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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5051 |
5051
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| USD 160 M | -USD 1.03 M | -0.6% | 0.7% | 61.1% | 117 | 2.56% | 4.9 |
|
| 5052 |
5052
Colony Family Offices
Charlotte,
North Carolina
| USD 160 M | -USD 3.57 M | -2% | 0.88% | 53.9% | 24 | 16.67% | 0.7 |
|
| 5053 |
LI
5053
Latash Investments
Anchorage,
Alaska
| USD 160 M | +USD 2.37 M | +2% | 0.63% | 110% | 22 | 13.64% | 1.4 |
|
| 5054 |
5054
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| USD 160 M | +USD 812 k | +0.5% | 0.02% | 63.8% | 100 | 3% | 1.5 |
|
| 5055 |
5055
Ranch Capital Advisors
Sarasota,
Florida
| USD 160 M | -USD 6.12 M | -4% | 0.34% | 92.6% | 836 | 41.63% | 1.2 |
|
| 5056 |
5056
Millrace Asset Group
Berwyn,
Pennsylvania
| USD 160 M | -USD 31.6 M | -16% | 3.63% | 113% | 90 | 26.67% | 1.1 |
|
| 5057 |
5057
Newbridge Financial Services Group
Boca Raton,
Florida
| USD 160 M | -USD 3.22 M | -2% | 1.5% | 189% | 1,688 | 30.04% | 0.7 |
|
| 5058 |
5058
Newman & Schimel
Deerfield,
Illinois
| USD 160 M | +USD 857 k | +0.5% | 1.29% | – | 48 | 6.25% | 0.7 |
|
| 5059 |
5059
Blue Square Asset Management
New York
| USD 160 M | -USD 2.88 M | -2% | 1.01% | 117% | 85 | 9.41% | 1.3 |
|
| 5060 |
5060
Mendel Money Management
Northbrook,
Illinois
| USD 160 M | +USD 761 k | +0.5% | 1.33% | 88.8% | 72 | 6.94% | 3.5 |
|
| 5061 |
5061
Woodward Diversified Capital
Bakersfield,
California
| USD 159 M | -USD 15.8 M | -9% | 1.68% | 118% | 233 | 27.9% | 0.6 |
|
| 5062 |
5062
AH Equity Partners IV (Parallel)
Menlo Park,
California
| USD 159 M | -USD 112 M | -41% | 22.4% | – | 2 | 50% | 1 |
|
| 5063 |
5063
Armor Investment Advisors
Raleigh,
North Carolina
| USD 159 M | -USD 6.17 M | -4% | 1.53% | 62% | 169 | 8.88% | 3.4 |
|
| 5064 |
AA
5064
AF Advisors
Sacramento,
California
| USD 159 M | -USD 40.9 M | -20% | 19.6% | 14.8% | 25 | 12% | 0.8 |
|
| 5065 |
5065
Brown Miller Wealth Management
Mclean,
Virginia
| USD 159 M | +USD 2.78 M | +2% | 0.24% | 121% | 128 | 12.5% | 0.6 |
|
| 5066 |
5066
Muzinich & Co
New York
| USD 159 M | -USD 26.9 M | -14% | 0.33% | 13.5% | 52 | 28.85% | 4.5 |
|
| 5067 |
5067
Masterton Capital Management
New York
| USD 159 M | +USD 4.39 M | +3% | 5.13% | 1.94% | 26 | 57.69% | 0.3 |
|
| 5068 |
5068
Concentrum Wealth Management
San Jose,
California
| USD 159 M | +USD 3.43 M | +2% | 0.74% | 174% | 61 | 13.11% | 1.4 |
|
| 5069 |
5069
Lebenthal Global Advisors
Hauppauge,
New York
| USD 159 M | -USD 27 M | -15% | 1.86% | 57.2% | 174 | 36.78% | 0.5 |
|
| 5070 |
5070
Resource Planning Group
Atlanta,
Georgia
| USD 159 M | -USD 13.6 M | -8% | 1.11% | 1.9% | 88 | 6.82% | 1.7 |
|
| 5071 |
FIM
5071
FWL Investment Management
Dallas,
Texas
| USD 159 M | -USD 5.72 M | -3% | 1.29% | 165% | 55 | 25.45% | 0.6 |
|
| 5072 |
5072
Waycross Partners
Louisville,
Kentucky
| USD 159 M | -USD 29.2 M | -16% | 0.36% | 98.4% | 102 | 35.29% | 0.5 |
|
| 5073 |
5073
Tandem Capital Management
Woodcliff Lake,
New Jersey
| USD 159 M | +USD 38 k | +0% | 0.18% | 128% | 91 | 8.79% | 1.4 |
|
| 5074 |
FRM
5074
Fox Run Management
Greenwich,
Connecticut
| USD 159 M | +USD 48.9 M | +44% | 4.12% | 64% | 673 | 84.55% | 0.1 |
|
| 5075 |
5075
Catawba River Capital
Lake Wylie,
South Carolina
| USD 159 M | -USD 211 k | -0.1% | 0.04% | 89.5% | 29 | 13.79% | 1 |
|