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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3451 |
NGA
3451
New Generation Advisors
Manchester,
Massachusetts
| USD 162 M | +USD 2.18 M | +1% | 2.41% | 45.1% | 38 | 23.68% | 1.4 |
|
| 3452 |
3452
Lincoln Capital
Lincoln,
Nebraska
| USD 162 M | +USD 2.7 M | +2% | 3.76% | 67.1% | 72 | 5.56% | 2.1 |
|
| 3453 |
3453
RFG Advisory
Birmingham,
Alabama
| USD 162 M | +USD 16.7 M | +12% | 3.07% | 52.3% | 160 | 20.63% | 0.9 |
|
| 3454 |
3454
Ironwood Financial
Tucson,
Arizona
| USD 162 M | +USD 6.41 M | +4% | 2.25% | 54.1% | 288 | 4.17% | 2.4 |
|
| 3455 |
3455
Neumann Capital Management
Foster City,
California
| USD 162 M | +USD 6.14 M | +4% | 5.11% | 89.9% | 74 | 4.05% | 2.5 |
|
| 3456 |
3456
Birch Grove Capital
New York
| USD 161 M | -USD 4.72 M | -3% | 0.5% | 2.66% | 36 | 41.67% | 0.5 |
|
| 3457 |
3457
DAFNA Capital Management
Los Angeles,
California
| USD 161 M | +USD 20.9 M | +15% | 19.6% | 313% | 88 | 29.55% | 1.4 |
|
| 3458 |
3458
Eads & Heald Wealth Management
Atlanta,
Georgia
| USD 161 M | +USD 5.06 M | +3% | 3.79% | 84.4% | 134 | 5.97% | 3.4 |
|
| 3459 |
3459
Mariner Investment Group
Harrison,
New York
| USD 161 M | -USD 22.1 M | -12% | 1.46% | – | 78 | 46.15% | 0.7 |
|
| 3460 |
LJHT
3460
Laurie J. Hall Trustee
| USD 161 M | +USD 4.17 M | +3% | 5.02% | 105% | 307 | 4.56% | 2.1 |
|
| 3461 |
3461
First National Bank of Hutchinson
Hutchinson,
Kansas
| USD 161 M | +USD 3.12 M | +2% | 4.49% | 121% | 80 | 11.25% | 2.2 |
|
| 3462 |
3462
Orbis Investment Management (US)
San Francisco,
California
| USD 161 M | +USD 9.2 M | +6% | 8.03% | 48.8% | 24 | 20.83% | 1.3 |
|
| 3463 |
3463
Holloway Wealth Management
Gainesville,
Florida
| USD 161 M | +USD 1.21 M | +0.8% | 3.41% | 50.7% | 217 | 0% | 0.7 |
|
| 3464 |
3464
First Command Bank
Fort Worth,
Texas
| USD 160 M | +USD 8.14 M | +5% | 2.4% | 34.1% | 457 | 22.32% | 0.6 |
|
| 3465 |
3465
First Command Financial Services
Fort Worth,
Texas
| USD 160 M | +USD 8.14 M | +5% | 2.4% | 34.4% | 457 | 22.32% | 0.6 |
|
| 3466 |
3466
AMI Investment Management
Kendallville,
Indiana
| USD 160 M | +USD 6.13 M | +4% | 4.79% | 47.9% | 48 | 2.08% | 2.9 |
|
| 3467 |
3467
TIFF Advisory Services
Radnor,
Pennsylvania
| USD 160 M | +USD 10.4 M | +7% | 5.62% | 86.3% | 10 | 70% | 0.4 |
|
| 3468 |
3468
Lowe Wealth Advisors
Columbia,
Maryland
| USD 160 M | +USD 3.31 M | +2% | 3.17% | 63.3% | 265 | 14.34% | 2 |
|
| 3469 |
MKC
3469
M. Kraus & Co
Shelburne,
Vermont
| USD 160 M | +USD 1.65 M | +1% | 4.39% | 65.9% | 51 | 5.88% | 3 |
|
| 3470 |
3470
Courage Miller Partners
Norfolk,
Virginia
| USD 160 M | +USD 8.04 M | +5% | 3.2% | 43.5% | 69 | 5.8% | 3.1 |
|
| 3471 |
3471
Fernwood Investment Management
Quincy,
Massachusetts
| USD 160 M | +USD 21.9 M | +16% | 19.5% | 83.4% | 148 | 13.51% | 2.3 |
|
| 3472 |
3472
Adelphi Capital
London,
United Kingdom
| USD 160 M | -USD 11.2 M | -7% | 2.76% | – | 2 | 0% | 2.8 |
|
| 3473 |
3473
Lisanti Capital Growth
New York
| USD 160 M | +USD 9.45 M | +6% | 15.9% | 1,490% | 147 | 49.66% | 0.5 |
|
| 3474 |
NME
3474
Notis-McConarty Edward
| USD 160 M | +USD 5.02 M | +3% | 5.04% | 91.2% | 93 | 6.45% | 3.2 |
|
| 3475 |
3475
Guinness Atkinson Asset Management
Pasadena,
California
| USD 159 M | +USD 5.4 M | +4% | 10.1% | 132% | 64 | 9.38% | 3.1 |
|