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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3651 |
3651
Neumann Capital Management
Foster City,
California
| USD 163 M | +USD 1.72 M | +1% | 4.16% | 89.9% | 77 | 6.49% | 2.6 |
|
| 3652 |
3652
Numen Capital
London,
United Kingdom
| USD 163 M | +USD 126 M | +344% | 4.89% | 146% | 11 | 81.82% | 0.2 |
|
| 3653 |
KFA
3653
Kabarec Financial Advisors
Palatine,
Illinois
| USD 163 M | – | – | 4.94% | – | 81 | – | 0 |
|
| 3654 |
3654
Fortis Advisors
Wayne,
Pennsylvania
| USD 163 M | +USD 18.8 M | +13% | 13.1% | 72.8% | 320 | 22.5% | 0.4 |
|
| 3655 |
3655
West Oak Capital
Westlake Village,
California
| USD 163 M | -USD 5.57 M | -3% | 7.27% | 110% | 364 | 23.35% | 3.1 |
|
| 3656 |
NGA
3656
New Generation Advisors
Manchester,
Massachusetts
| USD 163 M | +USD 683 k | +0.4% | 5.88% | 45.1% | 35 | 17.14% | 1.7 |
|
| 3657 |
SL
3657
SOF Ltd
George Town,
Cayman Islands
| USD 162 M | +USD 28.9 M | +22% | 21.6% | 42.3% | 1 | 0% | 1 |
|
| 3658 |
MWM
3658
Mascoma Wealth Management
Hanover,
New Hampshire
| USD 162 M | +USD 12.5 M | +8% | 20% | 40% | 441 | 20.86% | 0.8 |
|
| 3659 |
3659
Meridian Wealth Management
Lexington,
Kentucky
| USD 162 M | +USD 4.55 M | +3% | 8.19% | 117% | 169 | 4.73% | 0.7 |
|
| 3660 |
AC
3660
Argentiere Capital
Zug,
Switzerland
| USD 162 M | -USD 97.3 M | -37% | 0.52% | 1.96% | 49 | 53.06% | 0.5 |
|
| 3661 |
3661
S.R. Schill & Associates
Mercer Island,
Washington
| USD 162 M | -USD 4.74 M | -3% | 2.8% | 42.7% | 73 | 12.33% | 2.2 |
|
| 3662 |
SRCM
3662
Swift Run Capital Management
Charlottesville,
Virginia
| USD 162 M | -USD 27.5 M | -15% | 3.48% | 9.9% | 57 | 21.05% | 2.2 |
|
| 3663 |
WA
3663
Wintergreen Advisers
Mount Olive,
New Jersey
| USD 162 M | -USD 57.4 M | -26% | 8.05% | 25.4% | 8 | 25% | 2.5 |
|
| 3664 |
3664
Investors Research Corp
Atlanta,
Georgia
| USD 162 M | – | – | 5.75% | 62.1% | 331 | – | 0 |
|
| 3665 |
PP
3665
Pension Partners
New York
| USD 162 M | +USD 30 M | +23% | 5.3% | – | 22 | 63.64% | 0.5 |
|
| 3666 |
3666
IMS Capital Management
Portland,
Oregon
| USD 162 M | +USD 5.5 M | +4% | 8% | 119% | 159 | 18.24% | 2.2 |
|
| 3667 |
3667
Hefty Wealth Partners
Auburn,
Indiana
| USD 161 M | +USD 10.2 M | +7% | 4.07% | – | 271 | 15.87% | 1.4 |
|
| 3668 |
AP
3668
Agilis Partners
Waltham,
Massachusetts
| USD 161 M | +USD 10.6 M | +7% | 3.41% | 8.47% | 17 | 5.88% | 2 |
|
| 3669 |
3669
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| USD 161 M | +USD 10.4 M | +7% | 7.4% | 97.5% | 375 | 13.6% | 0.8 |
|
| 3670 |
3670
Perennial Advisors
New York
| USD 161 M | +USD 13.3 M | +9% | 6.23% | – | 207 | 10.63% | 0.9 |
|
| 3671 |
3671
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| USD 161 M | +USD 40.3 M | +33% | 9.64% | 38.5% | 280 | 33.93% | 1.8 |
|
| 3672 |
SSM
3672
Sutton Square Management
New York
| USD 161 M | – | – | 9.68% | – | 20 | – | 0 |
|
| 3673 |
3673
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| USD 161 M | – | – | 3.79% | 116% | 130 | – | 0 |
|
| 3674 |
3674
Burt Wealth Advisors
North Bethesda,
Maryland
| USD 161 M | +USD 8.03 M | +5% | 4.59% | 57.3% | 404 | 12.62% | 2.2 |
|
| 3675 |
3675
Wolf Group Capital Advisors
Fairfax,
Virginia
| USD 161 M | +USD 16.7 M | +12% | 6.58% | 28.2% | 108 | 17.59% | 1.6 |
|