¡Ya estamos en !
Descubre más
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3876 |
3876
Simplicity Solutions
Minneapolis,
Minnesota
| USD 84.3 M | – | – | 5.37% | 37.1% | 89 | – | 0 |
|
| 3877 |
3877
Penn Mutual Life Insurance
Horsham,
Pennsylvania
| USD 84.2 M | +USD 74.8 M | +795% | 1.58% | 1.64% | 17 | 76.47% | 0.3 |
|
| 3878 |
IWC
3878
Integrated Wealth Counsel
Carmel,
California
| USD 83.1 M | -USD 14.3 M | -15% | 5.19% | 8.52% | 81 | 3.7% | 1.4 |
|
| 3879 |
3879
Coyle Financial Counsel
Glenview,
Illinois
| USD 82.7 M | +USD 2.71 M | +3% | 2.31% | 62.4% | 44 | 13.64% | 0.9 |
|
| 3880 |
3880
Appleton Group
Appleton,
Wisconsin
| USD 82.6 M | +USD 3.43 M | +4% | 4.67% | 58.3% | 29 | 41.38% | 0.8 |
|
| 3881 |
HMC
3881
Higher Moment Capital
Boston,
Massachusetts
| USD 82.6 M | -USD 12.7 M | -13% | 3.35% | 11.8% | 6 | 16.67% | 0.6 |
|
| 3882 |
NV
3882
Nair Vinay
| USD 82 M | – | – | 4.58% | – | 229 | – | 0 |
|
| 3883 |
3883
Valley National Bancorp
New York
| USD 81.9 M | -USD 4.3 M | -5% | 1.62% | – | 245 | 28.57% | 0.7 |
|
| 3884 |
3884
Portfolio Strategies (Washington)
Tacoma,
Washington
| USD 81.6 M | -USD 6.09 M | -7% | 3.02% | – | 48 | 66.67% | 0.3 |
|
| 3885 |
3885
Lime Rock Management
Westport,
Connecticut
| USD 81.5 M | -USD 81 M | -50% | 47.1% | 40.2% | 3 | 0% | 1.1 |
|
| 3886 |
PCM
3886
Pyrrho Capital Management
New York
| USD 81.3 M | – | – | 4.07% | – | 27 | – | 0 |
|
| 3887 |
3887
Ramsey Asset Management
Reston,
Virginia
| USD 81.2 M | +USD 4.12 M | +5% | 10.5% | 30.6% | 44 | 18.18% | 1.3 |
|
| 3888 |
SST
3888
S Squared Technology
New York
| USD 81.2 M | +USD 955 k | +1% | 8.02% | 223% | 54 | 20.37% | 1 |
|
| 3889 |
WAM
3889
Wavelength Asset Management
New York
| USD 80.9 M | – | – | 3.9% | – | 14 | – | 0 |
|
| 3890 |
3890
Bain Capital Credit
Boston,
Massachusetts
| USD 80.7 M | -USD 18.6 M | -19% | 3.51% | 14.4% | 14 | 21.43% | 0.2 |
|
| 3891 |
3891
Marshall & Sullivan
Seattle,
Washington
| USD 80.5 M | +USD 9.31 M | +13% | 9.51% | 82% | 58 | 22.41% | 1 |
|
| 3892 |
3892
Context Capital Management
Lajolla,
California
| USD 80.5 M | – | – | 1.34% | 3.38% | 38 | – | 0 |
|
| 3893 |
3893
Whippoorwill Associates
White Plains,
New York
| USD 80.3 M | -USD 6.53 M | -8% | 7.8% | – | 7 | 14.29% | 1 |
|
| 3894 |
AF
3894
Aristotle Fund
Portland,
Maine
| USD 80 M | -USD 90.6 M | -53% | 13.6% | 3.11% | 8 | 62.5% | 0.3 |
|
| 3895 |
3895
McCarthy Capital
Omaha,
Nebraska
| USD 79.8 M | -USD 9.37 M | -11% | 10.5% | – | 1 | 0% | 1.5 |
|
| 3896 |
3896
Gator Capital Management
Tampa,
Florida
| USD 79.8 M | – | – | 5.44% | 245% | 58 | – | 0 |
|
| 3897 |
3897
Concorde Asset Management
Ann Arbor,
Michigan
| USD 79.7 M | – | – | 4.68% | – | 96 | – | 0 |
|
| 3898 |
AC
3898
Andromeda Capital
White Plains,
New York
| USD 79.6 M | -USD 1617 M | -95% | 14.3% | – | 359 | 99.16% | 0.1 |
|
| 3899 |
RAM
3899
Roumell Asset Management
Chevy Chase,
Maryland
| USD 79.1 M | -USD 10 M | -11% | 4.57% | 46.9% | 19 | 15.79% | 0.8 |
|
| 3900 |
3900
New Harbor Financial Group
Worcester,
Massachusetts
| USD 79 M | +USD 2.68 M | +4% | 3.54% | 94.6% | 142 | 85.21% | 0.2 |
|