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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3051 |
AI
3051
ArchPoint Investors
Coral Gables,
Florida
| USD 175 M | -USD 7.24 M | -4% | 2.34% | 111% | 170 | 14.12% | 1.3 |
|
| 3052 |
3052
Kelman-Lazarov Inc
Memphis,
Tennessee
| USD 175 M | +USD 4.17 M | +2% | 2.58% | 46.6% | 414 | 14.49% | 0.2 |
|
| 3053 |
SCM
3053
Stonerise Capital Management
San Francisco,
California
| USD 175 M | +USD 15.7 M | +10% | 9.03% | 0.77% | 13 | 38.46% | 0.6 |
|
| 3054 |
3054
Gladius Capital Management
Chicago,
Illinois
| USD 175 M | +USD 3.56 M | +2% | 2.11% | 78% | 2 | 0% | 2.5 |
|
| 3055 |
SC
3055
Sageview Capital
Greenwich,
Connecticut
| USD 175 M | -USD 3.93 M | -2% | 2.08% | 335% | 4 | 0% | 2.6 |
|
| 3056 |
BSWMG
3056
Barrington Strategic Wealth Management Group
Chicago,
Illinois
| USD 175 M | +USD 1.94 M | +1% | 1.76% | 17.9% | 102 | 9.8% | 2.3 |
|
| 3057 |
FNBOMD
3057
First National Bank of Mount Dora
Mount Dora,
Florida
| USD 175 M | +USD 5.01 M | +3% | 2.09% | 84.5% | 81 | 2.47% | 2.6 |
|
| 3058 |
SIMC
3058
Stillwater Investment Management (California)
Palo Alto,
California
| USD 174 M | -USD 207 M | -54% | 0.21% | – | 24 | 66.67% | 0.3 |
|
| 3059 |
3059
Arbor Investment Advisors
Winston Salem,
North Carolina
| USD 174 M | +USD 7.91 M | +5% | 1.59% | 44.3% | 46 | 15.22% | 2.3 |
|
| 3060 |
3060
River Wealth Advisors
Camp Hill,
Pennsylvania
| USD 174 M | +USD 6.8 M | +4% | 1.7% | 80.3% | 155 | 7.74% | 1.1 |
|
| 3061 |
FWC
3061
First Washington Corp
Seattle,
Washington
| USD 174 M | +USD 4.81 M | +3% | 2.81% | 142% | 89 | 10.11% | 2.1 |
|
| 3062 |
3062
Bell Bank
Fargo,
North Dakota
| USD 174 M | +USD 20.3 M | +13% | 4.09% | 64.3% | 129 | 13.95% | 1.7 |
|
| 3063 |
SPCM
3063
Sound Point Capital Management
New York
| USD 174 M | -USD 23.1 M | -12% | 0.59% | 61.5% | 25 | 36% | 0.3 |
|
| 3064 |
K
3064
Kemper
Chicago,
Illinois
| USD 174 M | -USD 14.6 M | -8% | 2.16% | 28.6% | 21 | 9.52% | 1.9 |
|
| 3065 |
AMIM
3065
Aull & Monroe Investment Management
Mobile,
Alabama
| USD 174 M | +USD 6.95 M | +4% | 4.92% | 98.3% | 123 | 4.07% | 2.5 |
|
| 3066 |
3066
Geller Advisors
New York
| USD 174 M | +USD 6.33 M | +4% | 10.4% | 20.4% | 27 | 18.52% | 2.3 |
|
| 3067 |
SCM
3067
Salem Capital Management
Woburn,
Massachusetts
| USD 173 M | -USD 4.41 M | -2% | 3.97% | 32.3% | 68 | 4.41% | 2.6 |
|
| 3068 |
SA
3068
Strategic Advisors
New York
| USD 173 M | -USD 2.43 M | -1% | 1.72% | 105% | 135 | 18.52% | 2 |
|
| 3069 |
3069
Avalon Global Asset Management
San Francisco,
California
| USD 173 M | +USD 41.1 M | +31% | 1.18% | 278% | 52 | 53.85% | 0.9 |
|
| 3070 |
BRF
3070
B. Riley Financial
Los Angeles,
California
| USD 173 M | +USD 37 M | +27% | 3.02% | 682% | 153 | 20.26% | 0.4 |
|
| 3071 |
3071
Nicholas Hoffman & Company
Atlanta,
Georgia
| USD 173 M | – | – | 2.63% | 65.1% | 135 | – | 0 |
|
| 3072 |
RCM
3072
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| USD 173 M | +USD 40.6 M | +31% | 4.83% | 7.8% | 135 | 42.22% | 0.4 |
|
| 3073 |
GSBTD
3073
Glenview State Bank Trust Department
Glenview,
Illinois
| USD 173 M | +USD 7.29 M | +4% | 2.99% | 76.6% | 95 | 6.32% | 2.1 |
|
| 3074 |
CPA
3074
Court Place Advisors
Ellicott City,
Maryland
| USD 173 M | +USD 10.9 M | +7% | 3.46% | 92% | 145 | 8.97% | 2.1 |
|
| 3075 |
UAM
3075
UAS Asset Management
New York
| USD 172 M | +USD 3.18 M | +2% | 3.14% | 98% | 31 | 35.48% | 1.9 |
|