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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3701 |
3701
Piershale Financial Group
Barrington,
Illinois
| USD 177 M | +USD 1.49 M | +0.8% | 1.9% | 82% | 21 | 38.1% | 1.4 |
|
| 3702 |
BOC
3702
Barbara Oil Co
Chicago,
Illinois
| USD 177 M | +USD 1.9 M | +1% | 2.11% | 76.9% | 93 | 7.53% | 4 |
|
| 3703 |
3703
CMH Wealth Management
Portsmouth,
New Hampshire
| USD 177 M | +USD 6.15 M | +4% | 0.59% | 88% | 52 | 7.69% | 1.7 |
|
| 3704 |
3704
TRV GP III
Boston,
Massachusetts
| USD 176 M | -USD 58.7 M | -25% | 42.2% | 170% | 4 | 25% | 1.2 |
|
| 3705 |
3705
Context Capital Management
Lajolla,
California
| USD 176 M | +USD 4.03 M | +2% | 0.66% | 3.38% | 102 | 24.51% | 0.6 |
|
| 3706 |
3706
Stratos Investment Management
Beachwood,
Ohio
| USD 176 M | +USD 18 M | +11% | 1.53% | 58.2% | 84 | 15.48% | 0.4 |
|
| 3707 |
3707
Copperwynd Financial
Scottsdale,
Arizona
| USD 176 M | +USD 2.08 M | +1% | 3.66% | 90% | 115 | 20% | 1.2 |
|
| 3708 |
3708
Jackson Grant Investment Advisers
Stamford,
Connecticut
| USD 176 M | +USD 4.44 M | +3% | 1.94% | 54.3% | 228 | 4.82% | 2.7 |
|
| 3709 |
3709
Polaris Venture Management Co V
Boston,
Massachusetts
| USD 176 M | +USD 48.7 M | +38% | 3.14% | 281% | 13 | 23.08% | 3.1 |
|
| 3710 |
3710
Total Wealth Planning
Cincinnati,
Ohio
| USD 176 M | +USD 6.71 M | +4% | 0.76% | 37.2% | 34 | 0% | 0.7 |
|
| 3711 |
3711
HHM Wealth Advisors
Chattanooga,
Tennessee
| USD 176 M | +USD 6.1 M | +4% | 1.04% | 62.3% | 79 | 6.33% | 0.6 |
|
| 3712 |
3712
Fiducient Advisors
Chicago,
Illinois
| USD 176 M | +USD 8.62 M | +5% | 1.73% | 52.3% | 20 | 5% | 1.4 |
|
| 3713 |
LCM
3713
Lafitte Capital Management
Austin,
Texas
| USD 175 M | -USD 32 M | -15% | 12% | 55.2% | 8 | 25% | 2.6 |
|
| 3714 |
3714
Princeton Global Asset Management
Princeton,
New Jersey
| USD 175 M | +USD 8.86 M | +5% | 1.86% | 110% | 395 | 18.23% | 0.6 |
|
| 3715 |
3715
Worth Venture Partners
Fort Lee,
New Jersey
| USD 175 M | -USD 5.24 M | -3% | 0.79% | 105% | 129 | 47.29% | 0.6 |
|
| 3716 |
3716
Brookmont Capital Management
Dallas,
Texas
| USD 175 M | +USD 8.96 M | +5% | 4.04% | 32.2% | 71 | 5.63% | 4.1 |
|
| 3717 |
3717
Arlington Financial Advisors
Santa Barbara,
California
| USD 175 M | +USD 574 k | +0.3% | 0.15% | 67.6% | 55 | 1.82% | 1.6 |
|
| 3718 |
3718
Pinnacle Bancorp
Beatrice,
Nebraska
| USD 175 M | -USD 2.74 M | -2% | 0.55% | 72.9% | 731 | 8.07% | 1.8 |
|
| 3719 |
3719
Physicians Financial Services
Raleigh,
North Carolina
| USD 175 M | +USD 4.92 M | +3% | 2.74% | 100% | 124 | 8.06% | 2.8 |
|
| 3720 |
3720
Autonomy Capital (Jersey)
St. Helier,
Jersey
| USD 175 M | -USD 278 M | -61% | 43% | 33.4% | 11 | 27.27% | 1.3 |
|
| 3721 |
3721
Weybosset Research & Management
Province,
Rhode Island
| USD 175 M | +USD 2.66 M | +2% | 2.74% | 74.8% | 56 | 25% | 4.1 |
|
| 3722 |
3722
Salem Capital Management
Woburn,
Massachusetts
| USD 175 M | -USD 5.59 M | -3% | 0.69% | 32.3% | 72 | 4.17% | 4.7 |
|
| 3723 |
3723
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| USD 175 M | +USD 5.8 M | +3% | 0.15% | 95.4% | 28 | 3.57% | 4.5 |
|
| 3724 |
3724
Schoolcraft Capital
Boulder,
Colorado
| USD 175 M | +USD 6.66 M | +4% | 0.65% | 58.7% | 60 | 15% | 0.4 |
|
| 3725 |
3725
ETF Portfolio Partners
Leawood,
Kansas
| USD 174 M | -USD 13.4 M | -7% | 0.89% | 50.2% | 34 | 5.88% | 3 |
|