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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 |
SWA
3676
Sutton Wealth Advisors
Tampa,
Florida
| USD 110 M | +USD 3.66 M | +3% | 3.52% | 40.9% | 1,072 | 7.28% | 0.5 |
|
| 3677 |
AIS
3677
Accurate Investment Solutions
Seven Fields,
Pennsylvania
| USD 109 M | +USD 16.4 M | +18% | 1.38% | 6.74% | 343 | 11.66% | 0.7 |
|
| 3678 |
TWA
3678
Tillar-Wenstrup Advisors
Centerville,
Ohio
| USD 109 M | +USD 8.29 M | +8% | 5.39% | 27.4% | 55 | 12.73% | 1.3 |
|
| 3679 |
3679
RFG Advisory
Birmingham,
Alabama
| USD 109 M | -USD 5.71 M | -5% | 2.43% | 52.3% | 99 | 29.29% | 0.7 |
|
| 3680 |
3680
SCGF III Management
Menlo Park,
California
| USD 109 M | +USD 27.7 M | +34% | 39.2% | – | 2 | 0% | 3 |
|
| 3681 |
SAMNY
3681
Samsung Asset Management (New York)
New York
| USD 109 M | -USD 19.8 M | -15% | 6.72% | 37.6% | 73 | 2.74% | 2.3 |
|
| 3682 |
TIA
3682
Tiemann Investment Advisors
Menlo Park,
California
| USD 109 M | +USD 2.43 M | +2% | 2.82% | 77% | 168 | 6.55% | 2 |
|
| 3683 |
FIM
3683
Fernwood Investment Management
Quincy,
Massachusetts
| USD 109 M | +USD 7.09 M | +7% | 5.33% | 83.4% | 131 | 12.21% | 2 |
|
| 3684 |
SFA
3684
Staton Financial Advisors
Charlotte,
North Carolina
| USD 109 M | -USD 123 k | -0.1% | 2.92% | – | 40 | 0% | 1.3 |
|
| 3685 |
FCM
3685
Firsthand Capital Management
San Jose,
California
| USD 109 M | +USD 17.8 M | +20% | 14.1% | 265% | 54 | 14.81% | 2.1 |
|
| 3686 |
HIH
3686
HRS Investment Holdings
New York
| USD 109 M | +USD 3.97 M | +4% | 6.13% | 21.5% | 86 | 18.6% | 0.6 |
|
| 3687 |
3687
Monarch Alternative Capital
New York
| USD 109 M | +USD 27.1 M | +33% | 122% | 497% | 4 | 25% | 1.8 |
|
| 3688 |
3688
Engine Capital Management
New York
| USD 109 M | +USD 24.5 M | +29% | 9.02% | 21.1% | 47 | 31.91% | 0.5 |
|
| 3689 |
EC
3689
Eachwin Capital
New York
| USD 108 M | +USD 3.43 M | +3% | 3.21% | – | 103 | 8.74% | 0.7 |
|
| 3690 |
CCM
3690
Colorado Capital Management
Boulder,
Colorado
| USD 108 M | +USD 4.75 M | +5% | 3.14% | 60.4% | 65 | 6.15% | 0.7 |
|
| 3691 |
FA
3691
Financial Advantage
Columbia,
Maryland
| USD 108 M | -USD 3.84 M | -3% | 5.46% | 24.3% | 31 | 9.68% | 2.1 |
|
| 3692 |
LSCM
3692
LaSalle Street Capital Management
Chicago,
Illinois
| USD 108 M | +USD 3.48 M | +3% | 4.71% | 30.5% | 97 | 15.46% | 1.2 |
|
| 3693 |
EA
3693
Elm Advisors
Burlingame,
California
| USD 108 M | +USD 2.64 M | +3% | 3.92% | 50.5% | 80 | 2.5% | 2.3 |
|
| 3694 |
3694
KG Funds Management
New York
| USD 108 M | +USD 7.9 M | +8% | 6.9% | 45.8% | 7 | 42.86% | 0.6 |
|
| 3695 |
3695
Canal Capital Management
Richmond,
Virginia
| USD 108 M | +USD 12.8 M | +13% | 2.79% | 67.8% | 77 | 20.78% | 1.2 |
|
| 3696 |
PIM
3696
Progressive Investment Management
Lake Oswego,
Oregon
| USD 108 M | +USD 4.42 M | +4% | 6.79% | 126% | 59 | 5.08% | 1.8 |
|
| 3697 |
GWM
3697
Graybill Wealth Management
Elmhurst,
Illinois
| USD 108 M | -USD 510 k | -0.5% | 5.78% | – | 46 | 4.35% | 2.5 |
|
| 3698 |
VAM
3698
Verity Asset Management
Durham,
North Carolina
| USD 107 M | +USD 6.26 M | +6% | 2.51% | 79.7% | 136 | 44.12% | 0.5 |
|
| 3699 |
AC
3699
Aperimus Capital
Marina Del Rey,
California
| USD 107 M | +USD 242 k | +0.2% | 5.01% | 44% | 3 | 0% | 3.3 |
|
| 3700 |
PCR
3700
Potrero Capital Research
San Francisco,
California
| USD 107 M | -USD 2.58 M | -2% | 14.3% | 226% | 51 | 33.33% | 0.5 |
|