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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3901 |
FCMT
3901
Founders Capital Management (Texas)
Houston,
Texas
| USD 113 M | +USD 1.6 M | +1% | 1.23% | 131% | 394 | 11.17% | 0.2 |
|
| 3902 |
IF
3902
IRON Financial
Northbrook,
Illinois
| USD 113 M | -USD 25.9 M | -19% | 2.22% | 51.4% | 98 | 34.69% | 1.4 |
|
| 3903 |
CIP
3903
Capital Insight Partners
Scottsdale,
Arizona
| USD 113 M | +USD 2.33 M | +2% | 2.83% | 51.7% | 80 | 15% | 1.2 |
|
| 3904 |
PI
3904
Pettee Investors
Rowayton,
Connecticut
| USD 113 M | +USD 1.98 M | +2% | 1.85% | 96.1% | 65 | 4.62% | 3 |
|
| 3905 |
HCM
3905
HMS Capital Management
Nashville,
Tennessee
| USD 113 M | +USD 2.48 M | +2% | 5.79% | 130% | 156 | 14.74% | 0.5 |
|
| 3906 |
AMAL
3906
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| USD 112 M | +USD 645 k | +0.6% | 0.71% | 124% | 30 | 16.67% | 2.3 |
|
| 3907 |
CCC
3907
Cincinnati Casualty Company
Fairfield,
Ohio
| USD 112 M | +USD 2.25 M | +2% | 2.32% | 56% | 27 | 0% | 2.9 |
|
| 3908 |
LCM
3908
Lee Capital Management
New York
| USD 112 M | +USD 500 k | +0.4% | 4.93% | – | 100 | 33% | 0.4 |
|
| 3909 |
LCM
3909
Leisure Capital Management
Costa Mesa,
California
| USD 112 M | -USD 299 k | -0.3% | 1.3% | 98% | 113 | 8.85% | 1.8 |
|
| 3910 |
MFM
3910
Marianas Fund Management
New York
| USD 112 M | -USD 155 M | -58% | 1.4% | 26% | 46 | 56.52% | 0.4 |
|
| 3911 |
SBA
3911
Seven Bridges Advisors
New York
| USD 112 M | +USD 6.86 M | +7% | 4.3% | – | 158 | 28.48% | 1 |
|
| 3912 |
KIA
3912
Kopp Investment Advisors
Bloomington,
Minnesota
| USD 112 M | +USD 9.39 M | +9% | 14.5% | 109% | 65 | 7.69% | 2.5 |
|
| 3913 |
BA
3913
Bennicas & Associates
Portola Valley,
California
| USD 112 M | -USD 446 k | -0.4% | 0.54% | 40.3% | 89 | 1.12% | 3.4 |
|
| 3914 |
EM
3914
Excalibur Management
Waltham,
Massachusetts
| USD 112 M | -USD 734 k | -0.7% | 1.14% | 81.7% | 72 | 4.17% | 2.8 |
|
| 3915 |
SF
3915
Schooner Foundation
Boston,
Massachusetts
| USD 112 M | -USD 8.38 M | -7% | 3.57% | 13.8% | 2 | 0% | 1.5 |
|
| 3916 |
PWS
3916
Paragon Wealth Strategies
Jacksonville,
Florida
| USD 112 M | -USD 10.2 M | -8% | 2.59% | 59.8% | 28 | 7.14% | 0.4 |
|
| 3917 |
AFM
3917
Abbot Financial Management
Andover,
Massachusetts
| USD 112 M | – | – | 3.1% | 102% | 97 | – | 0 |
|
| 3918 |
TIA
3918
Tiemann Investment Advisors
Menlo Park,
California
| USD 111 M | +USD 3.5 M | +3% | 3.27% | 77% | 168 | 8.33% | 2.6 |
|
| 3919 |
3919
Matthew Goff Investment Advisor
Houston,
Texas
| USD 111 M | +USD 6.86 M | +7% | 3.04% | 89.6% | 38 | 7.89% | 0.2 |
|
| 3920 |
WOA
3920
Water Oak Advisors
Winter Park,
Florida
| USD 111 M | +USD 23.9 M | +27% | 3.44% | 12.9% | 18 | 27.78% | 1.4 |
|
| 3921 |
SCM
3921
SkyTop Capital Management
Rutherford,
New Jersey
| USD 111 M | -USD 39.1 M | -26% | 6.46% | 50.2% | 31 | 77.42% | 0.3 |
|
| 3922 |
RSA
3922
Robertson Stephens Advisors
San Francisco,
California
| USD 111 M | -USD 736 k | -0.7% | 2.94% | – | 91 | 24.18% | 0.4 |
|
| 3923 |
ACM
3923
AUA Capital Management
Camp Hill,
Pennsylvania
| USD 111 M | +USD 11.2 M | +11% | 2.25% | 70.2% | 219 | 15.53% | 0.4 |
|
| 3924 |
EPIM
3924
Equinox Partners Investment Management
Stamford,
Connecticut
| USD 111 M | +USD 15.4 M | +16% | 0.35% | 241% | 9 | 22.22% | 0.3 |
|
| 3925 |
PI
3925
Pachira Investments
Dana Point,
California
| USD 111 M | +USD 1.36 M | +1% | 1.57% | 82.3% | 9 | 22.22% | 0.4 |
|