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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6851 |
6851
1620 Investment Advisors
Plymouth,
Massachusetts
| USD 141 M | +USD 10.4 M | +8% | 6.11% | 68.9% | 722 | 10.53% | 1.2 |
|
| 6852 |
6852
MidAtlantic Capital Management
Richmond,
Virginia
| USD 141 M | +USD 13.6 M | +11% | 8.81% | – | 80 | 2.5% | 1.4 |
|
| 6853 |
6853
Forest Hill Capital
Little Rock,
Arkansas
| USD 141 M | +USD 7.3 M | +5% | 8.72% | 112% | 39 | 10.26% | 3.7 |
|
| 6854 |
6854
Argus Investors Counsel
New York
| USD 141 M | +USD 9.6 M | +7% | 16.1% | 132% | 119 | 10.92% | 5.3 |
|
| 6855 |
6855
Toronado Partners
San Francisco,
California
| USD 141 M | -USD 2.04 M | -1% | 16.4% | 158% | 12 | 16.67% | 2.6 |
|
| 6856 |
6856
Foresight Global Investors
Purchase,
New York
| USD 141 M | -USD 1.43 M | -1% | 9.32% | 69.9% | 13 | 23.08% | 1.5 |
|
| 6857 |
6857
Syntax Research
Boca Raton,
Florida
| USD 141 M | -USD 4.04 M | -3% | 7.32% | 42.9% | 182 | 10.44% | 1.6 |
|
| 6858 |
6858
Tower Trust & Investment Company
Davenport,
Iowa
| USD 141 M | +USD 16.6 M | +13% | 12.7% | – | 198 | 3.54% | 0.2 |
|
| 6859 |
KCM
6859
Knoll Capital Management
Miami,
Florida
| USD 141 M | -USD 13.1 M | -9% | 4.95% | 258% | 39 | 10.26% | 2.3 |
|
| 6860 |
6860
Ariston Services Group
San Diego,
California
| USD 141 M | +USD 21 M | +18% | 7.86% | 71.7% | 73 | 8.22% | 1.1 |
|
| 6861 |
6861
Canandaigua National Trust of Florida
Canandaigua,
New York
| USD 141 M | +USD 27.2 M | +24% | 5.99% | – | 125 | 19.2% | 0.6 |
|
| 6862 |
6862
Code Waechter
Tampa,
Florida
| USD 141 M | +USD 19 M | +16% | 6.5% | – | 138 | 28.26% | 0.5 |
|
| 6863 |
6863
Elevate Wealth Advisory
Athens,
Georgia
| USD 141 M | -USD 633 k | -0.4% | 5.95% | – | 139 | 8.63% | 1.2 |
|
| 6864 |
6864
MontVue Capital Management
Lynchburg,
Virginia
| USD 140 M | +USD 15.5 M | +12% | 10.7% | 76% | 65 | 12.31% | 1.2 |
|
| 6865 |
6865
William Marsh Rice University
Houston,
Texas
| USD 140 M | -USD 96.5 M | -41% | 2.59% | 1.81% | 3 | 33.33% | 4.5 |
|
| 6866 |
6866
Orser Capital Management
Southlake,
Texas
| USD 140 M | +USD 4.16 M | +3% | 14% | 128% | 58 | 36.21% | 4.5 |
|
| 6867 |
TL
6867
TowerView LLC
New York
| USD 140 M | +USD 1.32 M | +1% | 5.5% | 17.9% | 24 | 16.67% | 4.4 |
|
| 6868 |
6868
Horizons Wealth Management
Asheville,
North Carolina
| USD 140 M | +USD 5.91 M | +4% | 4.27% | – | 181 | 1.66% | 2.5 |
|
| 6869 |
BWM
6869
BCO Wealth Management
Carlsbad,
New Mexico
| USD 140 M | +USD 12.7 M | +10% | 5.97% | – | 37 | 18.92% | 0.4 |
|
| 6870 |
6870
Audent Global Asset Management
West Hollywood,
California
| USD 140 M | +USD 18.9 M | +16% | 15.1% | 112% | 54 | 11.11% | 2.5 |
|
| 6871 |
YC
6871
Yunqi Capital
Hong Kong
| USD 140 M | +USD 38.5 M | +38% | 2.23% | 71.4% | 6 | 50% | 1.6 |
|
| 6872 |
6872
UHLMANN PRICE SECURITIES
Skokie,
Illinois
| USD 140 M | +USD 4.29 M | +3% | 8.92% | – | 209 | 20.57% | 0.6 |
|
| 6873 |
SA
6873
Sage Advisors
Boulder,
Colorado
| USD 140 M | -USD 2.05 M | -1% | 0.71% | – | 38 | 21.05% | 1 |
|
| 6874 |
6874
Twenty Acre Capital
Newtown,
Pennsylvania
| USD 140 M | +USD 14 M | +11% | 21.3% | 196% | 19 | 21.05% | 2.4 |
|
| 6875 |
6875
Caitong International Asset Management
Hong Kong
| USD 140 M | +USD 5.5 M | +4% | 37.1% | – | 2,604 | 43.89% | 0.3 |
|