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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 |
PCFFS
3576
Pacific Center for Financial Services
San Ramon,
California
| USD 149 M | +USD 6.35 M | +4% | 2.1% | 60.1% | 326 | 6.13% | 0.5 |
|
| 3577 |
TCM
3577
Texan Capital Management
Houston,
Texas
| USD 149 M | -USD 70.8 M | -32% | 1.85% | 19.3% | 134 | 24.63% | 2.8 |
|
| 3578 |
3578
Willow Creek Wealth Management
Sebastopol,
California
| USD 149 M | +USD 3.69 M | +3% | 0.58% | 36.5% | 20 | 0% | 1.9 |
|
| 3579 |
3579
GenWealth Group
Maplewood,
New Jersey
| USD 149 M | – | – | 2.5% | 73.9% | 51 | – | 0 |
|
| 3580 |
DCM
3580
Delta Capital Management
Red Bank,
New Jersey
| USD 149 M | +USD 3.83 M | +3% | 3.56% | 129% | 74 | 10.81% | 2.7 |
|
| 3581 |
VCM
3581
Venor Capital Management
New York
| USD 148 M | -USD 38.5 M | -21% | 2.85% | – | 12 | 58.33% | 1 |
|
| 3582 |
3582
Silicon Valley Capital Partners
San Jose,
California
| USD 148 M | -USD 12 M | -8% | 3% | 103% | 27 | 18.52% | 0.8 |
|
| 3583 |
MWM
3583
Mascoma Wealth Management
Hanover,
New Hampshire
| USD 148 M | +USD 8.58 M | +6% | 1.38% | 40% | 463 | 28.94% | 0.4 |
|
| 3584 |
HKIM
3584
Hayek Kallen Investment Management
Fairhope,
Alabama
| USD 148 M | +USD 3.69 M | +3% | 2.81% | 71.9% | 72 | 15.28% | 2.8 |
|
| 3585 |
CGI
3585
Cougar Global Investments
Toronto,
Ontario, Canada
| USD 148 M | -USD 1.1 M | -0.7% | 2.95% | 17.4% | 15 | 53.33% | 0.6 |
|
| 3586 |
3586
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| USD 148 M | +USD 4.2 M | +3% | 4.03% | 70.3% | 47 | 4.26% | 1.4 |
|
| 3587 |
RCG
3587
Ruggie Capital Group
Tavares,
Florida
| USD 148 M | +USD 13.7 M | +10% | 2.57% | 22% | 329 | 27.66% | 0.7 |
|
| 3588 |
BCM
3588
Boltwood Capital Management
Walnut Creek,
California
| USD 148 M | +USD 4.87 M | +3% | 1.68% | 63% | 118 | 5.93% | 2.7 |
|
| 3589 |
AIM
3589
Act II Management
New York
| USD 148 M | +USD 10.2 M | +7% | 5.88% | 43.6% | 23 | 21.74% | 1.4 |
|
| 3590 |
KC
3590
Kingfisher Capital
Charlotte,
North Carolina
| USD 148 M | +USD 9.07 M | +7% | 2.55% | 58.5% | 115 | 7.83% | 1.9 |
|
| 3591 |
WCG
3591
Wall Capital Group
Phoenix,
Arizona
| USD 148 M | +USD 21.3 M | +17% | 2.51% | – | 51 | 21.57% | 0.2 |
|
| 3592 |
CSA
3592
Cottage Street Advisors
Marion,
Massachusetts
| USD 148 M | +USD 7.22 M | +5% | 2.85% | 95.8% | 88 | 9.09% | 1.3 |
|
| 3593 |
FUBT
3593
First United Bank & Trust
Oakland,
Maryland
| USD 148 M | +USD 4.88 M | +3% | 2.38% | 69.2% | 113 | 7.08% | 2.7 |
|
| 3594 |
SCM
3594
Sitrin Capital Management
Century City,
California
| USD 148 M | +USD 8.44 M | +6% | 5.59% | 139% | 39 | 12.82% | 1.2 |
|
| 3595 |
LPIC
3595
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
| USD 147 M | +USD 8.28 M | +6% | 3% | 64.1% | 147 | 4.08% | 0.5 |
|
| 3596 |
PIA
3596
Phoenix Investment Adviser
New York
| USD 147 M | +USD 15.1 M | +11% | 0.85% | 25% | 68 | 38.24% | 0.8 |
|
| 3597 |
CHJWM
3597
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| USD 147 M | +USD 3.86 M | +3% | 1.2% | 58.2% | 89 | 8.99% | 2.1 |
|
| 3598 |
HCA
3598
Horan Capital Advisors
Cincinnati,
Ohio
| USD 147 M | +USD 6.69 M | +5% | 2.48% | 26.6% | 79 | 22.78% | 2 |
|
| 3599 |
BCP
3599
Berkeley Capital Partners
Milton,
Georgia
| USD 147 M | -USD 309 k | -0.2% | 1.79% | 62.8% | 127 | 21.26% | 1.1 |
|
| 3600 |
3600
Moisand Fitzgerald Tamayo
Orlando,
Florida
| USD 147 M | +USD 4.97 M | +4% | 2.37% | 51.1% | 63 | 3.17% | 1.4 |
|