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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 |
3501
Rothschild Capital Partners
New York
| USD 199 M | -USD 5.91 M | -3% | 2.6% | 90.8% | 37 | 5.41% | 3.1 |
|
| 3502 |
3502
YorkBridge Wealth Partners
New York
| USD 198 M | -USD 26.6 M | -12% | 2.03% | 36.5% | 775 | 78.45% | 2.5 |
|
| 3503 |
SGH
3503
Sivik Global Healthcare
Greenwich,
Connecticut
| USD 198 M | -USD 215 M | -52% | 0.67% | 83.8% | 63 | 34.92% | 1.6 |
|
| 3504 |
3504
First Command Bank
Fort Worth,
Texas
| USD 198 M | +USD 14 k | +0% | 2.37% | 34.1% | 430 | 15.12% | 2.1 |
|
| 3505 |
3505
First Command Financial Services
Fort Worth,
Texas
| USD 198 M | +USD 14 k | +0% | 2.37% | 34.4% | 430 | 15.12% | 2.1 |
|
| 3506 |
SHA
3506
Shelter Harbor Advisors
Weatogue,
Connecticut
| USD 198 M | -USD 1.34 M | -0.7% | 9.49% | – | 26 | 53.85% | 0.3 |
|
| 3507 |
3507
Aquamarine Capital Management
New York
| USD 198 M | +USD 4.77 M | +2% | 1.71% | 23% | 12 | 8.33% | 3.8 |
|
| 3508 |
3508
Mountain Lake Investment Management
Boca Raton,
Florida
| USD 198 M | -USD 15.2 M | -7% | 12.7% | 64% | 22 | 18.18% | 1.5 |
|
| 3509 |
EWA
3509
ERTS Wealth Advisors
Marquette,
Michigan
| USD 198 M | +USD 16.5 M | +9% | 0.96% | 39.3% | 91 | 18.68% | 0.7 |
|
| 3510 |
3510
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| USD 198 M | +USD 15.7 M | +9% | 0.78% | 38.2% | 58 | 10.34% | 3 |
|
| 3511 |
PCA
3511
Prospect Capital Advisors
Sausalito,
California
| USD 198 M | -USD 37.5 M | -16% | 3.2% | 202% | 31 | 25.81% | 1.6 |
|
| 3512 |
3512
Silver Heights Capital Management
Toronto,
Ontario, Canada
| USD 198 M | -USD 5.41 M | -3% | 3.45% | 39.8% | 6 | 0% | 2.8 |
|
| 3513 |
3513
Robertson Stephens Wealth Management
San Francisco,
California
| USD 198 M | +USD 94.7 M | +92% | 0.95% | 109% | 124 | 47.58% | 0.4 |
|
| 3514 |
QCMC
3514
Quantum Capital Management (California)
San Francisco,
California
| USD 197 M | +USD 14.7 M | +8% | 3.62% | 53.7% | 334 | 54.19% | 1.3 |
|
| 3515 |
3515
Fulcrum Equity Management
Plano,
Texas
| USD 197 M | -USD 12.5 M | -6% | 0.84% | 116% | 246 | 70.33% | 0.2 |
|
| 3516 |
3516
Investors Research Corp
Atlanta,
Georgia
| USD 197 M | +USD 5.68 M | +3% | 0.29% | 62.1% | 1,158 | 9.24% | 0.8 |
|
| 3517 |
3517
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
| USD 197 M | +USD 5.14 M | +3% | 2.54% | 47.5% | 201 | 7.46% | 1.7 |
|
| 3518 |
3518
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
| USD 197 M | +USD 3.36 M | +2% | 1.33% | 64.1% | 181 | 4.42% | 2.2 |
|
| 3519 |
3519
Summit Financial Group
Moorefield,
West Virginia
| USD 197 M | -USD 24.5 M | -11% | 0.95% | 26.1% | 167 | 12.57% | 1.4 |
|
| 3520 |
3520
Bard Associates
Chicago,
Illinois
| USD 197 M | -USD 3.84 M | -2% | 0.67% | 241% | 173 | 9.25% | 3.9 |
|
| 3521 |
PWAP
3521
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
| USD 196 M | -USD 85.9 M | -30% | 1.6% | 58.5% | 144 | 13.19% | 4.4 |
|
| 3522 |
3522
Shaker Financial Services
Arlington,
Virginia
| USD 196 M | +USD 3.82 M | +2% | 0.2% | 12.9% | 150 | 31.33% | 1 |
|
| 3523 |
LJHT
3523
Laurie J. Hall Trustee
| USD 196 M | +USD 3.5 M | +2% | 2.08% | 105% | 341 | 5.57% | 3.4 |
|
| 3524 |
3524
First Reserve GP XIII
Stamford,
Connecticut
| USD 196 M | +USD 6.8 M | +4% | 13.4% | 5.56% | 2 | 0% | 1.4 |
|
| 3525 |
3525
Shelter Insurance Retirement Plan
Columbia,
Missouri
| USD 196 M | -USD 2.82 M | -1% | 2.12% | 60.5% | 47 | 97.87% | 0.3 |
|