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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 |
3676
St. Johns Investment Management
Jacksonville,
Florida
| USD 111 M | +USD 4.7 M | +4% | 5.64% | 80.9% | 173 | 13.29% | 1.4 |
|
| 3677 |
3677
Willow Creek Wealth Management
Sebastopol,
California
| USD 111 M | +USD 2.65 M | +2% | 0.54% | 36.5% | 19 | 15.79% | 0.8 |
|
| 3678 |
3678
Avalon Capital Management
Port Of Redwood City,
California
| USD 111 M | +USD 2.3 M | +2% | 2.94% | 151% | 89 | 64.04% | 0.7 |
|
| 3679 |
3679
Equinox Partners Investment Management
Stamford,
Connecticut
| USD 111 M | -USD 27.5 M | -20% | 6.88% | 241% | 19 | 31.58% | 1.4 |
|
| 3680 |
3680
Old West Investment Management
Los Angeles,
California
| USD 111 M | -USD 20.8 M | -16% | 0.45% | 242% | 75 | 14.67% | 1.8 |
|
| 3681 |
3681
Canal Capital Management
Richmond,
Virginia
| USD 111 M | +USD 11.3 M | +11% | 3.41% | 67.8% | 74 | 13.51% | 0.8 |
|
| 3682 |
3682
First United Bank & Trust
Oakland,
Maryland
| USD 111 M | +USD 8.14 M | +8% | 7.45% | 78% | 96 | 8.33% | 2.1 |
|
| 3683 |
MG
3683
Magnolia Group
Omaha,
Nebraska
| USD 111 M | – | – | 8.57% | 9.52% | 12 | – | 0 |
|
| 3684 |
PCR
3684
Potrero Capital Research
San Francisco,
California
| USD 111 M | – | – | 2.09% | 226% | 37 | – | 0 |
|
| 3685 |
MBA
3685
McQueen Ball & Associates
Bethlehem,
Pennsylvania
| USD 111 M | – | – | 4.9% | 53.6% | 92 | – | 0 |
|
| 3686 |
3686
Glassman Wealth Services
Vienna,
Virginia
| USD 111 M | -USD 658 k | -0.6% | 2.76% | 62.6% | 457 | 12.25% | 0.9 |
|
| 3687 |
3687
Forester Capital Management
Lake Forest,
Illinois
| USD 111 M | +USD 2.13 M | +2% | 7.8% | 33.2% | 62 | 14.52% | 1.9 |
|
| 3688 |
3688
Friedenthal Financial
Marlton,
New Jersey
| USD 111 M | -USD 724 k | -0.7% | 1.71% | 111% | 47 | 31.91% | 1.2 |
|
| 3689 |
CWM
3689
Catamount Wealth Management
Westport,
Connecticut
| USD 110 M | +USD 10.5 M | +11% | 11.7% | 70.7% | 153 | 23.53% | 0.8 |
|
| 3690 |
PC
3690
Palo Capital
Newport Beach,
California
| USD 110 M | -USD 4.3 M | -4% | 3.56% | 34.6% | 159 | 40.25% | 0.6 |
|
| 3691 |
WAM
3691
Westport Asset Management
Southport,
Connecticut
| USD 110 M | -USD 4.71 M | -4% | 0.35% | 64.2% | 38 | 7.89% | 2.1 |
|
| 3692 |
3692
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| USD 110 M | +USD 8.89 M | +9% | 7.84% | 70.3% | 41 | 19.51% | 0.8 |
|
| 3693 |
3693
Hillswick Asset Management
Stamford,
Connecticut
| USD 110 M | +USD 6.92 M | +7% | 6.76% | 40.2% | 13 | 0% | 1 |
|
| 3694 |
3694
First Houston Capital
Houston,
Texas
| USD 110 M | +USD 3.95 M | +4% | 5.31% | 39.2% | 68 | 10.29% | 1.7 |
|
| 3695 |
WCM
3695
Weyland Capital Management
Portsmouth,
New Hampshire
| USD 110 M | +USD 3.87 M | +4% | 4.97% | 25.7% | 9 | 11.11% | 2.3 |
|
| 3696 |
3696
Tiger Pacific Capital
New York
| USD 110 M | – | – | 10.5% | 84.5% | 6 | – | 0 |
|
| 3697 |
3697
Nixon Peabody Trust
Boston,
Massachusetts
| USD 110 M | – | – | 5.7% | 101% | 84 | – | 0 |
|
| 3698 |
AIA
3698
AIMZ Investment Advisors
Los Altos,
California
| USD 110 M | +USD 820 k | +0.8% | 5.7% | 81.3% | 98 | 9.18% | 0.9 |
|
| 3699 |
3699
Leisure Capital Management
Costa Mesa,
California
| USD 110 M | +USD 17.7 M | +19% | 5.54% | 98% | 113 | 19.47% | 0.8 |
|
| 3700 |
PWMAG
3700
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| USD 110 M | +USD 5.92 M | +6% | 5.38% | 90.7% | 113 | 18.58% | 0.8 |
|