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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 |
OAM
3601
Orinda Asset Management
Lafayette,
California
| USD 118 M | +USD 27.6 M | +31% | 3.79% | 28.4% | 154 | 76.62% | 0.5 |
|
| 3602 |
HCM
3602
Hutner Capital Management
Manchester,
Vermont
| USD 118 M | – | – | 0.62% | 52.2% | 42 | – | 0 |
|
| 3603 |
SIC
3603
Shoker Investment Counsel
Oxford,
Ohio
| USD 118 M | +USD 5.21 M | +5% | 3.4% | 83.8% | 107 | 4.67% | 2.2 |
|
| 3604 |
SIM
3604
Sigma Investment Management
Portland,
Oregon
| USD 118 M | -USD 1.18 M | -1% | 1% | 8.4% | 15 | 0% | 2.6 |
|
| 3605 |
LFA
3605
Landmark Financial Advisors
Bowling Green,
Kentucky
| USD 118 M | +USD 10.6 M | +10% | 4.21% | 11.8% | 54 | 7.41% | 1.4 |
|
| 3606 |
3606
Grove Bank & Trust
Miami,
Florida
| USD 117 M | +USD 5.76 M | +5% | 0.44% | 80.5% | 283 | 17.67% | 0.7 |
|
| 3607 |
KM
3607
Kalos Management
Alpharetta,
Georgia
| USD 117 M | -USD 11.9 M | -9% | 3.49% | 48.5% | 166 | 25.3% | 0.6 |
|
| 3608 |
3608
CTC (Chicago Trading Company)
Chicago,
Illinois
| USD 117 M | -USD 36.5 M | -24% | 3.99% | 192% | 4 | 25% | 0.4 |
|
| 3609 |
AWMF
3609
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
| USD 117 M | +USD 11.3 M | +11% | 1.71% | 101% | 75 | 14.67% | 0.6 |
|
| 3610 |
DP
3610
DW Partners
New York
| USD 117 M | -USD 5.2 M | -4% | 6.84% | 44.5% | 8 | 12.5% | 1.5 |
|
| 3611 |
3611
Fiduciary Trust International
Lincoln,
Massachusetts
| USD 117 M | -USD 188 M | -62% | 0.57% | 36.8% | 83 | 38.55% | 2.8 |
|
| 3612 |
PHIMC
3612
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| USD 117 M | -USD 4.5 M | -4% | 1.12% | 82.6% | 87 | 5.75% | 2.5 |
|
| 3613 |
HAM
3613
Hillswick Asset Management
Stamford,
Connecticut
| USD 117 M | +USD 3.29 M | +3% | 1.97% | 40.2% | 15 | 6.67% | 1.5 |
|
| 3614 |
CWM
3614
Catamount Wealth Management
Westport,
Connecticut
| USD 117 M | +USD 30 M | +35% | 6.2% | 70.7% | 177 | 27.68% | 1.1 |
|
| 3615 |
EWMCB
3615
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
| USD 116 M | +USD 6.98 M | +6% | 3.63% | 13% | 29 | 6.9% | 1.4 |
|
| 3616 |
TCM
3616
Tieton Capital Management
Yakima,
Washington
| USD 116 M | +USD 13.7 M | +13% | 17.7% | 172% | 31 | 9.68% | 2.1 |
|
| 3617 |
KAM
3617
Kavi Asset Management
New York
| USD 116 M | -USD 8.48 M | -7% | 18% | 144% | 35 | 48.57% | 0.3 |
|
| 3618 |
LA
3618
Lucus Advisors
New York
| USD 116 M | -USD 5.94 M | -5% | 2.42% | 16.7% | 341 | 65.1% | 0.5 |
|
| 3619 |
OAJ
3619
Ogorek Anthony Joseph
Williamsville,
New York
| USD 116 M | +USD 4.43 M | +4% | 2.33% | 61.1% | 83 | 16.87% | 1.1 |
|
| 3620 |
UONDDL
3620
University of Notre Dame du Lac
South Bend,
Indiana
| USD 116 M | +USD 9.7 M | +9% | 9.8% | – | 54 | 42.59% | 0.5 |
|
| 3621 |
WPEP
3621
Walnut Private Equity Partners
Omaha,
Nebraska
| USD 116 M | +USD 8.13 M | +8% | 6.95% | 48% | 21 | 9.52% | 2.5 |
|
| 3622 |
EFEM
3622
Eos Focused Equity Management
New York
| USD 116 M | +USD 23.2 M | +25% | 5.64% | 55.7% | 32 | 40.63% | 0.6 |
|
| 3623 |
EDRM
3623
Edmond de Rothschild (Monaco)
Monaco
| USD 116 M | – | – | 4.38% | – | 82 | – | 0 |
|
| 3624 |
WA
3624
Wilshire Advisors
Santa Monica,
California
| USD 115 M | +USD 957 k | +0.8% | 1.93% | 118% | 19 | 15.79% | 0.6 |
|
| 3625 |
SVGI
3625
Sapphire Ventures (GPE) I
Palo Alto,
California
| USD 115 M | +USD 13 M | +13% | 25.2% | – | 7 | 0% | 1.4 |
|