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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2901 |
2901
Sio Capital Management
New York
| USD 196 M | -USD 77.5 M | -28% | 2.52% | 564% | 63 | 63.49% | 0.4 |
|
| 2902 |
2902
M Holdings Securities
Portland,
Oregon
| USD 195 M | +USD 32 M | +20% | 2.4% | 83.9% | 255 | 21.96% | 1.4 |
|
| 2903 |
CWM
2903
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| USD 195 M | +USD 5.98 M | +3% | 1.83% | 48.8% | 239 | 13.81% | 1.9 |
|
| 2904 |
2904
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| USD 195 M | +USD 15.6 M | +9% | 3.94% | 52% | 791 | 31.35% | 1.8 |
|
| 2905 |
2905
Ausdal Financial Partners
Davenport,
Iowa
| USD 195 M | +USD 18.8 M | +11% | 3.27% | 63.2% | 275 | 20.73% | 0.4 |
|
| 2906 |
MCM
2906
Marathon Capital Management
Hunt Valley,
Maryland
| USD 195 M | +USD 1.63 M | +0.8% | 1.31% | 70.9% | 102 | 27.45% | 1.7 |
|
| 2907 |
SD
2907
Sumway Development
Shanghai,
China
| USD 195 M | -USD 1.09 M | -0.6% | 1.75% | – | 8 | 25% | 0.3 |
|
| 2908 |
WWM
2908
Willingdon Wealth Management
Huntersville,
North Carolina
| USD 195 M | +USD 31.5 M | +19% | 5.01% | 15.3% | 128 | 29.69% | 0.9 |
|
| 2909 |
2909
Hendershot Investments
Centreville,
Virginia
| USD 195 M | -USD 3.82 M | -2% | 0.81% | 50.5% | 65 | 6.15% | 2.5 |
|
| 2910 |
TP
2910
Truvvo Partners
New York
| USD 195 M | -USD 27.5 M | -12% | 2.65% | 21.1% | 151 | 42.38% | 0.3 |
|
| 2911 |
BA
2911
BKS Advisors
Southfield,
Michigan
| USD 194 M | +USD 2.47 M | +1% | 0.78% | 58% | 188 | 18.62% | 0.9 |
|
| 2912 |
2912
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 193 M | +USD 46.5 M | +32% | 6.14% | 98.1% | 31 | 74.19% | 0.2 |
|
| 2913 |
BMC
2913
Benin Management Corp
Wilton,
Connecticut
| USD 193 M | +USD 9 M | +5% | 1.15% | 76.3% | 100 | 6% | 2.4 |
|
| 2914 |
2914
Pegasus Partners
Mequon,
Wisconsin
| USD 193 M | +USD 8.77 M | +5% | 2.25% | 32.6% | 122 | 17.21% | 0.6 |
|
| 2915 |
2915
Ascent Wealth Partners
New Hartford,
New York
| USD 193 M | +USD 6.84 M | +4% | 2.52% | 94.4% | 121 | 15.7% | 1.6 |
|
| 2916 |
TCMG
2916
TSP Capital Management Group
Summit,
New Jersey
| USD 193 M | +USD 11.2 M | +6% | 17.2% | 186% | 63 | 4.76% | 1.4 |
|
| 2917 |
HA
2917
Hamel Associates
Chatham,
New Jersey
| USD 193 M | +USD 4.52 M | +2% | 4.07% | 50.6% | 92 | 9.78% | 2 |
|
| 2918 |
PLFAM
2918
Pineno Levin & Ford Asset Management
Richmond,
Virginia
| USD 193 M | +USD 5.26 M | +3% | 5.29% | 81.6% | 93 | 4.3% | 2.3 |
|
| 2919 |
2919
Capital Investment Counsel Inc
Raleigh,
North Carolina
| USD 193 M | -USD 2.22 M | -1% | 1.33% | 153% | 136 | 5.88% | 2.5 |
|
| 2920 |
FAM
2920
Foresters Asset Management
Toronto,
Ontario, Canada
| USD 193 M | – | – | 2.19% | 55.6% | 83 | – | 0 |
|
| 2921 |
CS
2921
Credential Securities
Vancouver,
| USD 193 M | +USD 19.6 M | +11% | 2.46% | 32.5% | 265 | 17.74% | 1.5 |
|
| 2922 |
2922
Oarsman Capital
Milwaukee,
Wisconsin
| USD 192 M | +USD 4.38 M | +2% | 2.56% | 70.6% | 200 | 11% | 2.2 |
|
| 2923 |
2923
Valley National Advisers
Bethlehem,
Pennsylvania
| USD 192 M | +USD 5.84 M | +3% | 3.16% | 79% | 692 | 8.53% | 1.2 |
|
| 2924 |
2924
RKL Wealth Management
Lancaster,
Pennsylvania
| USD 192 M | +USD 18.2 M | +10% | 2.23% | 76.8% | 72 | 16.67% | 1.3 |
|
| 2925 |
2925
McKinley Carter Wealth Services
Wheeling,
West Virginia
| USD 192 M | +USD 11.9 M | +7% | 3.45% | 63.2% | 132 | 9.09% | 1.8 |
|