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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
2851
Oberweis Asset Management
Lisle,
Illinois
| USD 548 M | +USD 65.2 M | +13% | 18.5% | 485% | 185 | 25.95% | 1.5 |
|
| 2852 |
2852
Edge Wealth Management
New York
| USD 547 M | +USD 33.8 M | +7% | 6.39% | 75.3% | 560 | 11.25% | 2.7 |
|
| 2853 |
2853
Towercrest Capital Management
Newtown,
Pennsylvania
| USD 547 M | +USD 18.9 M | +4% | 3.68% | 42.6% | 98 | 8.16% | 3.2 |
|
| 2854 |
WWM
2854
Windsor Wealth Management
Indianapolis,
Indiana
| USD 545 M | +USD 67.4 M | +14% | 8.57% | 37.3% | 246 | 14.23% | 2.4 |
|
| 2855 |
2855
Rush Island Management
New York
| USD 545 M | +USD 38.7 M | +8% | 9.2% | 15.5% | 27 | 48.15% | 0.7 |
|
| 2856 |
RI
2856
RPTC Inc
Jackson,
Wyoming
| USD 545 M | -USD 4.67 M | -0.8% | 9.42% | 66.4% | 6 | 16.67% | 3 |
|
| 2857 |
2857
Intelligence Driven Advisers
Carlsbad,
California
| USD 545 M | +USD 99 M | +22% | 4.07% | 65.6% | 100 | 37% | 1.2 |
|
| 2858 |
CPH
2858
C Partners Holding
Zurich,
Switzerland
| USD 545 M | +USD 53.4 M | +11% | 4.81% | 25.6% | 21 | 28.57% | 3.1 |
|
| 2859 |
2859
Teamwork Financial Advisors
San Antonio,
Texas
| USD 544 M | +USD 38.4 M | +8% | 9.99% | 134% | 313 | 20.13% | 1 |
|
| 2860 |
2860
Glassman Wealth Services
Vienna,
Virginia
| USD 544 M | +USD 69.2 M | +15% | 10.6% | 62.6% | 2,065 | 22.03% | 2.5 |
|
| 2861 |
2861
Flaharty Asset Management
Clearwater,
Florida
| USD 543 M | +USD 58.8 M | +12% | 4.68% | 37.8% | 150 | 20% | 1.9 |
|
| 2862 |
2862
Boundary Creek Advisors
New York
| USD 543 M | +USD 332 M | +158% | 4.22% | 15% | 29 | 41.38% | 0.4 |
|
| 2863 |
2863
ACME LLC
San Francisco,
California
| USD 542 M | -USD 24 M | -4% | 5.72% | 199% | 9 | 22.22% | 0.5 |
|
| 2864 |
CI
2864
CPMG Inc
Dallas,
Texas
| USD 542 M | -USD 365 M | -40% | 29.6% | 878% | 5 | 0% | 2.6 |
|
| 2865 |
2865
Front Street Capital Management
Missoula,
Montana
| USD 542 M | +USD 21.9 M | +4% | 10.4% | 316% | 68 | 5.88% | 3.5 |
|
| 2866 |
2866
Intersect Capital
San Ramon,
California
| USD 542 M | -USD 42.4 M | -7% | 10.4% | 57.2% | 469 | 22.81% | 2 |
|
| 2867 |
2867
Valley National Advisers
Bethlehem,
Pennsylvania
| USD 542 M | -USD 10.7 M | -2% | 6.89% | 87.2% | 999 | 9.21% | 3.6 |
|
| 2868 |
GTCM
2868
Gyon Technologies Capital Management
Denville,
New Jersey
| USD 542 M | +USD 171 M | +46% | 7.63% | 42.2% | 677 | 66.03% | 0.2 |
|
| 2869 |
2869
Pacific Global Investment Management
Glendale,
California
| USD 542 M | +USD 46.5 M | +9% | 10.4% | 48% | 227 | 7.49% | 4.7 |
|
| 2870 |
2870
Claret Asset Management
Montreal,
Quebec, Canada
| USD 541 M | -USD 42.6 M | -7% | 7.79% | 73.3% | 201 | 27.86% | 2.5 |
|
| 2871 |
2871
Legato Capital Management
San Francisco,
California
| USD 541 M | +USD 13.2 M | +2% | 3.09% | 243% | 203 | 11.33% | 1.7 |
|
| 2872 |
2872
Nelson Capital Management
Menlo Park,
California
| USD 541 M | +USD 38 M | +8% | 7.54% | 121% | 108 | 11.11% | 4.2 |
|
| 2873 |
GWI
2873
Grace & White Inc
Ny,
New York
| USD 540 M | +USD 15.8 M | +3% | 5.66% | 59.6% | 136 | 3.68% | 5.9 |
|
| 2874 |
2874
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| USD 540 M | -USD 164 M | -23% | 9.86% | 240% | 106 | 50% | 2.3 |
|
| 2875 |
2875
Perella Weinberg Partners Capital Management
New York
| USD 540 M | -USD 117 M | -18% | 2.26% | 1.52% | 31 | 16.13% | 1.6 |
|