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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4876 |
4876
Axis Capital Holdings
Pembroke,
| USD 101 M | -USD 13.1 M | -11% | 19.7% | 67% | 3 | 33.33% | 5.6 |
|
| 4877 |
4877
Royal Harbor Partners
Houston,
Texas
| USD 101 M | +USD 14.8 M | +17% | 18.3% | 49.5% | 87 | 32.18% | 0.3 |
|
| 4878 |
4878
Eliot Finkel Investment Counsel
Beverly Hills,
California
| USD 101 M | +USD 9.31 M | +10% | 13.9% | 88.9% | 28 | 17.86% | 3.2 |
|
| 4879 |
4879
Garrison Point Advisors
Walnut Creek,
California
| USD 101 M | +USD 19.2 M | +23% | 21.6% | 81.5% | 128 | 15.63% | 1.2 |
|
| 4880 |
4880
Values First Advisors
Gray,
Tennessee
| USD 101 M | +USD 17.7 M | +21% | 27.4% | 87.6% | 146 | 19.18% | 0.4 |
|
| 4881 |
4881
Shone Asset Management
Walnut Creek,
California
| USD 101 M | +USD 16.5 M | +19% | 19.5% | – | 37 | 16.22% | 0.2 |
|
| 4882 |
4882
Fortis Advisors
Wayne,
Pennsylvania
| USD 101 M | -USD 48.4 M | -32% | 16.4% | 72.8% | 351 | 54.42% | 2 |
|
| 4883 |
4883
Daily Journal Corp
Los Angeles,
California
| USD 101 M | +USD 1.24 M | +1% | 2.46% | 108% | 4 | 0% | 6.5 |
|
| 4884 |
4884
Carl P. Sherr & Co
Worcester,
Massachusetts
| USD 101 M | +USD 16.4 M | +19% | 17.6% | 68.8% | 107 | 13.08% | 0.5 |
|
| 4885 |
4885
Venrock Partners Management V
Palo Alto,
California
| USD 101 M | – | – | 50.4% | – | 3 | – | 0 |
|
| 4886 |
4886
Peterson Wealth Management
Sparks,
Nevada
| USD 101 M | +USD 18.5 M | +23% | 15.3% | 78% | 54 | 33.33% | 0.4 |
|
| 4887 |
SCIM
4887
Spring Creek Investment Management
Philadelphia,
Pennsylvania
| USD 100 M | -USD 4.35 M | -4% | 25.9% | 45.9% | 11 | 36.36% | 1.1 |
|
| 4888 |
SC
4888
Steph & Co
Marinette,
Wisconsin
| USD 100 M | +USD 12.5 M | +14% | 18.1% | 61.6% | 273 | 21.25% | 0.4 |
|
| 4889 |
4889
AlphaCore Capital
La Jolla,
California
| USD 100 M | -USD 26.8 M | -21% | 21.9% | 85.9% | 349 | 79.94% | 0.5 |
|
| 4890 |
4890
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| USD 100 M | +USD 29.1 M | +41% | 28.5% | 161% | 214 | 22.43% | 2.6 |
|
| 4891 |
4891
AUA Capital Management
Camp Hill,
Pennsylvania
| USD 100 M | -USD 5.55 M | -5% | 15.7% | 70.2% | 193 | 15.54% | 3.1 |
|
| 4892 |
SCA
4892
Strategic Capital Advisers
Denver,
Colorado
| USD 100 M | +USD 16.9 M | +20% | 20.6% | 51.4% | 54 | 20.37% | 1.8 |
|
| 4893 |
DI
4893
DAGCO Inc
Westlake,
Ohio
| USD 100 M | +USD 7.54 M | +8% | 19.8% | 75% | 98 | 15.31% | 1.3 |
|
| 4894 |
4894
Beam Wealth Advisors
Covington,
Louisiana
| USD 99.3 M | -USD 1.61 M | -2% | 18% | 59.7% | 172 | 36.05% | 0.3 |
|
| 4895 |
4895
Vienna Insurance Group
Warsaw,
Poland
| USD 99.2 M | +USD 19.9 M | +25% | 33.6% | 188% | 13 | 7.69% | 0.7 |
|
| 4896 |
KLC
4896
Knowledge Leaders Capital
Denver,
Colorado
| USD 98.8 M | +USD 67.5 M | +216% | 25.5% | 51.6% | 118 | 84.75% | 0.1 |
|
| 4897 |
4897
Portland Hill Asset Management
London,
United Kingdom
| USD 98.8 M | +USD 21.6 M | +28% | 43.8% | 30.2% | 23 | 4.35% | 2.6 |
|
| 4898 |
4898
Harbor Advisory Corp
Portsmouth,
New Hampshire
| USD 98.7 M | +USD 5.44 M | +6% | 15.9% | 63.2% | 35 | 2.86% | 2.3 |
|
| 4899 |
4899
Concentrum Wealth Management
San Jose,
California
| USD 98.6 M | +USD 24.1 M | +32% | 32.4% | 174% | 44 | 38.64% | 0.9 |
|
| 4900 |
4900
Turim 21 Investimentos
Rio De Janeiro,
Brazil
| USD 98.6 M | +USD 50.2 M | +104% | 34.6% | 62.1% | 36 | 38.89% | 1 |
|