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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
Wellington Shields & Co
New York
| USD 185 M | -USD 8.39 M | -4% | 10.5% | 109% | 158 | 15.19% | 3.1 |
|
| 3552 |
3552
Artemis Wealth Advisors
New York
| USD 184 M | +USD 46.9 M | +34% | 8.04% | 174% | 30 | 0% | 1.4 |
|
| 3553 |
3553
Malaga Cove Capital
Pv Estates,
California
| USD 184 M | -USD 13.6 M | -7% | 0.85% | 88.1% | 178 | 20.79% | 1.2 |
|
| 3554 |
3554
Boston Standard Wealth Management
Winchester,
Massachusetts
| USD 184 M | – | – | 2.58% | 47.1% | 30 | – | 2.1 |
|
| 3555 |
3555
Tillar-Wenstrup Advisors
Centerville,
Ohio
| USD 184 M | +USD 3.99 M | +2% | 4.73% | 27.4% | 59 | 6.78% | 1.5 |
|
| 3556 |
3556
Yorktown Energy Partners IX
New York
| USD 184 M | -USD 32.2 M | -15% | 7.12% | 67.3% | 2 | 0% | 1.6 |
|
| 3557 |
3557
SimplyRich
Carlsbad,
California
| USD 183 M | +USD 9.07 M | +5% | 5.98% | 98.3% | 165 | 6.67% | 0.7 |
|
| 3558 |
3558
Alliance Wealth Management Group
Flemington,
New Jersey
| USD 183 M | +USD 10.6 M | +6% | 2.76% | – | 59 | 10.17% | 1.7 |
|
| 3559 |
ECM
3559
EII Capital Management
New York
| USD 183 M | -USD 2.38 M | -1% | 0.03% | 46.9% | 255 | 14.9% | 1.3 |
|
| 3560 |
3560
Meridian Investment Counsel
Lafayette,
California
| USD 183 M | +USD 5.89 M | +3% | 5.25% | 116% | 191 | 6.28% | 3.5 |
|
| 3561 |
MC
3561
MRJ Capital
New York
| USD 183 M | +USD 2.38 M | +1% | 5.88% | 127% | 53 | 20.75% | 3 |
|
| 3562 |
3562
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| USD 183 M | – | – | 6.76% | 116% | 120 | – | 0 |
|
| 3563 |
DI
3563
Diligent Investors
Redlands,
California
| USD 182 M | +USD 17.9 M | +11% | 6.19% | 82.2% | 213 | 8.92% | 2.3 |
|
| 3564 |
3564
Mengis Capital Management
Portland,
Oregon
| USD 182 M | +USD 12.8 M | +8% | 7.55% | 104% | 127 | 8.66% | 2.7 |
|
| 3565 |
3565
Globe Life
Mckinney,
Texas
| USD 181 M | +USD 12.7 M | +8% | 7.03% | 60.1% | 1 | 0% | 1.8 |
|
| 3566 |
3566
FundX Investment Group
San Francisco,
California
| USD 181 M | -USD 20.7 M | -10% | 7.45% | 94.6% | 43 | 23.26% | 1.3 |
|
| 3567 |
3567
First Sabrepoint Capital Management
Dallas,
Texas
| USD 181 M | +USD 16.3 M | +10% | 4.97% | 218% | 30 | 46.67% | 0.5 |
|
| 3568 |
3568
Nepsis Inc
Minneapolis,
Minnesota
| USD 181 M | -USD 19.1 M | -10% | 4.18% | 131% | 40 | 10% | 2.4 |
|
| 3569 |
3569
Pacific Edge Advisors
Corona Del Mar,
California
| USD 181 M | -USD 162 k | -0.1% | 3.68% | 31.3% | 41 | 4.88% | 0.6 |
|
| 3570 |
3570
Bridgeworth
Birmingham,
Alabama
| USD 181 M | -USD 51.3 M | -22% | 4.05% | 19.3% | 664 | 80.57% | 0.8 |
|
| 3571 |
3571
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| USD 181 M | +USD 5.53 M | +3% | 4.34% | 38.2% | 51 | 9.8% | 2.8 |
|
| 3572 |
3572
Security National Bank
Omaha,
Nebraska
| USD 181 M | +USD 23.7 M | +15% | 10.6% | 113% | 68 | 11.76% | 1.3 |
|
| 3573 |
3573
Augustine Asset Management
Jacksonville,
Florida
| USD 181 M | +USD 9.12 M | +5% | 7.35% | 316% | 76 | 3.95% | 2.3 |
|
| 3574 |
3574
Spring Creek Capital
Wichita,
Kansas
| USD 180 M | -USD 682 M | -79% | 2.76% | 312% | 862 | 96.98% | 0.2 |
|
| 3575 |
3575
Ibex Investors
Denver,
Colorado
| USD 180 M | +USD 3.83 M | +2% | 6.72% | 16.6% | 295 | 79.32% | 0.1 |
|