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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7476 |
BWA
7476
Blodgett Wealth Advisors
Concord,
California
| USD 149 M | +USD 23.1 M | +18% | 20.1% | 124% | 74 | 16.22% | 2.9 |
|
| 7477 |
HRC
7477
Hoertkorn Richard Charles
| USD 149 M | +USD 27.3 M | +22% | 53% | 172% | 78 | 12.82% | 8.5 |
|
| 7478 |
VCM
7478
Vennlight Capital Management
Weston,
Connecticut
| USD 149 M | +USD 50.2 M | +51% | 14.4% | – | 38 | 68.42% | 0.1 |
|
| 7479 |
CC
7479
Cannell Capital
Alta,
Wyoming
| USD 149 M | -USD 13.7 M | -8% | 11.4% | 127% | 48 | 39.58% | 2 |
|
| 7480 |
GAA
7480
Green Alpha Advisors
Niwot,
Colorado
| USD 149 M | +USD 47.5 M | +47% | 65.5% | 316% | 113 | 5.31% | 3.5 |
|
| 7481 |
CCA
7481
Cravens & Co Advisors
Cookeville,
Tennessee
| USD 149 M | -USD 4.95 M | -3% | 9.33% | 70.4% | 73 | 20.55% | 2.2 |
|
| 7482 |
SMA
7482
Seven Mile Advisory
Ewing,
New Jersey
| USD 149 M | +USD 10.4 M | +7% | 26.6% | 131% | 207 | 35.75% | 1.8 |
|
| 7483 |
VFP
7483
Vested Financial Planning
San Carlos,
California
| USD 149 M | +USD 17.6 M | +13% | 10.4% | – | 30 | 13.33% | 1.3 |
|
| 7484 |
OIM
7484
Oder Investment Management
Woodland Hills,
California
| USD 149 M | +USD 18.7 M | +14% | 12.1% | 97.5% | 117 | 16.24% | 3.1 |
|
| 7485 |
PHIC
7485
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
| USD 149 M | +USD 12.8 M | +9% | 13.8% | 72.1% | 117 | 3.42% | 3.4 |
|
| 7486 |
JCM
7486
J2 Capital Management
Troy,
Michigan
| USD 149 M | +USD 2.89 M | +2% | 5.92% | – | 141 | 30.5% | 1.9 |
|
| 7487 |
CTA
7487
Camelot Technology Advisors
San Francisco,
California
| USD 149 M | +USD 10.8 M | +8% | 10.9% | 71% | 62 | 6.45% | 2 |
|
| 7488 |
SIA
7488
Sage Investment Advisers
Wappingers Falls,
New York
| USD 149 M | +USD 13.6 M | +10% | 7.89% | – | 100 | 13% | 2.5 |
|
| 7489 |
FTEA
7489
Forty-three Eighteen Advisors
Bentonville,
Arkansas
| USD 149 M | +USD 15.8 M | +12% | 24.5% | – | 95 | 43.16% | 0.3 |
|
| 7490 |
FAI
7490
Fiduciary Advisors Inc
St. Louis,
Missouri
| USD 149 M | +USD 15.5 M | +12% | 10.2% | – | 157 | 24.2% | 0.9 |
|
| 7491 |
SCFS
7491
Stewardship Concepts Financial Services
Spokane,
Washington
| USD 149 M | +USD 21 M | +16% | 9.68% | – | 72 | 16.67% | 0.4 |
|
| 7492 |
HLA
7492
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| USD 149 M | +USD 8.64 M | +6% | 9.11% | 187% | 23 | 52.17% | 1.7 |
|
| 7493 |
WA
7493
Whipplewood Advisors
Littleton,
Colorado
| USD 149 M | -USD 44.1 M | -23% | 7.96% | – | 1,070 | 41.03% | 0.7 |
|
| 7494 |
SA
7494
swisspartners Advisors
Zurich,
Switzerland
| USD 148 M | -USD 10.7 M | -7% | 1.2% | 73.2% | 24 | 4.17% | 3.6 |
|
| 7495 |
NFC
7495
Northstar Financial Companies
Conshohocken,
Pennsylvania
| USD 148 M | +USD 22.7 M | +18% | 16.7% | – | 125 | 16.8% | 1.1 |
|
| 7496 |
MCCM
7496
Morgan Creek Capital Management
Chapel Hill,
North Carolina
| USD 148 M | -USD 2.97 M | -2% | 8.35% | – | 16 | 50% | 0.3 |
|
| 7497 |
TCM
7497
Tuttle Capital Management
Riverside,
Connecticut
| USD 148 M | +USD 87.6 M | +144% | 54.2% | 115% | 200 | 80% | 0.4 |
|
| 7498 |
MFS
7498
Monetta Financial Services
Wheaton,
Illinois
| USD 148 M | +USD 19.4 M | +15% | 44.2% | 275% | 80 | 53.75% | 2.1 |
|
| 7499 |
IUC
7499
Ivory Union Consulting
Road Town,
| USD 148 M | +USD 20.8 M | +16% | 17.7% | – | 3 | 0% | 0.5 |
|
| 7500 |
PAYA
7500
Phil A. Younker & Associates
Fairbanks,
Alaska
| USD 148 M | -USD 1.57 M | -1% | 6.13% | – | 37 | 24.32% | 1.2 |
|