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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 |
APSP
3601
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| USD 115 M | +USD 5.12 M | +5% | 2.24% | 62.1% | 302 | 11.92% | 0.8 |
|
| 3602 |
3602
Nixon Peabody Trust
Boston,
Massachusetts
| USD 115 M | +USD 2.74 M | +2% | 2.66% | 85.3% | 87 | 5.75% | 0.5 |
|
| 3603 |
SR
3603
Sloane Robinson
London,
United Kingdom
| USD 115 M | +USD 32.5 M | +39% | 28.2% | 175% | 20 | 45% | 0.6 |
|
| 3604 |
3604
RFG Advisory
Birmingham,
Alabama
| USD 115 M | -USD 13 M | -10% | 2.55% | 52.3% | 96 | 20.83% | 0.5 |
|
| 3605 |
CW
3605
Cabot-Wellington
Boston,
Massachusetts
| USD 115 M | -USD 20.7 M | -15% | 3.73% | 65% | 23 | 26.09% | 2.5 |
|
| 3606 |
3606
Boston Standard Wealth Management
Winchester,
Massachusetts
| USD 115 M | +USD 5.82 M | +5% | 2.07% | 47.1% | 24 | 0% | 1.2 |
|
| 3607 |
WA
3607
Wilshire Advisors
Santa Monica,
California
| USD 114 M | -USD 82.3 M | -42% | 2.29% | 118% | 25 | 44% | 0.3 |
|
| 3608 |
NVIM
3608
New Vernon Investment Management
Highland Park,
Illinois
| USD 114 M | -USD 2.55 M | -2% | 0.59% | 83.1% | 51 | 3.92% | 1.5 |
|
| 3609 |
HW
3609
Hedeker Wealth
Lincolnshire,
Illinois
| USD 114 M | +USD 7.78 M | +7% | 1.95% | 141% | 131 | 68.7% | 0.5 |
|
| 3610 |
3610
Occidental Asset Management
Burlingame,
California
| USD 114 M | +USD 31.4 M | +38% | 2.85% | 82.5% | 102 | 31.37% | 1.3 |
|
| 3611 |
LSC
3611
Lesa Sroufe & Co
Seattle,
Washington
| USD 114 M | +USD 11.6 M | +11% | 6.69% | – | 44 | 9.09% | 1.9 |
|
| 3612 |
CV
3612
Clarus Ventures
Cambridge,
Massachusetts
| USD 114 M | -USD 18.9 M | -14% | 6.21% | 70.3% | 6 | 0% | 1.6 |
|
| 3613 |
PFS
3613
Physicians Financial Services
Raleigh,
North Carolina
| USD 114 M | +USD 3.74 M | +3% | 3.2% | 100% | 312 | 6.41% | 0.5 |
|
| 3614 |
PVMCV
3614
Polaris Venture Management Co VI
Boston,
Massachusetts
| USD 114 M | -USD 52.5 M | -31% | 29.2% | – | 2 | 0% | 0.3 |
|
| 3615 |
EPP
3615
ETF Portfolio Partners
Leawood,
Kansas
| USD 114 M | -USD 2.69 M | -2% | 1.57% | 44.3% | 27 | 18.52% | 1.1 |
|
| 3616 |
HAM
3616
Hillswick Asset Management
Stamford,
Connecticut
| USD 114 M | +USD 2.46 M | +2% | 2.57% | 40.2% | 14 | 7.14% | 1.4 |
|
| 3617 |
JGIA
3617
Jackson Grant Investment Advisers
Stamford,
Connecticut
| USD 113 M | +USD 4 M | +4% | 3.38% | 54.3% | 171 | 12.28% | 0.4 |
|
| 3618 |
3618
Mengis Capital Management
Portland,
Oregon
| USD 113 M | +USD 5.18 M | +5% | 1.85% | 104% | 109 | 10.09% | 1.3 |
|
| 3619 |
3619
Dock Street Asset Management
Palm Beach,
Florida
| USD 113 M | +USD 6.04 M | +6% | 0.44% | 175% | 35 | 11.43% | 2 |
|
| 3620 |
TA
3620
TMD & Associates
Scottsdale,
Arizona
| USD 113 M | +USD 12 M | +12% | 0.83% | 20.5% | 32 | 21.88% | 0.4 |
|
| 3621 |
DSN
3621
D. Scott Neal
Lexington,
Kentucky
| USD 113 M | +USD 6.22 M | +6% | 2.61% | 105% | 187 | 9.09% | 0.7 |
|
| 3622 |
3622
Boxer Capital
San Diego,
California
| USD 113 M | +USD 10.6 M | +10% | 10.8% | 262% | 28 | 39.29% | 0.3 |
|
| 3623 |
PCA
3623
Prospect Capital Advisors
Sausalito,
California
| USD 113 M | +USD 28.3 M | +34% | 10% | 202% | 26 | 26.92% | 0.4 |
|
| 3624 |
3624
Plancorp LLC
Saint Louis,
Missouri
| USD 113 M | +USD 29.3 M | +35% | 9.77% | 67.3% | 62 | 61.29% | 1.1 |
|
| 3625 |
ACM
3625
Axel Capital Management
New York
| USD 113 M | -USD 75.8 M | -40% | 3.28% | 194% | 19 | 10.53% | 2.3 |
|