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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 |
SIM
3826
Sigma Investment Management
Portland,
Oregon
| USD 115 M | -USD 2.52 M | -2% | 2.01% | 8.4% | 17 | 17.65% | 2.5 |
|
| 3827 |
FC
3827
Flaherty & Crumrine
Pasadena,
California
| USD 115 M | +USD 40.7 M | +55% | 1.63% | 0.12% | 10 | 0% | 1.5 |
|
| 3828 |
RWM
3828
Rezny Wealth Management
Fort Myers,
Florida
| USD 115 M | +USD 8.3 M | +8% | 2.43% | 99.6% | 17 | 23.53% | 1.3 |
|
| 3829 |
KDA
3829
KPCB DGF Associates
Menlo Park,
California
| USD 115 M | -USD 48.7 M | -30% | 12.8% | – | 4 | 25% | 2 |
|
| 3830 |
GS
3830
Girard Securities
San Diego,
California
| USD 115 M | +USD 17.2 M | +18% | 2.32% | – | 184 | 23.91% | 0.7 |
|
| 3831 |
SPL
3831
Smart Portfolios LLC
Seattle,
Washington
| USD 115 M | +USD 27.2 M | +31% | 1% | 41.3% | 43 | 27.91% | 0.5 |
|
| 3832 |
3832
Towercrest Capital Management
Newtown,
Pennsylvania
| USD 115 M | +USD 2.31 M | +2% | 0.21% | 39.1% | 26 | 15.38% | 1.7 |
|
| 3833 |
TG
3833
Threshold Group
Seattle,
Washington
| USD 115 M | +USD 11.3 M | +11% | 2.58% | – | 45 | 35.56% | 0.7 |
|
| 3834 |
LSC
3834
Lesa Sroufe & Co
Seattle,
Washington
| USD 115 M | +USD 1.3 M | +1% | 2.22% | – | 48 | 18.75% | 2.2 |
|
| 3835 |
ADMI
3835
Albert D. Mason Inc
Boston,
Massachusetts
| USD 115 M | -USD 196 M | -63% | 2.04% | 82% | 133 | 18.8% | 2.6 |
|
| 3836 |
WIA
3836
Westbourne Investment Advisors
Annapolis,
Maryland
| USD 114 M | +USD 1.51 M | +1% | 6.3% | 89.4% | 109 | 14.68% | 1.3 |
|
| 3837 |
WI
3837
Welch Investments
Birmingham,
Alabama
| USD 114 M | – | – | 0.87% | – | 44 | – | 0 |
|
| 3838 |
CJA
3838
C-J Advisory
San Jose,
California
| USD 114 M | +USD 1.99 M | +2% | 0.64% | 39.2% | 128 | 4.69% | 0.2 |
|
| 3839 |
JC
3839
JCSD Capital
Walnut Creek,
California
| USD 114 M | +USD 15.3 M | +16% | 29.6% | – | 39 | 10.26% | 1.2 |
|
| 3840 |
3840
CMH Wealth Management
Portsmouth,
New Hampshire
| USD 114 M | – | – | 1.84% | 76.6% | 50 | – | 0 |
|
| 3841 |
BGC
3841
Birch Grove Capital
New York
| USD 114 M | +USD 7.39 M | +7% | 0.34% | 2.66% | 22 | 27.27% | 0.5 |
|
| 3842 |
RCA
3842
Restructuring Capital Associates
Stamford,
Connecticut
| USD 114 M | +USD 34.5 M | +44% | 12% | 71.2% | 9 | 22.22% | 2.1 |
|
| 3843 |
DCM
3843
DAFNA Capital Management
Los Angeles,
California
| USD 114 M | -USD 29.8 M | -21% | 1.96% | 313% | 85 | 35.29% | 1.4 |
|
| 3844 |
CM
3844
CoreCommodity Management
Stamford,
Connecticut
| USD 114 M | +USD 15.8 M | +16% | 7.81% | 65.8% | 215 | 10.7% | 1.9 |
|
| 3845 |
GC
3845
Gratry & Company
Beachwood,
Ohio
| USD 114 M | -USD 14.6 M | -11% | 3.52% | 44.3% | 97 | 35.05% | 0.8 |
|
| 3846 |
3846
Addison Capital
Conshohocken,
Pennsylvania
| USD 114 M | -USD 593 k | -0.5% | 2.22% | 59.7% | 102 | 10.78% | 1.9 |
|
| 3847 |
3847
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| USD 113 M | +USD 1.42 M | +1% | 1.71% | – | 58 | 10.34% | 2.8 |
|
| 3848 |
3848
Capital Wealth Planning
Naples,
Florida
| USD 113 M | -USD 16.4 M | -13% | 6.86% | 73.9% | 134 | 29.85% | 1.3 |
|
| 3849 |
3849
Holderness Investments Company
Greensboro,
North Carolina
| USD 113 M | +USD 13 M | +13% | 5.56% | 144% | 126 | 11.9% | 1.7 |
|
| 3850 |
FIM
3850
FourPoints Investment Managers
Paris,
France
| USD 113 M | -USD 18.7 M | -14% | 3.51% | – | 76 | 36.84% | 2.1 |
|