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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 |
HCM
4001
Horrell Capital Management
Little Rock,
Arkansas
| USD 271 M | +USD 16.9 M | +7% | 7.92% | 55.6% | 210 | 12.38% | 4.5 |
|
| 4002 |
4002
Summit Wealth & Retirement Planning
San Ramon,
California
| USD 270 M | +USD 1.22 M | +0.5% | 5.47% | 67.6% | 103 | 28.16% | 1.6 |
|
| 4003 |
4003
Opes Wealth Management
Menlo Park,
California
| USD 270 M | +USD 13.9 M | +5% | 7.24% | 54.1% | 90 | 12.22% | 1.3 |
|
| 4004 |
NME
4004
Notis-McConarty Edward
| USD 270 M | +USD 13.2 M | +5% | 6.54% | 91.2% | 98 | 3.06% | 5.6 |
|
| 4005 |
4005
Versant Capital Management
Phoenix,
Arizona
| USD 270 M | -USD 4.2 M | -2% | 5.8% | 97.3% | 1,685 | 10.39% | 3.9 |
|
| 4006 |
4006
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| USD 270 M | +USD 6.39 M | +2% | 4.49% | 76.5% | 105 | 6.67% | 3.9 |
|
| 4007 |
4007
Capital Advisors Wealth Management
Yakima,
Washington
| USD 270 M | +USD 38.2 M | +17% | 5.62% | 70.5% | 99 | 14.14% | 0.2 |
|
| 4008 |
4008
Shaker Financial Services
Arlington,
Virginia
| USD 270 M | +USD 18.6 M | +7% | 5.83% | 12.9% | 190 | 31.58% | 1.3 |
|
| 4009 |
4009
Montgomery Investment Management
Rockville,
Maryland
| USD 270 M | +USD 8.46 M | +3% | 5.26% | 98.4% | 84 | 3.57% | 5.5 |
|
| 4010 |
4010
Corbyn Investment Management
Lutherville,
Maryland
| USD 269 M | +USD 22.8 M | +9% | 7.69% | 71.9% | 84 | 34.52% | 2.3 |
|
| 4011 |
FA
4011
FMA Advisory
Harrisburg,
Pennsylvania
| USD 269 M | -USD 54.6 M | -17% | 5.69% | 46.7% | 172 | 29.65% | 3.1 |
|
| 4012 |
4012
Knuff & Co
Foster City,
California
| USD 269 M | +USD 35.4 M | +15% | 10.9% | 85.8% | 173 | 15.61% | 1.6 |
|
| 4013 |
4013
Jackson Creek Investment Advisors
Castle Rock,
Colorado
| USD 269 M | -USD 19.3 M | -7% | 8.97% | 239% | 378 | 37.57% | 0.4 |
|
| 4014 |
4014
BHZ Capital Management
San Jose,
California
| USD 269 M | -USD 46.2 M | -15% | 6.2% | 3.24% | 141 | 14.89% | 2.9 |
|
| 4015 |
4015
Ibex Investors
Denver,
Colorado
| USD 269 M | -USD 22.5 M | -8% | 11.5% | 16.6% | 107 | 72.9% | 0.4 |
|
| 4016 |
MPEM
4016
Marathon Partners Equity Management
New York
| USD 269 M | +USD 29.2 M | +12% | 3.87% | – | 17 | 41.18% | 2.1 |
|
| 4017 |
4017
Worth Venture Partners
Fort Lee,
New Jersey
| USD 269 M | +USD 62.5 M | +30% | 10.2% | 105% | 139 | 34.53% | 0.6 |
|
| 4018 |
PCA
4018
Prospect Capital Advisors
Sausalito,
California
| USD 269 M | +USD 41.4 M | +18% | 13.2% | 202% | 36 | 22.22% | 1.7 |
|
| 4019 |
4019
Entrust Global Partners
New York
| USD 269 M | -USD 29.6 M | -10% | 3.93% | 82.3% | 4 | 25% | 0.5 |
|
| 4020 |
4020
Ford Financial Group
Fresno,
California
| USD 268 M | +USD 35.8 M | +15% | 5.84% | 47.7% | 620 | 83.87% | 0.3 |
|
| 4021 |
4021
First Washington Corp
Seattle,
Washington
| USD 268 M | +USD 15.3 M | +6% | 8.19% | 142% | 88 | 18.18% | 3.3 |
|
| 4022 |
4022
Thomas Story & Son
Culver,
Indiana
| USD 268 M | +USD 3.18 M | +1% | 5.58% | 101% | 68 | 5.88% | 4.5 |
|
| 4023 |
4023
Red Wave Investments
Dillsburg,
Pennsylvania
| USD 268 M | +USD 25.1 M | +10% | 5.18% | 58% | 96 | 10.42% | 0.4 |
|
| 4024 |
4024
59 North Capital Management
Houston,
Texas
| USD 268 M | +USD 29.5 M | +12% | 15.1% | 81.4% | 17 | 52.94% | 0.3 |
|
| 4025 |
4025
Fulcrum Equity Management
Plano,
Texas
| USD 268 M | +USD 14.9 M | +6% | 7.87% | 116% | 246 | 57.32% | 0.5 |
|