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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
3826
Institute for Wealth Management
Denver,
Colorado
| USD 91 M | -USD 4.15 M | -4% | 1.4% | 137% | 32 | 18.75% | 1.1 |
|
| 3827 |
IP
3827
Investment Partners
New Philadelphia,
Ohio
| USD 90.9 M | +USD 4.1 M | +5% | 0.74% | 74.1% | 154 | 38.96% | 0.2 |
|
| 3828 |
3828
Alethea Capital Management
Mercer Island,
Washington
| USD 90.6 M | -USD 7.57 M | -8% | 0.55% | 275% | 118 | 72.03% | 0.1 |
|
| 3829 |
3829
Millrace Asset Group
Berwyn,
Pennsylvania
| USD 90.5 M | -USD 5.8 M | -6% | 8.76% | 113% | 65 | 40% | 0.2 |
|
| 3830 |
3830
Aquiline Capital Partners
New York
| USD 90.4 M | -USD 24 M | -21% | 2.21% | 14.7% | 3 | 33.33% | 1.8 |
|
| 3831 |
3831
Charter Research & Investment Group
Southport,
Connecticut
| USD 90.4 M | -USD 940 k | -1% | 3% | 82.3% | 76 | 11.84% | 0.2 |
|
| 3832 |
3832
Cincinnati Casualty Company
Fairfield,
Ohio
| USD 90.3 M | -USD 285 k | -0.3% | 0.14% | 56% | 22 | 0% | 1.7 |
|
| 3833 |
3833
Pring Turner Capital Group
Alamo,
California
| USD 90.1 M | -USD 5.13 M | -5% | 0.23% | 70.8% | 50 | 28% | 0.7 |
|
| 3834 |
3834
StratiFi
San Francisco,
California
| USD 90 M | +USD 73.6 M | +447% | 13.6% | – | 17 | 41.18% | 0.2 |
|
| 3835 |
3835
ICM Asset Management
Spokane,
Washington
| USD 90 M | -USD 8.08 M | -8% | 0.04% | 58.9% | 77 | 32.47% | 1 |
|
| 3836 |
SSIA
3836
Spero-Smith Investment Advisers
Cleveland,
Ohio
| USD 90 M | +USD 2.06 M | +2% | 1.38% | 31.3% | 46 | 6.52% | 1.5 |
|
| 3837 |
3837
Guardian Investment Management
Tiburon,
California
| USD 89.9 M | -USD 4.93 M | -5% | 2.27% | 89.7% | 54 | 3.7% | 1.5 |
|
| 3838 |
3838
Smart Portfolios LLC
Seattle,
Washington
| USD 89.9 M | +USD 377 k | +0.4% | 2.82% | 41.3% | 34 | 23.53% | 0.8 |
|
| 3839 |
3839
Coyle Financial Counsel
Glenview,
Illinois
| USD 89.8 M | +USD 7.14 M | +9% | 3.33% | 62.4% | 47 | 23.4% | 1 |
|
| 3840 |
MCM
3840
Mast Capital Management
Boston,
Massachusetts
| USD 89.8 M | -USD 49.8 M | -36% | 6.84% | – | 9 | 55.56% | 0.6 |
|
| 3841 |
3841
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| USD 89.6 M | -USD 2.92 M | -3% | 1.27% | 72.9% | 92 | 10.87% | 1.5 |
|
| 3842 |
3842
IMS Capital Management
Portland,
Oregon
| USD 89.3 M | +USD 1.7 M | +2% | 3.61% | 119% | 170 | 21.76% | 1.1 |
|
| 3843 |
3843
DG Capital Management
New York
| USD 89.1 M | -USD 70.1 M | -44% | 8.17% | 76.7% | 17 | 64.71% | 0.1 |
|
| 3844 |
NLCM
3844
Neon Liberty Capital Management
New York
| USD 89.1 M | +USD 1.76 M | +2% | 0.87% | – | 12 | 0% | 1.2 |
|
| 3845 |
NCM
3845
Newland Capital Management
New York
| USD 89 M | -USD 89.5 M | -50% | 1.87% | – | 61 | 59.02% | 0.3 |
|
| 3846 |
3846
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| USD 88.9 M | -USD 594 k | -0.7% | 2.04% | 85.6% | 100 | 9% | 1.4 |
|
| 3847 |
3847
RobecoSam USA
New York
| USD 88.9 M | -USD 3.91 M | -4% | 2.88% | 50.1% | 77 | 42.86% | 1 |
|
| 3848 |
3848
Flaherty & Crumrine
Pasadena,
California
| USD 88.7 M | +USD 197 k | +0.2% | 0.24% | 0.12% | 9 | 11.11% | 1.4 |
|
| 3849 |
3849
Massachusetts Mutual Life Insurance
Springfield,
Massachusetts
| USD 88.6 M | +USD 55.4 M | +167% | 1.85% | – | 47 | 57.45% | 0.6 |
|
| 3850 |
CAD
3850
Craig A. Drill
| USD 88.5 M | +USD 26.7 M | +43% | 14.5% | 67.1% | 24 | 58.33% | 0.4 |
|