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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3801 |
WIA
3801
Westbourne Investment Advisors
Annapolis,
Maryland
| USD 123 M | +USD 1.39 M | +1% | 1.44% | 89.4% | 113 | 15.04% | 1.5 |
|
| 3802 |
ARMT
3802
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| USD 123 M | -USD 778 k | -0.6% | 2.56% | – | 381 | 13.65% | 2.3 |
|
| 3803 |
JFA
3803
Johanson Financial Advisors
Campbell,
California
| USD 123 M | +USD 9.25 M | +8% | 2.33% | 101% | 84 | 10.71% | 0.3 |
|
| 3804 |
ACM
3804
Archon Capital Management
Seattle,
Washington
| USD 123 M | +USD 52.5 M | +75% | 5.1% | 222% | 37 | 59.46% | 0.4 |
|
| 3805 |
GA
3805
Greytown Advisors
Miami,
Florida
| USD 123 M | +USD 9.9 M | +9% | 2.07% | 14.1% | 65 | 6.15% | 0.5 |
|
| 3806 |
LSCM
3806
LaSalle Street Capital Management
Chicago,
Illinois
| USD 123 M | +USD 2.6 M | +2% | 3.49% | 30.5% | 104 | 22.12% | 1.6 |
|
| 3807 |
ACPVT
3807
ABS Capital Partners V Trust
Baltimore,
Maryland
| USD 123 M | -USD 41.5 M | -25% | 22.4% | – | 1 | 0% | 0.5 |
|
| 3808 |
DDC
3808
Daniel Devine & Co
Parkland,
Florida
| USD 123 M | +USD 753 k | +0.6% | 3.36% | 34.2% | 48 | 4.17% | 2.1 |
|
| 3809 |
SC
3809
Spindletop Capital
Chappaqua,
New York
| USD 122 M | -USD 282 k | -0.2% | 0.74% | – | 12 | 8.33% | 1.9 |
|
| 3810 |
EA
3810
Elm Advisors
Burlingame,
California
| USD 122 M | +USD 2.42 M | +2% | 2.62% | 50.5% | 82 | 6.1% | 3 |
|
| 3811 |
DHRFI
3811
DCM Hybrid RMB Fund International
Menlo Park,
California
| USD 122 M | -USD 6.69 M | -5% | 2.09% | – | 3 | 0% | 0.8 |
|
| 3812 |
AFS
3812
Access Financial Services
Minneapolis,
Minnesota
| USD 122 M | +USD 3.37 M | +3% | 0.93% | 44.8% | 71 | 12.68% | 0.4 |
|
| 3813 |
SA
3813
Springowl Associates
New York
| USD 122 M | +USD 21.3 M | +21% | 3.02% | 101% | 28 | 28.57% | 0.8 |
|
| 3814 |
SAM
3814
Security Asset Management
New York
| USD 122 M | +USD 4.97 M | +4% | 5.43% | 67.4% | 80 | 6.25% | 2 |
|
| 3815 |
PHIMC
3815
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| USD 122 M | -USD 328 k | -0.3% | 1.39% | 82.6% | 88 | 6.82% | 2.9 |
|
| 3816 |
LMAM
3816
Legg Mason Asset Management
Tokyo,
Japan
| USD 122 M | +USD 35.1 M | +41% | 2.85% | – | 136 | 46.32% | 1 |
|
| 3817 |
3817
Nations Financial Group
Cedar Rapids,
Iowa
| USD 122 M | +USD 19 M | +19% | 1.57% | 105% | 175 | 18.86% | 1.1 |
|
| 3818 |
AIS
3818
Accurate Investment Solutions
Seven Fields,
Pennsylvania
| USD 122 M | -USD 2.21 M | -2% | 0.7% | 6.74% | 381 | 16.54% | 1.1 |
|
| 3819 |
3819
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| USD 121 M | +USD 7.16 M | +6% | 3.46% | – | 70 | 24.29% | 2.7 |
|
| 3820 |
ROC
3820
River Oaks Capital
Wayzata,
Minnesota
| USD 121 M | -USD 708 k | -0.6% | 2.2% | – | 63 | 14.29% | 0.4 |
|
| 3821 |
BW
3821
Bison Wealth
Atlanta,
Georgia
| USD 121 M | +USD 5.07 M | +4% | 1.79% | 37.4% | 197 | 15.74% | 1.6 |
|
| 3822 |
PC
3822
Pecaut & Co
Sioux City,
Iowa
| USD 121 M | +USD 8.96 M | +8% | 3.81% | 67.6% | 54 | 11.11% | 2.1 |
|
| 3823 |
RHCA
3823
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| USD 121 M | +USD 1.5 M | +1% | 1.75% | 91.9% | 57 | 31.58% | 0.3 |
|
| 3824 |
KDA
3824
KPCB DGF Associates
Menlo Park,
California
| USD 121 M | -USD 50.3 M | -29% | 17.3% | – | 4 | 25% | 1.4 |
|
| 3825 |
3825
Financial Advisors Network
Tustin,
California
| USD 121 M | +USD 4.96 M | +4% | 1.84% | – | 93 | 6.45% | 0.5 |
|