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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3701 |
DI
3701
Diligent Investors
Redlands,
California
| USD 126 M | +USD 2.56 M | +2% | 5.85% | 71.9% | 182 | 15.93% | 1.5 |
|
| 3702 |
ARMT
3702
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| USD 126 M | +USD 7.61 M | +6% | 5.14% | – | 471 | 27.18% | 1.9 |
|
| 3703 |
3703
Mengis Capital Management
Portland,
Oregon
| USD 126 M | +USD 5.62 M | +5% | 4.93% | 104% | 118 | 7.63% | 1.6 |
|
| 3704 |
ACM
3704
Accipiter Capital Management
Palm Beach Gardens,
Florida
| USD 126 M | -USD 80.7 M | -39% | 15% | 55.9% | 10 | 40% | 1.1 |
|
| 3705 |
OPPM
3705
Opus Point Partners Management
New York
| USD 126 M | -USD 52.8 M | -30% | 5.05% | 85.2% | 64 | 32.81% | 0.9 |
|
| 3706 |
GPCM
3706
Granite Point Capital Management
Boston,
Massachusetts
| USD 125 M | -USD 131 M | -51% | 2.1% | 125% | 112 | 47.32% | 0.6 |
|
| 3707 |
SCM
3707
Sanoor Capital Management
Greenwich,
Connecticut
| USD 125 M | – | – | 25.1% | – | 10 | – | 0 |
|
| 3708 |
MCA
3708
Mercer Capital Advisers
Little Silver,
New Jersey
| USD 125 M | +USD 579 k | +0.5% | 3.89% | 59.6% | 282 | 6.03% | 1.8 |
|
| 3709 |
PWS
3709
Paragon Wealth Strategies
Jacksonville,
Florida
| USD 125 M | – | – | 2.56% | 59.8% | 28 | – | 0 |
|
| 3710 |
LFA
3710
Landmark Financial Advisors
Bowling Green,
Kentucky
| USD 125 M | +USD 7.48 M | +6% | 1.78% | 11.8% | 56 | 8.93% | 1.5 |
|
| 3711 |
3711
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| USD 125 M | – | – | 1.54% | 97.5% | 307 | – | 0 |
|
| 3712 |
3712
Marietta Wealth Management
Marietta,
Georgia
| USD 125 M | – | – | 4.54% | 83.8% | 119 | – | 0 |
|
| 3713 |
OAMA
3713
Oslo Asset Management AS
Oslo,
Norway
| USD 125 M | +USD 1.22 M | +1% | 11.8% | 82.7% | 14 | 28.57% | 1.9 |
|
| 3714 |
3714
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| USD 125 M | – | – | 0.36% | 58.7% | 95 | – | 0 |
|
| 3715 |
RAM
3715
RK Asset Management
Grosse Pointe Farms,
Michigan
| USD 125 M | +USD 13.5 M | +12% | 16.4% | 47.6% | 17 | 11.76% | 1.8 |
|
| 3716 |
3716
First Command Bank
Fort Worth,
Texas
| USD 125 M | – | – | 0.32% | 34.1% | 385 | – | 0 |
|
| 3717 |
3717
First Command Financial Services
Fort Worth,
Texas
| USD 125 M | – | – | 0.32% | 34.4% | 385 | – | 0 |
|
| 3718 |
CCM
3718
Cloverdale Capital Management
Dallas,
Texas
| USD 125 M | – | – | 14.5% | 20.8% | 18 | – | 0 |
|
| 3719 |
3719
Affiance Financial
St. Louis Park,
Minnesota
| USD 125 M | +USD 1.71 M | +1% | 0.36% | 57.8% | 88 | 5.68% | 1.6 |
|
| 3720 |
3720
Mirador Capital Partners
Pleasanton,
California
| USD 125 M | +USD 10.9 M | +10% | 2.75% | 120% | 135 | 28.15% | 0.5 |
|
| 3721 |
BKA
3721
Brick & Kyle Associates
Newtown,
Pennsylvania
| USD 125 M | +USD 201 k | +0.2% | 2.26% | 97.4% | 456 | 6.58% | 1.7 |
|
| 3722 |
MA
3722
Menlo Advisors
Menlo Park,
California
| USD 124 M | -USD 437 k | -0.4% | 4.63% | 108% | 44 | 4.55% | 2.2 |
|
| 3723 |
3723
American Money Management
Rancho Santa Fe,
California
| USD 124 M | -USD 800 k | -0.6% | 3.11% | 65% | 77 | 11.69% | 2.2 |
|
| 3724 |
BGMBH
3724
Burda Gesellschaft mit beschrankter Haftung
Offenburg,
Germany
| USD 124 M | – | – | 17.5% | – | 1 | – | 0 |
|
| 3725 |
SL
3725
SIB LLC
New York,
New York
| USD 124 M | +USD 19 k | +0% | 10.7% | 29.2% | 27 | 3.7% | 3.2 |
|