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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 110 M | -USD 12.9 M | -11% | 16.7% | – | 76 | 73.68% | 0.3 |
|
| 3502 |
MCM
3502
Millie Capital Management
Walnut Creek,
California
| USD 110 M | +USD 1.54 M | +1% | 9.85% | 24.5% | 75 | 21.33% | 0.6 |
|
| 3503 |
SMPIAI
3503
Spark Management Partners III (AIV I)
Boston,
Massachusetts
| USD 110 M | -USD 8.09 M | -7% | 6.85% | – | 1 | 0% | 0.5 |
|
| 3504 |
3504
Ninety One
Cape Town,
South Africa
| USD 110 M | +USD 928 k | +0.9% | 5.73% | 232% | 31 | 29.03% | 0.2 |
|
| 3505 |
PCA
3505
Peddock Capital Advisors
Braintree,
Massachusetts
| USD 110 M | -USD 13 M | -11% | 7.75% | 113% | 105 | 8.57% | 1.5 |
|
| 3506 |
3506
Tarbox Family Office
Newport Beach,
California
| USD 109 M | -USD 5.95 M | -5% | 8.52% | 60.5% | 636 | 13.84% | 1.5 |
|
| 3507 |
SPL
3507
Smart Portfolios LLC
Seattle,
Washington
| USD 109 M | +USD 39 M | +56% | 4.35% | 41.3% | 30 | 63.33% | 0.9 |
|
| 3508 |
FA
3508
FC Advisory
West Chester,
Pennsylvania
| USD 109 M | -USD 3.26 M | -3% | 4.65% | 46.6% | 33 | 12.12% | 0.5 |
|
| 3509 |
MTM
3509
Millennium TVP Management
New York
| USD 109 M | +USD 4.49 M | +4% | 2.83% | – | 10 | 20% | 0.9 |
|
| 3510 |
RWM
3510
Rench Wealth Management
Denton,
Texas
| USD 109 M | -USD 5.79 M | -5% | 5.02% | 106% | 47 | 17.02% | 1.4 |
|
| 3511 |
IC
3511
Intersect Capital
San Ramon,
California
| USD 109 M | -USD 9.02 M | -8% | 5.94% | 57.2% | 104 | 13.46% | 0.7 |
|
| 3512 |
AIA
3512
AIMZ Investment Advisors
Los Altos,
California
| USD 109 M | -USD 6.3 M | -5% | 6.53% | 81.3% | 101 | 13.86% | 0.7 |
|
| 3513 |
MCA
3513
Metropolitan Capital Advisors
New York
| USD 109 M | -USD 17.5 M | -14% | 15.2% | – | 50 | 30% | 1.1 |
|
| 3514 |
WRHAM
3514
W.R. Huff Asset Management
Stuart,
Florida
| USD 109 M | -USD 16.3 M | -13% | 10% | – | 43 | 16.28% | 0.7 |
|
| 3515 |
CM
3515
CoreCommodity Management
Stamford,
Connecticut
| USD 109 M | -USD 13.1 M | -11% | 17.1% | 65.8% | 244 | 47.13% | 0.9 |
|
| 3516 |
ACM
3516
Avalon Capital Management
Port Of Redwood City,
California
| USD 109 M | -USD 960 k | -0.9% | 0.63% | 151% | 89 | 64.04% | 0.8 |
|
| 3517 |
PRC
3517
Platte River Capital
Denver,
Colorado
| USD 108 M | -USD 90.3 M | -45% | 8.52% | – | 176 | 43.75% | 1.3 |
|
| 3518 |
FCM
3518
Forester Capital Management
Lake Forest,
Illinois
| USD 108 M | -USD 15.1 M | -12% | 5.46% | 33.4% | 60 | 8.33% | 1.9 |
|
| 3519 |
3519
Willow Creek Wealth Management
Sebastopol,
California
| USD 108 M | +USD 913 k | +0.8% | 0.26% | 36.5% | 17 | 5.88% | 0.6 |
|
| 3520 |
AP
3520
Agilis Partners
Waltham,
Massachusetts
| USD 108 M | -USD 12.3 M | -10% | 8.26% | 8.47% | 14 | 21.43% | 0.6 |
|
| 3521 |
WFG
3521
Wills Financial Group
Richmond,
Virginia
| USD 108 M | -USD 8.94 M | -8% | 4.92% | 57.5% | 87 | 24.14% | 1.3 |
|
| 3522 |
WCM
3522
Weatherstone Capital Management
Denver,
Colorado
| USD 108 M | -USD 4.83 M | -4% | 0.76% | 32% | 82 | 36.59% | 1.2 |
|
| 3523 |
WCM
3523
Wunderlich Capital Managemnt
Memphis,
Tennessee
| USD 108 M | +USD 4.92 M | +5% | 7.51% | 33.6% | 88 | 27.27% | 1.1 |
|
| 3524 |
EFEM
3524
Eos Focused Equity Management
New York
| USD 108 M | -USD 6.5 M | -6% | 7.5% | 55.7% | 42 | 57.14% | 0.3 |
|
| 3525 |
MWP
3525
Moller Wealth Partners
| USD 108 M | -USD 112 M | -51% | 8.26% | 44.1% | 42 | 21.43% | 2 |
|