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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6101 |
6101
Lowery Thomas LLC
Pebble Beach,
California
| USD 85.5 M | -USD 19.1 M | -18% | 3.87% | 74.7% | 45 | 11.11% | 0.7 |
|
| 6102 |
6102
Technology Crossover Management VII
Menlo Park,
California
| USD 85.4 M | +USD 22 M | +35% | 34.6% | 35.2% | 1 | 0% | 8 |
|
| 6103 |
6103
Oder Investment Management
Woodland Hills,
California
| USD 85.2 M | +USD 3.85 M | +5% | 1.9% | 97.5% | 82 | 10.98% | 1.2 |
|
| 6104 |
6104
Mendel Capital Management
Little Rock,
Arkansas
| USD 85.2 M | -USD 4.19 M | -5% | 6.46% | – | 66 | 6.06% | 0.7 |
|
| 6105 |
6105
Camarda Financial Advisors
Fleming Island,
Florida
| USD 85.1 M | -USD 15.8 M | -16% | 2.55% | 196% | 89 | 48.31% | 1.3 |
|
| 6106 |
6106
Sightline Wealth Advisors
Groton,
Connecticut
| USD 85.1 M | -USD 17.3 M | -17% | 5.42% | 48.5% | 54 | 12.96% | 1.4 |
|
| 6107 |
HFAS
6107
Hummer Financial Advisory Services
Chicago,
Illinois
| USD 85.1 M | -USD 3.22 M | -4% | 4.13% | 71.8% | 94 | 9.57% | 2.5 |
|
| 6108 |
6108
Benefit Street Partners
New York
| USD 85.1 M | -USD 82.7 M | -49% | 0.5% | – | 19 | 21.05% | 1.7 |
|
| 6109 |
6109
Sinecera Capital
Austin,
Texas
| USD 84.9 M | -USD 4.6 M | -5% | 6% | 13.7% | 30 | 13.33% | 0.7 |
|
| 6110 |
6110
Mangham Associates
Charlottesville,
Virginia
| USD 84.8 M | -USD 9.24 M | -10% | 4.22% | 24.4% | 20 | 10% | 1 |
|
| 6111 |
BC
6111
Belmont Capital
Los Angeles,
California
| USD 84.8 M | +USD 2.21 M | +3% | 6.22% | 182% | 124 | 41.13% | 1.1 |
|
| 6112 |
NPAM
6112
Noble Path Asset Management
New York
| USD 84.8 M | -USD 8.8 M | -9% | 1.49% | – | 24 | 16.67% | 0.6 |
|
| 6113 |
SWG
6113
Summit Wealth Group
White River Junction,
Vermont
| USD 84.8 M | +USD 129 k | +0.2% | 4.27% | 53% | 24 | 8.33% | 1.4 |
|
| 6114 |
HC
6114
Hoese & Co
Glencoe,
Minnesota
| USD 84.7 M | -USD 4.4 M | -5% | 4.43% | 51% | 206 | 6.8% | 1.2 |
|
| 6115 |
HPM
6115
Hudson Portfolio Management
Garrison,
New York
| USD 84.6 M | -USD 12 M | -12% | 7.13% | – | 106 | 8.49% | 1.3 |
|
| 6116 |
6116
Invesco Senior Secured Management
New York
| USD 84.6 M | -USD 14.7 M | -15% | 12.4% | 18.1% | 11 | 0% | 2.4 |
|
| 6117 |
6117
Del-Sette Capital Management
Schenectady,
New York
| USD 84.6 M | -USD 3.37 M | -4% | 4.58% | 112% | 31 | 35.48% | 0.5 |
|
| 6118 |
BSWA
6118
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
| USD 84.6 M | +USD 2.33 M | +3% | 4.55% | – | 95 | 8.42% | 0.5 |
|
| 6119 |
EFEM
6119
Eos Focused Equity Management
New York
| USD 84.5 M | -USD 14.4 M | -15% | 4.04% | 55.7% | 28 | 25% | 1.8 |
|
| 6120 |
6120
Symmetry Peak Management
Radnor,
Pennsylvania
| USD 84.5 M | -USD 66.6 M | -44% | 1.85% | 320% | 74 | 85.14% | 0.1 |
|
| 6121 |
6121
Peregrine Asset Advisers
Portland,
Oregon
| USD 84.5 M | -USD 52.9 M | -39% | 0.42% | 182% | 87 | 41.38% | 3.6 |
|
| 6122 |
6122
Alan B. Lancz & Associates
Toledo,
Ohio
| USD 84.3 M | -USD 16.8 M | -17% | 6.84% | – | 185 | 14.59% | 0.7 |
|
| 6123 |
6123
Alterna Wealth Management
Houston,
Texas
| USD 84.3 M | -USD 14.2 M | -14% | 4.36% | 52.9% | 109 | 38.53% | 1.6 |
|
| 6124 |
6124
Islay Capital Management
Lubbock,
Texas
| USD 84.2 M | -USD 11.8 M | -12% | 3.76% | 72% | 297 | 18.52% | 1.8 |
|
| 6125 |
6125
Axiom Advisory
San Diego,
California
| USD 84.1 M | -USD 6.04 M | -7% | 5.27% | 16.4% | 28 | 7.14% | 0.7 |
|