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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
Oak Asset Management
Westlake Village,
California
| USD 146 M | +USD 17.1 M | +13% | 4.08% | 91.8% | 95 | 9.47% | 0.5 |
|
| 3827 |
3827
Cornerstone Advisors (Washington)
Bellevue,
Washington
| USD 146 M | -USD 366 k | -0.2% | 1.54% | 24.3% | 1,301 | 15.68% | 2.4 |
|
| 3828 |
BIA
3828
Bigelow Investment Advisors
Portland,
Maine
| USD 146 M | -USD 791 k | -0.5% | 1.97% | 75.7% | 155 | 9.03% | 0.4 |
|
| 3829 |
3829
Venator Capital Management
Toronto,
Ontario, Canada
| USD 146 M | +USD 26.3 M | +22% | 20% | 154% | 40 | 37.5% | 0.6 |
|
| 3830 |
3830
Engine Capital Management
New York
| USD 146 M | -USD 27.2 M | -16% | 0.48% | 21.1% | 59 | 35.59% | 0.6 |
|
| 3831 |
LA
3831
Lau Associates
Greenville,
Delaware
| USD 146 M | +USD 17.3 M | +13% | 2.4% | 44.5% | 77 | 1.3% | 3.4 |
|
| 3832 |
3832
Cabot-Wellington
Boston,
Massachusetts
| USD 146 M | +USD 10.3 M | +8% | 1.89% | 65% | 10 | 10% | 3.9 |
|
| 3833 |
3833
Yorktown Energy Partners VII
New York
| USD 146 M | +USD 10.3 M | +8% | 13.6% | 22.4% | 4 | 0% | 2.1 |
|
| 3834 |
3834
PhiloSmith Capital
Stamford,
Connecticut
| USD 146 M | +USD 3.14 M | +2% | 1.75% | 54% | 37 | 0% | 1.3 |
|
| 3835 |
3835
Aldebaran Financial
| USD 146 M | -USD 3.42 M | -2% | 3.69% | 89.7% | 97 | 4.12% | 3.3 |
|
| 3836 |
3836
Zions Bancorporation
Salt Lake City,
Utah
| USD 146 M | -USD 312 M | -68% | 6.28% | 22.9% | 763 | 68.28% | 0.7 |
|
| 3837 |
3837
Jackson Grant Investment Advisers
Stamford,
Connecticut
| USD 145 M | +USD 2.4 M | +2% | 2.22% | 54.3% | 226 | 11.06% | 1.8 |
|
| 3838 |
WFWM
3838
Wechter Feldman Wealth Management
Parsippany,
New Jersey
| USD 145 M | +USD 3.85 M | +3% | 3.57% | 53.8% | 36 | 19.44% | 1 |
|
| 3839 |
3839
CenterStar Asset Management
Chicago,
Illinois
| USD 145 M | -USD 127 M | -47% | 3.31% | 104% | 1,198 | 0% | 0.3 |
|
| 3840 |
3840
Pacific Wealth Strategies Group
Santa Barbara,
California
| USD 145 M | +USD 4.39 M | +3% | 3.22% | 75.5% | 83 | 4.82% | 1.3 |
|
| 3841 |
3841
Hillswick Asset Management
Stamford,
Connecticut
| USD 145 M | +USD 2.18 M | +2% | 1.74% | 40.2% | 13 | 0% | 3.4 |
|
| 3842 |
3842
Harvest Group Wealth Management
Waltham,
Massachusetts
| USD 145 M | -USD 3.34 M | -2% | 1.23% | 28.1% | 47 | 34.04% | 0.4 |
|
| 3843 |
3843
Cornell Pochily Investment Advisors
Ithaca,
New York
| USD 145 M | +USD 3.62 M | +3% | 2.8% | 97% | 128 | 4.69% | 0.5 |
|
| 3844 |
3844
Resource America
New York
| USD 145 M | +USD 5.05 M | +4% | 7.97% | 12.2% | 47 | 23.4% | 0.4 |
|
| 3845 |
3845
Hayek Kallen Investment Management
Fairhope,
Alabama
| USD 145 M | +USD 565 k | +0.4% | 0.51% | 71.9% | 69 | 8.7% | 3.5 |
|
| 3846 |
3846
Aspen Investment Management
Grand Rapids,
Michigan
| USD 145 M | +USD 5.2 M | +4% | 2.17% | 84.9% | 150 | 8% | 3.4 |
|
| 3847 |
VST
3847
Van Strum & Towne
San Francisco,
California
| USD 145 M | +USD 2.27 M | +2% | 4.34% | 62.2% | 70 | 7.14% | 3.7 |
|
| 3848 |
3848
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| USD 145 M | +USD 3.04 M | +2% | 2.08% | 62.2% | 65 | 33.85% | 0.9 |
|
| 3849 |
3849
Sterneck Capital Management
Kansas City,
Missouri
| USD 145 M | -USD 25.5 M | -15% | 2.44% | 61.5% | 123 | 19.51% | 2.5 |
|
| 3850 |
I2I
3850
Insight 2811 Inc
Chicago,
Illinois
| USD 144 M | +USD 4.97 M | +4% | 0.01% | 30.8% | 83 | 8.43% | 2.6 |
|