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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
3526
HM Capital Management
Clayton,
Missouri
| USD 85.9 M | +USD 17.3 M | +25% | 8.84% | 29.6% | 31 | 29.03% | 0.4 |
|
| 3527 |
NCM
3527
Newland Capital Management
New York
| USD 85.6 M | +USD 7.73 M | +10% | 12.6% | – | 62 | 88.71% | 0.1 |
|
| 3528 |
3528
Connective Capital Management
Palo Alto,
California
| USD 85.5 M | +USD 13.7 M | +19% | 20.2% | 188% | 40 | 40% | 0.3 |
|
| 3529 |
3529
Tiemann Investment Advisors
Menlo Park,
California
| USD 84.5 M | – | – | 9.02% | 77% | 134 | – | 0 |
|
| 3530 |
TAM
3530
Telluride Asset Management
Wayzata,
Minnesota
| USD 84.4 M | – | – | 6.01% | – | 190 | – | 0 |
|
| 3531 |
3531
Zeke LP
Berwyn,
Pennsylvania
| USD 83.9 M | -USD 1.48 M | -2% | 14% | – | 64 | 26.56% | 0.4 |
|
| 3532 |
WCA
3532
Woodbine Capital Advisors
New York
| USD 83.3 M | +USD 4.53 M | +6% | 12.7% | – | 30 | 73.33% | 0.2 |
|
| 3533 |
TMC
3533
Trellus Management Company
Delray Beach,
Florida
| USD 82.9 M | +USD 4.03 M | +5% | 2.78% | 268% | 134 | 55.97% | 0.3 |
|
| 3534 |
3534
Capital Wealth Planning
Naples,
Florida
| USD 82.8 M | -USD 139 M | -63% | 12.7% | 73.9% | 172 | 75.58% | 0.3 |
|
| 3535 |
3535
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| USD 82.5 M | +USD 13.6 M | +20% | 8.72% | 61% | 74 | 5.41% | 0.5 |
|
| 3536 |
3536
Columbia Capital IV
Alexandria,
Virginia
| USD 82.1 M | +USD 2.26 M | +3% | 2.83% | – | 1 | 0% | 0.5 |
|
| 3537 |
LCM
3537
Levitt Capital Management
Boca Raton,
Florida
| USD 81.9 M | +USD 10.9 M | +15% | 13.5% | – | 59 | 33.9% | 0.3 |
|
| 3538 |
3538
BlueSpruce Investments
Chicago,
Illinois
| USD 81.7 M | – | – | 11.1% | 59.6% | 8 | – | 0 |
|
| 3539 |
3539
Seamans Capital Management
Boston,
Massachusetts
| USD 81.5 M | -USD 2.38 M | -3% | 21% | – | 72 | 68.06% | 0.2 |
|
| 3540 |
TC
3540
Teilinger Capital
Houston,
Texas
| USD 81.3 M | -USD 79.1 M | -49% | 1.16% | 30.2% | 16 | 75% | 0.2 |
|
| 3541 |
3541
Litman Gregory Wealth Management
Larkspur,
California
| USD 81.1 M | -USD 2.18 M | -3% | 3.66% | 55.5% | 26 | 61.54% | 0.2 |
|
| 3542 |
WCM
3542
Weston Capital Management
Los Angeles,
California
| USD 80.9 M | +USD 4.29 M | +6% | 8.3% | – | 39 | 5.13% | 0.5 |
|
| 3543 |
PRHC
3543
P.R. Herzig & Co
Roslyn Heights,
New York
| USD 80.8 M | +USD 4.12 M | +5% | 9.56% | 49.9% | 72 | 16.67% | 0.4 |
|
| 3544 |
3544
Brandywine Trust
Hockessin,
Delaware
| USD 80.5 M | +USD 8.59 M | +12% | 12% | 32.7% | 23 | 8.7% | 0.5 |
|
| 3545 |
3545
Pear Tree Advisors
Lincoln,
Massachusetts
| USD 80.4 M | -USD 12.3 M | -13% | 10.7% | 45.8% | 52 | 23.08% | 0.4 |
|
| 3546 |
3546
AIA Group
Hong Kong
| USD 80.2 M | +USD 10.4 M | +15% | 10.5% | 82.6% | 2 | 50% | 0.3 |
|
| 3547 |
LFCM
3547
Lane Five Capital Management
Towson,
Maryland
| USD 79.8 M | +USD 9.18 M | +13% | 14.2% | – | 25 | 24% | 0.4 |
|
| 3548 |
LCP
3548
LeVasseur Capital Partners
Newport Beach,
California
| USD 79.7 M | – | – | 8.88% | 38.8% | 6 | – | 0 |
|
| 3549 |
SC
3549
Salzman & Co
Pittsford,
New York
| USD 79.6 M | -USD 32.2 M | -29% | 13.8% | 15.7% | 8 | 75% | 0.3 |
|
| 3550 |
3550
IMS Capital Management
Portland,
Oregon
| USD 79.5 M | +USD 7.16 M | +10% | 5.18% | 119% | 180 | 38.89% | 0.3 |
|