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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 |
RAA
3576
RWC Asset Advisors
Miami,
Florida
| USD 139 M | -USD 12.6 M | -8% | 9.43% | 268% | 17 | 11.76% | 1.3 |
|
| 3577 |
BCP
3577
Berkeley Capital Partners
Milton,
Georgia
| USD 139 M | -USD 1.38 M | -1% | 0% | 62.8% | 124 | 24.19% | 0.7 |
|
| 3578 |
CLCM
3578
Crawford Lake Capital Management
Lakewood,
New Jersey
| USD 139 M | – | – | 19.1% | 571% | 37 | – | 0 |
|
| 3579 |
LCM
3579
Lucas Capital Management
Red Bank,
New Jersey
| USD 139 M | +USD 8.02 M | +6% | 2.33% | 44.5% | 114 | 15.79% | 2.7 |
|
| 3580 |
AIM
3580
Act II Management
New York
| USD 138 M | +USD 3.1 M | +2% | 3.84% | 43.6% | 26 | 38.46% | 1.2 |
|
| 3581 |
AZA
3581
Arthur Zaske & Associates
Bingham Farms,
Michigan
| USD 138 M | +USD 71 M | +106% | 7.44% | – | 87 | 47.13% | 0.2 |
|
| 3582 |
MPAM
3582
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| USD 138 M | +USD 3.49 M | +3% | 4.19% | 75.1% | 91 | 2.2% | 2.8 |
|
| 3583 |
HCIA
3583
Hochman Cole Investment Advisors
Deerfield,
Illinois
| USD 138 M | +USD 3.93 M | +3% | 1.72% | 42.7% | 92 | 13.04% | 0.8 |
|
| 3584 |
FSH
3584
Franklin Square Holdings
Philadelphia,
Pennsylvania
| USD 138 M | – | – | 0.51% | – | 8 | – | 0 |
|
| 3585 |
3585
Financial Consulate
Hunt Valley,
Maryland
| USD 138 M | +USD 25.4 M | +23% | 1.01% | 53.3% | 77 | 16.88% | 1.3 |
|
| 3586 |
3586
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| USD 138 M | +USD 434 k | +0.3% | 3.36% | 81.7% | 678 | 6.49% | 0.5 |
|
| 3587 |
KCM
3587
Kempner Capital Management
Galveston,
Texas
| USD 138 M | -USD 7.52 M | -5% | 9.27% | 60.9% | 71 | 11.27% | 2.5 |
|
| 3588 |
3588
Heck Capital Advisors
Rhinelander,
Wisconsin
| USD 137 M | – | – | 1.86% | 67% | 74 | – | 0 |
|
| 3589 |
CHJWM
3589
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| USD 137 M | +USD 9.36 M | +7% | 4.57% | 58.2% | 87 | 17.24% | 1.9 |
|
| 3590 |
HKIM
3590
Hayek Kallen Investment Management
Fairhope,
Alabama
| USD 137 M | -USD 2.89 M | -2% | 0.26% | 71.9% | 65 | 9.23% | 2.6 |
|
| 3591 |
IIM
3591
Ironwood Investment Management
Boston,
Massachusetts
| USD 137 M | +USD 6.8 M | +5% | 13.1% | 164% | 172 | 8.14% | 2.6 |
|
| 3592 |
3592
Hudson Way Capital Management
Dallas,
Texas
| USD 137 M | – | – | 0.67% | 51.3% | 13 | – | 0 |
|
| 3593 |
KAM
3593
Kavi Asset Management
New York
| USD 137 M | +USD 20.7 M | +18% | 10.9% | 144% | 41 | 68.29% | 0.2 |
|
| 3594 |
VWA
3594
V Wealth Advisors
Overland Park,
Kansas
| USD 137 M | +USD 12.7 M | +10% | 5.02% | 36.9% | 192 | 24.48% | 0.6 |
|
| 3595 |
3595
BB&T Investment Services
Charlotte,
North Carolina
| USD 136 M | – | – | 2.06% | – | 820 | – | 0 |
|
| 3596 |
NSCP
3596
Night Square Capital Partners
New York
| USD 136 M | – | – | 7.14% | – | 17 | – | 0 |
|
| 3597 |
AWMG
3597
Alliance Wealth Management Group
Flemington,
New Jersey
| USD 136 M | -USD 6.14 M | -4% | 1.51% | – | 37 | 21.62% | 0.6 |
|
| 3598 |
MWM
3598
Mascoma Wealth Management
Hanover,
New Hampshire
| USD 136 M | – | – | 1.5% | 40% | 378 | – | 0 |
|
| 3599 |
KAM
3599
Kassirer Asset Management
Toronto,
Ontario, Canada
| USD 136 M | -USD 2.24 M | -2% | 22.5% | 577% | 109 | 66.97% | 0.3 |
|
| 3600 |
3600
Willow Creek Wealth Management
Sebastopol,
California
| USD 136 M | +USD 8.57 M | +7% | 2.67% | 36.5% | 20 | 10% | 1.4 |
|