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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3676 |
RPG
3676
Risk Paradigm Group
Austin,
Texas
| USD 105 M | +USD 2.47 M | +2% | 1.18% | – | 370 | 16.22% | 0.2 |
|
| 3677 |
SG
3677
Somerset Group
Wayzata,
Minnesota
| USD 105 M | -USD 6.92 M | -6% | 1.77% | 84.6% | 75 | 6.67% | 1.7 |
|
| 3678 |
3678
Bernicke Wealth Management
Altoona,
Wisconsin
| USD 105 M | +USD 11 M | +12% | 1.76% | – | 43 | 4.65% | 0.5 |
|
| 3679 |
WI
3679
Wedgewood Investors
Erie,
Pennsylvania
| USD 105 M | +USD 1.82 M | +2% | 1.03% | – | 132 | 3.03% | 1.7 |
|
| 3680 |
EI
3680
EDMP Inc
Lutz,
Florida
| USD 105 M | -USD 4.21 M | -4% | 3.41% | 71.6% | 60 | 3.33% | 1.6 |
|
| 3681 |
SF
3681
Schooner Foundation
Boston,
Massachusetts
| USD 105 M | -USD 18.5 M | -15% | 15% | 13.8% | 1 | 0% | 0.8 |
|
| 3682 |
MTM
3682
Millennium TVP Management
New York
| USD 104 M | -USD 8.37 M | -7% | 3.29% | – | 9 | 0% | 0.8 |
|
| 3683 |
WWM
3683
Willingdon Wealth Management
Huntersville,
North Carolina
| USD 104 M | -USD 16 M | -13% | 1.62% | 15.3% | 100 | 34% | 1 |
|
| 3684 |
FA
3684
Financial Advantage
Columbia,
Maryland
| USD 104 M | -USD 8.95 M | -8% | 2.74% | 24.3% | 146 | 27.4% | 1.7 |
|
| 3685 |
GI
3685
Greenwood Investments
Boston,
Massachusetts
| USD 104 M | +USD 8.72 M | +9% | 3.98% | 1.64% | 13 | 0% | 1.8 |
|
| 3686 |
TAG
3686
Tactical Allocation Group
Birmingham,
Michigan
| USD 104 M | -USD 14.7 M | -12% | 1.42% | 15.2% | 20 | 0% | 1.1 |
|
| 3687 |
WA
3687
Wheatland Advisors
Lancaster,
Pennsylvania
| USD 104 M | +USD 3.76 M | +4% | 0.58% | 30.5% | 91 | 8.79% | 1.4 |
|
| 3688 |
SSCM
3688
Summit Street Capital Management
New York
| USD 104 M | -USD 7.87 M | -7% | 0.15% | 217% | 42 | 26.19% | 0.4 |
|
| 3689 |
NMM
3689
NGP MR Management
Dallas,
Texas
| USD 104 M | -USD 16.3 M | -14% | 13.1% | 21.9% | 2 | 0% | 1.1 |
|
| 3690 |
APSP
3690
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| USD 104 M | – | – | 0.9% | 62.1% | 252 | – | 0 |
|
| 3691 |
CI
3691
Capital Innovations
Pewaukee,
Wisconsin
| USD 104 M | -USD 13.1 M | -11% | 5.79% | – | 97 | 14.43% | 1.1 |
|
| 3692 |
PC
3692
Pecaut & Co
Sioux City,
Iowa
| USD 104 M | +USD 1.52 M | +1% | 0.09% | 67.6% | 49 | 6.12% | 1.3 |
|
| 3693 |
TBNY
3693
Trustco Bank (New York)
Albany,
New York
| USD 103 M | -USD 1.27 M | -1% | 0.36% | 131% | 66 | 1.52% | 1.9 |
|
| 3694 |
WCM
3694
Wunderlich Capital Managemnt
Memphis,
Tennessee
| USD 103 M | -USD 7.47 M | -7% | 1.27% | 33.6% | 70 | 5.71% | 1.2 |
|
| 3695 |
BOCM
3695
Bontempo Ohly Capital Management
Bethesda,
Maryland
| USD 103 M | -USD 1.82 M | -2% | 0.76% | 49.6% | 27 | 0% | 0.4 |
|
| 3696 |
RA
3696
Raffles Associates
New York
| USD 103 M | +USD 7.75 M | +8% | 3.14% | 50% | 59 | 16.95% | 1.4 |
|
| 3697 |
PIA
3697
Phoenix Investment Adviser
New York
| USD 103 M | -USD 73.6 M | -42% | 2.08% | 25% | 45 | 31.11% | 0.9 |
|
| 3698 |
PI
3698
Pettee Investors
Rowayton,
Connecticut
| USD 103 M | -USD 318 k | -0.3% | 0.04% | 96.1% | 61 | 4.92% | 1.4 |
|
| 3699 |
CMO
3699
Covenant Multifamily Offices
San Antonio,
Texas
| USD 103 M | +USD 40.2 M | +64% | 0.53% | 38.3% | 47 | 53.19% | 0.5 |
|
| 3700 |
LSCM
3700
LaSalle Street Capital Management
Chicago,
Illinois
| USD 103 M | +USD 743 k | +0.7% | 0.74% | 30.5% | 75 | 8% | 0.5 |
|