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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
Spectrum Equity Management
San Francisco,
California
| USD 181 M | +USD 54.9 M | +44% | 44.6% | – | 2 | 0% | 0.3 |
|
| 3652 |
3652
GSI Capital Advisors
Newport Beach,
California
| USD 181 M | +USD 3.09 M | +2% | 16.7% | 39.7% | 33 | 33.33% | 1 |
|
| 3653 |
3653
McIlrath & Eck
Arlington,
Washington
| USD 180 M | +USD 24.3 M | +16% | 11.2% | 44% | 658 | 16.57% | 0.9 |
|
| 3654 |
3654
American National Registered Investment Advisor
Galveston,
Texas
| USD 180 M | +USD 20.3 M | +13% | 15% | 95.8% | 220 | 8.18% | 4.2 |
|
| 3655 |
3655
Center Lake Capital Management
West Palm Beach,
Florida
| USD 180 M | +USD 102 M | +130% | 39.6% | 98.3% | 8 | 50% | 0.1 |
|
| 3656 |
3656
Heronetta Management
New York
| USD 180 M | +USD 25.9 M | +17% | 17% | 59.7% | 30 | 10% | 3.8 |
|
| 3657 |
3657
Investidor Profissional Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 180 M | -USD 50.2 M | -22% | 10.3% | 51.8% | 20 | 40% | 0.6 |
|
| 3658 |
3658
Moisand Fitzgerald Tamayo
Orlando,
Florida
| USD 180 M | +USD 20.3 M | +13% | 11.6% | 51.1% | 293 | 3.41% | 1.7 |
|
| 3659 |
3659
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| USD 180 M | +USD 18.6 M | +12% | 10.1% | 38.2% | 55 | 14.55% | 2.9 |
|
| 3660 |
3660
Covenant Partners
Nashville,
Tennessee
| USD 180 M | -USD 29.2 M | -14% | 14.7% | 70.3% | 193 | 74.09% | 0.1 |
|
| 3661 |
3661
American Money Management
Rancho Santa Fe,
California
| USD 180 M | +USD 21.2 M | +13% | 12.4% | 65% | 83 | 16.87% | 3.4 |
|
| 3662 |
3662
Bar Harbor Trust Services
Ellsworth,
Maine
| USD 180 M | +USD 39.8 M | +28% | 13.2% | 86.4% | 69 | 24.64% | 3 |
|
| 3663 |
QGA
3663
Q Global Advisors
Fort Worth,
Texas
| USD 180 M | +USD 48.2 M | +37% | 14% | 79% | 39 | 33.33% | 0.3 |
|
| 3664 |
3664
Lumbard & Kellner
Hollis,
New Hampshire
| USD 180 M | +USD 14.5 M | +9% | 9.36% | 137% | 86 | 15.12% | 3.3 |
|
| 3665 |
3665
Worth Venture Partners
Fort Lee,
New Jersey
| USD 180 M | +USD 47.3 M | +36% | 3.95% | 105% | 129 | 52.71% | 0.4 |
|
| 3666 |
SAM
3666
Southpaw Asset Management
Stamford,
Connecticut
| USD 179 M | +USD 5.93 M | +3% | 3.48% | 0.05% | 19 | 5.26% | 0.8 |
|
| 3667 |
3667
Brave Asset Management
Summit,
New Jersey
| USD 179 M | +USD 30.6 M | +21% | 12.3% | 76.3% | 170 | 18.82% | 2.8 |
|
| 3668 |
ARG
3668
Advisory Resource Group
Tulsa,
Oklahoma
| USD 179 M | +USD 16.4 M | +10% | 10.8% | 72% | 79 | 27.85% | 0.2 |
|
| 3669 |
3669
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| USD 179 M | +USD 35.9 M | +25% | 13.7% | 73.3% | 113 | 19.47% | 3.7 |
|
| 3670 |
3670
Mengis Capital Management
Portland,
Oregon
| USD 179 M | +USD 21.5 M | +14% | 11% | 104% | 127 | 11.02% | 2.9 |
|
| 3671 |
3671
Rothschild Capital Partners
New York
| USD 179 M | -USD 6.07 M | -3% | 14.2% | 90.8% | 41 | 26.83% | 2.8 |
|
| 3672 |
GII
3672
Gryphon International Investment
Toronto,
Ontario, Canada
| USD 179 M | +USD 26.4 M | +17% | 0% | 5.67% | 26 | 42.31% | 2.8 |
|
| 3673 |
3673
WealthShield Partners
Cary,
North Carolina
| USD 179 M | +USD 32.1 M | +22% | 8.27% | 71% | 296 | 23.99% | 0.9 |
|
| 3674 |
TL
3674
TowerView LLC
New York
| USD 179 M | +USD 7.26 M | +4% | 5.08% | 17.9% | 21 | 14.29% | 3.7 |
|
| 3675 |
3675
Johanson Financial Advisors
Campbell,
California
| USD 178 M | +USD 29.8 M | +20% | 13.1% | 101% | 99 | 13.13% | 1.6 |
|