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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
3776
EDMP Inc
Lutz,
Florida
| USD 104 M | +USD 5.79 M | +6% | 6.25% | 78% | 67 | 10.45% | 1.8 |
|
| 3777 |
3777
Stanley Capital Management
Houston,
Texas
| USD 104 M | +USD 511 k | +0.5% | 1.83% | 158% | 34 | 11.76% | 0.9 |
|
| 3778 |
3778
Pettee Investors
Rowayton,
Connecticut
| USD 104 M | +USD 8.38 M | +9% | 9.01% | 96.1% | 64 | 7.81% | 1.7 |
|
| 3779 |
3779
Eliot Finkel Investment Counsel
Beverly Hills,
California
| USD 104 M | – | – | 8.25% | 88.9% | 33 | – | 0 |
|
| 3780 |
HIH
3780
HRS Investment Holdings
New York
| USD 104 M | – | – | 5.43% | 21.5% | 79 | – | 0 |
|
| 3781 |
APSP
3781
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| USD 104 M | +USD 4.56 M | +5% | 3.9% | 62.1% | 254 | 7.87% | 0.5 |
|
| 3782 |
3782
Westbourne Investment Advisors
Annapolis,
Maryland
| USD 104 M | +USD 3.92 M | +4% | 5.6% | 107% | 111 | 11.71% | 0.5 |
|
| 3783 |
3783
KG Funds Management
New York
| USD 104 M | – | – | 2.29% | 45.8% | 6 | – | 0 |
|
| 3784 |
3784
Bennicas & Associates
Portola Valley,
California
| USD 103 M | -USD 3.82 M | -4% | 5.99% | 40.3% | 88 | 4.55% | 2.2 |
|
| 3785 |
SAM
3785
Security Asset Management
New York
| USD 103 M | +USD 9.31 M | +10% | 8.42% | 67.4% | 79 | 11.39% | 0.9 |
|
| 3786 |
3786
Edmond de Rothschild (Italia)
Milano,
Italy
| USD 103 M | +USD 10.3 M | +11% | 8.84% | – | 27 | 37.04% | 0.3 |
|
| 3787 |
3787
Bernicke Wealth Management
Altoona,
Wisconsin
| USD 103 M | +USD 4.98 M | +5% | 0.95% | – | 40 | 12.5% | 0.9 |
|
| 3788 |
3788
Venator Capital Management
Toronto,
Ontario, Canada
| USD 103 M | +USD 30.6 M | +42% | 19.1% | 154% | 17 | 41.18% | 0.4 |
|
| 3789 |
TAA
3789
TB Alternative Assets
Grand Cayman,
Cayman Islands
| USD 103 M | +USD 29 M | +40% | 29.5% | 312% | 22 | 50% | 0.6 |
|
| 3790 |
3790
O'Brien Wealth Partners
Waltham,
Massachusetts
| USD 102 M | – | – | 3.97% | 56.7% | 28 | – | 0 |
|
| 3791 |
3791
L.J. Altfest & Co
New York
| USD 102 M | +USD 916 k | +0.9% | 8.12% | 90.3% | 129 | 29.46% | 1.3 |
|
| 3792 |
HIM
3792
Hutchens Investment Management
Concord,
New Hampshire
| USD 102 M | +USD 7.02 M | +7% | 8.28% | 56.8% | 74 | 45.95% | 0.6 |
|
| 3793 |
3793
McNamara Financial Services
Marshfield,
Massachusetts
| USD 102 M | +USD 7.02 M | +7% | 8.28% | 42.6% | 74 | 45.95% | 0.6 |
|
| 3794 |
3794
Coyle Financial Counsel
Glenview,
Illinois
| USD 102 M | -USD 4.49 M | -4% | 2.2% | 62.4% | 44 | 15.91% | 1.5 |
|
| 3795 |
3795
Canaan Partners IX
Menlo Park,
California
| USD 102 M | – | – | 61.8% | – | 1 | – | 0 |
|
| 3796 |
3796
Proficio Capital Partners
Newton,
Massachusetts
| USD 102 M | – | – | 4.09% | 97% | 874 | – | 0 |
|
| 3797 |
3797
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| USD 102 M | +USD 16.9 M | +20% | 7.95% | 103% | 31 | 16.13% | 1.4 |
|
| 3798 |
3798
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| USD 102 M | – | – | 1.4% | 44.1% | 16 | – | 0 |
|
| 3799 |
3799
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
| USD 102 M | -USD 40.2 M | -28% | 2.34% | 13% | 108 | 74.07% | 0.9 |
|
| 3800 |
3800
HealthCor Partners Management
Charleston,
South Carolina
| USD 102 M | – | – | 2.96% | – | 2 | – | 0 |
|