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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
3551
RGT Wealth Advisors
Dallas,
Texas
| USD 147 M | -USD 30.5 M | -17% | 5.28% | 9.35% | 146 | 47.26% | 0.4 |
|
| 3552 |
3552
Berkeley Capital Partners
Milton,
Georgia
| USD 147 M | +USD 8.3 M | +6% | 4.73% | 62.8% | 123 | 17.07% | 0.9 |
|
| 3553 |
AP
3553
Agilis Partners
Waltham,
Massachusetts
| USD 147 M | +USD 785 k | +0.5% | 4.13% | 8.47% | 18 | 16.67% | 1.5 |
|
| 3554 |
MCM
3554
McMillion Capital Management
Greensboro,
North Carolina
| USD 147 M | +USD 6.88 M | +5% | 5.01% | 59.3% | 59 | 3.39% | 2.7 |
|
| 3555 |
3555
Cartica Management
Washington,
District of Columbia
| USD 147 M | +USD 51.8 M | +54% | 12.5% | 92.9% | 1 | 0% | 2 |
|
| 3556 |
DA
3556
DSC Advisors
Chicago,
Illinois
| USD 147 M | -USD 29.6 M | -17% | 6.79% | 3.18% | 66 | 42.42% | 1.1 |
|
| 3557 |
3557
Canal Capital Management
Richmond,
Virginia
| USD 147 M | +USD 22.8 M | +18% | 4.13% | 67.8% | 118 | 38.14% | 1 |
|
| 3558 |
TG
3558
TLP Group
Evanston,
Illinois
| USD 147 M | +USD 45.7 M | +45% | 3.78% | 42.7% | 481 | 77.75% | 0.2 |
|
| 3559 |
3559
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| USD 146 M | -USD 862 k | -0.6% | 1.17% | 55% | 46 | 34.78% | 0.7 |
|
| 3560 |
CWM
3560
Catamount Wealth Management
Westport,
Connecticut
| USD 146 M | +USD 22.8 M | +19% | 8.97% | 70.7% | 194 | 23.71% | 1.2 |
|
| 3561 |
3561
Genesee Valley Trust
Pittsford,
New York
| USD 146 M | +USD 4.24 M | +3% | 6.25% | 30.2% | 239 | 11.3% | 1.9 |
|
| 3562 |
3562
Dean Capital Management
Overland Park,
Kansas
| USD 146 M | +USD 19.6 M | +16% | 1.67% | 89.7% | 79 | 46.84% | 0.6 |
|
| 3563 |
WFWM
3563
Wechter Feldman Wealth Management
Parsippany,
New Jersey
| USD 146 M | -USD 7.09 M | -5% | 4.06% | 53.8% | 37 | 27.03% | 0.2 |
|
| 3564 |
3564
Osmium Partners
Greenbrae,
California
| USD 146 M | +USD 3.41 M | +2% | 12.2% | 28.4% | 24 | 25% | 2 |
|
| 3565 |
3565
Family Management
New York
| USD 145 M | -USD 856 k | -0.6% | 7.27% | 69% | 80 | 27.5% | 1.8 |
|
| 3566 |
3566
Roberts, Glore & Co
Deerfield,
Illinois
| USD 145 M | +USD 1.81 M | +1% | 5.5% | 72.3% | 148 | 6.76% | 2.7 |
|
| 3567 |
3567
Eidelman Virant Capital
Saint Louis,
Missouri
| USD 145 M | -USD 30 M | -17% | 1.11% | 46.2% | 123 | 17.89% | 2.1 |
|
| 3568 |
BW
3568
Biegel & Waller
Columbia,
Maryland
| USD 145 M | +USD 1.59 M | +1% | 8.32% | 28.2% | 59 | 20.34% | 0.2 |
|
| 3569 |
3569
Willow Creek Wealth Management
Sebastopol,
California
| USD 145 M | +USD 9.31 M | +7% | 1.36% | 36.5% | 20 | 0% | 1.6 |
|
| 3570 |
3570
Courage Miller Partners
Norfolk,
Virginia
| USD 145 M | +USD 1.42 M | +1% | 4.24% | 43.5% | 67 | 11.94% | 3.1 |
|
| 3571 |
3571
La Financiere de L'Echiquier
Paris,
France
| USD 145 M | -USD 10.4 M | -7% | 11.5% | 27.9% | 39 | 15.38% | 0.8 |
|
| 3572 |
3572
Delta Capital Management
Red Bank,
New Jersey
| USD 145 M | +USD 4.13 M | +3% | 5.1% | 129% | 74 | 8.11% | 2.5 |
|
| 3573 |
PWMAG
3573
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| USD 145 M | +USD 5.33 M | +4% | 4.36% | 80.5% | 130 | 8.46% | 1.6 |
|
| 3574 |
3574
Bowie Capital Management
Richardson,
Texas
| USD 145 M | -USD 52.6 M | -27% | 9.83% | 31.6% | 26 | 19.23% | 0.2 |
|
| 3575 |
3575
Glassman Wealth Services
Vienna,
Virginia
| USD 145 M | +USD 3.25 M | +2% | 2.94% | 62.6% | 769 | 26.92% | 1.1 |
|