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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
Security National Trust
Wheeling,
West Virginia
| USD 432 M | -USD 18.6 M | -4% | 1.23% | 58.3% | 409 | 3.91% | 5.7 |
|
| 3077 |
3077
MPM Asset Management
Boston,
Massachusetts
| USD 431 M | -USD 106 M | -20% | 14.9% | 5.89% | 10 | 20% | 1.4 |
|
| 3078 |
GPC
3078
Guardian Point Capital
Charlottesville,
Virginia
| USD 431 M | -USD 9.6 M | -2% | 0.82% | 142% | 22 | 18.18% | 1.4 |
|
| 3079 |
3079
Websterrogers Financial Advisors
Florence,
South Carolina
| USD 431 M | +USD 12.5 M | +3% | 1.39% | 42.9% | 65 | 13.85% | 0.6 |
|
| 3080 |
3080
Steamboat Capital Partners
Rye,
New York
| USD 431 M | +USD 37 M | +9% | 3.24% | 280% | 55 | 34.55% | 1.3 |
|
| 3081 |
3081
TBH Global Asset Management
Brentwood,
Tennessee
| USD 431 M | -USD 2.92 M | -0.7% | 0.37% | 70.7% | 192 | 13.02% | 1.2 |
|
| 3082 |
TAA
3082
TB Alternative Assets
Grand Cayman,
Cayman Islands
| USD 430 M | -USD 71.5 M | -14% | 44.9% | 312% | 50 | 52% | 0.9 |
|
| 3083 |
3083
Synergy Asset Management
Vancouver,
Washington
| USD 430 M | +USD 53.3 M | +14% | 0.13% | 97.3% | 144 | 65.28% | 0.3 |
|
| 3084 |
3084
CFO4Life Group
Coppell,
Texas
| USD 430 M | -USD 3.67 M | -0.8% | 1.77% | 56.7% | 154 | 16.23% | 2.3 |
|
| 3085 |
3085
Great Point Partners
Greenwich,
Connecticut
| USD 429 M | -USD 47.2 M | -10% | 3.08% | 710% | 44 | 50% | 0.4 |
|
| 3086 |
3086
Carolinas Wealth Consulting
Charlotte,
North Carolina
| USD 429 M | -USD 25.7 M | -6% | 1.09% | 24.6% | 1,023 | 10.36% | 1.1 |
|
| 3087 |
3087
Intercontinental Wealth Advisors
San Antonio,
Texas
| USD 429 M | -USD 75.9 M | -15% | 0.64% | 46.7% | 299 | 10.7% | 2.1 |
|
| 3088 |
PCR
3088
Potrero Capital Research
San Francisco,
California
| USD 429 M | +USD 12.5 M | +3% | 0.51% | 226% | 116 | 37.93% | 0.8 |
|
| 3089 |
3089
Twin Focus Capital Partners
Boston,
Massachusetts
| USD 428 M | -USD 3.72 M | -0.9% | 1.57% | 92.5% | 202 | 11.88% | 2.7 |
|
| 3090 |
PWMAG
3090
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| USD 428 M | +USD 822 k | +0.2% | 1.08% | 90.7% | 235 | 10.21% | 3.2 |
|
| 3091 |
3091
MidWestOne Financial Group
Iowa City,
Iowa
| USD 427 M | +USD 3.09 M | +0.7% | 1.06% | 62.7% | 239 | 8.79% | 1.5 |
|
| 3092 |
3092
HughesLittle Investment Management
Vancouver,
| USD 426 M | -USD 3.52 M | -0.8% | 0.52% | 106% | 16 | 0% | 5 |
|
| 3093 |
3093
McDonald Partners
Cleveland,
Ohio
| USD 426 M | +USD 2.78 M | +0.7% | 1.07% | 90.7% | 307 | 3.91% | 0.7 |
|
| 3094 |
3094
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| USD 426 M | +USD 46.7 M | +12% | 0.34% | 80.3% | 135 | 12.59% | 1.9 |
|
| 3095 |
3095
Noked Capital
Tel Aviv,
Israel
| USD 425 M | +USD 23.8 M | +6% | 3.42% | 197% | 53 | 49.06% | 0.5 |
|
| 3096 |
3096
Noked Israel
Ramat Hasharon,
Israel
| USD 425 M | +USD 23.8 M | +6% | 3.42% | 265% | 53 | 49.06% | 0.5 |
|
| 3097 |
EVM
3097
Evelyn V. Moreno
| USD 425 M | -USD 1.07 M | -0.3% | 1.12% | 39.4% | 58 | 5.17% | 5.4 |
|
| 3098 |
3098
Vanderbilt University
Nashville,
Tennessee
| USD 425 M | -USD 44.3 M | -9% | 1.1% | 61.8% | 44 | 84.09% | 0.3 |
|
| 3099 |
3099
Martin & Co
Knoxville,
Tennessee
| USD 425 M | +USD 23 M | +6% | 1.52% | 67.8% | 116 | 3.45% | 6.6 |
|
| 3100 |
3100
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
| USD 424 M | +USD 18.8 M | +5% | 0.8% | 101% | 55 | 14.55% | 1.9 |
|