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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
Cambridge Advisors
Omaha,
Nebraska
| USD 430 M | +USD 6.29 M | +1% | 1.33% | 58.6% | 169 | 2.37% | 6.1 |
|
| 3377 |
3377
Perkins Coie Trust Company
Seattle,
Washington
| USD 430 M | +USD 3.38 M | +0.8% | 2.5% | 83.2% | 297 | 16.84% | 5.6 |
|
| 3378 |
3378
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| USD 430 M | +USD 21.6 M | +5% | 2.68% | 67.5% | 136 | 5.88% | 4.4 |
|
| 3379 |
TAA
3379
TB Alternative Assets
Grand Cayman,
Cayman Islands
| USD 429 M | +USD 30 M | +8% | 7.2% | 312% | 48 | 39.58% | 1.4 |
|
| 3380 |
3380
Harfst & Associates
Sheridan,
Wyoming
| USD 429 M | +USD 7.87 M | +2% | 1.06% | 88.1% | 106 | 2.83% | 4.7 |
|
| 3381 |
3381
Counterpoint Mutual Funds
San Diego,
California
| USD 429 M | +USD 20.9 M | +5% | 1.7% | 74.3% | 305 | 71.48% | 0.2 |
|
| 3382 |
3382
Sherborne Investors Management
New York
| USD 429 M | -USD 83.6 M | -16% | 16.3% | 54.2% | 1 | 0% | 1.5 |
|
| 3383 |
CPRC
3383
Consolidated Portfolio Review Corp
Woodbury,
New York
| USD 429 M | +USD 47.4 M | +12% | 2.96% | 65.4% | 316 | 19.62% | 0.9 |
|
| 3384 |
3384
Callodine Capital Management
Boston,
Massachusetts
| USD 429 M | +USD 15.4 M | +4% | 1.1% | 53.8% | 47 | 27.66% | 1.4 |
|
| 3385 |
3385
EPG Wealth Management
Atlanta,
Georgia
| USD 429 M | +USD 20.3 M | +5% | 3.95% | 96% | 463 | 96.11% | 0 |
|
| 3386 |
3386
SkyOak Wealth
Southfield,
Michigan
| USD 428 M | +USD 10.5 M | +3% | 3.33% | 73.4% | 268 | 15.3% | 2.9 |
|
| 3387 |
3387
AXQ Capital
Jersey City,
New Jersey
| USD 428 M | +USD 11.3 M | +3% | 4.53% | 35.5% | 777 | 68.85% | 0.3 |
|
| 3388 |
3388
Investors Research Corp
Atlanta,
Georgia
| USD 428 M | +USD 363 k | +0.1% | 0.64% | 62.1% | 1,105 | 11.31% | 3.8 |
|
| 3389 |
3389
Caligan Partners
New York
| USD 428 M | +USD 49.7 M | +13% | 3.59% | 2,628% | 13 | 7.69% | 0.9 |
|
| 3390 |
3390
Correct Capital Wealth Management
Clayton,
Missouri
| USD 428 M | -USD 5.24 M | -1% | 6.12% | – | 140 | 17.86% | 0.5 |
|
| 3391 |
3391
TS Financial Group (TSFG)
Lake Forest,
Illinois
| USD 428 M | +USD 31.2 M | +8% | 2.53% | 81% | 825 | 5.94% | 3.8 |
|
| 3392 |
3392
Kingfisher Capital
Charlotte,
North Carolina
| USD 428 M | +USD 12.4 M | +3% | 3.17% | 58.5% | 172 | 6.98% | 4.2 |
|
| 3393 |
3393
Ipswich Investment Management
Beverly,
Massachusetts
| USD 427 M | +USD 300 k | +0.1% | 3.82% | 104% | 197 | 6.6% | 5.7 |
|
| 3394 |
3394
Root Financial Partners
Encinitas,
California
| USD 427 M | +USD 90 M | +27% | 1.32% | 62.5% | 119 | 24.37% | 0.7 |
|
| 3395 |
3395
Warwick Investment Management
Bryan,
Texas
| USD 427 M | +USD 9.8 M | +2% | 1.66% | 69.9% | 112 | 16.07% | 1.1 |
|
| 3396 |
3396
Searle & Co
Greenwich,
Connecticut
| USD 427 M | +USD 34.6 M | +9% | 1.4% | 93.8% | 188 | 15.43% | 4.2 |
|
| 3397 |
3397
Austin Wealth Management
Austin,
Texas
| USD 427 M | +USD 22.7 M | +6% | 1.21% | 48.2% | 119 | 5.04% | 0.7 |
|
| 3398 |
3398
Towneley Capital Management
Laguna Hills,
California
| USD 426 M | +USD 19.7 M | +5% | 1.38% | 50.2% | 49 | 24.49% | 0.5 |
|
| 3399 |
3399
Allied Investment Advisors
Billings,
Montana
| USD 426 M | +USD 12 M | +3% | 0.02% | 68.4% | 77 | 12.99% | 3.8 |
|
| 3400 |
3400
Shorepoint Capital Partners
Norwood,
Massachusetts
| USD 426 M | +USD 16.9 M | +4% | 1.45% | – | 103 | 8.74% | 2.7 |
|