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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3726 |
PIM
3726
Progressive Investment Management
Lake Oswego,
Oregon
| USD 133 M | +USD 4.11 M | +3% | 3.57% | 126% | 46 | 4.35% | 2.4 |
|
| 3727 |
WPA
3727
West Paces Advisors
Atlanta,
Georgia
| USD 133 M | +USD 6.66 M | +5% | 2.96% | 57.7% | 517 | 11.03% | 0.7 |
|
| 3728 |
AIS
3728
Accurate Investment Solutions
Seven Fields,
Pennsylvania
| USD 133 M | +USD 11 M | +9% | 4.81% | 6.74% | 577 | 42.46% | 0.9 |
|
| 3729 |
WA
3729
WP Advisors
San Francisco,
California
| USD 132 M | -USD 5.58 M | -4% | 5.33% | 95.5% | 70 | 4.29% | 0.7 |
|
| 3730 |
SJL
3730
Shayne & Jacobs LLC
Nashville,
Tennessee
| USD 132 M | +USD 6.6 M | +5% | 5.64% | 73.4% | 26 | 0% | 3.1 |
|
| 3731 |
HCM
3731
Hutner Capital Management
Manchester,
Vermont
| USD 132 M | +USD 2.37 M | +2% | 1.94% | 52.2% | 43 | 2.33% | 1 |
|
| 3732 |
SIC
3732
Shoker Investment Counsel
Oxford,
Ohio
| USD 132 M | +USD 4.78 M | +4% | 4.88% | 83.8% | 109 | 8.26% | 2.8 |
|
| 3733 |
GA
3733
Gagnon Advisors
New York
| USD 132 M | +USD 16 M | +14% | 18% | 129% | 30 | 13.33% | 2.1 |
|
| 3734 |
SHI
3734
SV Health Investors
Boston,
Massachusetts
| USD 132 M | +USD 39 M | +42% | 13.5% | 97.4% | 7 | 14.29% | 2 |
|
| 3735 |
CWM
3735
Concentric Wealth Management
Lafayette,
California
| USD 132 M | +USD 5.83 M | +5% | 3.84% | 33.4% | 88 | 4.55% | 0.7 |
|
| 3736 |
PP
3736
Pension Partners
New York
| USD 132 M | +USD 18.5 M | +16% | 4.84% | – | 16 | 50% | 0.5 |
|
| 3737 |
DHRFI
3737
DCM Hybrid RMB Fund International
Menlo Park,
California
| USD 132 M | +USD 9.49 M | +8% | 13.3% | – | 3 | 0% | 1.1 |
|
| 3738 |
MA
3738
Menlo Advisors
Menlo Park,
California
| USD 132 M | -USD 4.44 M | -3% | 4.74% | 108% | 45 | 6.67% | 2.7 |
|
| 3739 |
VAM
3739
Verity Asset Management
Durham,
North Carolina
| USD 132 M | -USD 1.87 M | -1% | 3.13% | 79.7% | 144 | 31.25% | 0.8 |
|
| 3740 |
TWA
3740
Tillar-Wenstrup Advisors
Centerville,
Ohio
| USD 132 M | +USD 3.06 M | +2% | 4.46% | 27.4% | 48 | 12.5% | 1.8 |
|
| 3741 |
VVM
3741
Versant Venture Management
San Francisco,
California
| USD 131 M | +USD 4.25 M | +3% | 12.6% | 409% | 8 | 0% | 1.7 |
|
| 3742 |
CNC
3742
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| USD 131 M | +USD 4.21 M | +3% | 2.8% | 73.3% | 101 | 9.9% | 2.9 |
|
| 3743 |
CAIMH
3743
Central Asset Investments & Management Holdings
Hong Kong
| USD 131 M | -USD 1.5 M | -1% | 18.3% | 3,210% | 32 | 65.63% | 0.4 |
|
| 3744 |
4IG
3744
440 Investment Group
Overland Park,
Kansas
| USD 131 M | +USD 5.77 M | +5% | 3.72% | – | 102 | 25.49% | 0.4 |
|
| 3745 |
SLA
3745
Silver Lake Advisory
Cottonwood Heights,
Utah
| USD 131 M | -USD 3.77 M | -3% | 2.94% | 70.9% | 87 | 8.05% | 2.5 |
|
| 3746 |
BOIA
3746
Bush ODonnell Investment Advisors
St Louis,
Missouri
| USD 131 M | -USD 30.8 M | -19% | 1.98% | 45.9% | 52 | 5.77% | 3.3 |
|
| 3747 |
IF
3747
IRON Financial
Northbrook,
Illinois
| USD 131 M | +USD 18.3 M | +16% | 3% | 51.4% | 84 | 23.81% | 1.6 |
|
| 3748 |
SWA
3748
Sutton Wealth Advisors
Tampa,
Florida
| USD 131 M | +USD 4.7 M | +4% | 4.34% | 40.9% | 1,122 | 7.58% | 1.3 |
|
| 3749 |
DDC
3749
Daniel Devine & Co
Parkland,
Florida
| USD 131 M | +USD 8.27 M | +7% | 4.68% | 34.2% | 51 | 11.76% | 2.2 |
|
| 3750 |
AFS
3750
Access Financial Services
Minneapolis,
Minnesota
| USD 131 M | +USD 8.72 M | +7% | 3.04% | 44.8% | 74 | 10.81% | 0.6 |
|