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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2726 |
PH
2726
Pinnacle Holdings
Tulsa,
Oklahoma
| USD 271 M | +USD 13.5 M | +5% | 2.44% | 79.6% | 226 | 12.39% | 2.5 |
|
| 2727 |
2727
FCG Advisors
Chatham,
New Jersey
| USD 270 M | -USD 28.6 M | -10% | 4.5% | 19.7% | 149 | 20.81% | 2.3 |
|
| 2728 |
2728
IBEX Wealth Advisors
Bedminster,
New Jersey
| USD 270 M | +USD 15.8 M | +6% | 6.41% | 221% | 151 | 19.21% | 0.5 |
|
| 2729 |
CIM
2729
Castleton Investment Management
Stamford,
Connecticut
| USD 270 M | -USD 17.4 M | -6% | 1.54% | 15.1% | 78 | 48.72% | 0.5 |
|
| 2730 |
2730
D'Orazio & Associates
Falls Church,
Virginia
| USD 270 M | +USD 12.4 M | +5% | 4.91% | 61.2% | 356 | 24.72% | 2.3 |
|
| 2731 |
PWW
2731
Pettyjohn Wood & White
Lynchburg,
Virginia
| USD 270 M | -USD 65 k | -0% | 3.41% | 70.9% | 142 | 2.11% | 3 |
|
| 2732 |
2732
Abbrea Capital
Greenbrae,
California
| USD 269 M | +USD 18.2 M | +7% | 3.79% | 38% | 153 | 7.19% | 0.7 |
|
| 2733 |
KWMG
2733
King Wealth Management Group
Naples,
Florida
| USD 269 M | +USD 17.2 M | +7% | 4.25% | 86% | 131 | 6.87% | 2.6 |
|
| 2734 |
2734
Gagnon Securities
New York
| USD 269 M | -USD 91.5 M | -25% | 20.4% | 129% | 98 | 12.24% | 2.3 |
|
| 2735 |
2735
Lafayette Investments
Ashton,
Maryland
| USD 269 M | -USD 862 k | -0.3% | 2.71% | 77.9% | 77 | 10.39% | 3.2 |
|
| 2736 |
2736
Probity Advisors
Dallas,
Texas
| USD 269 M | +USD 3.88 M | +1% | 3.96% | 55.8% | 145 | 6.9% | 1.1 |
|
| 2737 |
2737
Stratford Consulting
Addison,
Texas
| USD 269 M | +USD 33 M | +14% | 3.63% | 8.23% | 55 | 16.36% | 3 |
|
| 2738 |
GIIO
2738
Gen IV Investment Opportunities
New York
| USD 269 M | -USD 14.8 M | -5% | 1.86% | – | 17 | 23.53% | 0.5 |
|
| 2739 |
2739
Jafra Capital Management
New York
| USD 269 M | -USD 1.45 M | -0.5% | 13.7% | – | 103 | 60.19% | 0.2 |
|
| 2740 |
2740
Strategic Point Investment Advisors
Providence,
Rhode Island
| USD 268 M | +USD 11.9 M | +5% | 4.09% | 51.9% | 19 | 0% | 1.8 |
|
| 2741 |
2741
JHL Capital Group
Chicago,
Illinois
| USD 268 M | -USD 234 M | -47% | 1.67% | – | 17 | 47.06% | 0.8 |
|
| 2742 |
2742
Monarch Capital Management
Fort Wayne,
Indiana
| USD 268 M | +USD 4.05 M | +2% | 3.56% | 77% | 96 | 6.25% | 3.6 |
|
| 2743 |
2743
Callan Capital
La Jolla,
California
| USD 268 M | +USD 3.68 M | +1% | 3.9% | 20.1% | 53 | 9.43% | 2.3 |
|
| 2744 |
ECM
2744
EII Capital Management
New York
| USD 267 M | -USD 29.1 M | -10% | 0.94% | 46.9% | 182 | 52.2% | 1.2 |
|
| 2745 |
2745
Ritholtz Wealth Management
New York
| USD 267 M | +USD 29.1 M | +12% | 3.44% | 93% | 84 | 25% | 0.6 |
|
| 2746 |
AMG
2746
Asset Management Group
Stamford,
Connecticut
| USD 267 M | +USD 8.05 M | +3% | 2.61% | 57% | 106 | 1.89% | 3.4 |
|
| 2747 |
WCM
2747
Woodson Capital Management
Greenwich,
Connecticut
| USD 267 M | +USD 92 M | +53% | 5.54% | 235% | 42 | 47.62% | 0.3 |
|
| 2748 |
2748
Archford Capital Strategies
Swansea,
Illinois
| USD 267 M | +USD 13.5 M | +5% | 4.13% | 87.4% | 206 | 16.02% | 2.4 |
|
| 2749 |
2749
High Falls Advisors
Rochester,
New York
| USD 267 M | +USD 11 M | +4% | 2.5% | 56.9% | 96 | 20.83% | 1.2 |
|
| 2750 |
2750
Noesis Capital Mangement
Boca Raton,
Florida
| USD 266 M | +USD 5.46 M | +2% | 2.59% | 128% | 106 | 9.43% | 2.9 |
|