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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3976 |
3976
Aspen Investment Management
Grand Rapids,
Michigan
| USD 150 M | -USD 2.21 M | -1% | 0.8% | 84.9% | 136 | 3.68% | 4.6 |
|
| 3977 |
3977
Scholtz & Company
Stamford,
Connecticut
| USD 150 M | -USD 4.69 M | -3% | 3.26% | 89.2% | 64 | 26.56% | 1.4 |
|
| 3978 |
3978
SYM Financial Corp
Winona Lake,
Indiana
| USD 150 M | -USD 6.15 M | -4% | 1.71% | 64.3% | 76 | 21.05% | 1.3 |
|
| 3979 |
3979
1 North Wealth Services
Annapolis,
Maryland
| USD 150 M | – | – | 2.3% | – | 349 | – | 0.7 |
|
| 3980 |
3980
Unified Trust Company
Lexington,
Kentucky
| USD 150 M | +USD 5.88 M | +4% | 2.21% | 69.7% | 60 | 20% | 0.6 |
|
| 3981 |
3981
Brandywine Trust
Hockessin,
Delaware
| USD 149 M | +USD 7.93 M | +6% | 3.04% | 32.7% | 42 | 11.9% | 3.6 |
|
| 3982 |
3982
Continuum Advisory
Eagle,
Idaho
| USD 149 M | +USD 3.78 M | +3% | 0.99% | 77% | 137 | 8.76% | 1.5 |
|
| 3983 |
3983
Mizuho Securities
Tokyo,
Japan
| USD 149 M | +USD 72.5 M | +94% | 1.72% | 109% | 181 | 44.75% | 0.4 |
|
| 3984 |
CAM
3984
Crown Advisors Management
Larkspur,
California
| USD 149 M | +USD 4.93 M | +3% | 3.24% | 284% | 55 | 34.55% | 0.9 |
|
| 3985 |
AFA
3985
Alta Fundamental Advisers
New York
| USD 149 M | -USD 4.17 M | -3% | 2.6% | 340% | 21 | 28.57% | 1.5 |
|
| 3986 |
CWM
3986
Cedar Wealth Management
Walnut Creek,
California
| USD 149 M | -USD 5.27 M | -3% | 2.64% | 68.1% | 177 | 17.51% | 1.9 |
|
| 3987 |
3987
Cougar Global Investments
Toronto,
Ontario, Canada
| USD 149 M | +USD 1.64 M | +1% | 0.36% | 17.4% | 19 | 0% | 1.4 |
|
| 3988 |
3988
Peak Capital Management
Greenwood Village,
Colorado
| USD 149 M | +USD 2.52 M | +2% | 2.91% | 9.52% | 24 | 0% | 1.8 |
|
| 3989 |
3989
Prentiss Smith & Co
Brattleboro,
Vermont
| USD 149 M | -USD 4.09 M | -3% | 0.53% | 63.9% | 64 | 9.38% | 4 |
|
| 3990 |
3990
Next Capital Management
New York
| USD 149 M | -USD 40 k | -0% | 0.15% | 61.3% | 915 | 75.52% | 0.6 |
|
| 3991 |
3991
Delta Capital Management
Red Bank,
New Jersey
| USD 149 M | -USD 9.6 M | -6% | 0.87% | 129% | 65 | 1.54% | 4.2 |
|
| 3992 |
SCM
3992
Springhouse Capital Management
Westport,
Connecticut
| USD 149 M | -USD 28.6 M | -16% | 3.12% | 52% | 21 | 28.57% | 1.3 |
|
| 3993 |
3993
Hollow Brook Wealth Management
Katonah,
New York
| USD 149 M | +USD 38.5 M | +35% | 1.53% | 92.8% | 57 | 15.79% | 3.2 |
|
| 3994 |
3994
Martin Capital Partners
Eugene,
Oregon
| USD 149 M | +USD 7.23 M | +5% | 2.07% | 42.3% | 56 | 16.07% | 1.3 |
|
| 3995 |
3995
Augustine Asset Management
Jacksonville,
Florida
| USD 149 M | +USD 3.31 M | +2% | 3.36% | 316% | 76 | 22.37% | 2.5 |
|
| 3996 |
3996
Quantinno Capital Management
New York
| USD 148 M | -USD 21.9 M | -13% | 2.83% | 119% | 571 | 61.82% | 0.3 |
|
| 3997 |
3997
BigSur Wealth Management
Miami,
Florida
| USD 148 M | +USD 5.07 M | +4% | 0.68% | 94.8% | 105 | 7.62% | 2 |
|
| 3998 |
3998
Ayalon Insurance Company
Ramat Gan,
Israel
| USD 148 M | +USD 403 k | +0.3% | 1.49% | 99.6% | 121 | 14.05% | 1.5 |
|
| 3999 |
3999
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| USD 148 M | +USD 1.83 M | +1% | 2.55% | 92.4% | 408 | 22.3% | 3.3 |
|
| 4000 |
AIA
4000
Arcadia Investment Advisors
Eagle,
Idaho
| USD 148 M | +USD 995 k | +0.7% | 0.46% | 56.4% | 76 | 14.47% | 1.4 |
|