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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5001 |
NL
5001
NKCFO LLC
Geneva,
Illinois
| USD 330 M | -USD 7.25 M | -2% | 8.77% | 211% | 140 | 58.57% | 0.9 |
|
| 5002 |
BBWA
5002
Bell & Brown Wealth Advisors
Newport Beach,
California
| USD 330 M | +USD 21.8 M | +7% | 9.19% | 123% | 74 | 9.46% | 5.9 |
|
| 5003 |
NFGCM
5003
Norman Fields Gottscho Capital Management
New York
| USD 330 M | +USD 27.6 M | +9% | 17.6% | 96.9% | 66 | 4.55% | 6.4 |
|
| 5004 |
CPH
5004
C Partners Holding
Zurich,
Switzerland
| USD 330 M | +USD 13 M | +4% | 1.13% | 25.6% | 15 | 46.67% | 3.3 |
|
| 5005 |
LK
5005
Lumbard & Kellner
Hollis,
New Hampshire
| USD 330 M | +USD 41.3 M | +14% | 19.5% | 137% | 111 | 13.51% | 3.1 |
|
| 5006 |
HKIM
5006
Hayek Kallen Investment Management
Fairhope,
Alabama
| USD 330 M | +USD 22.7 M | +7% | 9.77% | 71.9% | 98 | 7.14% | 0.4 |
|
| 5007 |
MIM
5007
Montgomery Investment Management
Rockville,
Maryland
| USD 330 M | +USD 36.4 M | +12% | 15.5% | 98.4% | 108 | 4.63% | 6.8 |
|
| 5008 |
IB
5008
Iyo Bank
Matsuyama,
Japan
| USD 329 M | +USD 48.4 M | +17% | 29.7% | 125% | 37 | 18.92% | 2.8 |
|
| 5009 |
WM
5009
Windward Management
Miami Beach,
Florida
| USD 329 M | +USD 199 M | +153% | 55% | – | 13 | 23.08% | 0.3 |
|
| 5010 |
OPTFSNA
5010
Old Point Trust & Financial Services N A
Newport News,
Virginia
| USD 329 M | +USD 18.1 M | +6% | 6.58% | 72.6% | 352 | 17.9% | 3.5 |
|
| 5011 |
TM
5011
Tikvah Management
Charlotte,
North Carolina
| USD 329 M | +USD 6.42 M | +2% | 12.2% | 169% | 22 | 18.18% | 5.7 |
|
| 5012 |
PEP
5012
Providence Equity Partners
Providence,
Rhode Island
| USD 329 M | -USD 236 M | -42% | 17.9% | 12.4% | 3 | 0% | 4.8 |
|
| 5013 |
UBG
5013
United Bank (Georgia)
Zebulon,
Georgia
| USD 329 M | +USD 28.2 M | +9% | 17.6% | 81.2% | 129 | 9.3% | 4.9 |
|
| 5014 |
BFA
5014
Buttonwood Financial Advisors
Baltimore,
Maryland
| USD 329 M | +USD 29.9 M | +10% | 13.2% | 73.4% | 112 | 5.36% | 3.2 |
|
| 5015 |
OFG
5015
Omega Financial Group
Santa Barbara,
California
| USD 329 M | +USD 21 M | +7% | 11.9% | 45.2% | 105 | 17.14% | 4.8 |
|
| 5016 |
EAM
5016
EdenTree Asset Management
London,
United Kingdom
| USD 328 M | -USD 3.27 M | -1% | 13.3% | 50.2% | 67 | 4.48% | 2.4 |
|
| 5017 |
EWA
5017
Encompass Wealth Advisors
Portland,
Oregon
| USD 328 M | +USD 41.1 M | +14% | 16.6% | 68.7% | 113 | 15.04% | 3.7 |
|
| 5018 |
DIP
5018
Davis Investment Partners
Charlotte,
North Carolina
| USD 328 M | +USD 45.4 M | +16% | 21.6% | 88.9% | 184 | 15.76% | 1.9 |
|
| 5019 |
KA
5019
Kercheville Advisors
San Antonio,
Texas
| USD 328 M | +USD 15.8 M | +5% | 30.2% | 240% | 119 | 20.17% | 2.6 |
|
| 5020 |
SC
5020
Stance Capital
Boston,
Massachusetts
| USD 328 M | +USD 122 M | +59% | 31.5% | – | 426 | 54.46% | 0.3 |
|
| 5021 |
PC
5021
Pecaut & Co
Sioux City,
Iowa
| USD 328 M | +USD 20.2 M | +7% | 8.32% | 67.6% | 66 | 1.52% | 5.2 |
|
| 5022 |
NA
5022
NVP Associates
Menlo Park,
California
| USD 328 M | +USD 152 M | +86% | 56.1% | 953% | 8 | 50% | 1.1 |
|
| 5023 |
KWM
5023
Kaydan Wealth Management
Fenton,
Michigan
| USD 328 M | +USD 29.1 M | +10% | 12.2% | 58% | 118 | 10.17% | 3.1 |
|
| 5024 |
VPF
5024
Vantage Point Financial
Lisle,
Illinois
| USD 328 M | +USD 42.9 M | +15% | 13.9% | – | 204 | 21.57% | 1 |
|
| 5025 |
TAM
5025
Tabor Asset Management
New York
| USD 328 M | +USD 78.8 M | +32% | 16.7% | 215% | 57 | 49.12% | 0.8 |
|