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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 |
RCA
3776
Rex Capital Advisors
Providence,
Rhode Island
| USD 128 M | +USD 7.83 M | +7% | 6.29% | 7.31% | 36 | 8.33% | 1.8 |
|
| 3777 |
SCM
3777
Stonehearth Capital Management
Danvers,
Massachusetts
| USD 128 M | +USD 1.74 M | +1% | 3.5% | 87.5% | 36 | 13.89% | 1.9 |
|
| 3778 |
DP
3778
Denver PWM
Denver,
Colorado
| USD 128 M | – | – | 3.36% | 44.8% | 60 | – | 0 |
|
| 3779 |
RCM
3779
RB Capital Management
Reno,
Nevada
| USD 128 M | +USD 12 M | +10% | 3.29% | 79.4% | 135 | 12.59% | 0.6 |
|
| 3780 |
LIM
3780
Loudon Investment Management
West Lebanon,
New Hampshire
| USD 128 M | -USD 3.91 M | -3% | 3.45% | 61.6% | 89 | 6.74% | 2.7 |
|
| 3781 |
SC
3781
Scholtz & Company
Stamford,
Connecticut
| USD 128 M | +USD 11.8 M | +10% | 7.27% | 89.2% | 74 | 51.35% | 0.7 |
|
| 3782 |
3782
Bernicke Wealth Management
Altoona,
Wisconsin
| USD 127 M | +USD 2.03 M | +2% | 2.13% | – | 56 | 14.29% | 1.6 |
|
| 3783 |
MUAMU
3783
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| USD 127 M | +USD 14.3 M | +13% | 6.06% | 138% | 64 | 14.06% | 0.2 |
|
| 3784 |
ATC
3784
Adirondack Trust Company
Saratoga Springs,
New York
| USD 127 M | +USD 3.18 M | +3% | 3.72% | 96.8% | 333 | 7.21% | 3.3 |
|
| 3785 |
WEO
3785
William E. Oberndorf
| USD 127 M | +USD 29.1 M | +30% | 19.7% | 36.2% | 8 | 37.5% | 1 |
|
| 3786 |
HH
3786
HWG Holdings
Houston,
Texas
| USD 127 M | -USD 8.11 M | -6% | 7.52% | – | 133 | 48.87% | 0.2 |
|
| 3787 |
TCMV
3787
Technology Crossover Management V
Menlo Park,
California
| USD 127 M | -USD 1.62 M | -1% | 1.57% | 2.5% | 2 | 0% | 2.3 |
|
| 3788 |
MP
3788
Manifold Partners
San Francisco,
California
| USD 127 M | +USD 41.5 M | +49% | 4.47% | 24.9% | 18 | 38.89% | 0.9 |
|
| 3789 |
3789
Capital Wealth Planning
Naples,
Florida
| USD 127 M | -USD 498 M | -80% | 5.04% | 73.9% | 210 | 33.33% | 1 |
|
| 3790 |
ARMT
3790
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| USD 127 M | +USD 4.06 M | +3% | 4.41% | – | 399 | 22.06% | 2.2 |
|
| 3791 |
GP
3791
Geneva Partners
Lake Geneva,
Wisconsin
| USD 127 M | – | – | 6.12% | 401% | 88 | – | 1 |
|
| 3792 |
SAM
3792
Security Asset Management
New York
| USD 127 M | +USD 4.92 M | +4% | 6.33% | 67.4% | 78 | 1.28% | 2.3 |
|
| 3793 |
3793
Michael & Susan Dell Foundation
New York
| USD 127 M | +USD 363 k | +0.3% | 0.77% | 238% | 7 | 0% | 2.7 |
|
| 3794 |
PWSG
3794
Pacific Wealth Strategies Group
Santa Barbara,
California
| USD 127 M | +USD 9.6 M | +8% | 3.48% | 75.5% | 78 | 2.56% | 0.7 |
|
| 3795 |
RWM
3795
Rezny Wealth Management
Fort Myers,
Florida
| USD 127 M | +USD 746 k | +0.6% | 3.65% | 99.6% | 16 | 25% | 1.6 |
|
| 3796 |
7A
3796
734 Agriculture
New York
| USD 127 M | +USD 10.6 M | +9% | 9.11% | 23.8% | 1 | 0% | 3.5 |
|
| 3797 |
MI
3797
Moneywise Inc
Forest,
Virginia
| USD 127 M | +USD 9.12 M | +8% | 3.31% | 58% | 41 | 9.76% | 0.8 |
|
| 3798 |
EU
3798
Emory University
Atlanta,
Georgia
| USD 126 M | +USD 13.2 M | +12% | 16.9% | – | 59 | 23.73% | 0.9 |
|
| 3799 |
3799
Financial Advisors Network
Tustin,
California
| USD 126 M | +USD 5.84 M | +5% | 2.54% | – | 94 | 6.38% | 0.7 |
|
| 3800 |
EA
3800
Elm Advisors
Burlingame,
California
| USD 126 M | +USD 4.1 M | +3% | 4.42% | 50.5% | 84 | 7.14% | 3 |
|