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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2426 |
VCM
2426
Vivaldi Capital Management
Chicago,
Illinois
| USD 330 M | – | – | 6.11% | 69.2% | 156 | – | 0 |
|
| 2427 |
RPGK
2427
Retirement Planning Group (Kansas)
Leawood,
Kansas
| USD 329 M | +USD 16.2 M | +5% | 4.24% | 54.7% | 53 | 3.77% | 3.1 |
|
| 2428 |
2428
Cubic Asset Management
Boston,
Massachusetts
| USD 329 M | +USD 5.1 M | +2% | 3.63% | 40.5% | 178 | 7.87% | 2.5 |
|
| 2429 |
EVM
2429
Evelyn V. Moreno
| USD 329 M | +USD 51.5 M | +19% | 5.11% | 39.4% | 71 | 7.04% | 2.7 |
|
| 2430 |
2430
Van Cleef Asset Management
Beachwood,
Ohio
| USD 329 M | +USD 15.7 M | +5% | 6.45% | 104% | 103 | 8.74% | 3.2 |
|
| 2431 |
2431
Lenox Wealth Advisors
New York
| USD 328 M | +USD 18 M | +6% | 5.6% | 35.7% | 123 | 41.46% | 2.1 |
|
| 2432 |
2432
United Asset Strategies
Garden City,
New York
| USD 328 M | +USD 21.4 M | +7% | 4.92% | 94.6% | 160 | 16.25% | 1.9 |
|
| 2433 |
2433
First American Trust
Santa Ana,
California
| USD 328 M | +USD 4.48 M | +1% | 5.14% | 84.6% | 112 | 8.04% | 2.2 |
|
| 2434 |
2434
NWAM LLC
Mercer Island,
Washington
| USD 328 M | +USD 26.3 M | +9% | 5.6% | 112% | 325 | 16.62% | 1.6 |
|
| 2435 |
2435
Hillman Company
Pittsburgh,
Pennsylvania
| USD 328 M | +USD 40.3 M | +14% | 11.6% | 134% | 17 | 17.65% | 1.3 |
|
| 2436 |
2436
Shelter Mutual Insurance
Columbia,
Missouri
| USD 326 M | +USD 1.31 M | +0.4% | 4.39% | 51.2% | 43 | 4.65% | 3.2 |
|
| 2437 |
2437
Muhlenkamp & Co
Wexford,
Pennsylvania
| USD 326 M | +USD 9.46 M | +3% | 6.39% | 107% | 90 | 23.33% | 1.4 |
|
| 2438 |
2438
Intrinsic Edge Capital Management
Chicago,
Illinois
| USD 325 M | +USD 90.2 M | +38% | 12.3% | 283% | 195 | 72.31% | 0.1 |
|
| 2439 |
2439
Colonial Trust Advisors
Spartanburg,
South Carolina
| USD 325 M | +USD 15.2 M | +5% | 5.77% | 80% | 133 | 9.02% | 3 |
|
| 2440 |
2440
American Assets Inc
San Diego,
California
| USD 325 M | -USD 5.1 M | -2% | 1.72% | 63.2% | 9 | 77.78% | 3.8 |
|
| 2441 |
2441
Camden National Bank
Camden,
Maine
| USD 324 M | -USD 397 k | -0.1% | 3.44% | 48.8% | 77 | 12.99% | 0.2 |
|
| 2442 |
PAM
2442
Pagoda Asset Management
New York
| USD 324 M | +USD 22.2 M | +7% | 7.62% | – | 27 | 51.85% | 0.4 |
|
| 2443 |
2443
Pensionfund Sabic
Sittard,
Netherlands
| USD 324 M | -USD 11.4 M | -3% | 6.5% | 63.6% | 234 | 26.07% | 1.2 |
|
| 2444 |
2444
FAS Wealth Partners
Leawood,
Kansas
| USD 324 M | -USD 13.6 M | -4% | 4.87% | 72.3% | 172 | 13.37% | 1.8 |
|
| 2445 |
2445
CKW Financial Group
Honolulu,
Hawaii
| USD 324 M | +USD 47.9 M | +17% | 5.75% | 62.4% | 179 | 10.61% | 2.5 |
|
| 2446 |
2446
PVG Asset Management
Golden,
Colorado
| USD 323 M | +USD 85.8 M | +36% | 1.42% | – | 115 | 58.26% | 0.7 |
|
| 2447 |
SCM
2447
Somerset Capital Management
London,
United Kingdom
| USD 323 M | -USD 16.4 M | -5% | 14.1% | 7.5% | 13 | 7.69% | 1.8 |
|
| 2448 |
QCI
2448
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| USD 323 M | +USD 15.1 M | +5% | 6.11% | 107% | 28 | 10.71% | 1.8 |
|
| 2449 |
2449
TD Ameritrade Trust
Denver,
Colorado
| USD 323 M | -USD 32.1 M | -9% | 5.03% | 21.7% | 45 | 15.56% | 2.7 |
|
| 2450 |
2450
Finepoint Capital
Boston,
Massachusetts
| USD 323 M | +USD 109 M | +51% | 21.3% | 27.4% | 6 | 16.67% | 1.9 |
|