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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3451 |
3451
Summit Financial Strategies
Columbus,
Ohio
| USD 128 M | +USD 4.11 M | +3% | 0.11% | 59.4% | 45 | 11.11% | 0.4 |
|
| 3452 |
3452
Globe Life
Mckinney,
Texas
| USD 128 M | -USD 534 k | -0.4% | 0.41% | 60.1% | 27 | 14.81% | 1.3 |
|
| 3453 |
3453
PKO Investment Management Joint-Stock
Warsaw,
Poland
| USD 128 M | +USD 11.8 M | +10% | 1.37% | 145% | 51 | 13.73% | 1 |
|
| 3454 |
3454
Avior Wealth Management
Omaha,
Nebraska
| USD 128 M | -USD 1.38 M | -1% | 2.07% | 71.4% | 412 | 14.56% | 1 |
|
| 3455 |
RTS
3455
Round Table Services
Westfield,
New Jersey
| USD 128 M | +USD 1.19 M | +0.9% | 0.59% | 16.1% | 82 | 13.41% | 1.1 |
|
| 3456 |
3456
Tieton Capital Management
Yakima,
Washington
| USD 128 M | -USD 5.24 M | -4% | 0.41% | 172% | 31 | 16.13% | 1.3 |
|
| 3457 |
3457
DST Managers
Grand Cayman,
Cayman Islands
| USD 128 M | -USD 2078 M | -94% | 20.4% | – | 4 | 25% | 0.9 |
|
| 3458 |
PC
3458
Palo Capital
Newport Beach,
California
| USD 128 M | +USD 5.07 M | +4% | 1.8% | 34.6% | 144 | 29.17% | 0.4 |
|
| 3459 |
3459
Lightyear Capital
New York
| USD 128 M | +USD 9.7 M | +8% | 8.59% | – | 3 | 0% | 0.5 |
|
| 3460 |
3460
Fernwood Investment Management
Quincy,
Massachusetts
| USD 127 M | +USD 5.73 M | +5% | 3.18% | 83.4% | 120 | 10.83% | 1.2 |
|
| 3461 |
3461
Cordasco Financial Network
Naples,
Florida
| USD 127 M | -USD 12.9 M | -9% | 2.15% | 31.1% | 322 | 16.15% | 1.2 |
|
| 3462 |
3462
FCG Advisors
Chatham,
New Jersey
| USD 127 M | -USD 67.7 M | -35% | 0.34% | 19.7% | 103 | 27.18% | 1.5 |
|
| 3463 |
3463
Bourne Lent Asset Management
Pawling,
New York
| USD 127 M | -USD 4.96 M | -4% | 0.29% | 76.1% | 60 | 16.67% | 0.2 |
|
| 3464 |
3464
Seven Post Investment Office
San Francisco,
California
| USD 127 M | +USD 4.83 M | +4% | 1.4% | 52.6% | 8 | 0% | 1.7 |
|
| 3465 |
3465
RK Asset Management
Grosse Pointe Farms,
Michigan
| USD 127 M | -USD 1.72 M | -1% | 0.76% | 47.6% | 16 | 18.75% | 1.2 |
|
| 3466 |
3466
Vector Wealth Management
Minneapolis,
Minnesota
| USD 127 M | +USD 3.58 M | +3% | 1.93% | 2.13% | 77 | 5.19% | 1.4 |
|
| 3467 |
QAM
3467
Quantres Asset Management
Cayman,
Cayman Islands
| USD 127 M | +USD 26.6 M | +27% | 5.33% | 11% | 235 | 86.81% | 0.1 |
|
| 3468 |
3468
Osmium Partners
Greenbrae,
California
| USD 126 M | +USD 5.36 M | +4% | 6.15% | 28.4% | 23 | 13.04% | 1.3 |
|
| 3469 |
3469
General Pension Society PZU Joint Stock
Warsaw,
Poland
| USD 126 M | -USD 2.36 M | -2% | 1.43% | 116% | 14 | 0% | 1.9 |
|
| 3470 |
3470
Opus Point Partners Management
New York
| USD 126 M | +USD 6.95 M | +6% | 7.52% | 85.2% | 74 | 35.14% | 0.4 |
|
| 3471 |
3471
Metropolitan Capital Advisors
New York
| USD 126 M | +USD 11.5 M | +10% | 4.41% | – | 51 | 25.49% | 0.9 |
|
| 3472 |
3472
Forester Capital Management
Lake Forest,
Illinois
| USD 126 M | +USD 1.25 M | +1% | 0.19% | 33.2% | 59 | 3.39% | 1.7 |
|
| 3473 |
3473
Westover Capital Advisors
Wilmington,
Delaware
| USD 126 M | +USD 2.04 M | +2% | 0.53% | 133% | 103 | 26.21% | 1.2 |
|
| 3474 |
3474
B. Riley Wealth Management
Memphis,
Tennessee
| USD 126 M | -USD 7.22 M | -5% | 0.36% | 32.2% | 1,154 | 17.24% | 1 |
|
| 3475 |
3475
Peloton Wealth Strategists
Indianapolis,
Indiana
| USD 126 M | -USD 3.33 M | -3% | 0.68% | 51.3% | 78 | 12.82% | 1.3 |
|