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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8201 |
TWS
8201
Thomas W. Smith
| USD 113 M | +USD 11.4 M | +11% | 41.9% | – | 5 | 0% | 9.9 |
|
| 8202 |
8202
OFC Financial Planning
Short Hills,
New Jersey
| USD 113 M | +USD 10.8 M | +11% | 12.8% | – | 60 | 13.33% | 1.4 |
|
| 8203 |
8203
Arbor Wealth Management (Arizona)
Tempe,
Arizona
| USD 113 M | +USD 11.1 M | +11% | 10.6% | – | 26 | 15.38% | 0.4 |
|
| 8204 |
8204
Broyhill Asset Management
Charlotte,
North Carolina
| USD 112 M | +USD 4.24 M | +4% | 8.5% | – | 80 | 11.25% | 1.1 |
|
| 8205 |
8205
Measured Risk Portfolios
San Diego,
California
| USD 112 M | +USD 21 M | +23% | 7.5% | – | 69 | 13.04% | 1.3 |
|
| 8206 |
ASCM
8206
Adkins Seale Capital Management
Shreveport,
Louisiana
| USD 112 M | +USD 11.1 M | +11% | 13.9% | – | 238 | 5.46% | 0.5 |
|
| 8207 |
8207
Vericrest Private Wealth
Newtown,
Pennsylvania
| USD 112 M | +USD 905 k | +0.8% | 11.9% | – | 46 | 19.57% | 2.3 |
|
| 8208 |
8208
Teucrium Investment Advisors
Burlington,
Vermont
| USD 112 M | -USD 16.6 M | -13% | 18.3% | – | 68 | 69.12% | 0.2 |
|
| 8209 |
8209
Chicago Capital Management
Chicago,
Illinois
| USD 112 M | -USD 8.41 M | -7% | 18.9% | 270% | 37 | 56.76% | 0.4 |
|
| 8210 |
8210
Emergence GP Partners
San Francisco,
California
| USD 112 M | +USD 800 k | +0.7% | 0.9% | – | 4 | 0% | 3.4 |
|
| 8211 |
8211
DWM Financial Group
Palatine,
Illinois
| USD 112 M | – | – | 4.32% | – | 40 | – | 1.1 |
|
| 8212 |
HIIL
8212
HS Investments IV Ltd
St Peter Port,
| USD 112 M | +USD 31.5 M | +39% | 39.6% | – | 2 | 0% | 0.4 |
|
| 8213 |
LCS
8213
Luma Capital SA
Luxembourg,
| USD 112 M | +USD 8.22 M | +8% | 9.26% | – | 12 | 0% | 0.5 |
|
| 8214 |
8214
Traub Capital Management
Needham,
Massachusetts
| USD 112 M | +USD 11.3 M | +11% | 15.9% | – | 145 | 19.31% | 0.8 |
|
| 8215 |
8215
Town Lane Management
New York
| USD 112 M | +USD 6.02 M | +6% | 14.6% | – | 4 | 25% | 0.5 |
|
| 8216 |
8216
Whitford Management
New York
| USD 112 M | +USD 14.1 M | +14% | 16.9% | 76.2% | 29 | 37.93% | 0.9 |
|
| 8217 |
B
8217
BennBridge
Edinburgh,
United Kingdom
| USD 112 M | -USD 8.14 M | -7% | 1.22% | – | 7 | 0% | 1.1 |
|
| 8218 |
8218
Banta Asset Management
Newport Beach,
California
| USD 112 M | +USD 12.5 M | +13% | 13.6% | – | 20 | 0% | 4.2 |
|
| 8219 |
8219
Crescent Sterling
Metairie,
Louisiana
| USD 112 M | +USD 8.45 M | +8% | 10.4% | 68.6% | 89 | 14.61% | 2.4 |
|
| 8220 |
8220
Watershed Asset Management
San Francisco,
California
| USD 112 M | +USD 15.3 M | +16% | 18.7% | – | 145 | 38.62% | 0.6 |
|
| 8221 |
8221
Scopia Capital Management
New York
| USD 112 M | -USD 34.1 M | -23% | 27.3% | 58.7% | 23 | 21.74% | 2.2 |
|
| 8222 |
8222
Stonebridge Wealth Management
Oak Brook,
Illinois
| USD 112 M | +USD 7.36 M | +7% | 6.9% | – | 38 | 7.89% | 0.9 |
|
| 8223 |
8223
truNorth Financial Services
Chambersburg,
Pennsylvania
| USD 112 M | +USD 15 M | +15% | 7.63% | – | 60 | 20% | 0.4 |
|
| 8224 |
8224
Brown University
Providence,
Rhode Island
| USD 112 M | +USD 9.8 M | +10% | 34.7% | 37.9% | 13 | 30.77% | 2 |
|
| 8225 |
8225
Three Bearings Fiduciary Advisors
Hampton,
New Hampshire
| USD 112 M | +USD 8.25 M | +8% | 10.5% | – | 329 | 5.47% | 0.5 |
|