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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 |
AIM
3526
AMI Investment Management
Kendallville,
Indiana
| USD 121 M | -USD 4.97 M | -4% | 0.29% | 47.9% | 41 | 9.76% | 1.3 |
|
| 3527 |
LOT
3527
Lombard Odier Transatlantic
Montreal,
Quebec, Canada
| USD 121 M | -USD 7.64 M | -6% | 0.53% | – | 123 | 11.38% | 0.5 |
|
| 3528 |
PMLI
3528
Penn Mutual Life Insurance
Horsham,
Pennsylvania
| USD 121 M | -USD 42 k | -0% | 6.96% | 1.64% | 22 | 18.18% | 0.7 |
|
| 3529 |
AP
3529
Agilis Partners
Waltham,
Massachusetts
| USD 121 M | -USD 442 k | -0.4% | 1.06% | 8.47% | 15 | 20% | 0.4 |
|
| 3530 |
3530
Heritage Wealth Advisors
Richmond,
Virginia
| USD 120 M | -USD 737 k | -0.6% | 1.23% | 65% | 94 | 13.83% | 1.1 |
|
| 3531 |
OC
3531
Oppenheimer & Close
New York
| USD 120 M | +USD 1.56 M | +1% | 0.75% | 149% | 55 | 12.73% | 1.5 |
|
| 3532 |
BWM
3532
Biltmore Wealth Management
Tempe,
Arizona
| USD 120 M | +USD 1.67 M | +1% | 0.75% | 59.8% | 46 | 15.22% | 0.4 |
|
| 3533 |
BOC
3533
Barbara Oil Co
Chicago,
Illinois
| USD 120 M | -USD 2.02 M | -2% | 0.75% | 76.9% | 80 | 1.25% | 1.4 |
|
| 3534 |
LCP
3534
LeVasseur Capital Partners
Newport Beach,
California
| USD 120 M | +USD 21.4 M | +22% | 6.51% | 38.8% | 8 | 37.5% | 0.8 |
|
| 3535 |
SC
3535
Searle & Co
Greenwich,
Connecticut
| USD 120 M | +USD 3.69 M | +3% | 0.71% | 93.8% | 357 | 7% | 0.5 |
|
| 3536 |
C
3536
CFO4Life
Coppell,
Texas
| USD 120 M | -USD 178 k | -0.1% | 0.18% | – | 90 | 14.44% | 0.4 |
|
| 3537 |
3537
Traynor Capital Management
Malvern,
Pennsylvania
| USD 120 M | +USD 15.6 M | +15% | 1.18% | 225% | 154 | 27.92% | 0.4 |
|
| 3538 |
SJL
3538
Shayne & Jacobs LLC
Nashville,
Tennessee
| USD 120 M | -USD 9.18 M | -7% | 3.51% | 73.4% | 25 | 16% | 1.7 |
|
| 3539 |
3539
Mengis Capital Management
Portland,
Oregon
| USD 120 M | +USD 5.05 M | +4% | 0.67% | 104% | 121 | 6.61% | 0.4 |
|
| 3540 |
HM
3540
HCSF Management
San Francisco,
California
| USD 120 M | +USD 7.09 M | +6% | 16.4% | 58.8% | 10 | 10% | 0.5 |
|
| 3541 |
BKA
3541
Brick & Kyle Associates
Newtown,
Pennsylvania
| USD 119 M | +USD 2.5 M | +2% | 0.53% | 97.4% | 474 | 7.17% | 0.5 |
|
| 3542 |
BPAMSD
3542
BTG Pactual Asset Management SA DTVM
Sao Paulo,
Brazil
| USD 119 M | – | – | 1.12% | – | 12 | – | 0 |
|
| 3543 |
AIM
3543
Aspen Investment Management
Grand Rapids,
Michigan
| USD 119 M | -USD 5.92 M | -5% | 4.29% | 84.9% | 130 | 8.46% | 1.7 |
|
| 3544 |
3544
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| USD 119 M | -USD 2.22 M | -2% | 1.05% | – | 51 | 1.96% | 1.8 |
|
| 3545 |
PLP
3545
Pleasant Lake Partners
Rincon,
Puerto Rico
| USD 119 M | +USD 9.35 M | +9% | 4.62% | – | 18 | 50% | 0.3 |
|
| 3546 |
HCA
3546
Horan Capital Advisors
Cincinnati,
Ohio
| USD 119 M | -USD 1.04 M | -0.9% | 0.35% | 26.6% | 59 | 18.64% | 1.4 |
|
| 3547 |
LC
3547
Lincoln Capital
Lincoln,
Nebraska
| USD 119 M | +USD 1.96 M | +2% | 0.26% | 67.1% | 58 | 3.45% | 0.5 |
|
| 3548 |
AF
3548
Aldebaran Financial
| USD 119 M | +USD 1.99 M | +2% | 0.78% | 89.7% | 114 | 13.16% | 1.2 |
|
| 3549 |
RC
3549
Rinet Company
Boston,
Massachusetts
| USD 118 M | – | – | 0.39% | 33.1% | 20 | – | 0 |
|
| 3550 |
CIP
3550
Capital Insight Partners
Scottsdale,
Arizona
| USD 118 M | – | – | 1.92% | 51.7% | 58 | – | 0 |
|