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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8326 |
WCCM
8326
Willow Creek Capital Management
Missoula,
Montana
| USD 103 M | – | – | 22.3% | – | 100 | – | 0 |
|
| 8327 |
JTF
8327
J. Team Financial
Abilene,
Texas
| USD 103 M | +USD 13.6 M | +15% | 15.3% | – | 115 | 38.26% | 0.5 |
|
| 8328 |
PBK
8328
Peoples Bank (Kansas)
Pratt,
Kansas
| USD 103 M | +USD 3.5 M | +4% | 8.3% | 74.5% | 102 | 6.86% | 2.3 |
|
| 8329 |
ML
8329
MLP3 LLC
Linwood,
New Jersey
| USD 103 M | +USD 12 M | +13% | 11.4% | – | 95 | 16.84% | 0.4 |
|
| 8330 |
2C
8330
22C Capital
Boca Raton,
Florida
| USD 103 M | +USD 16.7 M | +19% | 19.5% | – | 1 | 0% | 0.5 |
|
| 8331 |
ACM
8331
Alua Capital Management
New York
| USD 103 M | -USD 1032 M | -91% | 17.4% | 99.4% | 15 | 93.33% | 3.5 |
|
| 8332 |
IOOF
8332
Independent Order of Foresters
Toronto,
Ontario, Canada
| USD 103 M | +USD 808 k | +0.8% | 15.3% | 66.3% | 2 | 0% | 6.3 |
|
| 8333 |
OCM
8333
Orchard Capital Management
Chicago,
Illinois
| USD 103 M | +USD 6.75 M | +7% | 28.4% | 140% | 51 | 23.53% | 2.2 |
|
| 8334 |
VL
8334
Vima LLC
Troy,
Michigan
| USD 103 M | – | – | 15.2% | – | 371 | – | 0.4 |
|
| 8335 |
LWM
8335
Langley Wealth Management
Corinth,
Mississippi
| USD 103 M | – | – | 15.9% | – | 130 | – | 0 |
|
| 8336 |
AIP
8336
Alapocas Investment Partners
Beverly,
Massachusetts
| USD 102 M | -USD 29.7 M | -22% | 12.6% | 50% | 25 | 20% | 3 |
|
| 8337 |
SCA
8337
Sulzberger Capital Advisors
Miami,
Florida
| USD 102 M | +USD 4.44 M | +5% | 9.45% | – | 54 | 11.11% | 1.2 |
|
| 8338 |
SG
8338
Sherry Group
Mountain Home,
Arkansas
| USD 102 M | +USD 10.8 M | +12% | 10.7% | – | 52 | 21.15% | 0.4 |
|
| 8339 |
CEFA
8339
Closed-End Fund Advisors
Richmond,
Virginia
| USD 102 M | +USD 4.1 M | +4% | 2.87% | – | 172 | 11.05% | 0.5 |
|
| 8340 |
HCM
8340
Helios Capital Management
Singapore
| USD 102 M | +USD 7.3 M | +8% | 7.63% | 124% | 28 | 32.14% | 1.9 |
|
| 8341 |
DM
8341
Delphi Management
Brookline,
Massachusetts
| USD 102 M | +USD 18.7 M | +22% | 26.2% | 111% | 86 | 11.63% | 3.5 |
|
| 8342 |
GHA
8342
Good Harbor Advisors
Gloucester,
Massachusetts
| USD 102 M | +USD 10.6 M | +12% | 5.87% | – | 90 | 12.22% | 0.4 |
|
| 8343 |
ECP
8343
Electric Capital Partners
Palo Alto,
California
| USD 102 M | -USD 15.6 M | -13% | 5.88% | – | 8 | 25% | 0.4 |
|
| 8344 |
PWM
8344
Partners Wealth Management
Carmel By The Sea,
California
| USD 102 M | +USD 4.97 M | +5% | 12.6% | – | 116 | 12.93% | 1.3 |
|
| 8345 |
LWM
8345
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| USD 102 M | +USD 2.44 M | +2% | 11.2% | 66% | 76 | 32.89% | 1.8 |
|
| 8346 |
EGM
8346
Encore Global Management
Houston,
Texas
| USD 102 M | -USD 41.4 M | -29% | 21.9% | – | 74 | 33.78% | 0.2 |
|
| 8347 |
PCP
8347
Pantera Capital Partners
San Francisco,
California
| USD 102 M | -USD 56 M | -36% | 1.54% | – | 18 | 38.89% | 0.5 |
|
| 8348 |
MC
8348
MSD Capital
New York
| USD 102 M | +USD 14.5 M | +17% | 17.5% | 11.5% | 3 | 0% | 5.6 |
|
| 8349 |
EFA
8349
Englebert Financial Advisers
Allentown,
Pennsylvania
| USD 102 M | +USD 13.6 M | +15% | 13.4% | – | 72 | 33.33% | 0.3 |
|
| 8350 |
ACMA
8350
Arbor Capital Management (Alaska)
Anchorage,
Alaska
| USD 102 M | -USD 21.1 M | -17% | 9.11% | 62.7% | 103 | 17.48% | 3.1 |
|