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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3651 |
CHJWM
3651
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| USD 107 M | +USD 7.03 M | +7% | 0.65% | 58.2% | 71 | 12.68% | 1.2 |
|
| 3652 |
ABP
3652
Arthur B. Page
| USD 107 M | +USD 1.92 M | +2% | 0.56% | 40.4% | 74 | 8.11% | 1.3 |
|
| 3653 |
3653
Canal Capital Management
Richmond,
Virginia
| USD 107 M | -USD 1.12 M | -1% | 1.61% | 67.8% | 70 | 18.57% | 0.4 |
|
| 3654 |
3654
Boston Standard Wealth Management
Winchester,
Massachusetts
| USD 107 M | -USD 277 k | -0.3% | 1% | 47.1% | 27 | 11.11% | 0.5 |
|
| 3655 |
EM
3655
Excalibur Management
Waltham,
Massachusetts
| USD 107 M | +USD 3.48 M | +3% | 1.75% | 81.7% | 71 | 12.68% | 1.5 |
|
| 3656 |
DLHL
3656
Donald L. Hagan LLC
Sarasota,
Florida
| USD 107 M | +USD 6.3 M | +6% | 0.52% | 47.9% | 87 | 29.89% | 0.4 |
|
| 3657 |
IMS
3657
Index Management Solutions
Philadelphia,
Pennsylvania
| USD 107 M | -USD 26.4 M | -20% | 16.1% | – | 843 | 19.45% | 1.1 |
|
| 3658 |
RHDIC
3658
R.H. Dinel Investment Counsel
Los Angeles,
California
| USD 107 M | +USD 318 k | +0.3% | 0.19% | 55.9% | 60 | 0% | 1.4 |
|
| 3659 |
ETM
3659
Euclidean Technologies Management
Seattle,
Washington
| USD 107 M | -USD 3.34 M | -3% | 0.77% | 124% | 57 | 21.05% | 0.8 |
|
| 3660 |
SIC
3660
Shoker Investment Counsel
Oxford,
Ohio
| USD 106 M | +USD 1.24 M | +1% | 0.49% | 83.8% | 98 | 2.04% | 1.2 |
|
| 3661 |
EA
3661
Elm Advisors
Burlingame,
California
| USD 106 M | -USD 1.89 M | -2% | 1.01% | 50.5% | 76 | 9.21% | 1.4 |
|
| 3662 |
CAS
3662
Cue Advisory Services
Phoenix,
Arizona
| USD 106 M | +USD 6.88 M | +7% | 1.35% | 52.3% | 155 | 11.61% | 0.5 |
|
| 3663 |
IF
3663
IRON Financial
Northbrook,
Illinois
| USD 106 M | -USD 22 M | -17% | 0.52% | 51.4% | 89 | 35.96% | 0.8 |
|
| 3664 |
UFA
3664
US Financial Advisors
Braintree,
Massachusetts
| USD 106 M | -USD 4.05 M | -4% | 1.29% | 12.6% | 618 | 49.03% | 0.3 |
|
| 3665 |
RVGI
3665
RRE Ventures GP III
New York
| USD 106 M | -USD 85.8 M | -45% | 44.2% | 74.5% | 3 | 0% | 1.4 |
|
| 3666 |
MFS
3666
McNamara Financial Services
Marshfield,
Massachusetts
| USD 106 M | -USD 3.06 M | -3% | 3.21% | 42.6% | 73 | 26.03% | 0.4 |
|
| 3667 |
HIM
3667
Hutchens Investment Management
Concord,
New Hampshire
| USD 106 M | -USD 3.06 M | -3% | 3.21% | 56.8% | 73 | 26.03% | 0.4 |
|
| 3668 |
MPA
3668
Marvin & Palmer Associates
Wilmington,
Delaware
| USD 106 M | -USD 9.8 M | -8% | 3.52% | 392% | 64 | 29.69% | 1 |
|
| 3669 |
NA
3669
NS Advisors
Westport,
Connecticut
| USD 105 M | -USD 7.97 M | -7% | 7.27% | 16.3% | 17 | 5.88% | 1.2 |
|
| 3670 |
3670
Simplicity Solutions
Minneapolis,
Minnesota
| USD 105 M | +USD 21 M | +25% | 0.41% | 37.1% | 147 | 53.74% | 0.2 |
|
| 3671 |
SFA
3671
Staton Financial Advisors
Charlotte,
North Carolina
| USD 105 M | -USD 4.09 M | -4% | 3.41% | – | 40 | 7.5% | 0.2 |
|
| 3672 |
BDCM
3672
Black Diamond Capital Management
Stamford,
Connecticut
| USD 105 M | -USD 43.8 M | -29% | 2.2% | 28.3% | 5 | 60% | 1 |
|
| 3673 |
PM
3673
Penbrook Management
New York
| USD 105 M | -USD 7.28 M | -6% | 1.87% | 107% | 118 | 11.86% | 1.2 |
|
| 3674 |
FMB
3674
Field & Main Bank
Henderson,
Kentucky
| USD 105 M | -USD 2.83 M | -3% | 0.35% | 107% | 213 | 7.51% | 1.2 |
|
| 3675 |
IOOF
3675
Independent Order of Foresters
Toronto,
Ontario, Canada
| USD 105 M | -USD 1.85 M | -2% | 10.3% | 66.3% | 107 | 7.48% | 1.6 |
|