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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
The Family Firm
Bethesda,
Maryland
| USD 457 M | +USD 8.29 M | +2% | 6.25% | 40.2% | 890 | 76.29% | 5.2 |
|
| 3377 |
3377
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| USD 457 M | +USD 46.3 M | +11% | 6.21% | 12.8% | 136 | 25% | 5.5 |
|
| 3378 |
3378
MYDA Advisors
Woodmere,
New York
| USD 456 M | -USD 4.44 M | -1% | 10.5% | 232% | 199 | 66.33% | 0.5 |
|
| 3379 |
3379
Mountain Capital Investment Advisors
Westminster,
Colorado
| USD 456 M | +USD 53 M | +13% | 6.51% | 63.3% | 67 | 34.33% | 1.3 |
|
| 3380 |
3380
Austin Wealth Management
Austin,
Texas
| USD 456 M | +USD 28.9 M | +7% | 5.44% | 48.2% | 122 | 7.38% | 0.9 |
|
| 3381 |
PS
3381
Presima Securities
Montreal,
Quebec, Canada
| USD 455 M | +USD 5.78 M | +1% | 15.4% | 10.3% | 55 | 10.91% | 4.4 |
|
| 3382 |
3382
Catalyst Funds Management
Sydney NSW,
Australia
| USD 455 M | +USD 82.4 M | +22% | 10.5% | – | 1,671 | 55.77% | 0.2 |
|
| 3383 |
3383
Mattern Wealth Management
Lawrence,
Kansas
| USD 455 M | +USD 39 M | +9% | 5.04% | 54% | 183 | 10.93% | 3 |
|
| 3384 |
VS
3384
VK Services
Menlo Park,
California
| USD 455 M | +USD 45.3 M | +11% | 87.9% | 1,605% | 7 | 28.57% | 2.3 |
|
| 3385 |
3385
LexAurum Advisors
Overland Park,
Kansas
| USD 455 M | +USD 45.2 M | +11% | 6.19% | – | 327 | 12.23% | 3 |
|
| 3386 |
3386
Pier 88 Investment Partners
San Francisco,
California
| USD 454 M | +USD 7.91 M | +2% | 3.23% | 36.1% | 104 | 21.15% | 1.9 |
|
| 3387 |
MRCM
3387
M&R Capital Management
Summit,
New Jersey
| USD 454 M | +USD 34.6 M | +8% | 7.72% | 52.6% | 594 | 9.93% | 5.1 |
|
| 3388 |
3388
Black Swift Group
Boulder,
Colorado
| USD 453 M | +USD 20.3 M | +5% | 3.59% | 139% | 140 | 39.29% | 0.9 |
|
| 3389 |
3389
Legacy Financial Strategies
Overland Park,
Kansas
| USD 453 M | +USD 37.2 M | +9% | 6.9% | 76.7% | 116 | 16.38% | 2.6 |
|
| 3390 |
3390
Key Financial Inc
West Chester,
Pennsylvania
| USD 452 M | +USD 35.3 M | +8% | 6.36% | 55.5% | 1,368 | 3.29% | 2.8 |
|
| 3391 |
3391
Aspen Grove Capital
Avon,
Colorado
| USD 452 M | +USD 27.7 M | +7% | 7.31% | 90% | 222 | 14.86% | 1.2 |
|
| 3392 |
3392
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
| USD 452 M | +USD 98.4 M | +28% | 5.4% | 41.2% | 108 | 8.33% | 1.9 |
|
| 3393 |
3393
Altiora Financial Group
Lebanon,
Ohio
| USD 452 M | +USD 35.7 M | +9% | 4.71% | 38.3% | 91 | 7.69% | 1.2 |
|
| 3394 |
3394
Liberty Capital Management
Birmingham,
Michigan
| USD 452 M | +USD 30.4 M | +7% | 7.69% | – | 163 | 5.52% | 5.8 |
|
| 3395 |
3395
Aire Advisors
Beverly Hills,
California
| USD 452 M | +USD 13.5 M | +3% | 7.4% | 77.4% | 164 | 9.76% | 2 |
|
| 3396 |
3396
Correct Capital Wealth Management
Clayton,
Missouri
| USD 452 M | +USD 23.7 M | +6% | 5.49% | – | 127 | 14.17% | 0.7 |
|
| 3397 |
3397
SkyOak Wealth
Southfield,
Michigan
| USD 452 M | +USD 23.3 M | +5% | 6.41% | 80.7% | 269 | 18.59% | 2.9 |
|
| 3398 |
3398
SMI Advisory Services
Columbus,
Indiana
| USD 452 M | +USD 47.2 M | +12% | 6.93% | 80.7% | 65 | 23.08% | 0.9 |
|
| 3399 |
KC
3399
Keenan Capital
Burlingame,
California
| USD 452 M | +USD 43.2 M | +11% | 16.9% | 110% | 9 | 0% | 3.7 |
|
| 3400 |
3400
Sage Rhino Capital
Menlo Park,
California
| USD 452 M | +USD 32.8 M | +8% | 7.05% | 93.9% | 285 | 14.39% | 2.9 |
|