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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6326 |
D
6326
Drystone
Ivy,
Virginia
| USD 69.2 M | -USD 2.97 M | -4% | 3.16% | – | 19 | 10.53% | 0.8 |
|
| 6327 |
6327
Roberts Capital Advisors
Denver,
Colorado
| USD 69 M | -USD 3.88 M | -5% | 3.95% | – | 88 | 0% | 0.7 |
|
| 6328 |
6328
Varley Holdings
Tomago NSW,
Australia
| USD 68.9 M | -USD 65.8 M | -49% | 47.6% | – | 1 | 0% | 0.3 |
|
| 6329 |
6329
Platt Investment Counsel
Lake Mary,
Florida
| USD 68.9 M | -USD 4.73 M | -6% | 4.72% | 62.9% | 13 | 7.69% | 1.5 |
|
| 6330 |
6330
Qiming U.S. Ventures Management
Bellevue,
Washington
| USD 68.8 M | -USD 3.2 M | -4% | 61.8% | 1,484% | 7 | 0% | 0.7 |
|
| 6331 |
6331
Verdad Advisers
Boston,
Massachusetts
| USD 68.8 M | -USD 37.3 M | -35% | 5.49% | – | 31 | 29.03% | 0.8 |
|
| 6332 |
6332
Ampfield Management
New York
| USD 68.8 M | +USD 4.34 M | +7% | 5.16% | 56.9% | 4 | 0% | 1.3 |
|
| 6333 |
6333
Forbes Financial Planning
East Greenwich,
Rhode Island
| USD 68.7 M | -USD 1.03 M | -1% | 5.79% | 52.3% | 28 | 3.57% | 0.7 |
|
| 6334 |
6334
AWH Capital
Dallas,
Texas
| USD 68.7 M | -USD 5.55 M | -7% | 2.86% | 183% | 26 | 19.23% | 2.5 |
|
| 6335 |
CMANY
6335
Capital Management Associates (New York)
New York
| USD 68.7 M | +USD 794 k | +1% | 2.17% | 205% | 82 | 19.51% | 2 |
|
| 6336 |
6336
Guerra Pan Advisors
Montclair,
New Jersey
| USD 68.6 M | -USD 12.1 M | -15% | 7.19% | 149% | 97 | 11.34% | 0.8 |
|
| 6337 |
6337
Offit Capital Advisors
New York
| USD 68.6 M | -USD 61.6 M | -47% | 29.9% | – | 2 | 50% | 0.8 |
|
| 6338 |
6338
Fingerlakes Wealth Management
Ithaca,
New York
| USD 68.6 M | -USD 4.54 M | -6% | 4.75% | 80.2% | 90 | 6.67% | 0.7 |
|
| 6339 |
6339
Evolution Capital Management
Crystal Bay,
Nevada
| USD 68.1 M | +USD 1.33 M | +2% | 15% | – | 74 | 37.84% | 0.5 |
|
| 6340 |
6340
Martin Capital Advisors
San Antonio,
Texas
| USD 68.1 M | -USD 45.4 M | -40% | 2.84% | 140% | 60 | 8.33% | 0.8 |
|
| 6341 |
6341
Flower City Capital
Pittsford,
New York
| USD 68 M | -USD 34.9 M | -34% | 7.23% | 69.5% | 33 | 30.3% | 0.6 |
|
| 6342 |
ECP
6342
Elemental Capital Partners
San Francisco,
California
| USD 67.8 M | -USD 8.94 M | -12% | 4.15% | – | 8 | 25% | 1.1 |
|
| 6343 |
6343
1620 Investment Advisors
Plymouth,
Massachusetts
| USD 67.8 M | -USD 4.74 M | -7% | 4.68% | 68.9% | 135 | 18.52% | 0.6 |
|
| 6344 |
CFS
6344
Capital Financial Services
Clifton Park,
New York
| USD 67.6 M | -USD 3.31 M | -5% | 4.04% | – | 80 | 8.75% | 1.4 |
|
| 6345 |
6345
First National Advisers
Omaha,
Nebraska
| USD 67.5 M | +USD 19.3 M | +40% | 5.04% | 87.9% | 129 | 31.78% | 0.2 |
|
| 6346 |
6346
Infini Capital Management
Central,
Hong Kong
| USD 67.4 M | -USD 6.98 M | -9% | 1.57% | – | 28 | 85.71% | 0.6 |
|
| 6347 |
6347
Compass Financial Advisors
Fort Wayne,
Indiana
| USD 67.3 M | -USD 6.04 M | -8% | 3.69% | – | 128 | 10.94% | 0.7 |
|
| 6348 |
6348
Highlander Partners
Dallas,
Texas
| USD 67.2 M | -USD 8.79 M | -12% | 3.09% | 241% | 25 | 20% | 0.7 |
|
| 6349 |
6349
West Rim Capital Associates II
Lehi,
Utah
| USD 67.1 M | -USD 5.91 M | -8% | 7.2% | – | 2 | 0% | 0.8 |
|
| 6350 |
SCA
6350
SMH Capital Advisors
Fort Worth,
Texas
| USD 67 M | -USD 7.15 M | -10% | 2.63% | 10.7% | 65 | 9.23% | 2.1 |
|