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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3476 |
WCA
3476
Woodbine Capital Advisors
New York
| USD 100 M | +USD 16.4 M | +20% | 5.72% | – | 36 | 88.89% | 0.1 |
|
| 3477 |
3477
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| USD 100 M | -USD 68.1 M | -41% | 1.07% | – | 187 | 32.62% | 0.7 |
|
| 3478 |
3478
Trust Investment Advisors
Indianapolis,
Indiana
| USD 100 M | +USD 2.6 M | +3% | 0.69% | 178% | 105 | 14.29% | 0.2 |
|
| 3479 |
3479
Bridgewater Advisors
New York
| USD 99.4 M | +USD 2.15 M | +2% | 2.34% | 61% | 98 | 18.37% | 0.2 |
|
| 3480 |
RAM
3480
Roumell Asset Management
Chevy Chase,
Maryland
| USD 99.4 M | +USD 5.27 M | +6% | 1.6% | 46.9% | 25 | 64% | 0.3 |
|
| 3481 |
3481
McCarthy Capital
Omaha,
Nebraska
| USD 99.2 M | -USD 1.74 M | -2% | 1.73% | – | 1 | 0% | 0.8 |
|
| 3482 |
3482
Summit Rock Advisors
New York
| USD 99.1 M | -USD 33.3 M | -25% | 0.78% | – | 3 | 0% | 0.8 |
|
| 3483 |
3483
GSI Capital Advisors
Newport Beach,
California
| USD 99.1 M | +USD 9.5 M | +11% | 10.2% | 39.7% | 39 | 46.15% | 0.4 |
|
| 3484 |
3484
Suncoast Equity Management
Tampa,
Florida
| USD 99.1 M | +USD 550 k | +0.6% | 0.08% | 82.9% | 21 | 9.52% | 0.8 |
|
| 3485 |
3485
Van Hulzen Asset Management
El Dorado Hills,
California
| USD 98.9 M | -USD 16.8 M | -15% | 2.5% | 86.3% | 111 | 34.23% | 0.2 |
|
| 3486 |
LC
3486
Lakeshore Capital
Birmingham,
Alabama
| USD 98.8 M | -USD 3.38 M | -3% | 7.75% | – | 28 | 0% | 0.8 |
|
| 3487 |
RCA
3487
Rex Capital Advisors
Providence,
Rhode Island
| USD 98.7 M | +USD 7.96 M | +9% | 2.47% | 7.31% | 56 | 12.5% | 0.7 |
|
| 3488 |
FIG
3488
Fusion Investment Group
Pittsburgh,
Pennsylvania
| USD 98.6 M | -USD 36.6 M | -27% | 0.96% | – | 263 | 23.57% | 0.2 |
|
| 3489 |
HA
3489
Havens Advisors
New York
| USD 98.1 M | -USD 27.9 M | -22% | 11.1% | 460% | 52 | 71.15% | 0.2 |
|
| 3490 |
3490
N.G. Partners II
Palo Alto,
California
| USD 98.1 M | -USD 67.6 M | -41% | 30.3% | – | 1 | 0% | 0.3 |
|
| 3491 |
3491
Wheatland Advisors
Lancaster,
Pennsylvania
| USD 97.9 M | +USD 2.53 M | +3% | 2.26% | 30.5% | 86 | 6.98% | 0.2 |
|
| 3492 |
3492
Verity Asset Management
Durham,
North Carolina
| USD 97.4 M | +USD 5.9 M | +6% | 4.89% | 79.7% | 75 | 44% | 0.2 |
|
| 3493 |
3493
Nierenberg Investment Management Company
Camas,
Washington
| USD 97.2 M | -USD 13.5 M | -12% | 8.71% | 135% | 7 | 0% | 0.7 |
|
| 3494 |
3494
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| USD 97 M | -USD 14.9 M | -13% | 4.55% | 73.7% | 67 | 13.43% | 0.2 |
|
| 3495 |
3495
Merriman Wealth Management
Seattle,
Washington
| USD 96.6 M | -USD 139 M | -59% | 2.12% | 18.3% | 111 | 86.49% | 0.2 |
|
| 3496 |
WRIP
3496
White River Investment Partners
San Francisco,
California
| USD 96.1 M | +USD 3.85 M | +4% | 3.19% | – | 23 | 56.52% | 0.2 |
|
| 3497 |
BC
3497
Banced Corp
Edwardsville,
Illinois
| USD 96.1 M | -USD 3.24 M | -3% | 2.64% | 27.5% | 227 | 34.8% | 0.5 |
|
| 3498 |
3498
NGP MR Management
Dallas,
Texas
| USD 95.9 M | -USD 177 k | -0.2% | 8.44% | 21.9% | 4 | 75% | 0.1 |
|
| 3499 |
3499
Grace Capital
Quincy,
Massachusetts
| USD 95.3 M | +USD 8.8 M | +10% | 1.37% | 127% | 82 | 3.66% | 0.7 |
|
| 3500 |
3500
M Holdings Securities
Portland,
Oregon
| USD 95.3 M | -USD 44.9 M | -32% | 1.77% | 83.9% | 211 | 40.76% | 0.2 |
|