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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4351 |
4351
SCHF (GPE)
Wilson,
Wyoming
| USD 106 M | – | – | 6.88% | – | 7 | – | 0 |
|
| 4352 |
TA
4352
Trellis Advisors
Ellensburg,
Washington
| USD 106 M | – | – | 5.33% | 23.3% | 42 | – | 0 |
|
| 4353 |
AWM
4353
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
| USD 105 M | – | – | 5.39% | 36.4% | 462 | – | 0 |
|
| 4354 |
CP
4354
Clover Partners
Dallas,
Texas
| USD 105 M | -USD 144 M | -58% | 0.15% | 32.2% | 28 | 32.14% | 1.6 |
|
| 4355 |
EPIM
4355
Equinox Partners Investment Management
Stamford,
Connecticut
| USD 105 M | +USD 7.2 M | +7% | 9.87% | 241% | 14 | 85.71% | 0.3 |
|
| 4356 |
PIA
4356
Phoenix Investment Adviser
New York
| USD 105 M | -USD 23.6 M | -18% | 2.2% | 25% | 74 | 51.35% | 0.8 |
|
| 4357 |
NPP
4357
New Potomac Partners
Bethesda,
Maryland
| USD 105 M | – | – | 4.96% | 37.2% | 148 | – | 0 |
|
| 4358 |
4358
DUMAC Inc
Durham,
North Carolina
| USD 105 M | +USD 10.2 M | +11% | 8.73% | – | 51 | 31.37% | 0.7 |
|
| 4359 |
CAM
4359
Crown Advisors Management
Larkspur,
California
| USD 105 M | – | – | 17% | 284% | 40 | – | 0 |
|
| 4360 |
HAC
4360
Harbor Advisory Corp
Portsmouth,
New Hampshire
| USD 105 M | – | – | 3.91% | 63.2% | 41 | – | 0 |
|
| 4361 |
MRCM
4361
Mill Road Capital Management
Greenwich,
Connecticut
| USD 105 M | – | – | 5.56% | 85.1% | 11 | – | 2.1 |
|
| 4362 |
HA
4362
Harborview Advisors
Portland,
Maine
| USD 105 M | – | – | 3.09% | 27.1% | 66 | – | 0 |
|
| 4363 |
THWM
4363
Taylor Hoffman Wealth Management
Richmond,
Virginia
| USD 105 M | – | – | 5.05% | 47.8% | 451 | – | 0 |
|
| 4364 |
NEGWA
4364
New England Guild Wealth Advisors
Avon,
Connecticut
| USD 104 M | – | – | 2.85% | 6.04% | 53 | – | 0 |
|
| 4365 |
CWA
4365
Cypress Wealth Advisors
San Francisco,
California
| USD 104 M | +USD 42.4 M | +69% | 2.43% | 29.3% | 89 | 35.96% | 1.5 |
|
| 4366 |
FMB
4366
Field & Main Bank
Henderson,
Kentucky
| USD 104 M | – | – | 7.72% | 107% | 222 | – | 2.4 |
|
| 4367 |
MMM
4367
Mendel Money Management
Northbrook,
Illinois
| USD 104 M | – | – | 6.79% | 75.4% | 50 | – | 2.4 |
|
| 4368 |
GCM
4368
Gator Capital Management
Tampa,
Florida
| USD 104 M | – | – | 9.15% | 245% | 95 | – | 0.8 |
|
| 4369 |
MAG
4369
Millrace Asset Group
Berwyn,
Pennsylvania
| USD 104 M | -USD 2.36 M | -2% | 7.74% | 113% | 72 | 30.56% | 0.8 |
|
| 4370 |
SL
4370
SWF LLC
Omaha,
Nebraska
| USD 104 M | – | – | 6.19% | 87.4% | 2 | – | 0 |
|
| 4371 |
NCM
4371
Northstar Capital Management
New York
| USD 104 M | – | – | 9.74% | – | 95 | – | 0 |
|
| 4372 |
LA
4372
LFL Advisers
Evanston,
Illinois
| USD 104 M | -USD 7.22 M | -6% | 1.8% | 83% | 11 | 9.09% | 1 |
|
| 4373 |
PCM
4373
Perkins Capital Management
Wayzata,
Minnesota
| USD 104 M | +USD 8.55 M | +9% | 10.5% | 303% | 124 | 27.42% | 2 |
|
| 4374 |
NIS
4374
National Investment Services
Milwaukee,
Wisconsin
| USD 104 M | +USD 6.65 M | +7% | 8.31% | 47.2% | 76 | 28.95% | 1.3 |
|
| 4375 |
CWA
4375
Clarus Wealth Advisors
Peoria,
Arizona
| USD 104 M | – | – | 5.85% | 89.7% | 124 | – | 0 |
|