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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 |
LA
3526
Lucus Advisors
New York
| USD 122 M | -USD 47.3 M | -28% | 1.08% | 16.7% | 334 | 46.11% | 0.6 |
|
| 3527 |
BKA
3527
Brick & Kyle Associates
Newtown,
Pennsylvania
| USD 122 M | +USD 6.66 M | +6% | 3.2% | 97.4% | 459 | 7.84% | 1.3 |
|
| 3528 |
SCA
3528
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| USD 122 M | +USD 11.9 M | +11% | 4.08% | 58.6% | 86 | 16.28% | 0.4 |
|
| 3529 |
PAM
3529
Peninsula Asset Management
Bradenton,
Florida
| USD 122 M | +USD 3.32 M | +3% | 4.57% | 44.1% | 46 | 6.52% | 2.6 |
|
| 3530 |
ACM
3530
Astenbeck Capital Management
Southport,
Connecticut
| USD 122 M | +USD 11.4 M | +10% | 10.5% | 12.4% | 4 | 0% | 1 |
|
| 3531 |
AIM
3531
Aspen Investment Management
Grand Rapids,
Michigan
| USD 122 M | +USD 12.4 M | +11% | 8.1% | 84.9% | 129 | 11.63% | 2.3 |
|
| 3532 |
PHIMC
3532
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| USD 121 M | +USD 9.3 M | +8% | 3.71% | 82.6% | 88 | 12.5% | 2.3 |
|
| 3533 |
HWP
3533
Hefty Wealth Partners
Auburn,
Indiana
| USD 121 M | +USD 14.3 M | +13% | 1.92% | – | 243 | 23.87% | 0.4 |
|
| 3534 |
MCC
3534
Malaga Cove Capital
Pv Estates,
California
| USD 121 M | USD 0 | 0% | 1.2% | 88.1% | 92 | 0% | 1 |
|
| 3535 |
MAP
3535
Moody Aldrich Partners
Marblehead,
Massachusetts
| USD 121 M | +USD 73.5 M | +155% | 4.31% | 336% | 99 | 23.23% | 0.2 |
|
| 3536 |
NCM
3536
Newgate Capital Management
Greenwich,
Connecticut
| USD 121 M | +USD 9.8 M | +9% | 3.44% | 7.68% | 115 | 44.35% | 0.9 |
|
| 3537 |
3537
American Money Management
Rancho Santa Fe,
California
| USD 121 M | +USD 143 k | +0.1% | 2.54% | 65% | 76 | 7.89% | 1.9 |
|
| 3538 |
SJL
3538
Shayne & Jacobs LLC
Nashville,
Tennessee
| USD 121 M | +USD 3.77 M | +3% | 2.5% | 73.4% | 23 | 4.35% | 2.2 |
|
| 3539 |
FU
3539
Fairfield University
Fairfield,
Connecticut
| USD 121 M | +USD 8.8 M | +8% | 1.5% | 61.9% | 4 | 25% | 0.4 |
|
| 3540 |
GL
3540
Globe Life
Mckinney,
Texas
| USD 121 M | +USD 3.92 M | +3% | 2.5% | 60.1% | 24 | 8.33% | 0.2 |
|
| 3541 |
3541
Blue Fin Capital
Warren,
Rhode Island
| USD 121 M | +USD 3.14 M | +3% | 2.29% | 125% | 120 | 7.5% | 2.2 |
|
| 3542 |
BCM
3542
Boltwood Capital Management
Walnut Creek,
California
| USD 120 M | +USD 6.67 M | +6% | 4.6% | 63% | 101 | 1.98% | 2.1 |
|
| 3543 |
WFG
3543
Wills Financial Group
Richmond,
Virginia
| USD 120 M | +USD 4.11 M | +4% | 4.09% | 57.5% | 76 | 6.58% | 1.9 |
|
| 3544 |
3544
Progeny 3 Inc
Kirkland,
Washington
| USD 120 M | +USD 23.8 M | +25% | 0.89% | 96.8% | 16 | 43.75% | 0.8 |
|
| 3545 |
TCCM
3545
Timber Creek Capital Management
Boston,
Massachusetts
| USD 120 M | +USD 8.11 M | +7% | 1.16% | 139% | 98 | 4.08% | 2.4 |
|
| 3546 |
WRHAM
3546
W.R. Huff Asset Management
Stuart,
Florida
| USD 120 M | +USD 10.5 M | +10% | 1.16% | – | 42 | 9.52% | 1.3 |
|
| 3547 |
TPW
3547
Tiller Private Wealth
Bethlehem,
Pennsylvania
| USD 119 M | +USD 1.87 M | +2% | 3.17% | 53.5% | 40 | 7.5% | 0.4 |
|
| 3548 |
MCAI
3548
Meritech Capital Associates III
Palo Alto,
California
| USD 119 M | -USD 22.4 M | -16% | 48.2% | 135% | 5 | 20% | 2.4 |
|
| 3549 |
3549
Financial Engines Advisors
Santa Clara,
California
| USD 119 M | -USD 1.44 M | -1% | 1.93% | 43% | 59 | 6.78% | 2.4 |
|
| 3550 |
BE
3550
Bonness Enterprises
Washington,
District of Columbia
| USD 119 M | +USD 2.79 M | +2% | 2.77% | 98.6% | 47 | 2.13% | 2.7 |
|