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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
3551
Peoples Financial Services Corp
Moosic,
Pennsylvania
| USD 179 M | +USD 3.74 M | +2% | 3.23% | 104% | 366 | 3.83% | 3.4 |
|
| 3552 |
3552
Beech Hill Advisors
New York
| USD 179 M | -USD 11.5 M | -6% | 1.61% | 105% | 80 | 17.5% | 2.3 |
|
| 3553 |
CWM
3553
Cedar Wealth Management
Walnut Creek,
California
| USD 178 M | +USD 16.6 M | +10% | 6.52% | 68.1% | 219 | 38.81% | 1 |
|
| 3554 |
3554
Guinness Atkinson Asset Management
Pasadena,
California
| USD 178 M | +USD 14.5 M | +9% | 5.18% | 132% | 64 | 7.81% | 3.4 |
|
| 3555 |
3555
Willow Creek Wealth Management
Sebastopol,
California
| USD 178 M | -USD 8.98 M | -5% | 0.45% | 36.5% | 74 | 13.51% | 0.9 |
|
| 3556 |
HCM
3556
Highlander Capital Management
Short Hills,
New Jersey
| USD 177 M | +USD 9.41 M | +6% | 3.13% | 34.4% | 817 | 11.63% | 3.1 |
|
| 3557 |
3557
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| USD 177 M | +USD 28.1 M | +19% | 6.21% | 138% | 80 | 15% | 0.6 |
|
| 3558 |
3558
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| USD 177 M | +USD 9.6 M | +6% | 0.38% | 42.8% | 95 | 7.37% | 1.2 |
|
| 3559 |
3559
Meridian Investment Counsel
Lafayette,
California
| USD 177 M | +USD 571 k | +0.3% | 0.42% | 116% | 191 | 8.9% | 3.3 |
|
| 3560 |
3560
Newfound Research
Wellesley Hills,
Massachusetts
| USD 177 M | +USD 1.1 M | +0.6% | 3% | 54.6% | 239 | 14.64% | 1.4 |
|
| 3561 |
3561
HMS Capital Management
Nashville,
Tennessee
| USD 177 M | +USD 26.1 M | +17% | 4.74% | 140% | 216 | 36.11% | 0.8 |
|
| 3562 |
MCM
3562
McMillion Capital Management
Greensboro,
North Carolina
| USD 176 M | +USD 6.9 M | +4% | 3.41% | 59.3% | 75 | 9.33% | 3.1 |
|
| 3563 |
3563
TRV GP II
Boston,
Massachusetts
| USD 176 M | -USD 357 M | -67% | 35.3% | 20.8% | 5 | 20% | 0.5 |
|
| 3564 |
3564
Moon Capital Management
New York
| USD 176 M | -USD 30.6 M | -15% | 8.94% | 76.3% | 33 | 57.58% | 1.8 |
|
| 3565 |
3565
Ibex Investors
Denver,
Colorado
| USD 176 M | +USD 54.9 M | +45% | 17.6% | 16.6% | 285 | 82.46% | 0.1 |
|
| 3566 |
3566
Maso Capital Partners
Hong Kong
| USD 176 M | +USD 61.1 M | +53% | 1.8% | 8.67% | 27 | 44.44% | 0.4 |
|
| 3567 |
3567
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
| USD 176 M | -USD 13.3 M | -7% | 2.23% | 70.1% | 91 | 12.09% | 1.5 |
|
| 3568 |
3568
Sitrin Capital Management
Century City,
California
| USD 176 M | +USD 21.1 M | +14% | 8.38% | 139% | 41 | 17.07% | 1.6 |
|
| 3569 |
3569
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| USD 175 M | +USD 1.43 M | +0.8% | 2.65% | 38.2% | 50 | 8% | 2.6 |
|
| 3570 |
3570
Heronetta Management
New York
| USD 175 M | +USD 9.39 M | +6% | 11.8% | 59.7% | 33 | 6.06% | 3.5 |
|
| 3571 |
3571
Abingworth
London,
United Kingdom
| USD 175 M | +USD 14.2 M | +9% | 40.8% | 184% | 17 | 11.76% | 1.9 |
|
| 3572 |
3572
Pacifica Capital Investments
Leander,
Texas
| USD 175 M | -USD 11.9 M | -6% | 0.51% | 70.4% | 21 | 19.05% | 3.4 |
|
| 3573 |
3573
CMH Wealth Management
Portsmouth,
New Hampshire
| USD 175 M | +USD 26.6 M | +18% | 3.13% | 76.6% | 60 | 16.67% | 1 |
|
| 3574 |
FVCM
3574
F&V Capital Management
Boca Raton,
Florida
| USD 174 M | -USD 8.91 M | -5% | 5.26% | 123% | 61 | 6.56% | 3.2 |
|
| 3575 |
3575
SimplyRich
Carlsbad,
California
| USD 174 M | -USD 4.83 M | -3% | 1.72% | 98.3% | 175 | 10.29% | 0.5 |
|