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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4401 |
4401
Beacon Wealthcare Inc
Raleigh,
North Carolina
| USD 96.9 M | +USD 1.46 M | +2% | 1.54% | 31.6% | 7 | 0% | 0.3 |
|
| 4402 |
4402
Camarda Financial Advisors
Fleming Island,
Florida
| USD 96.7 M | +USD 13.1 M | +16% | 1.59% | 196% | 205 | 25.37% | 2.1 |
|
| 4403 |
4403
Strategic Vision Investment
Hong Kong
| USD 96.5 M | -USD 2.1 M | -2% | 7.69% | 95.6% | 14 | 50% | 0.2 |
|
| 4404 |
4404
Sagard Capital Partners Management
New York
| USD 96.4 M | -USD 16.4 M | -15% | 1.43% | 37.4% | 3 | 33.33% | 2.2 |
|
| 4405 |
4405
Sippican Capital Advisors
Boston,
Massachusetts
| USD 96.4 M | -USD 6.1 M | -6% | 2.87% | 81.1% | 108 | 9.26% | 2.7 |
|
| 4406 |
4406
Coyle Financial Counsel
Glenview,
Illinois
| USD 96.3 M | +USD 9.01 M | +10% | 0.47% | 67.3% | 85 | 63.53% | 0.6 |
|
| 4407 |
4407
Pring Turner Capital Group
Alamo,
California
| USD 96.2 M | +USD 3.39 M | +4% | 3.96% | 70.8% | 50 | 22% | 2 |
|
| 4408 |
4408
Marlowe Partners
New York
| USD 96 M | -USD 11.1 M | -10% | 2.06% | 16.3% | 8 | 62.5% | 0.9 |
|
| 4409 |
4409
Arlington Capital Management
Arlington Heights,
Illinois
| USD 96 M | -USD 38.2 M | -28% | 1.73% | 146% | 25 | 56% | 0.9 |
|
| 4410 |
4410
Drexel Morgan & Co
Radnor,
Pennsylvania
| USD 95.9 M | -USD 7.17 M | -7% | 2.02% | 50.1% | 92 | 10.87% | 3.5 |
|
| 4411 |
4411
Monte Financial Group
Guilford,
Connecticut
| USD 95.8 M | -USD 2.66 M | -3% | 1.5% | 66.7% | 79 | 15.19% | 0.2 |
|
| 4412 |
4412
Battery Partners IX
Boston,
Massachusetts
| USD 95.8 M | -USD 4.16 M | -4% | 35.8% | 322% | 3 | 33.33% | 2 |
|
| 4413 |
4413
Ramsey Quantitative Systems
Louisville,
Kentucky
| USD 95.7 M | +USD 95 k | +0.1% | 1% | 51.1% | 436 | 33.72% | 0.3 |
|
| 4414 |
KCS
4414
Koonce Calvin Scott
| USD 95.6 M | +USD 6.08 M | +7% | 6.79% | 67.9% | 1 | 0% | 3.3 |
|
| 4415 |
4415
Vista Investment Management
Pittsburgh,
Pennsylvania
| USD 95.5 M | -USD 124 k | -0.1% | 1.36% | 54.4% | 140 | 10% | 0.2 |
|
| 4416 |
KAM
4416
Kazazian Asset Management
Fort Lauderdale,
Florida
| USD 95.4 M | -USD 2.44 M | -2% | 3.92% | – | 93 | 20.43% | 1.1 |
|
| 4417 |
4417
Bell & Brown Wealth Advisors
Newport Beach,
California
| USD 95 M | -USD 1.51 M | -2% | 1.09% | 125% | 93 | 19.35% | 0.2 |
|
| 4418 |
FCM
4418
Force Capital Management
New York
| USD 95 M | -USD 1.11 M | -1% | 1.24% | 72.7% | 31 | 19.35% | 1.7 |
|
| 4419 |
4419
X-Square Capital
Guaynabo,
Puerto Rico
| USD 94.8 M | -USD 263 k | -0.3% | 8.15% | 158% | 81 | 22.22% | 0.2 |
|
| 4420 |
4420
Clifford Capital Partners
Alpine,
Utah
| USD 94.7 M | +USD 4.48 M | +5% | 0.22% | 77.3% | 34 | 8.82% | 0.2 |
|
| 4421 |
4421
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| USD 94.7 M | +USD 62 k | +0.1% | 1.54% | 72.9% | 137 | 21.17% | 2.4 |
|
| 4422 |
4422
Colrain Capital
Boston,
Massachusetts
| USD 94.4 M | -USD 26.5 M | -22% | 4% | – | 43 | 13.95% | 3.6 |
|
| 4423 |
4423
ICM Asset Management
Spokane,
Washington
| USD 94.2 M | +USD 1.08 M | +1% | 2.6% | 58.9% | 53 | 22.64% | 1.9 |
|
| 4424 |
FSA
4424
Financial Services Advisory
Rockville,
Maryland
| USD 93.8 M | -USD 42.1 M | -31% | 3.11% | 82.5% | 38 | 76.32% | 0.1 |
|
| 4425 |
4425
Guardian Investment Management
Tiburon,
California
| USD 93.8 M | -USD 950 k | -1% | 3.02% | 103% | 59 | 25.42% | 3.3 |
|