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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6376 |
6376
Visionary Horizons
Knoxville,
Tennessee
| USD 123 M | – | – | 11.9% | 69.2% | 81 | – | 0 |
|
| 6377 |
WFG
6377
Wormser Freres Gestion
Paris,
France
| USD 123 M | – | – | 12.7% | 67.4% | 43 | – | 0 |
|
| 6378 |
MAM
6378
Marketfield Asset Management
New York
| USD 123 M | +USD 5.33 M | +5% | 12.6% | 61.5% | 39 | 17.95% | 4.2 |
|
| 6379 |
6379
Quarry Hill Advisors
St Paul,
Minnesota
| USD 123 M | +USD 14.1 M | +13% | 11.4% | 65% | 42 | 4.76% | 0.9 |
|
| 6380 |
6380
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
| USD 123 M | +USD 14.2 M | +13% | 12.1% | 79.7% | 100 | 10% | 1.6 |
|
| 6381 |
6381
Mayar Capital
London,
United Kingdom
| USD 123 M | +USD 5.94 M | +5% | 8.57% | 14.7% | 14 | 14.29% | 2.3 |
|
| 6382 |
6382
Clio Asset Management
Charlottesville,
Virginia
| USD 123 M | +USD 8.71 M | +8% | 12.9% | 60.6% | 13 | 15.38% | 0.4 |
|
| 6383 |
6383
AFG Fiduciary Services
Hingham,
Massachusetts
| USD 123 M | +USD 10.2 M | +9% | 12.3% | 72.4% | 85 | 20% | 1.2 |
|
| 6384 |
6384
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| USD 123 M | +USD 7.9 M | +7% | 7.79% | 38.5% | 57 | 14.04% | 2.5 |
|
| 6385 |
6385
Stash Investments
New York
| USD 123 M | – | – | 7.49% | 40.7% | 5 | – | 0 |
|
| 6386 |
6386
Sustainable Insight Capital Management
New York
| USD 123 M | +USD 20.8 M | +20% | 16.7% | 150% | 67 | 35.82% | 1.9 |
|
| 6387 |
6387
Brown Financial Advisory
Fairhope,
Alabama
| USD 123 M | +USD 10 M | +9% | 11.4% | 66.3% | 33 | 15.15% | 2.1 |
|
| 6388 |
6388
Squire Investment Management Company
Orem,
Utah
| USD 123 M | – | – | 10.7% | 62.4% | 50 | – | 0 |
|
| 6389 |
6389
Barden Capital Management
Austin,
Texas
| USD 123 M | +USD 20.1 M | +20% | 10.8% | 80.1% | 71 | 8.45% | 1.5 |
|
| 6390 |
6390
Gouws Capital LLC
Charlotte,
North Carolina
| USD 123 M | +USD 4.88 M | +4% | 10.6% | 114% | 49 | 12.24% | 1.7 |
|
| 6391 |
RCP
6391
RPM Capital Partners
New York
| USD 123 M | – | – | 60.7% | 8.37% | 1 | – | 0 |
|
| 6392 |
6392
Empirical Asset Management
Wellesley,
Massachusetts
| USD 123 M | +USD 7.82 M | +7% | 7.76% | 94.5% | 209 | 36.36% | 1 |
|
| 6393 |
6393
Sowa Financial Group
Lincoln,
Rhode Island
| USD 123 M | -USD 10.6 M | -8% | 9.09% | 100% | 35 | 17.14% | 3.4 |
|
| 6394 |
6394
James T. Borello
East Dundee,
Illinois
| USD 123 M | – | – | 10.8% | 71.2% | 153 | – | 0 |
|
| 6395 |
6395
Caitlin John
Brighton,
Michigan
| USD 123 M | – | – | 10.8% | – | 893 | – | 0 |
|
| 6396 |
6396
Wynn Capital
Augusta,
Georgia
| USD 122 M | – | – | 10.9% | 115% | 102 | – | 0 |
|
| 6397 |
6397
Financial Designs
Claremont,
California
| USD 122 M | -USD 10.6 M | -8% | 8.28% | 49% | 34 | 94.12% | 0.1 |
|
| 6398 |
6398
Corrado Advisors
Ramsey,
New Jersey
| USD 122 M | -USD 22.9 M | -16% | 9.7% | 73.1% | 123 | 43.9% | 3 |
|
| 6399 |
6399
Values Added Financial
Washington,
District of Columbia
| USD 122 M | +USD 12.5 M | +11% | 10% | 65.9% | 90 | 20% | 0.4 |
|
| 6400 |
AIM
6400
AHL Investment Management
Winter Park,
Florida
| USD 122 M | +USD 9.8 M | +9% | 8.31% | 57.7% | 64 | 4.69% | 1.7 |
|