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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 |
3651
Casdin Capital
New York
| USD 113 M | – | – | 22.4% | 370% | 31 | – | 0 |
|
| 3652 |
3652
Hedeker Wealth
Lincolnshire,
Illinois
| USD 113 M | -USD 1.87 M | -2% | 3.85% | 141% | 196 | 59.69% | 0.4 |
|
| 3653 |
3653
Ninety One
Cape Town,
South Africa
| USD 113 M | +USD 3.35 M | +3% | 3.18% | 232% | 31 | 16.13% | 0.4 |
|
| 3654 |
3654
Mader & Shannon Wealth Management
Kansas City,
Missouri
| USD 113 M | +USD 32.7 M | +41% | 5.12% | 53.1% | 15 | 73.33% | 0.3 |
|
| 3655 |
3655
Weybosset Research & Management
Province,
Rhode Island
| USD 113 M | -USD 21.3 M | -16% | 4.46% | 74.8% | 54 | 9.26% | 1.9 |
|
| 3656 |
3656
Foresite Capital Management III
Larkspur,
California
| USD 113 M | – | – | 5.29% | 444% | 19 | – | 0 |
|
| 3657 |
3657
Cordasco Financial Network
Naples,
Florida
| USD 113 M | -USD 7.84 M | -7% | 4.84% | 31.1% | 315 | 14.92% | 1.5 |
|
| 3658 |
3658
Investment Counsel
Petoskey,
Michigan
| USD 112 M | – | – | 7.03% | 50.1% | 63 | – | 0 |
|
| 3659 |
LCM
3659
Leonard Capital Management
Vero Beach,
Florida
| USD 112 M | – | – | 5.31% | – | 39 | – | 0.3 |
|
| 3660 |
3660
DAFNA Capital Management
Los Angeles,
California
| USD 112 M | +USD 11.4 M | +11% | 14.9% | 313% | 94 | 23.4% | 1 |
|
| 3661 |
DCMM
3661
DG Capital Management (Massachusetts)
Boston,
Massachusetts
| USD 112 M | -USD 36.3 M | -24% | 12.3% | 96.7% | 78 | 44.87% | 1.3 |
|
| 3662 |
CIG
3662
Candlewood Investment Group
Rye,
New York
| USD 112 M | -USD 7.49 M | -6% | 5.16% | 10.6% | 17 | 58.82% | 0.3 |
|
| 3663 |
3663
Biltmore Wealth Management
Tempe,
Arizona
| USD 112 M | +USD 500 k | +0.4% | 3.91% | 59.8% | 43 | 27.91% | 0.8 |
|
| 3664 |
3664
Armbruster Capital Management
Pittsford,
New York
| USD 112 M | – | – | 4.71% | 66.7% | 305 | – | 0 |
|
| 3665 |
3665
Oliver Luxxe Assets
Gladstone,
New Jersey
| USD 112 M | – | – | 4.05% | 137% | 98 | – | 0 |
|
| 3666 |
SLA
3666
Silver Lake Advisory
Cottonwood Heights,
Utah
| USD 112 M | +USD 833 k | +0.8% | 6.95% | 76.7% | 73 | 10.96% | 1.6 |
|
| 3667 |
3667
Oppenheimer & Close
New York
| USD 112 M | -USD 5.9 M | -5% | 4.73% | 149% | 54 | 14.81% | 1.8 |
|
| 3668 |
RCM
3668
Rotella Capital Management
Bellevue,
Washington
| USD 112 M | -USD 198 M | -64% | 7.31% | 26.6% | 715 | 69.65% | 0.3 |
|
| 3669 |
3669
Fairfield University
Fairfield,
Connecticut
| USD 112 M | – | – | 5.63% | 61.9% | 3 | – | 0 |
|
| 3670 |
3670
Grove Bank & Trust
Miami,
Florida
| USD 112 M | – | – | 4.48% | 80.5% | 351 | – | 0 |
|
| 3671 |
3671
Cue Advisory Services
Phoenix,
Arizona
| USD 111 M | +USD 15.3 M | +16% | 5.21% | 52.3% | 165 | 21.21% | 0.7 |
|
| 3672 |
3672
Timber Creek Capital Management
Boston,
Massachusetts
| USD 111 M | +USD 4.74 M | +4% | 6.87% | 139% | 106 | 8.49% | 1.9 |
|
| 3673 |
3673
ASA Gold & Precious Metals
Portland,
Maine
| USD 111 M | -USD 2.5 M | -2% | 0.5% | 7.34% | 21 | 0% | 2.1 |
|
| 3674 |
BE
3674
Bonness Enterprises
Washington,
District of Columbia
| USD 111 M | +USD 6.31 M | +6% | 8.11% | 98.6% | 51 | 13.73% | 2.2 |
|
| 3675 |
WRHAM
3675
W.R. Huff Asset Management
Stuart,
Florida
| USD 111 M | +USD 2.43 M | +2% | 5.36% | – | 40 | 7.5% | 0.9 |
|