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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3251 |
FA
3251
FMA Advisory
Harrisburg,
Pennsylvania
| USD 223 M | +USD 10.9 M | +5% | 5.27% | 46.7% | 158 | 12.66% | 1.1 |
|
| 3252 |
3252
Advisors Preferred
Rockville,
Maryland
| USD 223 M | -USD 528 k | -0.2% | 4.34% | 102% | 292 | 70.89% | 0.6 |
|
| 3253 |
3253
Shah Capital Management
Raleigh,
North Carolina
| USD 223 M | -USD 985 k | -0.4% | 9.28% | 287% | 12 | 0% | 3.1 |
|
| 3254 |
MM
3254
Midas Management
New York
| USD 223 M | +USD 12.8 M | +6% | 2.86% | 43.3% | 133 | 22.56% | 1.9 |
|
| 3255 |
3255
Benedict Financial Advisors
Atlanta,
Georgia
| USD 223 M | +USD 20.8 M | +10% | 8.88% | 72.4% | 109 | 6.42% | 3.1 |
|
| 3256 |
3256
Twin Securities
New York
| USD 223 M | -USD 129 M | -37% | 7.85% | 506% | 19 | 57.89% | 0.6 |
|
| 3257 |
3257
Alpha Omega Wealth Management
Richmond,
Virginia
| USD 223 M | +USD 18.9 M | +9% | 6.22% | 65.9% | 529 | 9.26% | 1.8 |
|
| 3258 |
3258
JNBA Financial Advisors
Bloomington,
Minnesota
| USD 223 M | -USD 250 M | -53% | 6.22% | 61.8% | 800 | 71.38% | 1.8 |
|
| 3259 |
3259
Roanoke Asset Management
Jersey City,
New Jersey
| USD 223 M | +USD 15 M | +7% | 8.01% | 50.3% | 114 | 8.77% | 3.5 |
|
| 3260 |
3260
Peak Financial Management
Wellesley,
Massachusetts
| USD 222 M | +USD 5.83 M | +3% | 2.78% | 58.2% | 53 | 7.55% | 1.7 |
|
| 3261 |
KC
3261
Keenan Capital
Burlingame,
California
| USD 222 M | +USD 9.8 M | +5% | 15.4% | 110% | 17 | 29.41% | 0.6 |
|
| 3262 |
3262
Camelot Portfolios
Maumee,
Ohio
| USD 222 M | -USD 12.7 M | -5% | 1.89% | 41.3% | 240 | 25% | 2.1 |
|
| 3263 |
3263
Holderness Investments Company
Greensboro,
North Carolina
| USD 222 M | +USD 16.3 M | +8% | 6.75% | 144% | 207 | 9.66% | 2.3 |
|
| 3264 |
3264
Trust Company
Manhattan,
Kansas
| USD 222 M | +USD 2.97 M | +1% | 4.86% | 40.6% | 367 | 11.17% | 2.4 |
|
| 3265 |
3265
Windsor Capital Management
Phoenix,
Arizona
| USD 222 M | +USD 6.96 M | +3% | 3.17% | 49.1% | 120 | 5.83% | 3.6 |
|
| 3266 |
3266
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| USD 221 M | +USD 7.42 M | +3% | 4.6% | 62.3% | 94 | 10.64% | 2.6 |
|
| 3267 |
ALS
3267
Andrew L. Share
| USD 221 M | -USD 154 M | -41% | 19.8% | 14.8% | 1 | 0% | 0.8 |
|
| 3268 |
3268
Invesco Senior Secured Management
New York
| USD 221 M | +USD 27.8 M | +14% | 10.1% | 18.1% | 20 | 5% | 0.6 |
|
| 3269 |
3269
Verger Capital Management
Winston-Salem,
North Carolina
| USD 221 M | -USD 31 M | -12% | 2.87% | 58.3% | 14 | 7.14% | 2.4 |
|
| 3270 |
3270
Peregrine Asset Advisers
Portland,
Oregon
| USD 221 M | +USD 27.5 M | +14% | 14.3% | 182% | 155 | 49.03% | 1.6 |
|
| 3271 |
3271
Cambridge Financial Group
Columbus,
Ohio
| USD 221 M | +USD 17.3 M | +9% | 9.26% | – | 31 | 0% | 2.6 |
|
| 3272 |
TI
3272
Telemetry Investments
New York
| USD 220 M | -USD 42.1 M | -16% | 1.34% | 77.4% | 176 | 61.36% | 0.6 |
|
| 3273 |
3273
Burt Wealth Advisors
North Bethesda,
Maryland
| USD 220 M | +USD 11.7 M | +6% | 3.55% | 57.3% | 413 | 9.44% | 2.6 |
|
| 3274 |
3274
Forefront Analytics
West Conshohocken,
Pennsylvania
| USD 220 M | +USD 5.2 M | +2% | 1.23% | 50.9% | 45 | 4.44% | 0.7 |
|
| 3275 |
3275
Bender Robert & Associates
Pasadena,
California
| USD 220 M | +USD 29.2 M | +15% | 14.2% | 146% | 48 | 2.08% | 4.4 |
|