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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
NCM
3501
Newland Capital Management
New York
| USD 123 M | +USD 33.9 M | +38% | 1.8% | – | 63 | 58.73% | 0.3 |
|
| 3502 |
JWS
3502
Juncture Wealth Strategies
Scottsdale,
Arizona
| USD 123 M | +USD 1.1 M | +0.9% | 0.21% | 76.5% | 85 | 21.18% | 0.4 |
|
| 3503 |
PCA
3503
Peddock Capital Advisors
Braintree,
Massachusetts
| USD 123 M | +USD 1.66 M | +1% | 0.85% | 113% | 104 | 5.77% | 1.2 |
|
| 3504 |
LRIC
3504
Long Road Investment Counsel
Kalamazoo,
Michigan
| USD 123 M | +USD 4.78 M | +4% | 1.64% | 53.8% | 70 | 2.86% | 0.5 |
|
| 3505 |
TCCM
3505
Timber Creek Capital Management
Boston,
Massachusetts
| USD 123 M | -USD 3.05 M | -2% | 0.93% | 139% | 102 | 2.94% | 1.6 |
|
| 3506 |
RCG
3506
Ruggie Capital Group
Tavares,
Florida
| USD 123 M | +USD 38.8 M | +46% | 1.46% | 22% | 412 | 42.23% | 0.3 |
|
| 3507 |
CK
3507
Carnick & Kubik
Colorado Springs,
Colorado
| USD 122 M | +USD 2.64 M | +2% | 0.42% | 45.1% | 127 | 18.11% | 1.2 |
|
| 3508 |
LFFS
3508
La Francaise Forum Securities
Old Greenwich,
Connecticut
| USD 122 M | -USD 29.9 M | -20% | 9.7% | 29.8% | 53 | 20.75% | 1.6 |
|
| 3509 |
PIC
3509
Portland Investment Counsel
Burlington,
Ontario, Canada
| USD 122 M | +USD 54.6 M | +81% | 1.62% | 108% | 45 | 13.33% | 1.1 |
|
| 3510 |
3510
Hawk Ridge Capital Management
Los Angeles,
California
| USD 122 M | +USD 16.7 M | +16% | 0.06% | 84.9% | 43 | 46.51% | 0.5 |
|
| 3511 |
3511
Cornerstone Advisors (Washington)
Bellevue,
Washington
| USD 122 M | -USD 7 M | -5% | 0.32% | 24.3% | 807 | 7.93% | 1.2 |
|
| 3512 |
BA
3512
Bennicas & Associates
Portola Valley,
California
| USD 122 M | +USD 2.93 M | +2% | 1.61% | 40.3% | 89 | 3.37% | 1.7 |
|
| 3513 |
GCMG
3513
Gyroscope Capital Management Group
Naples,
Florida
| USD 122 M | +USD 1.06 M | +0.9% | 1.7% | 24.8% | 68 | 14.71% | 0.4 |
|
| 3514 |
NERM
3514
New England Research & Management
Chicago,
Illinois
| USD 122 M | +USD 5.73 M | +5% | 2.77% | 65% | 203 | 35.47% | 0.8 |
|
| 3515 |
MHIM
3515
MacNealy Hoover Investment Management
Canton,
Ohio
| USD 122 M | +USD 6.66 M | +6% | 0.78% | 42.5% | 87 | 5.75% | 1.4 |
|
| 3516 |
TNAM
3516
Terra Nova Asset Management
New York
| USD 122 M | +USD 956 k | +0.8% | 0.96% | 172% | 132 | 19.7% | 0.2 |
|
| 3517 |
CM
3517
CoreCommodity Management
Stamford,
Connecticut
| USD 122 M | -USD 36.9 M | -23% | 0.15% | 65.8% | 247 | 42.91% | 1.2 |
|
| 3518 |
PAM
3518
Peninsula Asset Management
Bradenton,
Florida
| USD 122 M | -USD 2.94 M | -2% | 1.21% | 44.1% | 48 | 4.17% | 1.8 |
|
| 3519 |
TC
3519
Talkot Capital
Sausalito,
California
| USD 122 M | -USD 24.1 M | -17% | 7.27% | 13.2% | 30 | 53.33% | 0.8 |
|
| 3520 |
RCM
3520
Rotella Capital Management
Bellevue,
Washington
| USD 122 M | +USD 2.3 M | +2% | 4.61% | 26.6% | 727 | 74.14% | 0.2 |
|
| 3521 |
EM
3521
Emancipation Management
New York
| USD 122 M | – | – | 4.69% | 45.8% | 54 | – | 0 |
|
| 3522 |
MRI
3522
Mad River Investors
Boston,
Massachusetts
| USD 122 M | -USD 6.53 M | -5% | 2.46% | 225% | 36 | 2.78% | 1.4 |
|
| 3523 |
SFPM
3523
Sensible Financial Planning & Management
Waltham,
Massachusetts
| USD 121 M | +USD 11.3 M | +10% | 2.19% | 24.5% | 77 | 57.14% | 0.3 |
|
| 3524 |
P
3524
Palladiem
Bryn Mawr,
Pennsylvania
| USD 121 M | -USD 1.32 M | -1% | 2.01% | – | 266 | 37.97% | 0.3 |
|
| 3525 |
REMPR
3525
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| USD 121 M | -USD 2.82 M | -2% | 1.7% | 62.3% | 95 | 13.68% | 0.4 |
|