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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7876 |
BNA
7876
BankChampaign National Association
Champaign,
Illinois
| USD 130 M | +USD 29.4 M | +29% | 34.6% | – | 225 | 29.33% | 0.3 |
|
| 7877 |
RHDIC
7877
R.H. Dinel Investment Counsel
Los Angeles,
California
| USD 130 M | +USD 6.59 M | +5% | 4.52% | 55.9% | 41 | 4.88% | 10.5 |
|
| 7878 |
LIP
7878
Lynch Investment Planning
Newtown Square,
Pennsylvania
| USD 130 M | +USD 18.9 M | +17% | 10.8% | – | 58 | 10.34% | 0.5 |
|
| 7879 |
AMG
7879
APS Management Group
Torrance,
California
| USD 130 M | +USD 13.3 M | +11% | 10.3% | – | 82 | 18.29% | 0.6 |
|
| 7880 |
NCNMGF
7880
Nano-Cap New Millennium Growth Fund
Staten Island,
New York
| USD 130 M | +USD 23.1 M | +22% | 35.3% | – | 158 | 22.78% | 0.4 |
|
| 7881 |
TWM
7881
Troutman Wealth Management
Malvern,
Pennsylvania
| USD 130 M | +USD 10.1 M | +8% | 7.32% | – | 38 | 5.26% | 0.5 |
|
| 7882 |
DM
7882
Diker Management
New York
| USD 130 M | +USD 17.8 M | +16% | 46.9% | 210% | 52 | 30.77% | 2.2 |
|
| 7883 |
FHC
7883
Forest Hill Capital
Little Rock,
Arkansas
| USD 130 M | -USD 22.4 M | -15% | 14.4% | 112% | 21 | 9.52% | 4.1 |
|
| 7884 |
CI
7884
CPR Investments
Rochester,
Michigan
| USD 130 M | -USD 20 M | -13% | 19.9% | 79.3% | 72 | 52.78% | 0.8 |
|
| 7885 |
AIC
7885
Argus Investors Counsel
New York
| USD 130 M | +USD 17.4 M | +15% | 26.5% | 132% | 110 | 10.91% | 5.5 |
|
| 7886 |
AIP
7886
Avail Investment Partners
Lemont,
Pennsylvania
| USD 130 M | +USD 36.2 M | +39% | 18.9% | – | 210 | 40% | 0.2 |
|
| 7887 |
MWM
7887
Maimon Wealth Management
Ra'anana,
Israel
| USD 130 M | +USD 15.9 M | +14% | 7.58% | – | 84 | 13.1% | 0.4 |
|
| 7888 |
AIS
7888
Advocate Investing Services
Woodbine,
Maryland
| USD 130 M | +USD 11.8 M | +10% | 11.7% | – | 484 | 12.6% | 0.4 |
|
| 7889 |
TIP
7889
Tandem Investment Partners
Bordentown,
New Jersey
| USD 130 M | +USD 11.8 M | +10% | 9.87% | – | 79 | 11.39% | 1.2 |
|
| 7890 |
HOWA
7890
Hudson Oak Wealth Advisory
Hoboken,
New Jersey
| USD 130 M | +USD 14.6 M | +13% | 19.1% | – | 54 | 7.41% | 0.5 |
|
| 7891 |
ECP
7891
Epacria Capital Partners
Boulder,
Colorado
| USD 130 M | +USD 458 k | +0.4% | 6.69% | 89.1% | 30 | 23.33% | 2.9 |
|
| 7892 |
GSM
7892
Global Strategic Management
San Juan,
Puerto Rico
| USD 130 M | +USD 9.11 M | +8% | 11.6% | – | 27 | 11.11% | 4.3 |
|
| 7893 |
WC
7893
Wolfstich Capital
Medfield,
Massachusetts
| USD 130 M | +USD 15.2 M | +13% | 7.2% | – | 50 | 72% | 0.7 |
|
| 7894 |
CTEF
7894
Capital Today Evergreen Fund
Grand Cayman,
Cayman Islands
| USD 129 M | -USD 43.5 M | -25% | 25.1% | 23.7% | 3 | 0% | 3.1 |
|
| 7895 |
WI
7895
Whitebark Investors
Incline Village,
Nevada
| USD 129 M | +USD 4.41 M | +4% | 14.7% | – | 10 | 10% | 1.2 |
|
| 7896 |
GCWM
7896
Graham Capital Wealth Management
Washington D.c.,
District of Columbia
| USD 129 M | +USD 16.7 M | +15% | 5.18% | 45.3% | 66 | 22.73% | 1.5 |
|
| 7897 |
SF
7897
Schaeffer Financial
Rockville,
Maryland
| USD 129 M | +USD 10.5 M | +9% | 9.15% | – | 28 | 14.29% | 2.3 |
|
| 7898 |
DWA
7898
Davis Wealth Advisors
Salem,
New Hampshire
| USD 129 M | +USD 8.93 M | +7% | 11.6% | – | 82 | 23.17% | 1.1 |
|
| 7899 |
UCM
7899
Up Capital Management
Roseville,
California
| USD 129 M | +USD 40.1 M | +45% | 38% | – | 21 | 19.05% | 0.4 |
|
| 7900 |
SCVTA
7900
Santa Clara Valley Transportation Authority
San Jose,
California
| USD 129 M | +USD 8.88 M | +7% | 7.25% | – | 4 | 0% | 1.8 |
|