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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4101 |
4101
Hartree Partners
New York
| USD 89.9 M | +USD 41.2 M | +85% | 3.72% | 138% | 33 | 66.67% | 0.1 |
|
| 4102 |
4102
Weatherstone Capital Management
Denver,
Colorado
| USD 89.7 M | -USD 63.4 M | -41% | 4.69% | 32% | 111 | 39.64% | 1 |
|
| 4103 |
WEO
4103
William E. Oberndorf
| USD 89.4 M | +USD 5.12 M | +6% | 14.6% | 36.2% | 6 | 0% | 1 |
|
| 4104 |
4104
Pring Turner Capital Group
Alamo,
California
| USD 89.2 M | -USD 4.72 M | -5% | 3.27% | 70.8% | 42 | 9.52% | 1.9 |
|
| 4105 |
4105
FFL Partners
San Francisco,
California
| USD 89.1 M | +USD 7.57 M | +9% | 17.1% | 36.1% | 2 | 50% | 0.3 |
|
| 4106 |
4106
Hill Path Capital
New York
| USD 89 M | +USD 5.53 M | +7% | 5.16% | 5.23% | 2 | 50% | 0.1 |
|
| 4107 |
PP
4107
Pension Partners
New York
| USD 88.8 M | -USD 20.2 M | -19% | 1.68% | – | 21 | 85.71% | 0.3 |
|
| 4108 |
4108
Lightyear Capital
New York
| USD 88.6 M | -USD 32.3 M | -27% | 5.05% | – | 2 | 50% | 2.3 |
|
| 4109 |
BA
4109
Bristol Advisors
Conshohocken,
Pennsylvania
| USD 88.2 M | -USD 10.9 M | -11% | 6.33% | – | 99 | 80.81% | 0.1 |
|
| 4110 |
SSP
4110
Sapphire Star Partners
Redmond,
Washington
| USD 87.8 M | -USD 2.06 M | -2% | 6.36% | 47.4% | 117 | 41.88% | 0.6 |
|
| 4111 |
4111
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| USD 87.8 M | -USD 37 M | -30% | 6.03% | 58.7% | 105 | 46.67% | 0.2 |
|
| 4112 |
4112
Risk Paradigm Group
Austin,
Texas
| USD 87.7 M | -USD 3.14 M | -3% | 4.55% | – | 273 | 21.61% | 1.2 |
|
| 4113 |
4113
Ramsey Quantitative Systems
Louisville,
Kentucky
| USD 87.5 M | +USD 13.7 M | +19% | 3.81% | 42% | 196 | 66.33% | 0.5 |
|
| 4114 |
4114
Water Oak Advisors
Winter Park,
Florida
| USD 87.4 M | +USD 7.07 M | +9% | 7.66% | 12.9% | 15 | 20% | 1.8 |
|
| 4115 |
TWS
4115
Thomas W. Smith
| USD 87.4 M | -USD 4.73 M | -5% | 0.45% | – | 11 | 9.09% | 3.4 |
|
| 4116 |
4116
Cetera Investment Management
El Segundo,
California
| USD 87.3 M | -USD 46.1 M | -35% | 3.87% | – | 114 | 23.68% | 0.9 |
|
| 4117 |
4117
Kathryn A. Hall
| USD 86.8 M | +USD 3.17 M | +4% | 8.19% | 95.2% | 8 | 37.5% | 1.5 |
|
| 4118 |
4118
Cordasco Financial Network
Naples,
Florida
| USD 86.8 M | -USD 1.15 M | -1% | 4.83% | 31.1% | 309 | 29.13% | 1.9 |
|
| 4119 |
SIA
4119
Spruce Investment Advisors
Stamford,
Connecticut
| USD 86.7 M | -USD 42.1 M | -33% | 4.96% | 23.5% | 47 | 19.15% | 1.2 |
|
| 4120 |
4120
Horan Securities
Cincinnati,
United States
| USD 86.7 M | +USD 5.39 M | +7% | 3.49% | 50.1% | 185 | 84.32% | 0.2 |
|
| 4121 |
4121
Legg Mason Asset Management
Tokyo,
Japan
| USD 86.6 M | -USD 821 k | -0.9% | 7.06% | – | 90 | 15.56% | 1.6 |
|
| 4122 |
4122
WESPAC Advisors
Orinda,
California
| USD 86.6 M | -USD 2.45 M | -3% | 7.06% | 112% | 134 | 41.79% | 0.7 |
|
| 4123 |
4123
Appleton Group
Appleton,
Wisconsin
| USD 86.6 M | +USD 10.8 M | +14% | 4.96% | 58.3% | 36 | 30.56% | 1 |
|
| 4124 |
4124
Meritech Capital Associates III
Palo Alto,
California
| USD 86.3 M | -USD 14.9 M | -15% | 38.3% | 135% | 3 | 0% | 3 |
|
| 4125 |
4125
Washington Capital Management
Seattle,
Washington
| USD 86.2 M | +USD 5.01 M | +6% | 4.43% | 81.8% | 111 | 21.62% | 1.7 |
|