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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
EI
3601
EDMP Inc
Lutz,
Florida
| USD 98.3 M | -USD 6.22 M | -6% | 6.78% | 71.6% | 66 | 18.18% | 1.7 |
|
| 3602 |
3602
Bernicke Wealth Management
Altoona,
Wisconsin
| USD 98.2 M | -USD 6.58 M | -6% | 3.75% | – | 41 | 9.76% | 0.7 |
|
| 3603 |
PAA
3603
Peregrine Asset Advisers
Portland,
Oregon
| USD 98.1 M | -USD 35.4 M | -27% | 3.85% | 182% | 119 | 36.13% | 1.4 |
|
| 3604 |
WI
3604
Wedgewood Investors
Erie,
Pennsylvania
| USD 97.9 M | -USD 6.84 M | -7% | 1.74% | – | 134 | 11.19% | 2 |
|
| 3605 |
CMO
3605
Covenant Multifamily Offices
San Antonio,
Texas
| USD 97.8 M | -USD 4.86 M | -5% | 7.45% | 38.3% | 60 | 48.33% | 0.7 |
|
| 3606 |
CPA
3606
Columbia Pacific Advisors
Seattle,
Washington
| USD 97.7 M | -USD 40.2 M | -29% | 12.2% | 5.27% | 62 | 67.74% | 0.4 |
|
| 3607 |
THCM
3607
Tipp Hill Capital Management
New York
| USD 97.7 M | -USD 20.6 M | -17% | 15.4% | 1.13% | 30 | 46.67% | 0.5 |
|
| 3608 |
SVGI
3608
Sapphire Ventures (GPE) I
Palo Alto,
California
| USD 97.7 M | -USD 4.7 M | -5% | 17.9% | – | 10 | 30% | 0.6 |
|
| 3609 |
IT
3609
Independence Trust
Franklin,
Tennessee
| USD 97.5 M | -USD 51 M | -34% | 7.42% | 28.9% | 131 | 33.59% | 1.4 |
|
| 3610 |
AWM
3610
AllSquare Wealth Management
Albany,
New York
| USD 97.5 M | -USD 9.7 M | -9% | 6.7% | 62.4% | 350 | 14% | 0.7 |
|
| 3611 |
LCP
3611
LeVasseur Capital Partners
Newport Beach,
California
| USD 97.3 M | -USD 22.6 M | -19% | 10.9% | 38.8% | 8 | 12.5% | 1.1 |
|
| 3612 |
SC
3612
Searle & Co
Greenwich,
Connecticut
| USD 97.3 M | -USD 22.6 M | -19% | 9.35% | 93.8% | 345 | 71.01% | 0.7 |
|
| 3613 |
RWM
3613
Rezny Wealth Management
Fort Myers,
Florida
| USD 97.3 M | -USD 12.7 M | -12% | 7.8% | 99.6% | 119 | 41.18% | 0.2 |
|
| 3614 |
PC
3614
Pecaut & Co
Sioux City,
Iowa
| USD 97.2 M | -USD 6.36 M | -6% | 6.95% | 67.6% | 50 | 14% | 1.4 |
|
| 3615 |
GI
3615
Greenwood Investments
Boston,
Massachusetts
| USD 97.2 M | -USD 6.97 M | -7% | 4.34% | 1.64% | 14 | 7.14% | 1.9 |
|
| 3616 |
3616
Shah Capital Management
Raleigh,
North Carolina
| USD 97 M | -USD 10.7 M | -10% | 18.6% | 287% | 11 | 18.18% | 1.6 |
|
| 3617 |
3617
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| USD 96.9 M | -USD 11.7 M | -11% | 6.93% | 90.7% | 160 | 10% | 0.7 |
|
| 3618 |
3618
Catterton Management Company
Greenwich,
Connecticut
| USD 96.8 M | -USD 3.01 M | -3% | 3.01% | 13.2% | 1 | 0% | 2.3 |
|
| 3619 |
NA
3619
NS Advisors
Westport,
Connecticut
| USD 96.7 M | -USD 8.75 M | -8% | 4.95% | 16.3% | 18 | 22.22% | 1.2 |
|
| 3620 |
RDM
3620
Retirement Design & Management
Westport,
Connecticut
| USD 96.7 M | -USD 19.7 M | -17% | 6.04% | – | 77 | 24.68% | 0.6 |
|
| 3621 |
RPM
3621
Ridgemont Partners Management
Charlotte,
North Carolina
| USD 96.5 M | -USD 26.6 M | -22% | 16.8% | 45.6% | 6 | 0% | 1.8 |
|
| 3622 |
EA
3622
Elm Advisors
Burlingame,
California
| USD 96.5 M | -USD 9.8 M | -9% | 7.72% | 50.5% | 73 | 10.96% | 1.7 |
|
| 3623 |
LC
3623
Lubar & Co
Milwaukee,
Wisconsin
| USD 96.5 M | -USD 74 M | -43% | 22.5% | – | 20 | 25% | 1.4 |
|
| 3624 |
PIA
3624
Peachtree Investment Advisors
Atlanta,
Georgia
| USD 96.4 M | -USD 37.7 M | -28% | 6.48% | 24.2% | 327 | 69.42% | 1.5 |
|
| 3625 |
JPTCCM
3625
J.P. Turner & Co Capital Management
Atlanta,
Georgia
| USD 96.4 M | -USD 32.3 M | -25% | 7.44% | – | 239 | 29.71% | 0.6 |
|