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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 |
WA
3426
WealthTrust Axiom
Wayne,
Pennsylvania
| USD 227 M | +USD 23.3 M | +11% | 19.7% | 125% | 221 | 17.19% | 4.5 |
|
| 3427 |
3427
ACME LLC
San Francisco,
California
| USD 227 M | +USD 212 M | +1,420% | 158% | 199% | 3 | 66.67% | 0.2 |
|
| 3428 |
3428
RMR Advisors
Newton,
Massachusetts
| USD 227 M | +USD 29.4 M | +15% | 16.4% | 2.17% | 113 | 0.88% | 5.4 |
|
| 3429 |
3429
Punch Card Management
Winter Park,
Florida
| USD 227 M | +USD 28.3 M | +14% | 52% | 41% | 4 | 25% | 2.3 |
|
| 3430 |
3430
Nalanda India Fund
Moka,
Mauritius
| USD 227 M | +USD 49.5 M | +28% | 27.9% | 15.3% | 1 | 0% | 1.5 |
|
| 3431 |
3431
Emerald Advisors
Bellevue,
Washington
| USD 227 M | +USD 5.36 M | +2% | 9.27% | 71.8% | 77 | 14.29% | 0.4 |
|
| 3432 |
3432
Sharkey, Howes & Javer
Denver,
Colorado
| USD 226 M | +USD 34.7 M | +18% | 16.9% | 60.2% | 73 | 31.51% | 2.3 |
|
| 3433 |
3433
Avestar Capital
New York
| USD 226 M | +USD 43.2 M | +24% | 24.8% | 112% | 209 | 36.36% | 1.2 |
|
| 3434 |
3434
Liquid Strategies
Atlanta,
Georgia
| USD 226 M | +USD 27.3 M | +14% | 9% | 46.8% | 7 | 14.29% | 0.4 |
|
| 3435 |
3435
Occidental Asset Management
Burlingame,
California
| USD 226 M | +USD 27.4 M | +14% | 15.1% | 82.5% | 160 | 24.38% | 2.8 |
|
| 3436 |
3436
American Assets Inc
San Diego,
California
| USD 226 M | +USD 11.6 M | +5% | 7.13% | 63.2% | 12 | 50% | 1.9 |
|
| 3437 |
3437
SFE Investment Counsel
Los Angeles,
California
| USD 226 M | +USD 44 M | +24% | 26.1% | 114% | 108 | 10.19% | 4 |
|
| 3438 |
CT
3438
Chicago Trust
Grayslake,
Illinois
| USD 226 M | +USD 28.3 M | +14% | 15.7% | 96.7% | 177 | 11.3% | 3.6 |
|
| 3439 |
3439
Surevest
Los Angeles,
California
| USD 226 M | +USD 42.3 M | +23% | 19.9% | 24.6% | 102 | 27.45% | 1.2 |
|
| 3440 |
3440
Blue Fin Capital
Warren,
Rhode Island
| USD 226 M | +USD 44.7 M | +25% | 23.3% | 147% | 122 | 9.84% | 4.6 |
|
| 3441 |
3441
Cypress Capital
Franklin,
Tennessee
| USD 226 M | – | – | 12.1% | 43.6% | 64 | – | 1.1 |
|
| 3442 |
PWS
3442
Private Wealth Strategies
New Albany,
Ohio
| USD 226 M | +USD 25.3 M | +13% | 15.6% | 18.8% | 79 | 26.58% | 0.4 |
|
| 3443 |
JWCA
3443
J.W. Coons Advisors
Columbus,
Ohio
| USD 225 M | +USD 34.9 M | +18% | 18.8% | 61.2% | 201 | 10.95% | 0.2 |
|
| 3444 |
3444
Princeton Capital Management
Red Bank,
New Jersey
| USD 225 M | +USD 32.9 M | +17% | 26.9% | 206% | 97 | 12.37% | 2.9 |
|
| 3445 |
3445
Kingfisher Capital
Charlotte,
North Carolina
| USD 225 M | +USD 30.3 M | +16% | 18.2% | 58.5% | 160 | 26.25% | 2.7 |
|
| 3446 |
3446
Summit Financial Strategies
Columbus,
Ohio
| USD 225 M | +USD 40.6 M | +22% | 21.1% | 59.4% | 70 | 21.43% | 2.6 |
|
| 3447 |
3447
Holderness Investments Company
Greensboro,
North Carolina
| USD 225 M | +USD 47.8 M | +27% | 19.3% | 144% | 177 | 17.51% | 3.4 |
|
| 3448 |
3448
Wall Capital Group
Phoenix,
Arizona
| USD 224 M | +USD 36.6 M | +19% | 19.1% | – | 25 | 24% | 2.2 |
|
| 3449 |
3449
Cedar Brook Financial Partners
Cleveland,
Ohio
| USD 224 M | +USD 44.4 M | +25% | 20.8% | 47% | 297 | 21.55% | 1.1 |
|
| 3450 |
3450
Bulldog Investors
Saddle Brook,
New Jersey
| USD 224 M | +USD 34.7 M | +18% | 24.7% | 22.5% | 172 | 34.3% | 1.1 |
|