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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4051 |
4051
Northwest Wealth Management
Spencer,
Iowa
| USD 134 M | +USD 564 k | +0.4% | 3.87% | 63.4% | 558 | 8.78% | 0.6 |
|
| 4052 |
4052
Worth Venture Partners
Fort Lee,
New Jersey
| USD 133 M | +USD 12.3 M | +10% | 1.73% | 105% | 198 | 67.68% | 0.3 |
|
| 4053 |
4053
Pin Oak Investment Advisors
Houston,
Texas
| USD 133 M | -USD 3.08 M | -2% | 4.27% | 62.7% | 463 | 17.71% | 0.7 |
|
| 4054 |
4054
Denver PWM
Denver,
Colorado
| USD 133 M | – | – | 3.86% | 48.6% | 68 | – | 0.6 |
|
| 4055 |
BIMC
4055
Benson Investment Management Company
Roanoke,
Virginia
| USD 133 M | +USD 5.93 M | +5% | 7.5% | 99.8% | 79 | 27.85% | 0.9 |
|
| 4056 |
4056
Wheatland Advisors
Lancaster,
Pennsylvania
| USD 133 M | +USD 9.3 M | +8% | 7.18% | 30.5% | 99 | 4.04% | 3.8 |
|
| 4057 |
SL
4057
SOF Ltd
George Town,
Cayman Islands
| USD 133 M | -USD 22 M | -14% | 14.2% | 42.3% | 1 | 0% | 1.8 |
|
| 4058 |
BCA
4058
Benchmark Capital Advisors
New York
| USD 133 M | +USD 759 k | +0.6% | 5.55% | 29.5% | 141 | 12.06% | 3 |
|
| 4059 |
4059
Lesa Sroufe & Co
Seattle,
Washington
| USD 133 M | -USD 2.8 M | -2% | 1.36% | – | 64 | 6.25% | 2.4 |
|
| 4060 |
4060
Arjuna Capital
Durham,
North Carolina
| USD 133 M | +USD 10.2 M | +8% | 8.68% | 105% | 98 | 12.24% | 0.6 |
|
| 4061 |
FBT
4061
First Bank & Trust
Brookings,
South Dakota
| USD 133 M | +USD 2.6 M | +2% | 4.82% | 85.6% | 269 | 2.23% | 1.5 |
|
| 4062 |
4062
RPg Family Wealth Advisory
Burlington,
Massachusetts
| USD 133 M | +USD 4.01 M | +3% | 6.84% | 117% | 283 | 29.68% | 1.2 |
|
| 4063 |
FA
4063
Financial Advantage
Columbia,
Maryland
| USD 133 M | +USD 930 k | +0.7% | 3.96% | 24.3% | 33 | 9.09% | 3.1 |
|
| 4064 |
4064
VHCP Management III
New York
| USD 132 M | – | – | 50.2% | – | 13 | – | 0 |
|
| 4065 |
LA
4065
LFL Advisers
Evanston,
Illinois
| USD 132 M | +USD 6.94 M | +6% | 7.36% | 83% | 10 | 20% | 1.8 |
|
| 4066 |
4066
DeDora Capital
Napa,
California
| USD 132 M | +USD 5.09 M | +4% | 7.22% | 91.2% | 95 | 16.84% | 0.7 |
|
| 4067 |
4067
University of Tennessee
Knoxville,
Tennessee
| USD 132 M | +USD 3.88 M | +3% | 2.15% | – | 2 | 0% | 0.8 |
|
| 4068 |
4068
Marvin & Palmer Associates
Wilmington,
Delaware
| USD 132 M | +USD 30.3 M | +30% | 8.47% | 392% | 33 | 51.52% | 1 |
|
| 4069 |
SCC
4069
Steel Canyon Capital
Phoenix,
Arizona
| USD 132 M | +USD 6.27 M | +5% | 1.91% | 62.8% | 21 | 33.33% | 0.6 |
|
| 4070 |
4070
Taylor Frigon Capital Management
Scottsdale,
Arizona
| USD 132 M | -USD 5.78 M | -4% | 9.89% | 152% | 85 | 8.24% | 2.5 |
|
| 4071 |
4071
Madrona Financial Services
Everett,
Washington
| USD 132 M | +USD 7.3 M | +6% | 3.69% | 85.1% | 43 | 6.98% | 2.2 |
|
| 4072 |
4072
Tiemann Investment Advisors
Menlo Park,
California
| USD 132 M | +USD 6.73 M | +5% | 6.83% | 77% | 182 | 7.14% | 3.4 |
|
| 4073 |
4073
Bishop & Co Investment Management
Erie,
Pennsylvania
| USD 132 M | +USD 7.44 M | +6% | 3.26% | 47.6% | 22 | 4.55% | 1.9 |
|
| 4074 |
4074
Toscafund Asset Management
London,
United Kingdom
| USD 131 M | -USD 31.9 M | -20% | 0.7% | 80.9% | 7 | 42.86% | 2 |
|
| 4075 |
GAMC
4075
Garner Asset Management Corp
Plano,
Texas
| USD 131 M | +USD 4.15 M | +3% | 3.3% | 95.3% | 165 | 10.91% | 1.1 |
|