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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5876 |
5876
North Berkeley Wealth Management
Berkeley,
California
| USD 247 M | +USD 58.2 M | +31% | 17.2% | – | 81 | 14.81% | 1.1 |
|
| 5877 |
5877
May Barnhard Investments
Bethesda,
Maryland
| USD 247 M | +USD 41.2 M | +20% | 15.1% | 65.4% | 90 | 8.89% | 2.1 |
|
| 5878 |
TSM
5878
Two Star Manager
Miami Beach,
Florida
| USD 247 M | -USD 7.08 M | -3% | 6.65% | – | 12 | 8.33% | 1.8 |
|
| 5879 |
5879
PFS Partners
Mine Hill,
New Jersey
| USD 247 M | +USD 28.8 M | +13% | 18.7% | 65.2% | 614 | 6.35% | 2.6 |
|
| 5880 |
5880
Fairfield University
Fairfield,
Connecticut
| USD 247 M | +USD 47.4 M | +24% | 14.3% | 61.9% | 4 | 0% | 6.7 |
|
| 5881 |
DFS
5881
Dixon Fnancial Services
Lafayette,
California
| USD 247 M | +USD 24.2 M | +11% | 13.2% | 76.6% | 48 | 8.33% | 2.4 |
|
| 5882 |
5882
Blue Square Asset Management
New York
| USD 247 M | +USD 36.2 M | +17% | 19.1% | 117% | 78 | 15.38% | 2.5 |
|
| 5883 |
5883
Tribune Investment Group
New York
| USD 247 M | -USD 14.4 M | -6% | 44.4% | – | 51 | 74.51% | 0.2 |
|
| 5884 |
5884
Garrison Point Advisors
Walnut Creek,
California
| USD 247 M | +USD 27.4 M | +12% | 14.8% | 81.5% | 179 | 7.82% | 4.8 |
|
| 5885 |
5885
TTP Investments
San Jose,
California
| USD 247 M | +USD 6.62 M | +3% | 43.6% | 232% | 47 | 61.7% | 1.7 |
|
| 5886 |
ASBI
5886
American State Bank (Iowa)
Sioux Center,
Iowa
| USD 247 M | +USD 38.3 M | +18% | 31.8% | 138% | 147 | 12.93% | 4.3 |
|
| 5887 |
5887
Archon Capital Management
Seattle,
Washington
| USD 246 M | +USD 69.1 M | +39% | 50.6% | 222% | 56 | 42.86% | 1 |
|
| 5888 |
5888
Unison Asset Management
North Miami Beach,
Florida
| USD 246 M | +USD 27.5 M | +13% | 11.4% | 81.4% | 32 | 0% | 3.7 |
|
| 5889 |
5889
Applied Capital LLC
Hollywood,
Florida
| USD 246 M | +USD 34.4 M | +16% | 8.99% | 78.3% | 96 | 7.29% | 2.5 |
|
| 5890 |
5890
Midwest Capital Advisors
Grand Rapids,
Michigan
| USD 246 M | +USD 32.2 M | +15% | 15.1% | – | 227 | 19.82% | 1.1 |
|
| 5891 |
5891
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| USD 246 M | +USD 30.4 M | +14% | 12.7% | 66.8% | 141 | 6.38% | 2.2 |
|
| 5892 |
NAMNJ
5892
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
| USD 246 M | +USD 38.9 M | +19% | 18% | – | 110 | 16.36% | 1.8 |
|
| 5893 |
5893
Steinberganna Wealth Management
Huntington,
New York
| USD 246 M | +USD 37.8 M | +18% | 22.6% | – | 151 | 20.53% | 0.6 |
|
| 5894 |
5894
Taylor Securities Services
Harrisburg,
Pennsylvania
| USD 246 M | +USD 31.7 M | +15% | 12.1% | – | 64 | 15.63% | 0.4 |
|
| 5895 |
5895
Postrock Partners
Overland Park,
Oregon
| USD 246 M | +USD 29.8 M | +14% | 22% | – | 85 | 11.76% | 1.4 |
|
| 5896 |
5896
Socha Financial Group
Corning,
New York
| USD 246 M | +USD 48.7 M | +25% | 24.5% | 81.5% | 14 | 0% | 2.6 |
|
| 5897 |
5897
Warburton Capital Management
Tulsa,
Oklahoma
| USD 246 M | +USD 40.8 M | +20% | 15.2% | – | 83 | 27.71% | 1 |
|
| 5898 |
5898
Kieckhefer Group
Mequon,
Wisconsin
| USD 246 M | +USD 34.1 M | +16% | 27% | – | 67 | 16.42% | 1 |
|
| 5899 |
LFC
5899
LCC Family Corp
Toronto,
| USD 246 M | -USD 46 M | -16% | 10.6% | – | 1 | 0% | 1 |
|
| 5900 |
5900
Fire Capital Management
San Francisco,
California
| USD 246 M | +USD 32.1 M | +15% | 16.9% | – | 125 | 16% | 1.1 |
|