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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3401 |
HIH
3401
HRS Investment Holdings
New York
| USD 199 M | -USD 7.22 M | -4% | 0.86% | 21.5% | 89 | 24.72% | 1.6 |
|
| 3402 |
3402
Garrison Asset Management
Fayetteville,
Arkansas
| USD 199 M | +USD 19.9 M | +11% | 2.25% | 52.1% | 106 | 9.43% | 3.4 |
|
| 3403 |
VM
3403
VPR Management
Houston,
Texas
| USD 198 M | -USD 8.92 M | -4% | 3.97% | 54.5% | 14 | 0% | 0.9 |
|
| 3404 |
LFR
3404
Lehman Financial Resources
Media,
Pennsylvania
| USD 198 M | +USD 3.17 M | +2% | 4.65% | 58.2% | 88 | 9.09% | 2.5 |
|
| 3405 |
3405
Patton Albertson Miller Group
Chattanooga,
Tennessee
| USD 198 M | -USD 24.3 M | -11% | 2% | 109% | 124 | 16.13% | 3.2 |
|
| 3406 |
3406
Ruggie Capital Group
Tavares,
Florida
| USD 198 M | +USD 12.6 M | +7% | 1.13% | 22% | 363 | 24.79% | 1.1 |
|
| 3407 |
BRC
3407
Bell Rock Capital
Rehoboth Beach,
Delaware
| USD 198 M | +USD 9.29 M | +5% | 5.4% | – | 480 | 9.79% | 1.2 |
|
| 3408 |
3408
Mountain Lake Investment Management
Boca Raton,
Florida
| USD 198 M | +USD 5 M | +3% | 4.07% | 64% | 26 | 34.62% | 1.2 |
|
| 3409 |
3409
Malaga Cove Capital
Pv Estates,
California
| USD 198 M | +USD 11.4 M | +6% | 6.72% | 88.1% | 171 | 18.71% | 1.1 |
|
| 3410 |
3410
Financial Consulate
Hunt Valley,
Maryland
| USD 197 M | +USD 8.67 M | +5% | 1.92% | 53.3% | 124 | 13.71% | 1.7 |
|
| 3411 |
3411
Starfire Investment Advisers
Southfield,
Michigan
| USD 197 M | +USD 5.44 M | +3% | 3.16% | 19.2% | 143 | 8.39% | 0.8 |
|
| 3412 |
3412
Fiducient Advisors
Chicago,
Illinois
| USD 197 M | +USD 1.99 M | +1% | 1.62% | 52.3% | 20 | 5% | 0.3 |
|
| 3413 |
3413
Plante Moran Financial Advisors
Southfield,
Michigan
| USD 197 M | +USD 13.2 M | +7% | 2.49% | 62.8% | 1,034 | 26.98% | 2.8 |
|
| 3414 |
3414
Slow Capital
Greenbrae,
California
| USD 197 M | -USD 25.4 M | -11% | 4.4% | 124% | 208 | 35.1% | 0.5 |
|
| 3415 |
3415
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| USD 197 M | +USD 2.97 M | +2% | 3.58% | 100% | 1,014 | 10.55% | 3.6 |
|
| 3416 |
KA
3416
Kaizen Advisory
Wheaton,
Illinois
| USD 197 M | +USD 95.5 M | +94% | 5.49% | – | 591 | 3.72% | 0.5 |
|
| 3417 |
NG
3417
Northstar Group
New York
| USD 196 M | +USD 4 M | +2% | 0.63% | 63.9% | 125 | 5.6% | 2.7 |
|
| 3418 |
3418
Zhang Financial
Portage,
Michigan
| USD 196 M | +USD 5.23 M | +3% | 2.42% | 67.9% | 80 | 8.75% | 3.6 |
|
| 3419 |
3419
Holloway Wealth Management
Gainesville,
Florida
| USD 196 M | +USD 11.8 M | +6% | 2.74% | 50.7% | 202 | 0% | 1.3 |
|
| 3420 |
3420
Wind River Trust Company
Jackson,
Wyoming
| USD 196 M | +USD 248 k | +0.1% | 0.68% | 62.1% | 8 | 0% | 4.7 |
|
| 3421 |
3421
Twin Focus Capital Partners
Boston,
Massachusetts
| USD 196 M | -USD 5.58 M | -3% | 0.21% | 92.5% | 111 | 10.81% | 2.4 |
|
| 3422 |
3422
Shine Investment Advisory Services
Lone Tree,
Colorado
| USD 196 M | +USD 7.23 M | +4% | 5.13% | 29% | 684 | 10.67% | 1 |
|
| 3423 |
MA
3423
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| USD 195 M | +USD 5.84 M | +3% | 3.98% | 166% | 78 | 2.56% | 3.7 |
|
| 3424 |
3424
TSP Capital Management Group
Summit,
New Jersey
| USD 195 M | -USD 14.2 M | -7% | 2.33% | 186% | 57 | 3.51% | 3.1 |
|
| 3425 |
3425
Soapstone Management
Bethesda,
Maryland
| USD 195 M | +USD 28.7 M | +17% | 2.4% | 30.3% | 17 | 11.76% | 0.4 |
|