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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 |
7876
Investors Portfolio Services
Puyallup,
Washington
| USD 131 M | +USD 23.1 M | +21% | 11.5% | – | 821 | 33.25% | 0.3 |
|
| 7877 |
7877
James Reed Financial Services
Cleveland,
Ohio
| USD 131 M | +USD 15.5 M | +13% | 14% | – | 19 | 10.53% | 2.3 |
|
| 7878 |
7878
Ramiah Investment Group
Brookfield,
Wisconsin
| USD 131 M | +USD 16.6 M | +14% | 20.5% | 62.2% | 95 | 46.32% | 2.1 |
|
| 7879 |
7879
Anabranch Capital Management
Stamford,
Connecticut
| USD 131 M | +USD 16 M | +14% | 5.1% | 139% | 5 | 0% | 5 |
|
| 7880 |
7880
Chesapeake Asset Management
New York
| USD 131 M | +USD 4.86 M | +4% | 17.9% | 153% | 405 | 26.67% | 2.5 |
|
| 7881 |
7881
Fulcrum Wealth Advisors
Bellevue,
Washington
| USD 131 M | +USD 10.1 M | +8% | 11.3% | – | 91 | 31.87% | 0.4 |
|
| 7882 |
7882
Provident Company of the Employees of the Hebrew University
Jerusalem,
Israel
| USD 131 M | +USD 67.4 M | +106% | 48.8% | – | 41 | 51.22% | 0.9 |
|
| 7883 |
7883
Godfrey Financial Associates
Glenmont,
New York
| USD 131 M | +USD 14.1 M | +12% | 14.8% | – | 1,138 | 6.68% | 0.5 |
|
| 7884 |
7884
NewCorp Financial Services
Alpharetta,
Georgia
| USD 131 M | +USD 15.3 M | +13% | 9.84% | – | 55 | 10.91% | 0.4 |
|
| 7885 |
7885
Ativo Capital Management
Chicago,
Illinois
| USD 131 M | +USD 15.6 M | +14% | 6.84% | 63.2% | 60 | 15% | 2 |
|
| 7886 |
7886
P.A.W. Capital
Greenwich,
Connecticut
| USD 131 M | +USD 5.56 M | +4% | 46.2% | 54.6% | 72 | 20.83% | 1.4 |
|
| 7887 |
7887
Wulff, Hansen & Co
San Rafael,
California
| USD 130 M | +USD 32.6 M | +33% | 14.1% | 85.8% | 110 | 11.82% | 2.8 |
|
| 7888 |
7888
Haven Global Partners
Atlanta,
Georgia
| USD 130 M | +USD 24.1 M | +23% | 12.2% | – | 9 | 22.22% | 1.1 |
|
| 7889 |
SCC
7889
Seal Cove Capital
Palo Alto,
California
| USD 130 M | +USD 16.4 M | +14% | 10.5% | – | 20 | 60% | 0.4 |
|
| 7890 |
B
7890
Bayban
Bayport,
Minnesota
| USD 130 M | +USD 15.3 M | +13% | 19% | – | 678 | 13.27% | 0.5 |
|
| 7891 |
7891
4Wealth Advisors
Burr Ridge,
Illinois
| USD 130 M | +USD 13.2 M | +11% | 8.36% | – | 157 | 13.38% | 1.1 |
|
| 7892 |
7892
BankChampaign National Association
Champaign,
Illinois
| USD 130 M | +USD 29.4 M | +29% | 34.6% | – | 225 | 29.33% | 0.3 |
|
| 7893 |
RHDIC
7893
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 |
|
| 7894 |
7894
Lynch Investment Planning
Newtown Square,
Pennsylvania
| USD 130 M | +USD 18.9 M | +17% | 10.8% | – | 58 | 10.34% | 0.5 |
|
| 7895 |
7895
APS Management Group
Torrance,
California
| USD 130 M | +USD 13.3 M | +11% | 10.3% | – | 82 | 18.29% | 0.6 |
|
| 7896 |
NCNMGF
7896
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 |
|
| 7897 |
7897
Troutman Wealth Management
Malvern,
Pennsylvania
| USD 130 M | +USD 10.1 M | +8% | 7.32% | – | 38 | 5.26% | 0.5 |
|
| 7898 |
7898
Diker Management
New York
| USD 130 M | +USD 17.8 M | +16% | 46.9% | 210% | 52 | 30.77% | 2.2 |
|
| 7899 |
7899
Forest Hill Capital
Little Rock,
Arkansas
| USD 130 M | -USD 22.4 M | -15% | 14.4% | 132% | 21 | 9.52% | 4.1 |
|
| 7900 |
7900
CPR Investments
Rochester,
Michigan
| USD 130 M | -USD 20 M | -13% | 19.9% | 84% | 72 | 52.78% | 0.8 |
|