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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5801 |
CVA
5801
Central Valley Advisors
Sacramento,
California
| USD 177 M | -USD 57 M | -24% | 6.38% | 77.8% | 173 | 46.24% | 0.5 |
|
| 5802 |
5802
Concorde Asset Management
Ann Arbor,
Michigan
| USD 177 M | +USD 14.9 M | +9% | 5.71% | – | 189 | 21.69% | 1.8 |
|
| 5803 |
5803
Miller Value Partners
Sarasota,
Florida
| USD 177 M | +USD 20.6 M | +13% | 9.57% | 133% | 30 | 6.67% | 2.6 |
|
| 5804 |
5804
CMG Global Holdings
Plano,
Texas
| USD 177 M | +USD 25.9 M | +17% | 6.19% | 80.8% | 100 | 14% | 2.7 |
|
| 5805 |
5805
Delphi Financial Group
Wilmington,
Delaware
| USD 177 M | -USD 604 k | -0.3% | 3.79% | 66.3% | 25 | 24% | 2.2 |
|
| 5806 |
5806
Ivy Lane Capital Management
Winter Park,
Florida
| USD 177 M | +USD 4.87 M | +3% | 6.88% | 101% | 14 | 28.57% | 1.6 |
|
| 5807 |
5807
FMB Wealth Management
Westlake Village,
California
| USD 177 M | +USD 45.4 M | +35% | 5.71% | 71.1% | 76 | 10.53% | 1.3 |
|
| 5808 |
5808
PFS Partners
Mine Hill,
New Jersey
| USD 177 M | +USD 16.3 M | +10% | 6.28% | 65.2% | 463 | 8.21% | 2 |
|
| 5809 |
LA
5809
Latitude Advisors
Vero Beach,
Florida
| USD 177 M | +USD 13 M | +8% | 6.21% | 79.6% | 199 | 15.08% | 2.1 |
|
| 5810 |
5810
Granite FO LLC
Bedford,
New Hampshire
| USD 177 M | +USD 20.2 M | +13% | 6.42% | 112% | 187 | 74.33% | 0.4 |
|
| 5811 |
5811
iSAM Funds (UK)
London,
United Kingdom
| USD 177 M | +USD 43.1 M | +32% | 9.95% | 53.7% | 411 | 77.37% | 0.1 |
|
| 5812 |
5812
Hardin Capital Partners
Greenville,
South Carolina
| USD 177 M | +USD 23.3 M | +15% | 14.9% | – | 121 | 9.92% | 0.2 |
|
| 5813 |
5813
von Borstel & Associates
The Dalles,
Oregon
| USD 177 M | – | – | 5.92% | – | 36 | – | 0 |
|
| 5814 |
5814
Nierenberg Investment Management Company
Camas,
Washington
| USD 176 M | -USD 2.28 M | -1% | 8.88% | 135% | 63 | 30.16% | 1.3 |
|
| 5815 |
5815
PACK Private Wealth
Wayzata,
Minnesota
| USD 176 M | +USD 15.5 M | +10% | 8.19% | 52.8% | 43 | 4.65% | 2.3 |
|
| 5816 |
5816
Brendel Financial Advisors
Hanover,
New Hampshire
| USD 176 M | +USD 19.1 M | +12% | 13% | 126% | 100 | 18% | 1.3 |
|
| 5817 |
5817
Dover Advisors
Richmond,
Virginia
| USD 176 M | +USD 14.5 M | +9% | 7.13% | 65% | 137 | 10.95% | 1.1 |
|
| 5818 |
5818
Western Financial Corp
San Diego,
California
| USD 176 M | +USD 10.7 M | +6% | 6.74% | 275% | 132 | 21.21% | 1.5 |
|
| 5819 |
5819
NVP Associates
Menlo Park,
California
| USD 176 M | +USD 84.9 M | +93% | 2.61% | 953% | 8 | 25% | 1.3 |
|
| 5820 |
5820
Whitford Management
New York
| USD 176 M | +USD 4.13 M | +2% | 4.63% | 76.2% | 18 | 22.22% | 0.9 |
|
| 5821 |
5821
Orleans Capital Management
Mandeville,
Louisiana
| USD 176 M | +USD 18.7 M | +12% | 7.22% | 94.6% | 100 | 30% | 2.7 |
|
| 5822 |
5822
AllSquare Wealth Management
Albany,
New York
| USD 176 M | +USD 9.39 M | +6% | 5.51% | 62.4% | 550 | 3.82% | 5.3 |
|
| 5823 |
5823
Mittelman Wealth Management
Andover,
Massachusetts
| USD 176 M | +USD 21.7 M | +14% | 7.43% | – | 74 | 64.86% | 0.4 |
|
| 5824 |
5824
Triton Wealth Management
Sun City,
Arizona
| USD 176 M | +USD 4.83 M | +3% | 4.92% | – | 90 | 7.78% | 2.7 |
|
| 5825 |
5825
Prairie Sky Financial Group
Lake Bluff,
Illinois
| USD 176 M | +USD 14.9 M | +9% | 6.76% | – | 86 | 13.95% | 1 |
|