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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3751 |
3751
JT Stratford LLC
Gainesville,
Georgia
| USD 153 M | -USD 1.22 M | -0.8% | 6.75% | 103% | 112 | 13.39% | 0.8 |
|
| 3752 |
3752
First United Bank & Trust
Oakland,
Maryland
| USD 153 M | +USD 3.85 M | +3% | 5.53% | 69.2% | 115 | 11.3% | 2.9 |
|
| 3753 |
3753
Morris Capital Advisors
Malvern,
Pennsylvania
| USD 153 M | +USD 3.67 M | +2% | 7.81% | 72.9% | 81 | 14.81% | 1.5 |
|
| 3754 |
3754
Springowl Associates
New York
| USD 153 M | +USD 2.19 M | +1% | 10.2% | 101% | 32 | 34.38% | 1 |
|
| 3755 |
3755
Acorn Advisory Capital
New York
| USD 153 M | – | – | 4.6% | – | 44 | – | 0 |
|
| 3756 |
WIM
3756
Wilen Investment Management
Bonita Springs,
Florida
| USD 153 M | -USD 11.4 M | -7% | 4.34% | 79.9% | 64 | 10.94% | 3.6 |
|
| 3757 |
PW
3757
Price Wealth
Austin,
Texas
| USD 153 M | – | – | 4.31% | 17.5% | 333 | – | 0 |
|
| 3758 |
3758
Sound Income Strategies
Ft Lauderdale,
Florida
| USD 153 M | – | – | 0.92% | 31.4% | 614 | – | 0 |
|
| 3759 |
SC
3759
Sawyer & Company
Boston,
Massachusetts
| USD 152 M | – | – | 6.89% | 111% | 188 | – | 0 |
|
| 3760 |
3760
Hayek Kallen Investment Management
Fairhope,
Alabama
| USD 152 M | +USD 6.41 M | +4% | 7.07% | 71.9% | 66 | 6.06% | 3.3 |
|
| 3761 |
3761
Bain Capital Life Sciences Investors
Boston,
Massachusetts
| USD 152 M | – | – | 48.7% | 507% | 3 | – | 0 |
|
| 3762 |
3762
PenderFund Capital Management
Vancouver,
British Columbia, Canada
| USD 152 M | – | – | 2.72% | 129% | 35 | – | 0 |
|
| 3763 |
GCM
3763
Garland Capital Management
Bellevue,
Washington
| USD 152 M | -USD 3.97 M | -3% | 6.02% | 55.7% | 34 | 5.88% | 2.9 |
|
| 3764 |
3764
Cue Advisory Services
Phoenix,
Arizona
| USD 152 M | +USD 8.18 M | +6% | 5.7% | 52.3% | 167 | 11.98% | 1.9 |
|
| 3765 |
3765
Covenant Multifamily Offices
San Antonio,
Texas
| USD 152 M | +USD 2.54 M | +2% | 5.59% | 38.3% | 131 | 74.81% | 0.4 |
|
| 3766 |
3766
Berkeley Capital Partners
Milton,
Georgia
| USD 152 M | +USD 2.28 M | +2% | 3.85% | 62.8% | 128 | 17.97% | 1.4 |
|
| 3767 |
3767
MayTech Global Investments
New York
| USD 152 M | – | – | 6.61% | 158% | 27 | – | 0 |
|
| 3768 |
3768
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| USD 152 M | -USD 4 M | -3% | 0.7% | 0.74% | 8 | 50% | 3 |
|
| 3769 |
3769
Eliot Finkel Investment Counsel
Beverly Hills,
California
| USD 152 M | +USD 11.6 M | +8% | 7% | 88.9% | 37 | 8.11% | 1.5 |
|
| 3770 |
3770
Willow Creek Wealth Management
Sebastopol,
California
| USD 152 M | -USD 1.63 M | -1% | 0.39% | 36.5% | 21 | 14.29% | 2.3 |
|
| 3771 |
HM
3771
Harvest Management
New York
| USD 151 M | -USD 7.66 M | -5% | 11.3% | 610% | 109 | 69.72% | 0.5 |
|
| 3772 |
3772
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| USD 151 M | +USD 7.51 M | +5% | 7.09% | 75.1% | 93 | 9.68% | 3.3 |
|
| 3773 |
3773
CMH Wealth Management
Portsmouth,
New Hampshire
| USD 151 M | +USD 16.4 M | +12% | 5.04% | 76.6% | 59 | 27.12% | 0.7 |
|
| 3774 |
3774
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| USD 151 M | +USD 8.23 M | +6% | 5.98% | 13.1% | 86 | 38.37% | 0.5 |
|
| 3775 |
3775
Johanson Financial Advisors
Campbell,
California
| USD 151 M | +USD 14.3 M | +10% | 6.97% | 101% | 87 | 5.75% | 0.8 |
|