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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
Gables Capital Management
Miami,
Florida
| USD 123 M | -USD 1.72 M | -1% | 2.89% | 151% | 365 | 6.58% | 1 |
|
| 4352 |
MC
4352
Miles Capital
West Des Moines,
Iowa
| USD 123 M | +USD 7.22 M | +6% | 4.73% | 15.4% | 208 | 34.13% | 1.5 |
|
| 4353 |
4353
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| USD 122 M | +USD 8.57 M | +8% | 3.63% | – | 409 | 23.96% | 2.7 |
|
| 4354 |
4354
GS Investments
Minneapolis,
Minnesota
| USD 122 M | -USD 5.26 M | -4% | 5.37% | 94.1% | 123 | 6.5% | 1.7 |
|
| 4355 |
KCM
4355
Knoll Capital Management
Miami,
Florida
| USD 122 M | -USD 9.44 M | -7% | 8.27% | 258% | 22 | 22.73% | 1.2 |
|
| 4356 |
ABP
4356
Arthur B. Page
| USD 122 M | +USD 2.3 M | +2% | 4.02% | 40.4% | 65 | 7.69% | 4.1 |
|
| 4357 |
4357
Abacus FCF Advisors
Orlando,
Florida
| USD 122 M | -USD 7.4 M | -6% | 7.58% | 197% | 112 | 28.57% | 1.1 |
|
| 4358 |
4358
Financial Gravity Asset Management
Lakeway,
Texas
| USD 122 M | -USD 1.77 M | -1% | 2.99% | – | 1,894 | 24.6% | 0.9 |
|
| 4359 |
4359
Wells Trecaso Financial Group
Akron,
Ohio
| USD 122 M | +USD 2.55 M | +2% | 4.57% | 108% | 72 | 8.33% | 1.3 |
|
| 4360 |
4360
Harrington Investments
Napa,
California
| USD 122 M | +USD 5.31 M | +5% | 4.22% | 109% | 80 | 6.25% | 1.6 |
|
| 4361 |
4361
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| USD 121 M | +USD 2.47 M | +2% | 1.73% | 62.6% | 153 | 8.5% | 2 |
|
| 4362 |
AFC
4362
AFT Forsyth & Company
West Palm Beach,
Florida
| USD 121 M | +USD 5.96 M | +5% | 3.86% | 135% | 151 | 12.58% | 4 |
|
| 4363 |
4363
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| USD 121 M | +USD 3.53 M | +3% | 4.09% | 67.5% | 79 | 26.58% | 0.4 |
|
| 4364 |
4364
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| USD 121 M | +USD 4.78 M | +4% | 2.84% | 74% | 86 | 6.98% | 0.4 |
|
| 4365 |
ACM
4365
Aljian Capital Management
Carson City,
Nevada
| USD 121 M | +USD 3.44 M | +3% | 4.38% | 146% | 55 | 7.27% | 0.5 |
|
| 4366 |
4366
West Branch Capital
Amherst,
Massachusetts
| USD 121 M | +USD 9.48 M | +8% | 2.54% | 156% | 95 | 15.79% | 0.9 |
|
| 4367 |
4367
JFG Wealth Management
Denver,
Colorado
| USD 121 M | +USD 1.39 M | +1% | 3.21% | 65.2% | 20 | 50% | 0.3 |
|
| 4368 |
HAM
4368
Hammer Asset Management
Auburn,
California
| USD 121 M | +USD 7.95 M | +7% | 0.69% | – | 56 | 23.21% | 0.8 |
|
| 4369 |
4369
Smart Money Group
Eastland,
Texas
| USD 121 M | +USD 6.59 M | +6% | 2.66% | 58.9% | 72 | 13.89% | 0.8 |
|
| 4370 |
4370
Yale University
New Haven,
Connecticut
| USD 121 M | -USD 48.5 M | -29% | 3.74% | 33.7% | 14 | 64.29% | 0.8 |
|
| 4371 |
4371
Bronson Point Management
Fairfield,
Connecticut
| USD 121 M | -USD 25.9 M | -18% | 5.95% | 7.56% | 38 | 71.05% | 0.7 |
|
| 4372 |
4372
One Wealth Advisors
San Francisco,
California
| USD 121 M | -USD 1.6 M | -1% | 3.57% | 66% | 582 | 81.1% | 0.8 |
|
| 4373 |
4373
Jentner Corp
Akron,
Ohio
| USD 121 M | -USD 713 k | -0.6% | 2.66% | 38.9% | 37 | 8.11% | 1.8 |
|
| 4374 |
SCIM
4374
Spring Creek Investment Management
Philadelphia,
Pennsylvania
| USD 121 M | +USD 3.83 M | +3% | 2.48% | 45.9% | 11 | 18.18% | 0.4 |
|
| 4375 |
KAM
4375
Kavi Asset Management
New York
| USD 121 M | -USD 32.4 M | -21% | 4.69% | 144% | 26 | 80.77% | 0.3 |
|