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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3676 |
EWA
3676
ERTS Wealth Advisors
Marquette,
Michigan
| USD 181 M | +USD 13.1 M | +8% | 2.43% | 39.3% | 86 | 3.49% | 0.5 |
|
| 3677 |
3677
Parkside Advisors
Berkeley,
California
| USD 181 M | +USD 4.99 M | +3% | 1.84% | 36.7% | 64 | 14.06% | 2.7 |
|
| 3678 |
3678
Capco Asset Management
Tampa,
Florida
| USD 181 M | +USD 7.67 M | +4% | 5.75% | 46.1% | 21 | 4.76% | 2.2 |
|
| 3679 |
3679
SimplyRich
Carlsbad,
California
| USD 181 M | +USD 58.1 M | +47% | 3.15% | 98.3% | 157 | 53.5% | 0.6 |
|
| 3680 |
3680
Meridian Investment Counsel
Lafayette,
California
| USD 181 M | +USD 9.8 M | +6% | 3.2% | 116% | 185 | 6.49% | 4.1 |
|
| 3681 |
3681
AltraVue Capital
Bellevue,
Washington
| USD 181 M | +USD 3.88 M | +2% | 2.33% | 221% | 35 | 8.57% | 0.5 |
|
| 3682 |
3682
ELCO Management
New York
| USD 181 M | +USD 11.4 M | +7% | 2.91% | 98.3% | 175 | 26.86% | 1.6 |
|
| 3683 |
3683
Worth Venture Partners
Fort Lee,
New Jersey
| USD 181 M | +USD 1.1 M | +0.6% | 3.3% | 105% | 125 | 45.6% | 0.5 |
|
| 3684 |
NAH
3684
Neumann Advisory (HK)
Central,
Hong Kong
| USD 181 M | -USD 7.52 M | -4% | 2.99% | 77.3% | 11 | 9.09% | 1.4 |
|
| 3685 |
3685
Nepsis Inc
Minneapolis,
Minnesota
| USD 180 M | -USD 10.9 M | -6% | 4.39% | 131% | 37 | 10.81% | 3 |
|
| 3686 |
3686
CoreCommodity Management
Stamford,
Connecticut
| USD 180 M | +USD 4.38 M | +2% | 3.11% | 65.8% | 196 | 11.22% | 2.7 |
|
| 3687 |
3687
Vickerman & Driscoll Financial Advisors
Spokane,
Washington
| USD 180 M | +USD 3.21 M | +2% | 2.79% | – | 72 | 9.72% | 1.3 |
|
| 3688 |
3688
McIlrath & Eck
Arlington,
Washington
| USD 180 M | USD 0 | 0% | 3.47% | 44% | 643 | 0% | 1.2 |
|
| 3689 |
3689
JT Stratford LLC
Gainesville,
Georgia
| USD 180 M | +USD 6.12 M | +4% | 3.7% | 103% | 154 | 27.27% | 1.3 |
|
| 3690 |
3690
Oliver Luxxe Assets
Gladstone,
New Jersey
| USD 180 M | +USD 7.53 M | +4% | 3.46% | 137% | 128 | 18.75% | 1.3 |
|
| 3691 |
3691
Salem Capital Management
Woburn,
Massachusetts
| USD 180 M | -USD 4.65 M | -3% | 0.02% | 32.3% | 74 | 6.76% | 4.3 |
|
| 3692 |
3692
Arlington Capital Management
Arlington Heights,
Illinois
| USD 180 M | -USD 5.14 M | -3% | 4.44% | 154% | 53 | 30.19% | 0.3 |
|
| 3693 |
3693
Shah Capital Management
Raleigh,
North Carolina
| USD 180 M | -USD 12.3 M | -6% | 11.9% | 287% | 18 | 27.78% | 2.5 |
|
| 3694 |
3694
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| USD 180 M | +USD 604 k | +0.3% | 3.19% | 73.3% | 101 | 6.93% | 3.8 |
|
| 3695 |
OFCM
3695
One Fin Capital Management
San Francisco,
California
| USD 180 M | +USD 31.6 M | +21% | 3.78% | 92% | 29 | 58.62% | 0.2 |
|
| 3696 |
3696
Waller Financial Planning Group
Columbus,
Ohio
| USD 180 M | +USD 6.85 M | +4% | 2.29% | 47.5% | 43 | 2.33% | 0.5 |
|
| 3697 |
MKC
3697
M. Kraus & Co
Shelburne,
Vermont
| USD 180 M | +USD 8.61 M | +5% | 4.49% | 65.9% | 48 | 12.5% | 4.1 |
|
| 3698 |
3698
Truvvo Partners
New York
| USD 180 M | +USD 43.9 M | +32% | 12.3% | 21.1% | 47 | 59.57% | 0.9 |
|
| 3699 |
3699
One Day In July LLC
Burlington,
Vermont
| USD 179 M | +USD 39.1 M | +28% | 2.1% | 43.1% | 36 | 13.89% | 0.4 |
|
| 3700 |
3700
Disciplina Capital Management
Nashville,
Tennessee
| USD 179 M | +USD 24.3 M | +16% | 2.01% | 30% | 19 | 10.53% | 0.4 |
|