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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 |
RCG
3501
Ruggie Capital Group
Tavares,
Florida
| USD 156 M | +USD 7.97 M | +5% | 4.47% | 22% | 299 | 12.37% | 0.9 |
|
| 3502 |
LP
3502
LGL Partners
Philadelphia,
Pennsylvania
| USD 156 M | -USD 31.3 M | -17% | 3.81% | 68.9% | 97 | 52.58% | 1.4 |
|
| 3503 |
SAM
3503
Shamrock Asset Management
Dallas,
Texas
| USD 156 M | -USD 4.1 M | -3% | 5.05% | 31% | 304 | 13.82% | 1.9 |
|
| 3504 |
CBCM
3504
Cook & Bynum Capital Management
Birmingham,
Alabama
| USD 156 M | +USD 6.2 M | +4% | 4.82% | 46.8% | 5 | 0% | 3.5 |
|
| 3505 |
QAM
3505
Quantres Asset Management
Cayman,
Cayman Islands
| USD 156 M | +USD 2.06 M | +1% | 1.71% | 11% | 268 | 65.3% | 0.2 |
|
| 3506 |
EP
3506
Elkhorn Partners
Omaha,
Nebraska
| USD 156 M | -USD 1.62 M | -1% | 0.22% | 32.2% | 41 | 9.76% | 3.5 |
|
| 3507 |
MSWM
3507
Mader & Shannon Wealth Management
Kansas City,
Missouri
| USD 156 M | +USD 83.1 M | +115% | 3.44% | 53.1% | 32 | 84.38% | 0.1 |
|
| 3508 |
SAMC
3508
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| USD 156 M | -USD 1092 M | -88% | 0.12% | 0.74% | 20 | 70% | 3.7 |
|
| 3509 |
LPIC
3509
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
| USD 155 M | +USD 8.01 M | +5% | 4.83% | 64.1% | 152 | 7.24% | 0.7 |
|
| 3510 |
SCM
3510
Sitrin Capital Management
Century City,
California
| USD 155 M | +USD 7.88 M | +5% | 7.9% | 139% | 43 | 25.58% | 1.2 |
|
| 3511 |
KM
3511
Kalos Management
Alpharetta,
Georgia
| USD 155 M | +USD 45.9 M | +42% | 5.38% | 48.5% | 155 | 40.65% | 0.8 |
|
| 3512 |
3512
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| USD 155 M | +USD 2.81 M | +2% | 4.51% | 55% | 46 | 10.87% | 1.2 |
|
| 3513 |
WCG
3513
Wall Capital Group
Phoenix,
Arizona
| USD 155 M | +USD 7.49 M | +5% | 3.95% | – | 52 | 11.54% | 0.4 |
|
| 3514 |
3514
Wilsey Asset Management
San Diego,
California
| USD 155 M | +USD 17.4 M | +13% | 8.76% | 55% | 21 | 23.81% | 2.6 |
|
| 3515 |
BCM
3515
Billings Capital Management
Arlington,
Virginia
| USD 155 M | +USD 16.8 M | +12% | 4.14% | – | 9 | 11.11% | 1.1 |
|
| 3516 |
WCM
3516
Waterstone Capital Management
St. Louis Park,
Minnesota
| USD 155 M | -USD 17.4 M | -10% | 0.42% | 23.4% | 24 | 41.67% | 1.2 |
|
| 3517 |
PI
3517
Pettee Investors
Rowayton,
Connecticut
| USD 155 M | +USD 42.1 M | +37% | 5.3% | 96.1% | 117 | 48.72% | 1.7 |
|
| 3518 |
RGC
3518
Roberts, Glore & Co
Deerfield,
Illinois
| USD 155 M | +USD 4.64 M | +3% | 4.84% | 72.3% | 150 | 9.33% | 3 |
|
| 3519 |
3519
JT Stratford LLC
Gainesville,
Georgia
| USD 154 M | +USD 12.3 M | +9% | 4.46% | 103% | 117 | 18.8% | 0.6 |
|
| 3520 |
DJC
3520
Daily Journal Corp
Los Angeles,
California
| USD 154 M | +USD 2.37 M | +2% | 1.62% | 108% | 4 | 0% | 3.8 |
|
| 3521 |
3521
Empowered Funds
Havertown,
Pennsylvania
| USD 154 M | +USD 30.8 M | +25% | 9.83% | 127% | 135 | 62.22% | 0.2 |
|
| 3522 |
BCM
3522
Boltwood Capital Management
Walnut Creek,
California
| USD 154 M | +USD 6.21 M | +4% | 4.51% | 63% | 122 | 7.38% | 2.8 |
|
| 3523 |
NFG
3523
NewFocus Financial Group
Vancouver,
Washington
| USD 154 M | -USD 23.1 M | -13% | 3.93% | 55.4% | 71 | 11.27% | 2 |
|
| 3524 |
3524
Glassman Wealth Services
Vienna,
Virginia
| USD 154 M | +USD 2.13 M | +1% | 2.69% | 62.6% | 668 | 12.43% | 1.5 |
|
| 3525 |
EOCM
3525
Energy Opportunities Capital Management
Austin,
Texas
| USD 154 M | -USD 29.6 M | -16% | 4.58% | 211% | 69 | 30.43% | 1.9 |
|