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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
4126
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
| USD 127 M | -USD 730 k | -0.6% | 8.24% | 101% | 57 | 10.53% | 1.6 |
|
| 4127 |
4127
Flowering Tree Investment Management
Singapore
| USD 127 M | -USD 54.4 M | -30% | 18.2% | 47.4% | 8 | 25% | 2.5 |
|
| 4128 |
4128
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| USD 127 M | +USD 10.4 M | +9% | 4.63% | 62.6% | 163 | 16.56% | 1.5 |
|
| 4129 |
4129
Freedom Day Solutions
Houston,
Texas
| USD 127 M | +USD 3.95 M | +3% | 6.94% | 86.6% | 84 | 8.33% | 0.6 |
|
| 4130 |
4130
Taylor Hoffman Wealth Management
Richmond,
Virginia
| USD 127 M | +USD 11 M | +10% | 6.62% | 47.8% | 430 | 9.53% | 0.7 |
|
| 4131 |
4131
United Bank (Georgia)
Zebulon,
Georgia
| USD 127 M | +USD 10.3 M | +9% | 7.41% | 81.2% | 78 | 12.82% | 1.4 |
|
| 4132 |
4132
AUA Capital Management
Camp Hill,
Pennsylvania
| USD 127 M | +USD 11.9 M | +10% | 4.38% | 70.2% | 187 | 1.6% | 1.6 |
|
| 4133 |
4133
Alambic Investment Management
Belvedere,
California
| USD 126 M | -USD 239 M | -65% | 4.11% | 47.6% | 442 | 59.28% | 0.9 |
|
| 4134 |
4134
Centerpoint Advisors
Needham,
Massachusetts
| USD 126 M | +USD 6.87 M | +6% | 5.78% | 74.2% | 391 | 38.11% | 0.6 |
|
| 4135 |
4135
Foundation Capital
Palo Alto,
California
| USD 126 M | -USD 59 M | -32% | 6.31% | – | 7 | 14.29% | 2 |
|
| 4136 |
4136
Water Oak Advisors
Winter Park,
Florida
| USD 126 M | -USD 7.53 M | -6% | 4.04% | 12.9% | 17 | 0% | 2.8 |
|
| 4137 |
4137
Harrington Investments
Napa,
California
| USD 126 M | +USD 7.7 M | +7% | 8.41% | 109% | 156 | 4.49% | 0.7 |
|
| 4138 |
4138
Jackson Financial Management
Costa Mesa,
California
| USD 126 M | +USD 13.7 M | +12% | 4.36% | – | 40 | 10% | 0.6 |
|
| 4139 |
SHA
4139
Shelter Harbor Advisors
Weatogue,
Connecticut
| USD 126 M | -USD 33.8 M | -21% | 2.45% | – | 32 | 81.25% | 0.2 |
|
| 4140 |
4140
Ridgewood Investments
Springfield,
New Jersey
| USD 126 M | +USD 13.4 M | +12% | 7.37% | – | 173 | 13.87% | 1.3 |
|
| 4141 |
PVAM
4141
Pacific View Asset Management
San Francisco,
California
| USD 126 M | -USD 683 k | -0.5% | 1% | – | 100 | 18% | 0.6 |
|
| 4142 |
4142
Tieton Capital Management
Yakima,
Washington
| USD 125 M | -USD 3.84 M | -3% | 2.64% | 172% | 29 | 3.45% | 2.9 |
|
| 4143 |
7A
4143
734 Agriculture
New York
| USD 125 M | +USD 7.78 M | +7% | 6.62% | 23.8% | 1 | 0% | 4.5 |
|
| 4144 |
4144
Trafelet Capital Management
New York
| USD 125 M | +USD 9.02 M | +8% | 6.75% | 101% | 10 | 20% | 2.1 |
|
| 4145 |
4145
Athyrium Capital Management
New York
| USD 125 M | +USD 32.7 M | +35% | 0.04% | 25.1% | 3 | 0% | 0.8 |
|
| 4146 |
4146
Pratt Collard Advisory Partners
Buffalo,
New York
| USD 125 M | +USD 9.39 M | +8% | 8.87% | 91.7% | 118 | 12.71% | 0.7 |
|
| 4147 |
4147
Sheffield Asset Management
Chicago,
Illinois
| USD 125 M | -USD 12.5 M | -9% | 6.61% | 24.5% | 28 | 71.43% | 0.3 |
|
| 4148 |
4148
Baugh & Associates
Atlanta,
Georgia
| USD 125 M | +USD 10.5 M | +9% | 6.01% | 98.8% | 40 | 0% | 0.7 |
|
| 4149 |
4149
Ayalon Insurance Company
Ramat Gan,
Israel
| USD 125 M | +USD 5.65 M | +5% | 6.15% | 99.6% | 85 | 24.71% | 1.2 |
|
| 4150 |
4150
Marino Stram & Associates
Braintree,
Massachusetts
| USD 125 M | +USD 12.4 M | +11% | 6.56% | 63.6% | 524 | 8.59% | 0.7 |
|