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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 |
NFM
3526
North Forty Management
Seattle,
Washington
| USD 124 M | +USD 5.83 M | +5% | 2.8% | 9.62% | 19 | 73.68% | 0.7 |
|
| 3527 |
3527
FFT Wealth Management
Philadelphia,
Pennsylvania
| USD 124 M | – | – | 0.14% | 65.6% | 62 | – | 0 |
|
| 3528 |
3528
Stockman Wealth Management
Billings,
Montana
| USD 124 M | +USD 7.65 M | +7% | 7.5% | 73.5% | 81 | 3.7% | 0.9 |
|
| 3529 |
3529
Lipe & Dalton
Syracuse,
New York
| USD 124 M | +USD 2.85 M | +2% | 6.73% | 101% | 79 | 27.85% | 1.4 |
|
| 3530 |
AWW
3530
Alan W. Weber
| USD 123 M | +USD 12.2 M | +11% | 7.88% | 191% | 54 | 7.41% | 0.9 |
|
| 3531 |
3531
Baker Street Capital Management
Los Angeles,
California
| USD 123 M | -USD 69.9 M | -36% | 12.5% | 78.6% | 2 | 50% | 1.8 |
|
| 3532 |
3532
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| USD 123 M | +USD 9.33 M | +8% | 7.28% | 92.4% | 453 | 24.28% | 1.2 |
|
| 3533 |
3533
Quadrant Capital Management
Fairfield,
New Jersey
| USD 123 M | +USD 5.45 M | +5% | 5.9% | 50.3% | 68 | 7.35% | 1.3 |
|
| 3534 |
3534
Tarbox Family Office
Newport Beach,
California
| USD 123 M | +USD 13.7 M | +13% | 4.91% | 60.5% | 620 | 9.68% | 1.7 |
|
| 3535 |
3535
Berkeley Capital Partners
Milton,
Georgia
| USD 123 M | – | – | 4.23% | 62.8% | 113 | – | 0 |
|
| 3536 |
3536
Alta Park Capital
San Francisco,
California
| USD 123 M | – | – | 12% | 1,071% | 31 | – | 0 |
|
| 3537 |
3537
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| USD 123 M | -USD 5.28 M | -4% | 5.6% | 73.3% | 120 | 14.17% | 1.8 |
|
| 3538 |
3538
Lannebo Fonder
Stockholm,
Sweden
| USD 123 M | – | – | 10.4% | 49.8% | 19 | – | 0 |
|
| 3539 |
3539
ValueWorks
New York
| USD 122 M | -USD 19.8 M | -14% | 1.62% | 190% | 35 | 8.57% | 2.1 |
|
| 3540 |
3540
Cahill Financial Advisors
Edina,
Minnesota
| USD 122 M | -USD 586 k | -0.5% | 3.94% | 55.9% | 116 | 19.83% | 1.5 |
|
| 3541 |
3541
Water Asset Management
New York
| USD 122 M | -USD 52.3 M | -30% | 4.44% | 48.9% | 24 | 37.5% | 1.4 |
|
| 3542 |
3542
First Dallas Securities
Dallas,
Texas
| USD 122 M | +USD 446 k | +0.4% | 3.34% | 163% | 110 | 13.64% | 1.7 |
|
| 3543 |
3543
Advisors Management Group
La Crosse,
Wisconsin
| USD 122 M | – | – | 3.49% | 125% | 62 | – | 0 |
|
| 3544 |
3544
VHCP Management II
New York
| USD 122 M | – | – | 0.23% | 2,334% | 15 | – | 0 |
|
| 3545 |
3545
Cribstone Capital Management
Augusta,
Maine
| USD 122 M | – | – | 4.11% | 22.4% | 106 | – | 0 |
|
| 3546 |
3546
Long Road Investment Counsel
Kalamazoo,
Michigan
| USD 122 M | +USD 4.38 M | +4% | 5.63% | 53.8% | 71 | 5.63% | 0.9 |
|
| 3547 |
3547
Silver Rock Financial
Los Angeles,
California
| USD 121 M | -USD 40.6 M | -25% | 4.3% | 2.58% | 38 | 26.32% | 1.2 |
|
| 3548 |
3548
NewEdge Advisors
New Orleans,
Louisiana
| USD 121 M | +USD 28.4 M | +30% | 5% | 88% | 65 | 32.31% | 0.7 |
|
| 3549 |
KAM
3549
Kavi Asset Management
New York
| USD 121 M | – | – | 12.9% | 144% | 25 | – | 0 |
|
| 3550 |
PAM
3550
Pope Asset Management
Memphis,
Tennessee
| USD 121 M | -USD 39.4 M | -25% | 1.32% | – | 31 | 3.23% | 1.7 |
|