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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 |
3401
Goldstein Munger & Associates
San Ramon,
California
| USD 303 M | -USD 28.7 M | -9% | 6.79% | 11.9% | 34 | 8.82% | 6.7 |
|
| 3402 |
3402
Monetary Management Group
St Louis,
Missouri
| USD 303 M | -USD 15.6 M | -5% | 4.98% | 138% | 361 | 11.36% | 5.3 |
|
| 3403 |
3403
Bellwether Advisors
Lincoln,
Nebraska
| USD 303 M | -USD 7.79 M | -3% | 3.93% | 115% | 550 | 22.18% | 1.2 |
|
| 3404 |
3404
GFG Capital
Miami,
Florida
| USD 302 M | -USD 25.9 M | -8% | 6.5% | 152% | 142 | 11.27% | 1.6 |
|
| 3405 |
ARG
3405
Advisory Resource Group
Tulsa,
Oklahoma
| USD 302 M | -USD 3.26 M | -1% | 3.69% | 72% | 150 | 22.67% | 1.7 |
|
| 3406 |
3406
Falcon Wealth Planning
Ontario,
California
| USD 302 M | +USD 7.71 M | +3% | 5.33% | 52.7% | 89 | 11.24% | 1.2 |
|
| 3407 |
3407
Pinpoint Asset Management
Hong Kong
| USD 302 M | +USD 50.2 M | +20% | 9.2% | 185% | 41 | 39.02% | 0.6 |
|
| 3408 |
3408
Ironwood Financial
Tucson,
Arizona
| USD 302 M | -USD 9.7 M | -3% | 3.48% | 54.1% | 120 | 6.67% | 5.1 |
|
| 3409 |
3409
Capital Advisors Wealth Management
Yakima,
Washington
| USD 301 M | -USD 6.53 M | -2% | 4.56% | 70.5% | 125 | 14.4% | 1 |
|
| 3410 |
3410
Fruth Investment Management
Houston,
Texas
| USD 301 M | -USD 63.3 M | -17% | 2.45% | 79.4% | 235 | 7.23% | 6.4 |
|
| 3411 |
3411
Searchlight Capital Partners
New York
| USD 301 M | -USD 148 M | -33% | 31.2% | 38.5% | 7 | 14.29% | 3.1 |
|
| 3412 |
3412
Engine Capital Management
New York
| USD 301 M | +USD 54.2 M | +22% | 1.42% | 21.1% | 54 | 33.33% | 1.1 |
|
| 3413 |
3413
IAG Wealth Partners
Waukesha,
Wisconsin
| USD 301 M | -USD 4.54 M | -1% | 6.24% | 47.3% | 488 | 15.37% | 1.8 |
|
| 3414 |
3414
Punch Card Management
Winter Park,
Florida
| USD 301 M | -USD 22 M | -7% | 4.68% | 41% | 4 | 0% | 3.5 |
|
| 3415 |
3415
Cedar Mountain Advisors
Lake Oswego,
Oregon
| USD 300 M | +USD 8.27 M | +3% | 3.88% | 57.7% | 338 | 7.1% | 2.1 |
|
| 3416 |
3416
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| USD 300 M | -USD 103 M | -26% | 4.73% | 83% | 1,012 | 11.86% | 0.5 |
|
| 3417 |
NAMP
3417
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| USD 300 M | -USD 20.2 M | -6% | 4.92% | 90.2% | 141 | 6.38% | 5.5 |
|
| 3418 |
3418
Paradigm Asset Management
New York
| USD 300 M | -USD 26.8 M | -8% | 2.94% | 73.8% | 473 | 17.55% | 1.4 |
|
| 3419 |
3419
Contravisory Investment Management
Norwell,
Massachusetts
| USD 300 M | -USD 8.62 M | -3% | 2.93% | 135% | 363 | 24.52% | 1.4 |
|
| 3420 |
3420
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| USD 299 M | -USD 17.5 M | -6% | 4.8% | 44.3% | 44 | 20.45% | 1.3 |
|
| 3421 |
3421
Revolve Wealth Partners
Hackensack,
New Jersey
| USD 299 M | -USD 5.18 M | -2% | 5.52% | 67.4% | 146 | 13.7% | 0.7 |
|
| 3422 |
MCG
3422
McCollum Christoferson Group
Amherst,
New York
| USD 299 M | -USD 29.2 M | -9% | 4.92% | 59.4% | 67 | 11.94% | 3.7 |
|
| 3423 |
3423
Capco Asset Management
Tampa,
Florida
| USD 298 M | -USD 33 M | -10% | 7.87% | 46.1% | 23 | 13.04% | 3.6 |
|
| 3424 |
3424
Goodman Financial
Houston,
Texas
| USD 298 M | -USD 3.69 M | -1% | 5.64% | 52.5% | 50 | 10% | 2.8 |
|
| 3425 |
3425
Tekne Capital Management
New York
| USD 298 M | +USD 5.01 M | +2% | 4.96% | 516% | 14 | 14.29% | 2.4 |
|