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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3476 |
3476
M. Kulyk & Associates
Decatur,
Georgia
| USD 366 M | -USD 20.3 M | -5% | 5.97% | 63.3% | 109 | 12.84% | 0.8 |
|
| 3477 |
EGA
3477
E&G Advisors
Houston,
Texas
| USD 366 M | -USD 34.8 M | -9% | 3.35% | 97.7% | 227 | 11.01% | 0.5 |
|
| 3478 |
3478
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| USD 366 M | -USD 17.5 M | -5% | 3.15% | 86.1% | 231 | 16.45% | 5.2 |
|
| 3479 |
3479
Patton Fund Management
Dallas,
Texas
| USD 366 M | +USD 36.3 M | +11% | 5.79% | 211% | 117 | 48.72% | 0.6 |
|
| 3480 |
ECG
3480
EPIQ Capital Group
San Francisco,
California
| USD 366 M | -USD 197 M | -35% | 23.5% | 6.25% | 59 | 16.95% | 1.6 |
|
| 3481 |
3481
Harbour Capital Advisors
Tysons Corner,
Virginia
| USD 366 M | -USD 41.1 M | -10% | 5.36% | 168% | 255 | 20.39% | 2 |
|
| 3482 |
3482
Northwest Quadrant Wealth Management
Bend,
Oregon
| USD 365 M | -USD 7.47 M | -2% | 3.73% | 45.6% | 70 | 12.86% | 3.5 |
|
| 3483 |
3483
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
| USD 365 M | -USD 33 M | -8% | 8.81% | 66.3% | 83 | 8.43% | 0.9 |
|
| 3484 |
3484
Xcel Wealth Management
Holly Hill,
Florida
| USD 365 M | -USD 24.3 M | -6% | 5.97% | 98.8% | 150 | 14% | 2 |
|
| 3485 |
3485
Miramar Capital
Northbrook,
Illinois
| USD 365 M | +USD 69.7 M | +24% | 0.31% | 47.3% | 104 | 44.23% | 1.2 |
|
| 3486 |
3486
Canal Insurance Company
Greenville,
South Carolina
| USD 364 M | +USD 22.6 M | +7% | 9.48% | 114% | 90 | 13.33% | 3.6 |
|
| 3487 |
GJCM
3487
Grand Jean Capital Management
San Francisco,
California
| USD 364 M | -USD 38.1 M | -9% | 4.49% | 61.4% | 54 | 12.96% | 3.6 |
|
| 3488 |
PRC
3488
Pearl River Capital
Niles,
Michigan
| USD 364 M | -USD 6.06 M | -2% | 2.23% | 20.3% | 606 | 71.78% | 0.2 |
|
| 3489 |
3489
Cary Street Partners Investment Advisory
Richmond,
Virginia
| USD 364 M | +USD 3.4 M | +0.9% | 3.8% | 84.1% | 299 | 22.74% | 1.4 |
|
| 3490 |
3490
Patriot Financial Partners
Radnor,
Pennsylvania
| USD 364 M | -USD 49.2 M | -12% | 1.99% | 16.6% | 14 | 21.43% | 2.3 |
|
| 3491 |
FC
3491
Franchise Capital
Grand Cayman,
Cayman Islands
| USD 364 M | -USD 227 M | -38% | 30.5% | 537% | 24 | 41.67% | 0.5 |
|
| 3492 |
3492
Janiczek Wealth Management
Denver,
Colorado
| USD 362 M | +USD 27.9 M | +8% | 3.46% | 16.4% | 1,119 | 11.71% | 1.5 |
|
| 3493 |
3493
KB Financial Partners
Princeton,
New Jersey
| USD 362 M | +USD 13.8 M | +4% | 4.47% | – | 692 | 15.17% | 0.4 |
|
| 3494 |
3494
Retirement Income Solutions
Ann Arbor,
Michigan
| USD 362 M | -USD 12.1 M | -3% | 4.49% | 60.8% | 123 | 16.26% | 2.4 |
|
| 3495 |
3495
Fruth Investment Management
Houston,
Texas
| USD 362 M | -USD 3.02 M | -0.8% | 2.54% | 79.4% | 244 | 7.38% | 5.7 |
|
| 3496 |
3496
Shulman DeMeo Asset Management
Lake Success,
New York
| USD 361 M | -USD 22.7 M | -6% | 4.25% | 79.3% | 153 | 10.46% | 0.4 |
|
| 3497 |
3497
Moerus Capital Management
New York
| USD 361 M | +USD 131 M | +57% | 31.3% | 220% | 13 | 0% | 2.8 |
|
| 3498 |
JAMH
3498
Junson Asset Management (HK)
Hong Kong
| USD 361 M | -USD 44.1 M | -11% | 10.5% | – | 52 | 46.15% | 0.4 |
|
| 3499 |
3499
Family Management
New York
| USD 361 M | -USD 24.1 M | -6% | 4.91% | 69% | 196 | 22.45% | 2.2 |
|
| 3500 |
3500
GenWealth Group
Maplewood,
New Jersey
| USD 361 M | -USD 8.87 M | -2% | 6.09% | 73.9% | 77 | 19.48% | 2.8 |
|