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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
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| USD 296 M | -USD 11.9 M | -4% | 3.15% | 86.1% | 195 | 4.62% | 6.5 |
|
| 3752 |
3752
Satovsky Asset Management
New York
| USD 295 M | -USD 726 k | -0.2% | 1.6% | 53.6% | 44 | 6.82% | 1.9 |
|
| 3753 |
3753
Geisinger Health
Danville,
Pennsylvania
| USD 295 M | -USD 17.3 M | -6% | 3.15% | – | 5 | 20% | 0.8 |
|
| 3754 |
3754
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| USD 295 M | -USD 8.33 M | -3% | 2.51% | 74% | 144 | 6.25% | 2.8 |
|
| 3755 |
3755
Keating Investment Counselors
Delray Beach,
Florida
| USD 295 M | +USD 18.3 M | +7% | 1.05% | 50% | 84 | 8.33% | 5.1 |
|
| 3756 |
MJP
3756
Michael J. Puzo
| USD 295 M | -USD 21.1 M | -7% | 3.31% | 90.3% | 80 | 7.5% | 6.8 |
|
| 3757 |
3757
Adams Wealth Management
Logan,
Utah
| USD 295 M | -USD 25.5 M | -8% | 3.38% | 105% | 109 | 22.02% | 2.2 |
|
| 3758 |
3758
Kathryn A. Hall
| USD 295 M | -USD 12.2 M | -4% | 0.99% | 95.2% | 52 | 7.69% | 3.3 |
|
| 3759 |
3759
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| USD 295 M | -USD 6.78 M | -2% | 3.08% | 84.8% | 102 | 15.69% | 2.9 |
|
| 3760 |
3760
Harbourvest Partners
Boston,
Massachusetts
| USD 295 M | -USD 57.6 M | -16% | 7.76% | 8.96% | 63 | 12.7% | 2.1 |
|
| 3761 |
SPC
3761
Stony Point Capital
New York
| USD 294 M | -USD 13.8 M | -4% | 2.89% | 208% | 33 | 39.39% | 0.9 |
|
| 3762 |
3762
Pacific Center for Financial Services
San Ramon,
California
| USD 294 M | -USD 9.7 M | -3% | 3.46% | 60.1% | 423 | 5.44% | 4.5 |
|
| 3763 |
3763
Corrigan Financial
Middletown,
Rhode Island
| USD 294 M | -USD 24.4 M | -8% | 3.08% | 9.54% | 79 | 53.16% | 4.8 |
|
| 3764 |
3764
Ararat Capital Management
Westport,
Connecticut
| USD 294 M | -USD 5.68 M | -2% | 6.49% | 99.2% | 21 | 28.57% | 1.3 |
|
| 3765 |
3765
Raffa Wealth Management
Washington,
District of Columbia
| USD 294 M | +USD 862 k | +0.3% | 3.51% | 35.8% | 1,081 | 2.59% | 3.3 |
|
| 3766 |
3766
Searle & Co
Greenwich,
Connecticut
| USD 294 M | -USD 29 M | -9% | 3.86% | 93.8% | 152 | 5.92% | 4.9 |
|
| 3767 |
3767
United Capital Management of KS
Salina,
Kansas
| USD 294 M | -USD 18.4 M | -6% | 0.5% | 272% | 81 | 12.35% | 3 |
|
| 3768 |
LFM
3768
Lumina Fund Management
New York
| USD 294 M | +USD 59.9 M | +26% | 3.82% | 28.1% | 76 | 30.26% | 2.5 |
|
| 3769 |
3769
Rosenblum Silverman Sutton
San Francisco,
California
| USD 294 M | -USD 9.37 M | -3% | 1.55% | 90.1% | 72 | 5.56% | 5.1 |
|
| 3770 |
3770
Elevated Capital Advisors
Sandy,
Utah
| USD 294 M | -USD 6.94 M | -2% | 2.84% | 46% | 186 | 13.98% | 2.1 |
|
| 3771 |
3771
Harrell Investment Partners
Austin,
Texas
| USD 294 M | -USD 1.35 M | -0.5% | 2.4% | 121% | 102 | 5.88% | 2.6 |
|
| 3772 |
BC
3772
Bruce & Co
Chicago,
Illinois
| USD 293 M | -USD 63.1 M | -18% | 5.29% | 94.5% | 39 | 7.69% | 5.4 |
|
| 3773 |
3773
Apeiron RIA
Dallas,
Texas
| USD 293 M | +USD 1.11 M | +0.4% | 2.35% | 68.5% | 198 | 8.08% | 1.1 |
|
| 3774 |
3774
Formula Growth
Montreal,
Quebec, Canada
| USD 293 M | -USD 21 M | -7% | 8.07% | 118% | 160 | 30.63% | 2.8 |
|
| 3775 |
3775
Moss Adams Wealth Advisors
Seattle,
Washington
| USD 293 M | -USD 13.4 M | -4% | 4.27% | 79.6% | 175 | 21.71% | 0.6 |
|