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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3076 |
3076
Goodman Financial
Houston,
Texas
| USD 157 M | -USD 2.47 M | -2% | 7.12% | 52.5% | 44 | 11.36% | 1.1 |
|
| 3077 |
3077
Blue Chip Partners
Farmington Hills,
Michigan
| USD 157 M | +USD 742 k | +0.5% | 5.37% | 81.2% | 119 | 8.4% | 0.7 |
|
| 3078 |
3078
Zhang Financial
Portage,
Michigan
| USD 157 M | +USD 1.46 M | +0.9% | 7.96% | 67.9% | 72 | 13.89% | 1.8 |
|
| 3079 |
3079
Guinness Atkinson Asset Management
Pasadena,
California
| USD 157 M | -USD 60.6 M | -28% | 11% | 132% | 73 | 16.44% | 1.9 |
|
| 3080 |
3080
Beech Hill Advisors
New York
| USD 157 M | -USD 37.5 M | -19% | 11.8% | 105% | 122 | 41.8% | 1.1 |
|
| 3081 |
3081
Mosaic Financial Partners
San Francisco,
California
| USD 157 M | +USD 11.3 M | +8% | 9.81% | 6.05% | 53 | 22.64% | 1.9 |
|
| 3082 |
3082
Koshinski Asset Management
Decatur,
Illinois
| USD 157 M | -USD 1.39 M | -0.9% | 7.97% | 76.5% | 250 | 18% | 0.6 |
|
| 3083 |
BSWMG
3083
Barrington Strategic Wealth Management Group
Chicago,
Illinois
| USD 157 M | -USD 9.36 M | -6% | 5.72% | 17.9% | 105 | 11.43% | 1.8 |
|
| 3084 |
3084
Geller Advisors
New York
| USD 157 M | -USD 15.1 M | -9% | 7.41% | 20.4% | 35 | 22.86% | 1.6 |
|
| 3085 |
3085
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| USD 156 M | -USD 12.8 M | -8% | 4.71% | 100% | 1,226 | 19.25% | 1.8 |
|
| 3086 |
3086
Harber Asset Management
Asheville,
North Carolina
| USD 156 M | +USD 7.46 M | +5% | 10.9% | 63.6% | 55 | 45.45% | 0.8 |
|
| 3087 |
3087
White Pine Investment Company
Livonia,
Michigan
| USD 156 M | -USD 15.8 M | -9% | 8.59% | 73.3% | 60 | 13.33% | 1.7 |
|
| 3088 |
3088
Arkansas Financial Group
Little Rock,
Arkansas
| USD 156 M | -USD 5.08 M | -3% | 5.01% | 39.1% | 22 | 13.64% | 1.6 |
|
| 3089 |
3089
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| USD 156 M | +USD 16.7 M | +12% | 7.69% | 82.6% | 156 | 21.79% | 1.8 |
|
| 3090 |
3090
Birchview Capital
Burlington,
Vermont
| USD 155 M | -USD 33.9 M | -18% | 17.4% | 327% | 44 | 9.09% | 0.6 |
|
| 3091 |
MM
3091
Midas Management
New York
| USD 155 M | -USD 30.7 M | -17% | 9.38% | 43.3% | 127 | 6.3% | 1.5 |
|
| 3092 |
KCP
3092
Kenmare Capital Partners
New York
| USD 155 M | +USD 14.6 M | +10% | 12.9% | 48.8% | 18 | 11.11% | 1.3 |
|
| 3093 |
3093
LVZ Inc
Holland,
Michigan
| USD 155 M | -USD 24.9 M | -14% | 6.72% | 52.9% | 51 | 35.29% | 0.8 |
|
| 3094 |
3094
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| USD 155 M | -USD 11.8 M | -7% | 6.09% | 88.9% | 54 | 0% | 1.3 |
|
| 3095 |
3095
Van Hulzen Asset Management
El Dorado Hills,
California
| USD 155 M | -USD 30.7 M | -17% | 5.51% | 86.3% | 179 | 37.43% | 0.7 |
|
| 3096 |
3096
Cryder Capital Partners
London,
United Kingdom
| USD 155 M | +USD 16.8 M | +12% | 6.23% | 55.7% | 12 | 0% | 0.7 |
|
| 3097 |
3097
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| USD 155 M | -USD 7.84 M | -5% | 6.82% | 75% | 121 | 9.92% | 1.5 |
|
| 3098 |
3098
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| USD 155 M | -USD 6.89 M | -4% | 6.59% | 71.4% | 282 | 26.95% | 0.6 |
|
| 3099 |
3099
Aull & Monroe Investment Management
Mobile,
Alabama
| USD 154 M | -USD 15.9 M | -9% | 7.72% | 98.3% | 123 | 8.94% | 1.9 |
|
| 3100 |
3100
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| USD 154 M | -USD 3.72 M | -2% | 10.2% | 80.8% | 36 | 2.78% | 0.6 |
|