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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3926 |
3926
CWA Asset Management Group
Naples,
Florida
| USD 88.9 M | – | – | 3.04% | – | 137 | – | 0 |
|
| 3927 |
3927
Taylor Frigon Capital Management
Scottsdale,
Arizona
| USD 88.9 M | -USD 1.08 M | -1% | 2.27% | 131% | 95 | 21.05% | 0.8 |
|
| 3928 |
3928
Richmond Hill Investment Company
New York
| USD 88.8 M | -USD 4.76 M | -5% | 6.1% | 7.84% | 13 | 46.15% | 0.7 |
|
| 3929 |
3929
Princeton Capital Management
Red Bank,
New Jersey
| USD 88.8 M | +USD 701 k | +0.8% | 6.59% | 180% | 88 | 23.86% | 1.4 |
|
| 3930 |
3930
American Trust Investment Advisors
Lebanon,
New Hampshire
| USD 88.7 M | +USD 2.69 M | +3% | 4.58% | 91% | 78 | 16.67% | 0.7 |
|
| 3931 |
DI
3931
Diligent Investors
Redlands,
California
| USD 88.6 M | -USD 4.6 M | -5% | 6.26% | 82.2% | 150 | 9.33% | 0.9 |
|
| 3932 |
SSCM
3932
Summit Street Capital Management
New York
| USD 88.5 M | +USD 4.31 M | +5% | 1.65% | 217% | 37 | 18.92% | 0.7 |
|
| 3933 |
3933
Osmium Partners
Greenbrae,
California
| USD 88.5 M | +USD 1.66 M | +2% | 10.3% | 28.4% | 22 | 27.27% | 1.6 |
|
| 3934 |
TSBJ
3934
Trevor, Stewart, Burton & Jacobsen
New York
| USD 88.4 M | +USD 2.32 M | +3% | 6.55% | – | 64 | 18.75% | 1.1 |
|
| 3935 |
3935
Advocacy Wealth Management Services
Atlanta,
Georgia
| USD 88.4 M | – | – | 0.34% | 48.3% | 571 | – | 0.7 |
|
| 3936 |
3936
P.A.W. Capital
Greenwich,
Connecticut
| USD 88.4 M | +USD 1.18 M | +1% | 5.26% | 54.6% | 68 | 13.24% | 1.7 |
|
| 3937 |
RHDIC
3937
R.H. Dinel Investment Counsel
Los Angeles,
California
| USD 88.3 M | -USD 7.45 M | -8% | 8.51% | 55.9% | 59 | 13.56% | 1.8 |
|
| 3938 |
AM
3938
Account Management
Boxford,
Massachusetts
| USD 88.2 M | -USD 16.4 M | -16% | 3.29% | 87.4% | 31 | 19.35% | 1.9 |
|
| 3939 |
3939
Winch Advisory Services
Appleton,
Wisconsin
| USD 88.2 M | +USD 19.8 M | +29% | 8.26% | 80.8% | 318 | 30.82% | 0.6 |
|
| 3940 |
3940
National Investment Services
Milwaukee,
Wisconsin
| USD 88.1 M | +USD 3.53 M | +4% | 8.82% | 47.2% | 44 | 22.73% | 1.2 |
|
| 3941 |
3941
Spectrum Asset Management (California)
Newport Beach,
California
| USD 88.1 M | +USD 2.76 M | +3% | 4.8% | 68.3% | 65 | 27.69% | 0.7 |
|
| 3942 |
3942
Farley Capital
New York
| USD 88 M | -USD 38.1 M | -30% | 9.54% | 105% | 14 | 14.29% | 1.4 |
|
| 3943 |
CNFG
3943
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
| USD 88 M | +USD 229 k | +0.3% | 3.81% | 52.6% | 80 | 7.5% | 0.9 |
|
| 3944 |
DIS
3944
Diversified Investment Strategies
Baton Rouge,
Louisiana
| USD 87.8 M | +USD 4.19 M | +5% | 5.63% | 86% | 73 | 24.66% | 1.7 |
|
| 3945 |
GECH
3945
Garnet Equity Capital Holdings
New York
| USD 87.6 M | -USD 118 M | -57% | 0.4% | 302% | 28 | 17.86% | 1.6 |
|
| 3946 |
VV
3946
Valentine Ventures
Bend,
Oregon
| USD 87.6 M | -USD 1.38 M | -2% | 2.52% | – | 35 | 31.43% | 0.7 |
|
| 3947 |
3947
Weatherstone Capital Management
Denver,
Colorado
| USD 87.4 M | -USD 20.9 M | -19% | 2.68% | 32% | 81 | 35.8% | 1.1 |
|
| 3948 |
3948
Central Square Management
Naperville,
Illinois
| USD 87.2 M | -USD 6.24 M | -7% | 2.84% | 8.22% | 47 | 46.81% | 0.7 |
|
| 3949 |
3949
Verity Asset Management
Durham,
North Carolina
| USD 87 M | -USD 13 M | -13% | 4.65% | 79.7% | 119 | 60.5% | 0.5 |
|
| 3950 |
SH
3950
Scepter Holdings
Fort Worth,
Texas
| USD 86.7 M | -USD 75.9 M | -47% | 0.51% | – | 18 | 44.44% | 0.5 |
|