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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 |
3476
Bourgeon Capital Management
Darien,
Connecticut
| USD 194 M | +USD 7.97 M | +4% | 7.57% | 121% | 77 | 7.79% | 2.6 |
|
| 3477 |
3477
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| USD 194 M | +USD 8.09 M | +4% | 5.48% | 66.8% | 114 | 4.39% | 3.7 |
|
| 3478 |
3478
Old Point Trust & Financial Services N A
Newport News,
Virginia
| USD 194 M | +USD 11.2 M | +6% | 6.63% | 72.6% | 72 | 2.78% | 4.4 |
|
| 3479 |
3479
Athanor Capital
New York
| USD 193 M | -USD 58.8 M | -23% | 7.36% | 171% | 63 | 66.67% | 0.2 |
|
| 3480 |
3480
CastleArk Alternatives
Chicago,
Illinois
| USD 193 M | +USD 6.81 M | +4% | 5.11% | – | 46 | 13.04% | 0.5 |
|
| 3481 |
3481
Confluence Wealth Management
Portland,
Oregon
| USD 193 M | +USD 4.09 M | +2% | 5.13% | 31.9% | 125 | 9.6% | 2.9 |
|
| 3482 |
3482
Beech Hill Advisors
New York
| USD 193 M | +USD 14.3 M | +8% | 5.48% | 105% | 82 | 21.95% | 2.3 |
|
| 3483 |
3483
Talara Capital Management
Montclair,
New Jersey
| USD 193 M | +USD 12.9 M | +7% | 0.56% | 17.4% | 17 | 5.88% | 2 |
|
| 3484 |
3484
AMI Investment Management
Kendallville,
Indiana
| USD 193 M | +USD 3.67 M | +2% | 5.94% | 47.9% | 65 | 10.77% | 2.9 |
|
| 3485 |
3485
GSI Capital Advisors
Newport Beach,
California
| USD 192 M | +USD 892 k | +0.5% | 0.15% | 39.7% | 36 | 41.67% | 0.7 |
|
| 3486 |
3486
Spitfire Capital
Mill Valley,
California
| USD 192 M | -USD 15.5 M | -7% | 0.66% | 25.9% | 19 | 5.26% | 3.6 |
|
| 3487 |
ACM
3487
Ailanthus Capital Management
New York
| USD 192 M | -USD 12.7 M | -6% | 4.03% | – | 20 | 55% | 0.4 |
|
| 3488 |
CCC
3488
Chelsea Counsel Company
Los Angeles,
California
| USD 192 M | +USD 23.9 M | +14% | 8.72% | 106% | 80 | 10% | 3.6 |
|
| 3489 |
3489
Crestwood Capital Management
New York
| USD 192 M | +USD 6.4 M | +3% | 7.47% | 203% | 27 | 25.93% | 1.6 |
|
| 3490 |
KA
3490
Kaizen Advisory
Wheaton,
Illinois
| USD 192 M | -USD 5.2 M | -3% | 6.11% | – | 633 | 18.48% | 0.7 |
|
| 3491 |
3491
Lumbard & Kellner
Hollis,
New Hampshire
| USD 192 M | +USD 20.6 M | +12% | 4.83% | 137% | 85 | 10.59% | 2.9 |
|
| 3492 |
3492
Liberty Capital Management
Birmingham,
Michigan
| USD 191 M | +USD 20.5 M | +12% | 8.4% | – | 115 | 14.78% | 3.6 |
|
| 3493 |
3493
Blume Capital Management
Berkeley,
California
| USD 191 M | +USD 8.08 M | +4% | 6.62% | 96.9% | 206 | 7.77% | 3.2 |
|
| 3494 |
HIS
3494
Horizon Investment Services
Hammond,
Indiana
| USD 191 M | -USD 9.8 M | -5% | 6.04% | 250% | 113 | 30.97% | 1.7 |
|
| 3495 |
3495
Sharkey, Howes & Javer
Denver,
Colorado
| USD 191 M | +USD 11 M | +6% | 4.53% | 60.2% | 239 | 8.79% | 2.4 |
|
| 3496 |
3496
Janiczek Wealth Management
Denver,
Colorado
| USD 191 M | +USD 1.59 M | +0.8% | 1.86% | 16.4% | 180 | 18.33% | 0.5 |
|
| 3497 |
3497
Juncture Wealth Strategies
Scottsdale,
Arizona
| USD 191 M | +USD 4.33 M | +2% | 2.1% | 76.5% | 114 | 11.4% | 1.9 |
|
| 3498 |
3498
Doheny Asset Management
Los Angeles,
California
| USD 191 M | +USD 6.62 M | +4% | 4.56% | 135% | 106 | 11.32% | 3.7 |
|
| 3499 |
3499
Pacifica Capital Investments
Leander,
Texas
| USD 191 M | +USD 16 M | +9% | 11.1% | 70.4% | 21 | 4.76% | 3.4 |
|
| 3500 |
3500
CMH Wealth Management
Portsmouth,
New Hampshire
| USD 191 M | +USD 16 M | +9% | 6.02% | 88% | 64 | 21.88% | 1.1 |
|