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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4501 |
MRI
4501
Mad River Investors
Boston,
Massachusetts
| USD 91.3 M | -USD 2.09 M | -2% | 3.83% | 225% | 25 | 4% | 2.6 |
|
| 4502 |
CHA
4502
Carmichael Hill & Associates
Gaithersburg,
Maryland
| USD 91.3 M | – | – | 6.2% | 39.7% | 119 | – | 0 |
|
| 4503 |
SC
4503
Salzman & Co
Pittsford,
New York
| USD 91.3 M | +USD 8.79 M | +11% | 0.01% | 15.7% | 7 | 28.57% | 0.4 |
|
| 4504 |
NCM
4504
Northwest Capital Management
Lake Oswego,
Oregon
| USD 91.2 M | – | – | 3.07% | 57% | 61 | – | 0 |
|
| 4505 |
HFA
4505
Huber Financial Advisors
Lincolnshire,
Illinois
| USD 90.8 M | – | – | 1.73% | – | 79 | – | 0 |
|
| 4506 |
IT
4506
Independence Trust
Franklin,
Tennessee
| USD 90.5 M | +USD 2.93 M | +3% | 8.92% | 28.9% | 82 | 17.07% | 2.2 |
|
| 4507 |
OBP
4507
Old Bellows Partners
New York
| USD 90.5 M | – | – | 4.35% | – | 4 | – | 0 |
|
| 4508 |
WVP
4508
Worth Venture Partners
Fort Lee,
New Jersey
| USD 90.4 M | -USD 24.9 M | -22% | 4.58% | 105% | 168 | 59.52% | 0.4 |
|
| 4509 |
4509
Clifford Capital Partners
Alpine,
Utah
| USD 90.3 M | – | – | 7.53% | 77.3% | 32 | – | 0 |
|
| 4510 |
TIA
4510
Trust Investment Advisors
Indianapolis,
Indiana
| USD 90.2 M | +USD 1.77 M | +2% | 7.31% | 167% | 92 | 10.87% | 2.1 |
|
| 4511 |
BCM
4511
Biomark Capital Management
Greenwich,
Connecticut
| USD 89.8 M | +USD 1.77 M | +2% | 2.02% | 114% | 3 | 0% | 1.8 |
|
| 4512 |
KCS
4512
Koonce Calvin Scott
| USD 89.5 M | -USD 15.6 M | -15% | 14.8% | 67.9% | 1 | 0% | 3 |
|
| 4513 |
CRIG
4513
Charter Research & Investment Group
Southport,
Connecticut
| USD 89.1 M | – | – | 3.29% | 82.3% | 72 | – | 2.5 |
|
| 4514 |
TCMV
4514
Technology Crossover Management VI
Menlo Park,
California
| USD 88.7 M | -USD 1.2 M | -1% | 6.57% | 25.5% | 2 | 50% | 2.3 |
|
| 4515 |
TWM
4515
Titus Wealth Management
Larskpur,
California
| USD 88.6 M | – | – | 5.15% | 26.6% | 76 | – | 0 |
|
| 4516 |
CCMW
4516
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| USD 88.3 M | +USD 3.75 M | +4% | 7.88% | 161% | 347 | 31.12% | 1.4 |
|
| 4517 |
4517
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| USD 87.5 M | -USD 2.28 M | -3% | 3.83% | 80.8% | 34 | 26.47% | 2 |
|
| 4518 |
CFC
4518
Coyle Financial Counsel
Glenview,
Illinois
| USD 87.3 M | – | – | 6.78% | 62.4% | 45 | – | 0.8 |
|
| 4519 |
4519
Orrstown Financial Services
Harrisburg,
Pennsylvania
| USD 87.1 M | -USD 2.45 M | -3% | 7.43% | 73.7% | 362 | 9.39% | 1.9 |
|
| 4520 |
4520
Financial Gravity Companies
Lakeway,
Texas
| USD 87.1 M | – | – | 2.96% | – | 1,556 | – | 0 |
|
| 4521 |
PIM
4521
Partner Investment Management
San Francisco,
California
| USD 86.8 M | -USD 18.6 M | -18% | 4.81% | 168% | 103 | 47.57% | 0.7 |
|
| 4522 |
PWG
4522
Private Wealth Group
Tampa,
Florida
| USD 86.8 M | – | – | 4.17% | 52.9% | 23 | – | 0 |
|
| 4523 |
AC
4523
Ascribe Capital
New York
| USD 86.6 M | +USD 15.4 M | +22% | 21.6% | 73.8% | 1 | 0% | 1 |
|
| 4524 |
WSL
4524
Western Standard LLC
Los Angeles,
California
| USD 85.9 M | +USD 10.2 M | +13% | 3.6% | 83.7% | 55 | 34.55% | 0.5 |
|
| 4525 |
AEM
4525
ACON Equity Management
Washington,
District of Columbia
| USD 85.9 M | – | – | 5.94% | 32.1% | 1 | – | 0 |
|