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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
DI
3526
Diligent Investors
Redlands,
California
| USD 399 M | +USD 34.7 M | +10% | 7.66% | 82.2% | 340 | 8.82% | 4 |
|
| 3527 |
3527
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| USD 399 M | +USD 13.6 M | +4% | 5.94% | 12.8% | 146 | 15.07% | 4.4 |
|
| 3528 |
3528
River Global Investors
London,
United Kingdom
| USD 398 M | -USD 129 M | -25% | 11.2% | 49.7% | 228 | 18.86% | 3.3 |
|
| 3529 |
WCMN
3529
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| USD 398 M | +USD 26.8 M | +7% | 9.31% | 121% | 44 | 6.82% | 7.5 |
|
| 3530 |
3530
Greenup Street Wealth Management
Ann Arbor,
Michigan
| USD 398 M | +USD 38.7 M | +11% | 5.5% | 69.8% | 98 | 33.67% | 1.3 |
|
| 3531 |
OCM
3531
Ogborne Capital Management
San Francisco,
California
| USD 398 M | +USD 71.2 M | +22% | 32.9% | 251% | 18 | 27.78% | 0.7 |
|
| 3532 |
3532
LexAurum Advisors
Overland Park,
Kansas
| USD 398 M | +USD 16.3 M | +4% | 7.25% | – | 329 | 17.63% | 2.8 |
|
| 3533 |
3533
Breakwater Capital Group
Paramus,
New Jersey
| USD 398 M | +USD 44 M | +12% | 7.84% | 67.4% | 268 | 10.82% | 0.9 |
|
| 3534 |
3534
Cedar Mountain Advisors
Lake Oswego,
Oregon
| USD 398 M | +USD 28.2 M | +8% | 7.3% | 57.7% | 356 | 10.39% | 2.8 |
|
| 3535 |
3535
Cherry Tree Wealth Management
Minnetonka,
Minnesota
| USD 398 M | +USD 23.3 M | +6% | 3.98% | 38.9% | 628 | 10.99% | 0.7 |
|
| 3536 |
3536
High Falls Advisors
Rochester,
New York
| USD 397 M | +USD 23.6 M | +6% | 6.17% | 56.9% | 125 | 13.6% | 2.9 |
|
| 3537 |
3537
Polymer Capital Management (HK)
Hong Kong
| USD 397 M | +USD 108 M | +37% | 16.8% | – | 239 | 71.55% | 0.1 |
|
| 3538 |
3538
LMG Wealth Partners
Shreveport,
Louisiana
| USD 397 M | +USD 36.9 M | +10% | 9.88% | 96.1% | 125 | 17.6% | 1 |
|
| 3539 |
3539
GenWealth Group
Maplewood,
New Jersey
| USD 397 M | +USD 34.9 M | +10% | 7.18% | 73.9% | 74 | 17.57% | 4.4 |
|
| 3540 |
3540
Financial Management Network
Mission Viejo,
California
| USD 397 M | +USD 54.2 M | +16% | 7.5% | 62.5% | 163 | 22.09% | 1.9 |
|
| 3541 |
3541
Altrius Capital Management
New Bern,
North Carolina
| USD 397 M | +USD 37.7 M | +11% | 6.6% | 43.1% | 95 | 7.37% | 1.6 |
|
| 3542 |
3542
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| USD 397 M | +USD 40.7 M | +11% | 11% | 60.3% | 49 | 8.16% | 5.4 |
|
| 3543 |
3543
TS Financial Group (TSFG)
Lake Forest,
Illinois
| USD 397 M | +USD 79.3 M | +25% | 9.35% | 81% | 955 | 19.58% | 3.6 |
|
| 3544 |
3544
Elgethun Capital Management
Sioux Falls,
South Dakota
| USD 397 M | +USD 43.4 M | +12% | 7.77% | 61.5% | 157 | 2.55% | 3.8 |
|
| 3545 |
AA
3545
Ashford Advisors
Pittsford,
New York
| USD 396 M | +USD 35 M | +10% | 9.71% | 75.4% | 16 | 6.25% | 2.8 |
|
| 3546 |
3546
Peavine Capital
Reno,
Nevada
| USD 396 M | +USD 4.8 M | +1% | 3.49% | 30.8% | 9 | 0% | 5.1 |
|
| 3547 |
3547
Miramar Capital
Northbrook,
Illinois
| USD 396 M | +USD 12.5 M | +3% | 7.08% | 47.3% | 64 | 10.94% | 3.3 |
|
| 3548 |
3548
LRI Investments
Palm Beach Gardens,
Florida
| USD 396 M | – | – | 8.12% | – | 841 | – | 0 |
|
| 3549 |
FCA
3549
FLC Capital Advisors
Palm Desert,
California
| USD 396 M | +USD 24.9 M | +7% | 6.77% | 59.3% | 164 | 6.71% | 3 |
|
| 3550 |
3550
Periscope Capital
Toronto,
Ontario, Canada
| USD 396 M | -USD 197 M | -33% | 5.49% | 26.5% | 529 | 29.87% | 1.5 |
|