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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4076 |
4076
Trust Company of Kansas
Wichita,
Kansas
| USD 171 M | – | – | 7.2% | 100% | 41 | – | 0 |
|
| 4077 |
4077
Voce Capital Management
San Francisco,
California
| USD 171 M | -USD 16.1 M | -9% | 0.13% | 69.2% | 14 | 35.71% | 1.7 |
|
| 4078 |
4078
Nishkama Capital LLC
Dorado,
Puerto Rico
| USD 170 M | +USD 77.7 M | +84% | 18% | 723% | 50 | 86% | 0.1 |
|
| 4079 |
4079
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| USD 170 M | +USD 19.3 M | +13% | 9.31% | 13.1% | 79 | 15.19% | 1.6 |
|
| 4080 |
4080
X-Square Capital
Guaynabo,
Puerto Rico
| USD 170 M | +USD 11.2 M | +7% | 18.6% | 158% | 83 | 14.46% | 1.3 |
|
| 4081 |
4081
Marvin & Palmer Associates
Wilmington,
Delaware
| USD 170 M | +USD 17.6 M | +12% | 12.5% | 392% | 33 | 42.42% | 1 |
|
| 4082 |
4082
MPS Loria Financial Planners
Burr Ridge,
Illinois
| USD 170 M | +USD 15.7 M | +10% | 9.38% | 80% | 74 | 8.11% | 2 |
|
| 4083 |
VAM
4083
Velanne Asset Management
London,
United Kingdom
| USD 170 M | +USD 13.2 M | +8% | 10.5% | 29.6% | 23 | 4.35% | 0.9 |
|
| 4084 |
4084
Disciplina Capital Management
Nashville,
Tennessee
| USD 169 M | +USD 2.79 M | +2% | 3.58% | 33% | 17 | 0% | 0.9 |
|
| 4085 |
LBC
4085
Lawrence B. Cohen
| USD 169 M | +USD 16.7 M | +11% | 8.97% | 41.8% | 79 | 10.13% | 4.2 |
|
| 4086 |
4086
Long Road Investment Counsel
Kalamazoo,
Michigan
| USD 169 M | -USD 2.68 M | -2% | 5.8% | 64.4% | 73 | 13.7% | 4.3 |
|
| 4087 |
4087
Allied Investment Advisors
Billings,
Montana
| USD 169 M | +USD 14 M | +9% | 9.64% | 68.4% | 46 | 2.17% | 1.9 |
|
| 4088 |
4088
Martin Capital Partners
Eugene,
Oregon
| USD 169 M | +USD 20.6 M | +14% | 5.55% | 42.3% | 63 | 17.46% | 1.3 |
|
| 4089 |
4089
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| USD 169 M | +USD 12.8 M | +8% | 6.26% | 143% | 61 | 27.87% | 0.3 |
|
| 4090 |
CWM
4090
Cedar Wealth Management
Walnut Creek,
California
| USD 169 M | +USD 19.7 M | +13% | 10.1% | 68.1% | 197 | 36.55% | 1.7 |
|
| 4091 |
4091
WealthStone
Columbus,
Ohio
| USD 169 M | -USD 19.1 M | -10% | 4.75% | – | 50 | 34% | 0.5 |
|
| 4092 |
4092
Wela Strategies
Atlanta,
Georgia
| USD 169 M | +USD 7.18 M | +4% | 3.92% | 51.3% | 36 | 5.56% | 1.8 |
|
| 4093 |
GFWEX
4093
G.F.W. Energy XI
Dallas,
Texas
| USD 169 M | -USD 272 M | -62% | 6.29% | – | 2 | 50% | 1.8 |
|
| 4094 |
4094
Lantz Financial
Naperville,
Illinois
| USD 169 M | +USD 20.7 M | +14% | 6.96% | 74.3% | 133 | 7.52% | 0.7 |
|
| 4095 |
4095
Jefferies Financial Group
New York
| USD 169 M | -USD 387 M | -70% | 4.85% | 146% | 24 | 70.83% | 0.6 |
|
| 4096 |
4096
Horan Capital Advisors
Cincinnati,
Ohio
| USD 168 M | +USD 4.82 M | +3% | 7.59% | 26.6% | 290 | 4.48% | 1.1 |
|
| 4097 |
4097
Shaker Investments
Cleveland,
Ohio
| USD 168 M | +USD 15.3 M | +10% | 13.1% | 216% | 93 | 18.28% | 1.8 |
|
| 4098 |
SCM
4098
SCW Capital Management
Dallas,
Texas
| USD 168 M | +USD 52 M | +45% | 29.2% | 179% | 11 | 45.45% | 0.6 |
|
| 4099 |
4099
Quaker Wealth Management
Moorestown,
New Jersey
| USD 168 M | – | – | 5.2% | – | 51 | – | 0 |
|
| 4100 |
4100
C-J Advisory
San Jose,
California
| USD 168 M | +USD 9 M | +6% | 6.9% | 39.2% | 167 | 76.05% | 3 |
|