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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
JRM Investment Counsel
Omaha,
Nebraska
| USD 119 M | -USD 10.9 M | -8% | 3.48% | 65.5% | 31 | 12.9% | 1.6 |
|
| 3827 |
3827
Colorado Capital Management
Boulder,
Colorado
| USD 119 M | +USD 8.65 M | +8% | 5.79% | 60.4% | 71 | 7.04% | 1.1 |
|
| 3828 |
3828
Access Financial Services
Minneapolis,
Minnesota
| USD 119 M | +USD 8.75 M | +8% | 2.47% | 44.8% | 70 | 15.71% | 0.2 |
|
| 3829 |
AIA
3829
AIMZ Investment Advisors
Los Altos,
California
| USD 119 M | +USD 6.74 M | +6% | 5.52% | 81.3% | 99 | 5.05% | 1.9 |
|
| 3830 |
FA
3830
Financial Advantage
Columbia,
Maryland
| USD 119 M | +USD 8.41 M | +8% | 6.5% | 24.3% | 31 | 16.13% | 2.4 |
|
| 3831 |
3831
Capital Wealth Planning
Naples,
Florida
| USD 118 M | +USD 5.29 M | +5% | 4.87% | 73.9% | 115 | 26.09% | 1.6 |
|
| 3832 |
3832
DAFNA Capital Management
Los Angeles,
California
| USD 118 M | +USD 4.41 M | +4% | 13.3% | 313% | 84 | 33.33% | 1.3 |
|
| 3833 |
3833
Adalta Capital Management
New York
| USD 118 M | – | – | 7.6% | 80.4% | 73 | – | 0 |
|
| 3834 |
3834
Boardman Bay Capital Management
New York
| USD 118 M | +USD 72.6 M | +159% | 11.8% | 145% | 73 | 64.38% | 0.4 |
|
| 3835 |
3835
Blankinship & Foster
Solana Beach,
California
| USD 118 M | +USD 10.5 M | +10% | 6.28% | 67.1% | 30 | 23.33% | 0.2 |
|
| 3836 |
3836
Albert D. Mason Inc
Boston,
Massachusetts
| USD 118 M | +USD 3.24 M | +3% | 3.73% | 82% | 124 | 5.65% | 2.8 |
|
| 3837 |
3837
Scholtz & Company
Stamford,
Connecticut
| USD 118 M | +USD 2.62 M | +2% | 7.35% | 89.2% | 49 | 32.65% | 0.8 |
|
| 3838 |
APSI
3838
Asset Planning Services Inc
Covington,
Louisiana
| USD 118 M | +USD 11.2 M | +11% | 4.83% | 138% | 35 | 11.43% | 0.2 |
|
| 3839 |
3839
Billings Capital Management
Arlington,
Virginia
| USD 118 M | -USD 2.54 M | -2% | 3.19% | – | 11 | 27.27% | 1 |
|
| 3840 |
3840
Himalaya Capital Management
Seattle,
Washington
| USD 118 M | +USD 5.94 M | +5% | 5.37% | 116% | 2 | 0% | 0.3 |
|
| 3841 |
3841
Koch Industries
Wichita,
Kansas
| USD 118 M | +USD 73.7 M | +168% | 6.67% | 56.9% | 305 | 86.56% | 0 |
|
| 3842 |
3842
Kettle Hill Capital Management
New York
| USD 117 M | +USD 13.8 M | +13% | 2.42% | 37.4% | 65 | 72.31% | 0.1 |
|
| 3843 |
3843
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| USD 117 M | +USD 10 M | +9% | 4.46% | 42.8% | 79 | 31.65% | 0.2 |
|
| 3844 |
3844
Ursa Fund Management
Danville,
California
| USD 117 M | -USD 2295 M | -95% | 8.15% | 93.5% | 23 | 78.26% | 0.1 |
|
| 3845 |
MIM
3845
Midwest Investment Management
Cleveland,
Ohio
| USD 117 M | +USD 751 k | +0.6% | 4.19% | 26% | 53 | 9.43% | 2.3 |
|
| 3846 |
3846
Michael & Susan Dell Foundation
New York
| USD 117 M | -USD 17.5 M | -13% | 3.31% | 238% | 7 | 0% | 2.2 |
|
| 3847 |
3847
Independent Order of Foresters
Toronto,
Ontario, Canada
| USD 117 M | -USD 1.74 M | -1% | 0.88% | 66.3% | 112 | 2.68% | 2.9 |
|
| 3848 |
3848
Girard Securities
San Diego,
California
| USD 117 M | +USD 2.06 M | +2% | 4.86% | – | 185 | 20% | 0.9 |
|
| 3849 |
SAM
3849
Security Asset Management
New York
| USD 117 M | +USD 8.7 M | +8% | 9.7% | 67.4% | 80 | 10% | 1.9 |
|
| 3850 |
3850
Orinda Asset Management
Lafayette,
California
| USD 117 M | +USD 5.22 M | +5% | 1.04% | 28.4% | 49 | 42.86% | 0.9 |
|