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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
3576
First PREMIER Bank
Sioux Falls,
South Dakota
| USD 118 M | – | – | 3.65% | 63% | 200 | – | 0 |
|
| 3577 |
3577
DCM Hybrid RMB Fund International
Menlo Park,
California
| USD 118 M | – | – | 3.03% | – | 2 | – | 0 |
|
| 3578 |
BCA
3578
Benchmark Capital Advisors
New York
| USD 118 M | -USD 4.49 M | -4% | 4.59% | 29.5% | 139 | 20.14% | 1.7 |
|
| 3579 |
3579
Globe Life
Mckinney,
Texas
| USD 118 M | -USD 10.3 M | -8% | 0% | 60.1% | 49 | 100% | 0 |
|
| 3580 |
CWM
3580
Cedar Wealth Management
Walnut Creek,
California
| USD 118 M | – | – | 7.11% | 68.1% | 38 | – | 0 |
|
| 3581 |
HCIA
3581
Hochman Cole Investment Advisors
Deerfield,
Illinois
| USD 118 M | – | – | 5.29% | 42.7% | 76 | – | 0 |
|
| 3582 |
MFM
3582
Mohican Financial Management
Wilton,
Connecticut
| USD 118 M | -USD 13.5 M | -10% | 0.02% | 0% | 37 | 21.62% | 1.4 |
|
| 3583 |
3583
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 118 M | -USD 64.4 M | -35% | 2.02% | 261% | 36 | 50% | 0.5 |
|
| 3584 |
MIM
3584
Midwest Investment Management
Cleveland,
Ohio
| USD 118 M | +USD 23 k | +0% | 2.71% | 26% | 52 | 9.62% | 1.9 |
|
| 3585 |
PCA
3585
Prospect Capital Advisors
Sausalito,
California
| USD 118 M | – | – | 4.71% | 202% | 21 | – | 0 |
|
| 3586 |
3586
IRON Financial
Northbrook,
Illinois
| USD 118 M | -USD 32.7 M | -22% | 1.35% | 60.6% | 114 | 39.47% | 0.8 |
|
| 3587 |
3587
Stevens First Principles Investment Advisors
Newport Beach,
California
| USD 118 M | -USD 7.65 M | -6% | 6.96% | 44% | 217 | 33.64% | 1.4 |
|
| 3588 |
3588
Michael & Susan Dell Foundation
New York
| USD 117 M | -USD 19.6 M | -14% | 1.73% | 238% | 9 | 22.22% | 1.4 |
|
| 3589 |
3589
Clear Investment Research
Alpharetta,
Georgia
| USD 117 M | +USD 9.42 M | +9% | 1.3% | 48.5% | 26 | 7.69% | 0.7 |
|
| 3590 |
CIA
3590
CSat Investment Advisory
Detroit,
Michigan
| USD 117 M | +USD 3.21 M | +3% | 2.62% | 87.4% | 22 | 31.82% | 0.7 |
|
| 3591 |
3591
Orgel Wealth Management
Altoona,
Wisconsin
| USD 117 M | – | – | 0.03% | 39.6% | 23 | – | 0 |
|
| 3592 |
PAPAIJV
3592
Paragon Associates & Paragon Associates II Joint Venture
Dallas,
Texas
| USD 117 M | +USD 23.4 M | +25% | 12.2% | 168% | 20 | 15% | 1.1 |
|
| 3593 |
3593
Fernwood Investment Management
Quincy,
Massachusetts
| USD 117 M | +USD 2.92 M | +3% | 6.22% | 83.4% | 131 | 14.5% | 1.4 |
|
| 3594 |
3594
Lombard Odier Transatlantic
Montreal,
Quebec, Canada
| USD 117 M | +USD 20.7 M | +22% | 4.86% | – | 129 | 18.6% | 0.8 |
|
| 3595 |
3595
RK Asset Management
Grosse Pointe Farms,
Michigan
| USD 117 M | +USD 2.03 M | +2% | 3.09% | 47.6% | 18 | 27.78% | 1.3 |
|
| 3596 |
3596
American Money Management
Rancho Santa Fe,
California
| USD 117 M | +USD 10.7 M | +10% | 5.94% | 65% | 79 | 10.13% | 1.5 |
|
| 3597 |
3597
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| USD 117 M | +USD 13.6 M | +13% | 4.06% | 63.9% | 77 | 23.38% | 1.4 |
|
| 3598 |
3598
Caprin Asset Management
Henrico,
Virginia
| USD 117 M | – | – | 0.56% | 7.87% | 15 | – | 0 |
|
| 3599 |
3599
Intersect Capital
San Ramon,
California
| USD 116 M | +USD 7.58 M | +7% | 5.79% | 57.2% | 96 | 8.33% | 0.9 |
|
| 3600 |
3600
Zeke Capital Advisors
Berwyn,
Pennsylvania
| USD 116 M | -USD 35.5 M | -23% | 8.43% | 41% | 57 | 33.33% | 1.8 |
|