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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
4001
Sippican Capital Advisors
Boston,
Massachusetts
| USD 79.2 M | +USD 451 k | +0.6% | 3.07% | 90.1% | 96 | 3.13% | 1.2 |
|
| 4002 |
4002
Old Dominion Capital Management
Charlottesville,
Virginia
| USD 79.1 M | +USD 8.12 M | +11% | 4.37% | 45.9% | 43 | 6.98% | 2.1 |
|
| 4003 |
NCM
4003
Niemann Capital Management
Stateline,
Nevada
| USD 79.1 M | +USD 13.2 M | +20% | 10.3% | 103% | 22 | 86.36% | 0.1 |
|
| 4004 |
SSIA
4004
Spero-Smith Investment Advisers
Cleveland,
Ohio
| USD 78.6 M | +USD 4.67 M | +6% | 6.47% | 31.3% | 46 | 8.7% | 2 |
|
| 4005 |
4005
Lyons Wealth Management
Winter Park,
Florida
| USD 78.4 M | +USD 435 k | +0.6% | 2.01% | 40.1% | 86 | 40.7% | 0.9 |
|
| 4006 |
4006
B. Riley Wealth Management
Memphis,
Tennessee
| USD 78.3 M | +USD 7.75 M | +11% | 5.5% | 32.4% | 180 | 34.44% | 1.2 |
|
| 4007 |
4007
Bellecapital
Zurich,
Switzerland
| USD 78.2 M | +USD 10.6 M | +16% | 8.07% | 152% | 54 | 20.37% | 1.5 |
|
| 4008 |
4008
Occidental Asset Management
Burlingame,
California
| USD 78.2 M | +USD 6.77 M | +9% | 4.22% | 82.5% | 68 | 7.35% | 1.5 |
|
| 4009 |
4009
RobecoSam USA
New York
| USD 77.8 M | +USD 8.52 M | +12% | 12.2% | 50.1% | 61 | 27.87% | 1.2 |
|
| 4010 |
CAD
4010
Craig A. Drill
| USD 77.4 M | +USD 7.11 M | +10% | 5.78% | 67.1% | 27 | 48.15% | 0.7 |
|
| 4011 |
BGA
4011
Belmont Global Advisors
Dallas,
Texas
| USD 77.2 M | +USD 18.3 M | +31% | 1.87% | 81% | 90 | 63.33% | 0.5 |
|
| 4012 |
4012
Capital Innovations
Pewaukee,
Wisconsin
| USD 77.1 M | -USD 10.8 M | -12% | 4.29% | – | 91 | 20.88% | 1.4 |
|
| 4013 |
TSP
4013
Tappan Street Partners
Chicago,
Illinois
| USD 77.1 M | – | – | 0.52% | – | 26 | – | 0 |
|
| 4014 |
4014
Ramsey Asset Management
Reston,
Virginia
| USD 77 M | +USD 20.3 M | +36% | 4.77% | 30.6% | 35 | 31.43% | 1.7 |
|
| 4015 |
4015
Nations Financial Group
Cedar Rapids,
Iowa
| USD 76.9 M | – | – | 3.65% | 105% | 127 | – | 0 |
|
| 4016 |
4016
Independence Trust
Franklin,
Tennessee
| USD 76.8 M | -USD 20.7 M | -21% | 7.8% | 28.9% | 106 | 40.57% | 1.6 |
|
| 4017 |
4017
Appleton Group
Appleton,
Wisconsin
| USD 76.8 M | +USD 42.6 M | +125% | 5.34% | 58.3% | 20 | 40% | 1.3 |
|
| 4018 |
SAMT
4018
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
| USD 76.8 M | +USD 18.7 M | +32% | 5.24% | 68.4% | 43 | 41.86% | 1 |
|
| 4019 |
4019
Johanson Financial Advisors
Campbell,
California
| USD 76.7 M | – | – | 6.58% | 101% | 65 | – | 0 |
|
| 4020 |
4020
Hatteras Investment Partners
Raleigh,
North Carolina
| USD 76.5 M | +USD 3.03 M | +4% | 8.97% | – | 153 | 73.2% | 0.3 |
|
| 4021 |
LFWA
4021
LBJ Family Wealth Advisors
Austin,
Texas
| USD 76.3 M | +USD 2.98 M | +4% | 3.72% | 64.9% | 15 | 6.67% | 1.9 |
|
| 4022 |
4022
Marshall & Sullivan
Seattle,
Washington
| USD 75.7 M | -USD 1 M | -1% | 6.34% | 82% | 65 | 3.08% | 1.6 |
|
| 4023 |
4023
Moon Capital Management (Tennessee)
Knoxville,
Tennessee
| USD 75.7 M | +USD 6.4 M | +9% | 1.44% | 15.7% | 42 | 16.67% | 1.4 |
|
| 4024 |
4024
Threshold Group
Seattle,
Washington
| USD 75.6 M | – | – | 5.81% | – | 27 | – | 0 |
|
| 4025 |
SSP
4025
Sapphire Star Partners
Redmond,
Washington
| USD 75.5 M | – | – | 8.62% | 47.4% | 70 | – | 0 |
|