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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3726 |
3726
BCS Wealth Management
Johnson City,
Tennessee
| USD 402 M | +USD 167 M | +71% | 0.59% | 51% | 270 | 43.33% | 1.3 |
|
| 3727 |
3727
Hedeker Wealth
Lincolnshire,
Illinois
| USD 402 M | +USD 24.5 M | +6% | 11.8% | 161% | 91 | 15.38% | 3 |
|
| 3728 |
3728
Valicenti Advisory Services
Elmira,
New York
| USD 402 M | +USD 12.3 M | +3% | 2.77% | 134% | 74 | 10.81% | 5.4 |
|
| 3729 |
3729
Flagstar Advisors
New York
| USD 402 M | +USD 6.95 M | +2% | 0.85% | 81.9% | 212 | 5.19% | 2.2 |
|
| 3730 |
3730
Shelter Mutual Insurance
Columbia,
Missouri
| USD 401 M | -USD 17.4 M | -4% | 2.81% | 51.2% | 57 | 0% | 6.3 |
|
| 3731 |
CPH
3731
C Partners Holding
Zurich,
Switzerland
| USD 401 M | +USD 81.9 M | +26% | 7.62% | 25.6% | 13 | 7.69% | 5.3 |
|
| 3732 |
3732
Nepsis Inc
Minneapolis,
Minnesota
| USD 401 M | -USD 21.3 M | -5% | 2.83% | 131% | 31 | 19.35% | 4.3 |
|
| 3733 |
3733
Capital City Trust
Tallahassee,
Florida
| USD 401 M | -USD 2.3 M | -0.6% | 1.65% | 98.5% | 119 | 5.88% | 7.1 |
|
| 3734 |
3734
Stempoint Capital
New York
| USD 401 M | +USD 66.6 M | +20% | 5.16% | – | 80 | 65% | 0.3 |
|
| 3735 |
3735
Redmond Asset Management
Henrico,
Virginia
| USD 400 M | +USD 81.7 M | +26% | 2.5% | 68.2% | 211 | 31.28% | 3.8 |
|
| 3736 |
3736
Marathon Capital Management
Hunt Valley,
Maryland
| USD 400 M | -USD 12.1 M | -3% | 0.02% | 74% | 164 | 12.2% | 3 |
|
| 3737 |
3737
WBI Investments
Red Bank,
New Jersey
| USD 400 M | -USD 16 M | -4% | 0.93% | 97.3% | 297 | 55.56% | 0.9 |
|
| 3738 |
CH
3738
Canton Hathaway
Providence,
Rhode Island
| USD 400 M | -USD 346 k | -0.1% | 0.33% | 87.8% | 274 | 18.98% | 3.2 |
|
| 3739 |
3739
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
| USD 400 M | +USD 110 M | +38% | 47.7% | 89.7% | 43 | 32.56% | 3.1 |
|
| 3740 |
PAS
3740
PKS Advisory Services
Albany,
New York
| USD 400 M | – | – | 1.82% | – | 249 | – | 0 |
|
| 3741 |
3741
MSA Advisors
Santa Monica,
California
| USD 400 M | +USD 12.2 M | +3% | 13.9% | – | 31 | 6.45% | 0.8 |
|
| 3742 |
3742
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
| USD 400 M | -USD 3.38 M | -0.8% | 0.47% | 53.8% | 213 | 24.41% | 1.3 |
|
| 3743 |
SC
3743
Stephens Consulting
Flint,
Michigan
| USD 400 M | +USD 7.47 M | +2% | 0.5% | 50.1% | 555 | 13.69% | 2.2 |
|
| 3744 |
3744
DGS Capital Management
Jersey City,
New Jersey
| USD 399 M | +USD 30.7 M | +8% | 11.1% | 177% | 336 | 16.96% | 1.7 |
|
| 3745 |
3745
Charles-Lim Capital
Central,
Hong Kong
| USD 399 M | +USD 47.5 M | +14% | 2.58% | 4.44% | 7 | 42.86% | 3.3 |
|
| 3746 |
3746
Kiley Juergens Wealth Management
Olympia,
Washington
| USD 399 M | +USD 13.9 M | +4% | 5.07% | 106% | 73 | 5.48% | 4.1 |
|
| 3747 |
3747
Carderock Capital Management
Chevy Chase,
Maryland
| USD 399 M | -USD 24.9 M | -6% | 0.46% | 97.6% | 76 | 7.89% | 5.3 |
|
| 3748 |
3748
Tybourne Capital Management
Hong Kong
| USD 398 M | +USD 41.6 M | +12% | 13.3% | 109% | 39 | 33.33% | 1.8 |
|
| 3749 |
3749
Canvas Wealth Advisors
Shawnee,
Kansas
| USD 398 M | +USD 36.2 M | +10% | 6.62% | 133% | 199 | 21.61% | 1.7 |
|
| 3750 |
3750
ZEGA Investments
Palm Beach Gardens,
Florida
| USD 398 M | – | – | 3.37% | – | 136 | – | 0 |
|