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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
3776
Advisors Management Group
La Crosse,
Wisconsin
| USD 334 M | +USD 11.4 M | +4% | 6.44% | 132% | 143 | 10.49% | 3.2 |
|
| 3777 |
3777
Howard Financial Services
Dallas,
Texas
| USD 333 M | +USD 66.7 M | +25% | 7.31% | 55.9% | 142 | 17.61% | 1.6 |
|
| 3778 |
3778
Crossvault Capital Management
San Antonio,
Texas
| USD 333 M | +USD 15.6 M | +5% | 9.42% | 56.4% | 87 | 9.2% | 3.9 |
|
| 3779 |
3779
SJS Investment Consulting
Sylvania,
Ohio
| USD 333 M | – | – | 9.56% | 69.4% | 550 | – | 0 |
|
| 3780 |
3780
Sara-Bay Financial
Sarasota,
Florida
| USD 333 M | +USD 77.5 M | +30% | 19.4% | 233% | 88 | 18.18% | 1.1 |
|
| 3781 |
3781
GFG Capital
Miami,
Florida
| USD 333 M | +USD 16 M | +5% | 6.05% | 152% | 155 | 25.16% | 1.1 |
|
| 3782 |
3782
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| USD 332 M | +USD 16.4 M | +5% | 6.55% | 75.1% | 516 | 13.37% | 2.1 |
|
| 3783 |
3783
Ratio Wealth Group
Denver,
Colorado
| USD 332 M | +USD 27.6 M | +9% | 4.45% | – | 64 | 12.5% | 0.8 |
|
| 3784 |
3784
Sio Capital Management
New York
| USD 332 M | +USD 18 M | +6% | 1.97% | 564% | 84 | 44.05% | 0.8 |
|
| 3785 |
3785
CMH Wealth Management
Portsmouth,
New Hampshire
| USD 332 M | +USD 26.8 M | +9% | 8.24% | 88% | 50 | 14% | 2.9 |
|
| 3786 |
3786
Windsor Capital Management
Phoenix,
Arizona
| USD 332 M | +USD 19.6 M | +6% | 5.16% | 49.1% | 121 | 6.61% | 5.1 |
|
| 3787 |
3787
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Warszawa,
Poland
| USD 332 M | -USD 17.3 M | -5% | 4.66% | 1,119% | 21 | 9.52% | 1.1 |
|
| 3788 |
3788
Corbyn Investment Management
Lutherville,
Maryland
| USD 331 M | +USD 26 M | +9% | 7.51% | 71% | 93 | 10.75% | 2.4 |
|
| 3789 |
3789
Affinity Capital Advisors
Berkeley,
California
| USD 331 M | +USD 33 M | +11% | 9.66% | 72.7% | 129 | 10.85% | 1.6 |
|
| 3790 |
LDFR
3790
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
| USD 331 M | +USD 23.2 M | +8% | 12.4% | 37.5% | 202 | 48.02% | 2.4 |
|
| 3791 |
JWCA
3791
J.W. Coons Advisors
Columbus,
Ohio
| USD 331 M | +USD 38.9 M | +13% | 11.7% | 61.2% | 265 | 9.81% | 1.3 |
|
| 3792 |
CCM
3792
Composite Capital Management
Hong Kong
| USD 331 M | -USD 89.2 M | -21% | 3.45% | – | 1 | 0% | 0.5 |
|
| 3793 |
3793
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| USD 331 M | +USD 30.8 M | +10% | 10.8% | 93.2% | 174 | 8.05% | 3.6 |
|
| 3794 |
WCA
3794
Windsor Creek Advisors
Bethel,
Vermont
| USD 331 M | -USD 18.3 M | -5% | 4.6% | 48.3% | 134 | 28.36% | 1.5 |
|
| 3795 |
3795
Mainstay Capital Management
Grand Blanc,
Michigan
| USD 331 M | +USD 156 M | +89% | 7.12% | 131% | 140 | 41.43% | 1.6 |
|
| 3796 |
3796
Benin Management Corp
Wilton,
Connecticut
| USD 331 M | +USD 16.8 M | +5% | 10.8% | 91.7% | 105 | 5.71% | 5.9 |
|
| 3797 |
3797
Schoolcraft Capital
Boulder,
Colorado
| USD 330 M | +USD 32.4 M | +11% | 5.76% | 58.7% | 53 | 3.77% | 2.2 |
|
| 3798 |
3798
Northern Right Capital Management
Darien,
Connecticut
| USD 330 M | -USD 7.6 M | -2% | 6.32% | 187% | 98 | 30.61% | 0.7 |
|
| 3799 |
3799
Investors Research Corp
Atlanta,
Georgia
| USD 330 M | +USD 34.1 M | +12% | 7.03% | 62.1% | 1,095 | 7.4% | 2.4 |
|
| 3800 |
3800
Nixon Peabody Trust
Boston,
Massachusetts
| USD 330 M | +USD 53.5 M | +19% | 10.5% | 101% | 93 | 27.96% | 3.1 |
|