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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
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| USD 260 M | +USD 16.8 M | +7% | 3.03% | 77.5% | 211 | 21.33% | 0.2 |
|
| 3077 |
SVC
3077
Strycker View Capital
New York
| USD 260 M | +USD 21.5 M | +9% | 8.68% | 114% | 21 | 57.14% | 0.3 |
|
| 3078 |
BCA
3078
Bray Capital Advisors
Naples,
Florida
| USD 260 M | +USD 18.5 M | +8% | 2.75% | 36.6% | 380 | 9.74% | 1.6 |
|
| 3079 |
3079
Firsthand Capital Management
San Jose,
California
| USD 260 M | -USD 8.76 M | -3% | 2.63% | 265% | 51 | 11.76% | 2.7 |
|
| 3080 |
3080
Lindbrook Capital
Calabasas,
California
| USD 259 M | +USD 8.14 M | +3% | 3.59% | 35.8% | 1,585 | 11.04% | 0.5 |
|
| 3081 |
III
3081
Independent Investors Inc
Nesconset,
New York
| USD 259 M | +USD 2.92 M | +1% | 3.1% | 61.6% | 78 | 10.26% | 4.7 |
|
| 3082 |
GWA
3082
Guidant Wealth Advisors
Palatine,
Illinois
| USD 259 M | +USD 2.31 M | +0.9% | 1.99% | 17.8% | 263 | 4.94% | 1.4 |
|
| 3083 |
3083
Intersect Capital
San Ramon,
California
| USD 259 M | +USD 21.3 M | +9% | 2.89% | 57.2% | 181 | 30.94% | 2.1 |
|
| 3084 |
3084
Contravisory Investment Management
Norwell,
Massachusetts
| USD 259 M | +USD 626 k | +0.2% | 5.78% | 135% | 343 | 32.36% | 1 |
|
| 3085 |
3085
Otter Creek Advisors
Palm Beach Gardens,
Florida
| USD 258 M | -USD 70.2 M | -21% | 7.54% | 173% | 72 | 36.11% | 1.2 |
|
| 3086 |
3086
Madison International Realty Holdings
New York
| USD 258 M | -USD 35.3 M | -12% | 5.9% | – | 8 | 25% | 1.7 |
|
| 3087 |
3087
Verde Servicos Internacionais
Sao Paulo,
Brazil
| USD 258 M | -USD 40.2 M | -14% | 2.52% | 120% | 52 | 36.54% | 0.9 |
|
| 3088 |
3088
Honeywell International
Charlotte,
North Carolina
| USD 258 M | +USD 1.36 M | +0.5% | 0.46% | 39.4% | 79 | 22.78% | 2.4 |
|
| 3089 |
3089
Stordahl Capital Management
Greenwood Village,
Colorado
| USD 258 M | +USD 11.6 M | +5% | 2.67% | 54% | 49 | 2.04% | 1.3 |
|
| 3090 |
3090
Flaharty Asset Management
Clearwater,
Florida
| USD 257 M | +USD 8.6 M | +3% | 2.24% | 33.4% | 83 | 20.48% | 1.6 |
|
| 3091 |
3091
Requisite Capital Management
Dallas,
Texas
| USD 257 M | -USD 3.25 M | -1% | 1% | 41% | 238 | 68.49% | 0.3 |
|
| 3092 |
3092
Marietta Wealth Management
Marietta,
Georgia
| USD 257 M | +USD 13.4 M | +5% | 4.17% | 93% | 118 | 8.47% | 2.1 |
|
| 3093 |
3093
Cadence Bank NA
Houston,
Texas
| USD 257 M | +USD 1.34 M | +0.5% | 2.71% | 33.3% | 175 | 5.71% | 3.1 |
|
| 3094 |
3094
BFSG LLC
Irvine,
California
| USD 256 M | -USD 10.7 M | -4% | 3.24% | 81.9% | 152 | 31.58% | 1.3 |
|
| 3095 |
3095
Orgel Wealth Management
Altoona,
Wisconsin
| USD 256 M | -USD 39.8 M | -13% | 1.71% | 39.6% | 43 | 16.28% | 1.7 |
|
| 3096 |
3096
River Wealth Advisors
Camp Hill,
Pennsylvania
| USD 256 M | +USD 17.5 M | +7% | 4.85% | 80.3% | 163 | 7.98% | 3.3 |
|
| 3097 |
3097
CenturyLink Investment Management
Denver,
Colorado
| USD 256 M | +USD 10.8 M | +4% | 4.74% | – | 164 | 15.24% | 3.1 |
|
| 3098 |
3098
Natixis Investment Managers International
Paris,
France
| USD 256 M | +USD 929 k | +0.4% | 4.09% | 34.7% | 12 | 8.33% | 5.3 |
|
| 3099 |
AO
3099
Allen Operations
New York
| USD 256 M | +USD 12.4 M | +5% | 1.2% | 218% | 33 | 15.15% | 2.9 |
|
| 3100 |
3100
Shikiar Asset Management
New York
| USD 256 M | +USD 16.9 M | +7% | 3.77% | 117% | 98 | 15.31% | 2.4 |
|