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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6201 |
BCM
6201
BML Capital Management
Zionsville,
Indiana
| USD 111 M | -USD 4.51 M | -4% | 23% | 349% | 38 | 36.84% | 0.3 |
|
| 6202 |
6202
Impala Asset Management
Palm Beach,
Florida
| USD 111 M | -USD 6.06 M | -5% | 4.49% | 62.6% | 23 | 47.83% | 1.5 |
|
| 6203 |
6203
Castleview Partners
Dallas,
Texas
| USD 111 M | -USD 1.84 M | -2% | 5.3% | 61.3% | 746 | 18.1% | 1.5 |
|
| 6204 |
6204
Wilson & Boucher Capital Management
Moraga,
California
| USD 111 M | +USD 6.92 M | +7% | 5.68% | 69.8% | 112 | 8.04% | 1.2 |
|
| 6205 |
6205
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
| USD 111 M | +USD 5.52 M | +5% | 1.98% | 32% | 77 | 33.77% | 1 |
|
| 6206 |
6206
GraniteShares Advisors
New York
| USD 111 M | -USD 2.32 M | -2% | 8.28% | 86.2% | 125 | 20% | 0.9 |
|
| 6207 |
6207
Old Well Partners
Charlotte,
North Carolina
| USD 111 M | -USD 23.3 M | -17% | 0.54% | 97.8% | 36 | 19.44% | 1.6 |
|
| 6208 |
6208
Chesapeake Asset Management
New York
| USD 111 M | +USD 1.51 M | +1% | 10.6% | 153% | 495 | 26.26% | 0.9 |
|
| 6209 |
MF
6209
Meridian Financial
Holliston,
Massachusetts
| USD 111 M | +USD 7.92 M | +8% | 4.89% | 58.5% | 101 | 5.94% | 1.2 |
|
| 6210 |
6210
Quarry Hill Advisors
St Paul,
Minnesota
| USD 111 M | +USD 4.48 M | +4% | 3.59% | 62.5% | 40 | 7.5% | 0.5 |
|
| 6211 |
MCM
6211
Magnolia Capital Management
Cold Spring,
New York
| USD 111 M | +USD 4.37 M | +4% | 7.51% | 85.9% | 140 | 7.86% | 1.8 |
|
| 6212 |
6212
UNC Management Company
Chapel Hill,
North Carolina
| USD 111 M | -USD 55.2 M | -33% | 4.03% | 92% | 2 | 50% | 0.8 |
|
| 6213 |
6213
TRV GP IV
Boston,
Massachusetts
| USD 111 M | -USD 29.2 M | -21% | 19.3% | 1,102% | 3 | 0% | 2.8 |
|
| 6214 |
6214
Marmo Financial Group
Johnson City,
Tennessee
| USD 111 M | +USD 5.54 M | +5% | 6.71% | 47.5% | 19 | 10.53% | 0.4 |
|
| 6215 |
6215
Fermata Advisors
Sonoma,
California
| USD 111 M | -USD 55 M | -33% | 0.99% | 58.3% | 117 | 54.7% | 1.3 |
|
| 6216 |
6216
Milestone Advisory Partners
Southern Pines,
North Carolina
| USD 110 M | +USD 2.08 M | +2% | 4.02% | 19.7% | 72 | 15.28% | 2.8 |
|
| 6217 |
6217
Financial Alternatives
La Jolla,
California
| USD 110 M | +USD 6.1 M | +6% | 3.73% | 50.2% | 79 | 7.59% | 0.5 |
|
| 6218 |
6218
Dean Jacobson Financial Services
Fort Worth,
Texas
| USD 110 M | +USD 3.68 M | +3% | 3.58% | 55.7% | 14 | 42.86% | 0.6 |
|
| 6219 |
6219
Lanham O'Dell & Company
Hurricane,
West Virginia
| USD 110 M | +USD 19.4 M | +21% | 9.61% | 81% | 20 | 25% | 1.1 |
|
| 6220 |
KA
6220
Kearns & Associates
Palos Verdes Estates,
California
| USD 110 M | +USD 9.9 M | +10% | 7.28% | 78.7% | 43 | 2.33% | 0.8 |
|
| 6221 |
6221
Riverview Trust Company
Vancouver,
Washington
| USD 110 M | +USD 1.54 M | +1% | 7.66% | 87.6% | 774 | 21.71% | 1.8 |
|
| 6222 |
6222
WealthTrust Asset Management
Destin,
Florida
| USD 110 M | +USD 5.15 M | +5% | 5.27% | 102% | 84 | 28.57% | 1.2 |
|
| 6223 |
6223
Tsai Capital
New York
| USD 110 M | +USD 15.2 M | +16% | 16.3% | 29.2% | 25 | 16% | 1.3 |
|
| 6224 |
6224
EMFO LLC
Weston,
Florida
| USD 110 M | +USD 4.2 M | +4% | 10.6% | 25.8% | 317 | 5.99% | 1.7 |
|
| 6225 |
6225
Erickson Financial Group
Allentown,
Pennsylvania
| USD 110 M | +USD 9.4 M | +9% | 7% | 63.3% | 24 | 4.17% | 1.2 |
|