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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
AIS
3601
AM Investment Strategies
Chattanooga,
Tennessee
| USD 412 M | +USD 1.25 M | +0.3% | 2.4% | 135% | 113 | 17.7% | 2.6 |
|
| 3602 |
3602
Foguth Wealth Management
Brighton,
Michigan
| USD 412 M | +USD 30.2 M | +8% | 1.7% | – | 166 | 21.08% | 0.7 |
|
| 3603 |
3603
Mission Creek Capital Partners
San Francisco,
California
| USD 412 M | -USD 46.3 M | -10% | 0.04% | 138% | 236 | 17.37% | 3.6 |
|
| 3604 |
3604
Newbridge Financial Services Group
Boca Raton,
Florida
| USD 412 M | +USD 22.5 M | +6% | 5.94% | 189% | 1,186 | 16.1% | 1.6 |
|
| 3605 |
3605
Renaissance Investment Group
Lenox,
Massachusetts
| USD 412 M | -USD 61.9 M | -13% | 3.72% | 110% | 80 | 11.25% | 7.6 |
|
| 3606 |
3606
Kelly Lawrence W & Associates
Pasadens,
California
| USD 412 M | -USD 17 M | -4% | 0.97% | 123% | 176 | 11.36% | 5.3 |
|
| 3607 |
3607
Seaview Investment Managers
Miami,
Florida
| USD 411 M | +USD 49.9 M | +14% | 1.75% | 148% | 147 | 40.82% | 1.1 |
|
| 3608 |
3608
Altrius Capital Management
New Bern,
North Carolina
| USD 411 M | +USD 39.4 M | +11% | 5.21% | 43.1% | 89 | 7.87% | 2.3 |
|
| 3609 |
3609
Element Pointe Advisors
Miami,
Florida
| USD 411 M | -USD 13.8 M | -3% | 3.69% | 75.1% | 72 | 9.72% | 3.3 |
|
| 3610 |
3610
Catalio Capital Management
New York
| USD 411 M | -USD 46 M | -10% | 2.44% | – | 46 | 47.83% | 0.2 |
|
| 3611 |
DI
3611
Diligent Investors
Redlands,
California
| USD 411 M | -USD 25.1 M | -6% | 1.33% | 82.2% | 373 | 5.63% | 4.3 |
|
| 3612 |
HWM
3612
HFR Wealth Management
Niskayuna,
New York
| USD 411 M | +USD 5.98 M | +1% | 2.76% | 47.5% | 54 | 5.56% | 3.4 |
|
| 3613 |
3613
Berkshire Bank
Pittsfield,
Massachusetts
| USD 410 M | -USD 19.6 M | -5% | 1.52% | 76.2% | 166 | 9.04% | 3.1 |
|
| 3614 |
PWM
3614
Praetorian Wealth Management
Carmel,
California
| USD 410 M | -USD 1.38 M | -0.3% | 2.55% | 60.4% | 61 | 4.92% | 2.4 |
|
| 3615 |
3615
Waterfront Wealth
Overland Park,
Kansas
| USD 410 M | -USD 465 k | -0.1% | 0.68% | 77.2% | 262 | 4.58% | 2.9 |
|
| 3616 |
3616
Longfellow Investment Management
Boston,
Massachusetts
| USD 410 M | +USD 21 M | +5% | 7.95% | 45.9% | 330 | 31.82% | 2.3 |
|
| 3617 |
3617
AA Financial Advisors
Columbus,
Ohio
| USD 410 M | +USD 34.9 M | +9% | 1.23% | 68.8% | 183 | 13.66% | 0.9 |
|
| 3618 |
3618
WESCAP Management Group
Glendale,
California
| USD 410 M | -USD 2.19 M | -0.5% | 1.69% | 45.7% | 98 | 4.08% | 5.1 |
|
| 3619 |
3619
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
| USD 409 M | -USD 632 k | -0.2% | 1.87% | 63.7% | 106 | 13.21% | 2.7 |
|
| 3620 |
FNBOMD
3620
First National Bank of Mount Dora
Mount Dora,
Florida
| USD 409 M | -USD 18.1 M | -4% | 0.21% | 96.2% | 137 | 8.76% | 5.9 |
|
| 3621 |
3621
Family Investment Center
Saint Joseph,
Missouri
| USD 409 M | +USD 14.9 M | +4% | 0.11% | 53.1% | 92 | 19.57% | 1.6 |
|
| 3622 |
3622
Boston Research & Management
Manchester,
Massachusetts
| USD 409 M | -USD 4.94 M | -1% | 0.25% | 53.2% | 119 | 4.2% | 8.1 |
|
| 3623 |
3623
Bain Capital Credit
Boston,
Massachusetts
| USD 409 M | -USD 40.1 M | -9% | 3.93% | 14.4% | 7 | 14.29% | 2.4 |
|
| 3624 |
3624
Sands Capital Ventures
Arlington,
Virginia
| USD 409 M | -USD 50.8 M | -11% | 15.4% | 167% | 22 | 13.64% | 2.4 |
|
| 3625 |
3625
Grant Street Asset Management
Canonsburg,
Pennsylvania
| USD 409 M | +USD 26.3 M | +7% | 1.4% | 47.2% | 86 | 17.44% | 2.3 |
|