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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3376 |
3376
Kirr Marbach & Co
Columbus,
Indiana
| USD 353 M | -USD 9.8 M | -3% | 1.11% | 121% | 54 | 12.96% | 3.8 |
|
| 3377 |
3377
Princeton Global Asset Management
Princeton,
New Jersey
| USD 352 M | +USD 10.2 M | +3% | 1.73% | 110% | 617 | 9.24% | 2.9 |
|
| 3378 |
3378
Irenic Capital Management
New York
| USD 352 M | +USD 17.4 M | +5% | 1.36% | 93.6% | 25 | 60% | 0.3 |
|
| 3379 |
3379
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| USD 352 M | -USD 543 k | -0.2% | 0.05% | 70.3% | 67 | 13.43% | 3.2 |
|
| 3380 |
GDS
3380
Gimbel Daniel Scott
| USD 352 M | +USD 67.2 M | +24% | 23.6% | 57.1% | 2 | 0% | 2.8 |
|
| 3381 |
3381
Milestone Investment Advisors
Middleton,
Wisconsin
| USD 351 M | +USD 28.5 M | +9% | 3.11% | 52.8% | 445 | 73.48% | 0.2 |
|
| 3382 |
3382
TMD Wealth Management
Scottsdale,
Arizona
| USD 351 M | -USD 33 M | -9% | 1.84% | 2.41% | 60 | 20% | 1.3 |
|
| 3383 |
3383
East Coast Asset Management
Essex,
Massachusetts
| USD 351 M | -USD 1.51 M | -0.4% | 0.21% | 167% | 67 | 5.97% | 8.2 |
|
| 3384 |
AW
3384
Avion Wealth
The Woodlands,
Texas
| USD 350 M | -USD 31.6 M | -8% | 2.31% | 45.4% | 1,302 | 29.8% | 1.1 |
|
| 3385 |
3385
Abundance Wealth Counselors
State College,
Pennsylvania
| USD 350 M | +USD 157 M | +81% | 7.94% | 107% | 138 | 59.42% | 0.9 |
|
| 3386 |
3386
Hohimer Wealth Management
Seattle,
Washington
| USD 350 M | -USD 12.2 M | -3% | 2.17% | 99.7% | 196 | 7.14% | 2.2 |
|
| 3387 |
3387
Oakmont Corp
Los Angeles,
California
| USD 350 M | -USD 433 M | -55% | 5.56% | 70.2% | 36 | 0% | 2.8 |
|
| 3388 |
3388
Cornerstone Retirement Group
Reno,
Nevada
| USD 350 M | -USD 12.1 M | -3% | 3.52% | – | 40 | 55% | 0.5 |
|
| 3389 |
3389
KB Financial Partners
Princeton,
New Jersey
| USD 350 M | -USD 14.3 M | -4% | 2.64% | – | 615 | 8.46% | 1.6 |
|
| 3390 |
3390
Canal Insurance Company
Greenville,
South Carolina
| USD 349 M | -USD 7.17 M | -2% | 1.02% | 114% | 98 | 16.33% | 4.6 |
|
| 3391 |
WCMN
3391
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| USD 349 M | -USD 10 M | -3% | 1.68% | 121% | 44 | 0% | 7.1 |
|
| 3392 |
3392
O'Brien Wealth Partners
Waltham,
Massachusetts
| USD 349 M | +USD 8.88 M | +3% | 3.48% | 56.7% | 59 | 8.47% | 3 |
|
| 3393 |
3393
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| USD 349 M | -USD 11.5 M | -3% | 2.49% | 83.3% | 74 | 4.05% | 5.2 |
|
| 3394 |
3394
Wilson Asset Management
Sydney,
Australia
| USD 348 M | -USD 18.3 M | -5% | 2.16% | 58% | 25 | 8% | 1.2 |
|
| 3395 |
MI
3395
MMCAP International
Grand Cayman,
Cayman Islands
| USD 348 M | +USD 44.5 M | +15% | 27.3% | 184% | 235 | 25.96% | 1.4 |
|
| 3396 |
3396
Welch Capital Partners
Harrison,
New York
| USD 348 M | -USD 9.9 M | -3% | 0.99% | 79.2% | 19 | 10.53% | 4.9 |
|
| 3397 |
3397
5AM Venture Management
San Francisco,
California
| USD 348 M | -USD 53.9 M | -13% | 7.65% | 546% | 26 | 7.69% | 1.5 |
|
| 3398 |
3398
LJI Wealth Management
Indianapolis,
Indiana
| USD 347 M | +USD 3.86 M | +1% | 3.45% | 68.8% | 189 | 19.05% | 0.7 |
|
| 3399 |
3399
Berkshire Bank
Pittsfield,
Massachusetts
| USD 347 M | -USD 14.7 M | -4% | 2.82% | 76.2% | 137 | 6.57% | 2.4 |
|
| 3400 |
3400
Westside Investment Management
Santa Monica,
California
| USD 347 M | -USD 6.88 M | -2% | 2.63% | 114% | 864 | 5.67% | 4.1 |
|