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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
McNamara Financial Services
Marshfield,
Massachusetts
| USD 465 M | +USD 39.5 M | +9% | 0.37% | 42.6% | 95 | 32.63% | 4 |
|
| 3377 |
3377
Bourgeon Capital Management
Darien,
Connecticut
| USD 465 M | -USD 71 M | -13% | 5.09% | 121% | 127 | 24.41% | 4.1 |
|
| 3378 |
3378
Goodman Financial
Houston,
Texas
| USD 464 M | -USD 4.16 M | -0.9% | 1.4% | 52.5% | 82 | 40.24% | 2.4 |
|
| 3379 |
3379
Leonard Rickey Investment Advisors
Yakima,
Washington
| USD 464 M | +USD 29.5 M | +7% | 0.32% | 60.4% | 112 | 8.93% | 3.3 |
|
| 3380 |
3380
Koch Inc
Wichita,
Kansas
| USD 464 M | -USD 163 M | -26% | 25.1% | – | 5 | 0% | 0.3 |
|
| 3381 |
3381
Brooklyn Investment Group
Brooklyn,
New York
| USD 463 M | +USD 128 M | +38% | 1.65% | – | 2,924 | 38.89% | 0.3 |
|
| 3382 |
3382
SeaBridge Investment Advisors
Summit,
New Jersey
| USD 463 M | -USD 15.1 M | -3% | 0.15% | 139% | 215 | 14.42% | 3.2 |
|
| 3383 |
3383
Gibraltar Capital Management
Tulsa,
Oklahoma
| USD 463 M | +USD 236 M | +104% | 3.72% | 65% | 108 | 57.41% | 2 |
|
| 3384 |
3384
Capricorn Investment Group
Palo Alto,
California
| USD 463 M | -USD 69.7 M | -13% | 25.5% | 95.9% | 7 | 0% | 3.1 |
|
| 3385 |
3385
SilverOak Wealth Management
Edina,
Minnesota
| USD 462 M | -USD 2.38 M | -0.5% | 3.99% | 77.8% | 104 | 10.58% | 1.1 |
|
| 3386 |
LA
3386
Lynch & Associates
Newburgh,
Indiana
| USD 462 M | +USD 1.46 M | +0.3% | 0.73% | 73.5% | 119 | 3.36% | 7.7 |
|
| 3387 |
3387
Great Point Wealth Advisors
Boston,
Massachusetts
| USD 462 M | +USD 4.74 M | +1% | 0.1% | – | 58 | 5.17% | 3.7 |
|
| 3388 |
TWP
3388
Tyche Wealth Partners
Plano,
Texas
| USD 462 M | -USD 11.4 M | -2% | 1.11% | – | 328 | 17.68% | 1 |
|
| 3389 |
3389
Watts Gwilliam & Co
Gilbert,
Arizona
| USD 462 M | -USD 11.9 M | -3% | 5.43% | – | 225 | 12% | 0.8 |
|
| 3390 |
3390
Investors Research Corp
Atlanta,
Georgia
| USD 462 M | +USD 6.56 M | +1% | 1.79% | 62.1% | 1,000 | 9.4% | 4.3 |
|
| 3391 |
3391
Sierra Summit Advisors
Incline Village,
Nevada
| USD 462 M | -USD 36.4 M | -7% | 6.04% | 302% | 202 | 39.11% | 0.7 |
|
| 3392 |
3392
Essex LLC
Deer Park,
Illinois
| USD 462 M | -USD 14.9 M | -3% | 0.84% | 91.4% | 181 | 13.26% | 2.5 |
|
| 3393 |
CFSG
3393
Community Financial Services Group
Newport,
Vermont
| USD 461 M | -USD 43.3 M | -9% | 2.8% | – | 119 | 19.33% | 4.5 |
|
| 3394 |
3394
Quarry LP
New York
| USD 461 M | -USD 251 M | -35% | 1.65% | 83.2% | 2,083 | 47.14% | 0.6 |
|
| 3395 |
3395
Rather & Kittrell
Knoxville,
Tennessee
| USD 461 M | +USD 35.6 M | +8% | 1.04% | 41.1% | 87 | 9.2% | 2.2 |
|
| 3396 |
3396
Citizens Business Bank
Ontario,
California
| USD 461 M | -USD 73.9 M | -14% | 2.88% | 108% | 108 | 11.11% | 6.1 |
|
| 3397 |
3397
Truvestments Capital
Sarasota,
Florida
| USD 461 M | +USD 71.9 M | +19% | 2.95% | 131% | 1,180 | 26.19% | 1.1 |
|
| 3398 |
3398
Steadview Capital Management
London,
United Kingdom
| USD 460 M | -USD 23.2 M | -5% | 0.61% | 839% | 10 | 10% | 1.7 |
|
| 3399 |
3399
Werba Rubin Papier Wealth Management
San Jose,
California
| USD 460 M | +USD 35.9 M | +8% | 1.61% | 73.5% | 212 | 17.45% | 1.4 |
|
| 3400 |
3400
Advisors Management Group
La Crosse,
Wisconsin
| USD 460 M | +USD 37 M | +9% | 2.52% | 132% | 156 | 5.77% | 4.6 |
|