisors
Newport Beach,
California
| USD 165 M | -USD 2.81 M | -2% | 0.13% | 39.7% | 41 | 43.9% | 0.4 |
|
| 3427 |
FNB
3427
Farmers National Bank
Danville,
Kentucky
| USD 165 M | -USD 4.23 M | -2% | 2.65% | – | 153 | 5.88% | 2 |
|
| 3428 |
SIA
3428
Starfire Investment Advisers
Southfield,
Michigan
| USD 165 M | -USD 5.91 M | -3% | 4.09% | 19.2% | 130 | 13.85% | 2.1 |
|
| 3429 |
RHFI
3429
Reilly Herbert Faulkner III
| USD 165 M | +USD 4.39 M | +3% | 5.5% | 80.6% | 44 | 4.55% | 3.1 |
|
| 3430 |
PCM
3430
Punch Card Management
Winter Park,
Florida
| USD 165 M | +USD 7.23 M | +5% | 14.1% | 41% | 3 | 0% | 2.5 |
|
| 3431 |
FWCM
3431
First Western Capital Management
Los Angeles,
California
| USD 165 M | -USD 1.07 M | -0.6% | 5.95% | 43% | 79 | 8.86% | 2.7 |
|
| 3432 |
WIM
3432
Wilen Investment Management
Bonita Springs,
Florida
| USD 164 M | -USD 1.44 M | -0.9% | 6.58% | 79.9% | 64 | 7.81% | 3.4 |
|
| 3433 |
3433
Moisand Fitzgerald Tamayo
Orlando,
Florida
| USD 164 M | +USD 17.3 M | +12% | 3.56% | 51.1% | 329 | 78.42% | 0.3 |
|
| 3434 |
3434
Private Ocean
San Rafael,
California
| USD 164 M | +USD 9.7 M | +6% | 1.53% | 2.82% | 203 | 22.17% | 2.6 |
|
| 3435 |
SMV
3435
Sofinnova Management VIII
Menlo Park,
California
| USD 164 M | -USD 14.4 M | -8% | 18.1% | – | 10 | 30% | 0.6 |
|
| 3436 |
VSWA
3436
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
| USD 164 M | +USD 6.7 M | +4% | 4.22% | 70.1% | 78 | 21.79% | 1.4 |
|
| 3437 |
CAM
3437
Covenant Asset Management
Chester,
New Jersey
| USD 164 M | +USD 7.66 M | +5% | 6.6% | 177% | 145 | 9.66% | 0.6 |
|
| 3438 |
IWA
3438
Intercontinental Wealth Advisors
San Antonio,
Texas
| USD 164 M | +USD 8.18 M | +5% | 5.18% | 46.7% | 141 | 15.6% | 1 |
|
| 3439 |
TC
3439
Travelers Companies
Saint Paul,
Minnesota
| USD 164 M | -USD 106 M | -39% | 0.57% | – | 21 | 52.38% | 2.4 |
|
| 3440 |
TA
3440
Tamarack Advisers
Carlsbad,
California
| USD 163 M | -USD 7.99 M | -5% | 6.43% | 46.5% | 47 | 59.57% | 0.5 |
|
| 3441 |
CA
3441
Cumberland Advisors
Sarasota,
Florida
| USD 163 M | -USD 6.88 M | -4% | 5.15% | 73.5% | 47 | 12.77% | 1.3 |
|
| 3442 |
3442
Affinity Wealth Management
Wilmington,
Delaware
| USD 163 M | +USD 5.41 M | +3% | 3.88% | 116% | 83 | 28.92% | 1.5 |
|
| 3443 |
3443
Blue Fin Capital
Warren,
Rhode Island
| USD 163 M | +USD 7.69 M | +5% | 4.75% | 125% | 133 | 6.77% | 3 |
|
| 3444 |
AAM
3444
American Asset Management
Boca Raton,
Florida
| USD 163 M | -USD 15.9 M | -9% | 2.31% | 42.5% | 100 | 15% | 0.9 |
|
| 3445 |
3445
Capital Investment Advisory Services
Raleigh,
North Carolina
| USD 163 M | +USD 11 M | +7% | 3.44% | 69.3% | 180 | 12.22% | 0.6 |
|
| 3446 |
3446
Anderson Hoagland & Co
St Louis,
Missouri
| USD 163 M | +USD 6.09 M | +4% | 7.54% | 95.1% | 98 | 10.2% | 2.5 |
|
| 3447 |
HCA
3447
Horan Capital Advisors
Cincinnati,
Ohio
| USD 163 M | +USD 15.6 M | +11% | 5.02% | 26.6% | 318 | 75.16% | 0.5 |
|
| 3448 |
BA
3448
BCM Advisors
Lafayette,
Louisiana
| USD 163 M | +USD 3.86 M | +2% | 1.3% | 59.3% | 32 | 3.13% | 0.7 |
|
| 3449 |
MFP
3449
Mosaic Financial Partners
San Francisco,
California
| USD 162 M | +USD 2.2 M | +1% | 2.1% | 6.05% | 47 | 8.51% | 3.2 |
|
| 3450 |
AW
3450
Alpha Windward
Westwood,
Massachusetts
| USD 162 M | +USD 6.54 M | +4% | 5.61% | 33.6% | 448 | 17.86% | 2.2 |
|