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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4726 |
4726
Augustine Asset Management
Jacksonville,
Florida
| USD 226 M | +USD 9.33 M | +4% | 9.38% | 316% | 110 | 17.27% | 3.6 |
|
| 4727 |
PCM
4727
Price Capital Management
Lafayette,
Louisiana
| USD 226 M | +USD 150 M | +198% | 16.5% | 124% | 16 | 100% | 0 |
|
| 4728 |
4728
Strong Tower Advisory Services
Minneapolis,
Minnesota
| USD 226 M | +USD 25.9 M | +13% | 13.5% | 155% | 93 | 12.9% | 1.9 |
|
| 4729 |
4729
Spectrum Asset Management (California)
Newport Beach,
California
| USD 226 M | +USD 35.4 M | +19% | 8.82% | 68.3% | 100 | 17% | 3.4 |
|
| 4730 |
4730
INCA Investments
Miami,
Florida
| USD 226 M | -USD 22.9 M | -9% | 15.3% | 120% | 11 | 0% | 4 |
|
| 4731 |
4731
Palogic Value Management
Dallas,
Texas
| USD 226 M | +USD 14.8 M | +7% | 12.8% | 31.3% | 171 | 16.37% | 0.9 |
|
| 4732 |
WM
4732
Wishbone Management
Chicago,
Illinois
| USD 226 M | -USD 55.8 M | -20% | 10.6% | 58.7% | 6 | 50% | 1.5 |
|
| 4733 |
4733
Norway Savings Bank
Portland,
Maine
| USD 226 M | +USD 22.9 M | +11% | 10.4% | 117% | 142 | 7.75% | 4.8 |
|
| 4734 |
4734
Magnitude Capital
New York
| USD 226 M | – | – | 0.33% | – | 1 | – | 0 |
|
| 4735 |
4735
Jackson Grant Investment Advisers
Stamford,
Connecticut
| USD 226 M | +USD 18.2 M | +9% | 9.47% | 54.3% | 399 | 2.26% | 3.4 |
|
| 4736 |
4736
University of Illinois Foundation
Champaign,
Illinois
| USD 226 M | – | – | 11.7% | – | 3 | – | 0 |
|
| 4737 |
4737
Emergence GP Partners
San Francisco,
California
| USD 225 M | – | – | 2.65% | – | 3 | – | 1.5 |
|
| 4738 |
4738
Valley Forge Investment Consultants
Audubon,
Pennsylvania
| USD 225 M | +USD 5.41 M | +2% | 10.9% | 67.9% | 84 | 9.52% | 2.2 |
|
| 4739 |
4739
Azarias Capital Management
Berwyn,
Pennsylvania
| USD 225 M | +USD 22.4 M | +11% | 8.03% | 58.2% | 23 | 8.7% | 1.5 |
|
| 4740 |
4740
Gitterman Wealth Management
Edison,
New Jersey
| USD 224 M | +USD 13.6 M | +6% | 4.86% | 33% | 113 | 47.79% | 1.1 |
|
| 4741 |
4741
S.R. Schill & Associates
Mercer Island,
Washington
| USD 224 M | +USD 18.5 M | +9% | 8.66% | 42.7% | 90 | 16.67% | 3.4 |
|
| 4742 |
OWMIAS
4742
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
| USD 224 M | – | – | 13.9% | – | 126 | – | 0 |
|
| 4743 |
4743
Oldfather Financial Services
Kearney,
Nebraska
| USD 224 M | +USD 27.3 M | +14% | 11.7% | 60.8% | 64 | 3.13% | 3.1 |
|
| 4744 |
4744
Hobbs Group Advisors
Columbia,
South Carolina
| USD 224 M | – | – | 7.92% | – | 538 | – | 0 |
|
| 4745 |
4745
Aikya Investment Management
London,
United Kingdom
| USD 224 M | – | – | 8.47% | 11.1% | 3 | – | 0 |
|
| 4746 |
4746
JCIC Asset Management
Toronto,
Ontario, Canada
| USD 224 M | +USD 26.6 M | +13% | 14.1% | – | 114 | 8.77% | 3.8 |
|
| 4747 |
4747
Pelham Capital
London,
United Kingdom
| USD 224 M | +USD 14.2 M | +7% | 18.2% | 135% | 8 | 12.5% | 1.5 |
|
| 4748 |
4748
Acorn Creek Capital
Fort Collins,
Colorado
| USD 224 M | – | – | 5.66% | 66.6% | 81 | – | 0 |
|
| 4749 |
4749
Convergence Financial
Columbia,
Missouri
| USD 224 M | +USD 55.6 M | +33% | 9.19% | 70.6% | 40 | 27.5% | 1.1 |
|
| 4750 |
4750
LongView Wealth Management
Atlanta,
Georgia
| USD 224 M | – | – | 9.19% | 60.8% | 170 | – | 0 |
|