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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
3351
Investors Research Corp
Atlanta,
Georgia
| USD 510 M | +USD 48.3 M | +10% | 6.69% | 62.1% | 984 | 8.23% | 4.6 |
|
| 3352 |
3352
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
| USD 510 M | +USD 52.2 M | +11% | 10.1% | 63.5% | 274 | 23.72% | 2 |
|
| 3353 |
3353
Fourthstone LLC
St Louis,
Missouri
| USD 510 M | +USD 106 M | +26% | 3.59% | 104% | 107 | 38.32% | 0.8 |
|
| 3354 |
3354
Legacy Financial Strategies
Overland Park,
Kansas
| USD 510 M | +USD 51 M | +11% | 8.69% | 76.7% | 131 | 12.21% | 2.9 |
|
| 3355 |
3355
Financial Gravity Companies
Lakeway,
Texas
| USD 509 M | – | – | 5.81% | – | 1,014 | – | 1.8 |
|
| 3356 |
3356
MIC Capital Management (UK)
London,
United Kingdom
| USD 509 M | +USD 18.5 M | +4% | 6.85% | 67.2% | 14 | 7.14% | 2.3 |
|
| 3357 |
3357
Portfolio Design Labs
Encino,
California
| USD 509 M | +USD 24.6 M | +5% | 8.27% | – | 209 | 37.8% | 0.8 |
|
| 3358 |
3358
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| USD 509 M | +USD 6.76 M | +1% | 10.4% | 70.2% | 368 | 24.18% | 3.2 |
|
| 3359 |
3359
FFT Wealth Management
Philadelphia,
Pennsylvania
| USD 509 M | +USD 30.8 M | +6% | 9.85% | 65.6% | 109 | 19.27% | 2.4 |
|
| 3360 |
3360
Columbia Asset Management
Ann Arbor,
Michigan
| USD 509 M | -USD 2.43 M | -0.5% | 7.89% | 94.1% | 236 | 30.08% | 6.7 |
|
| 3361 |
SA
3361
Strategic Advisors
New York
| USD 508 M | -USD 10.5 M | -2% | 14.2% | 106% | 201 | 19.4% | 5 |
|
| 3362 |
3362
Essex LLC
Deer Park,
Illinois
| USD 508 M | +USD 46.8 M | +10% | 9.69% | 91.4% | 185 | 14.05% | 2.6 |
|
| 3363 |
3363
Contravisory Investment Management
Norwell,
Massachusetts
| USD 508 M | +USD 33.5 M | +7% | 9.89% | 135% | 460 | 38.7% | 1.6 |
|
| 3364 |
3364
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| USD 508 M | +USD 32.5 M | +7% | 11% | 58.9% | 139 | 34.53% | 1.7 |
|
| 3365 |
3365
Sands Capital Ventures
Arlington,
Virginia
| USD 508 M | +USD 98.9 M | +24% | 23.1% | 167% | 20 | 5% | 2.6 |
|
| 3366 |
3366
Kera Capital Partners
San Jose,
California
| USD 508 M | +USD 171 M | +51% | 21.7% | – | 369 | 54.2% | 0.2 |
|
| 3367 |
3367
Bienville Capital Management
New York
| USD 507 M | +USD 95 M | +23% | 16.6% | 36.3% | 76 | 23.68% | 3.4 |
|
| 3368 |
3368
Strong Tower Advisory Services
Minneapolis,
Minnesota
| USD 507 M | +USD 101 M | +25% | 13.4% | 155% | 101 | 4.95% | 2.5 |
|
| 3369 |
3369
Canvas Wealth Advisors
Shawnee,
Kansas
| USD 507 M | +USD 118 M | +30% | 16.8% | 115% | 213 | 18.31% | 1.8 |
|
| 3370 |
3370
Bourgeon Capital Management
Darien,
Connecticut
| USD 507 M | +USD 42.1 M | +9% | 14.7% | 121% | 122 | 26.23% | 3.9 |
|
| 3371 |
3371
Financial Consulate
Hunt Valley,
Maryland
| USD 507 M | +USD 110 M | +28% | 7.98% | 61.4% | 39 | 38.46% | 3.1 |
|
| 3372 |
3372
Gibson Capital
Wexford,
Pennsylvania
| USD 506 M | +USD 31.5 M | +7% | 7.59% | 67.2% | 84 | 10.71% | 4.1 |
|
| 3373 |
3373
Brian C. Broderick
| USD 506 M | +USD 14.9 M | +3% | 8.61% | 98.6% | 89 | 7.87% | 6.4 |
|
| 3374 |
3374
Kirr Marbach & Co
Columbus,
Indiana
| USD 506 M | +USD 74.6 M | +17% | 20.2% | 121% | 58 | 12.07% | 4.3 |
|
| 3375 |
3375
Rather & Kittrell
Knoxville,
Tennessee
| USD 505 M | +USD 43.9 M | +10% | 6.05% | 41.1% | 90 | 5.56% | 2.3 |
|