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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
Prism Advisors
Studio City,
California
| USD 273 M | +USD 24.9 M | +10% | 9.69% | 54.6% | 57 | 22.81% | 3 |
|
| 3777 |
HF
3777
Halpern Financial
Ashburn,
Virginia
| USD 273 M | +USD 20.1 M | +8% | 9.21% | 26.3% | 223 | 15.7% | 2 |
|
| 3778 |
3778
Triangle Securities Wealth Management
Raleigh,
North Carolina
| USD 273 M | +USD 28 M | +11% | 10.3% | 83.6% | 183 | 8.2% | 5.2 |
|
| 3779 |
3779
G2 Capital Management
Columbus,
Ohio
| USD 273 M | +USD 56.6 M | +26% | 6.21% | 55.1% | 68 | 27.94% | 0.7 |
|
| 3780 |
3780
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| USD 272 M | +USD 35.3 M | +15% | 9.6% | 55.5% | 77 | 15.58% | 3.1 |
|
| 3781 |
3781
Arch Capital Group
Pembroke,
Bermuda
| USD 272 M | +USD 3.13 M | +1% | 1.11% | 3.08% | 2 | 0% | 2 |
|
| 3782 |
3782
Jackson Wealth Management
Lake Mary,
Florida
| USD 272 M | -USD 236 M | -46% | 9.41% | 72.1% | 118 | 42.37% | 1.8 |
|
| 3783 |
3783
American Assets Inc
San Diego,
California
| USD 272 M | +USD 9.7 M | +4% | 3.5% | 49.9% | 10 | 0% | 3.8 |
|
| 3784 |
3784
IAM Advisory
Easton,
Pennsylvania
| USD 272 M | +USD 35.4 M | +15% | 9.88% | 74.5% | 91 | 23.08% | 0.8 |
|
| 3785 |
RA
3785
Rovida Advisors
Fort Lauderdale,
Florida
| USD 272 M | +USD 57.1 M | +27% | 6.12% | 24.8% | 26 | 26.92% | 1.7 |
|
| 3786 |
3786
Accurate Wealth Management
Wesley Chapel,
Florida
| USD 272 M | +USD 31.9 M | +13% | 7.1% | 101% | 1,590 | 88.62% | 0.1 |
|
| 3787 |
3787
Uncommon Cents Investing
Janesville,
Wisconsin
| USD 272 M | +USD 33.5 M | +14% | 13% | 91.4% | 159 | 8.18% | 3.2 |
|
| 3788 |
3788
Trium Capital
London,
United Kingdom
| USD 272 M | – | – | 14.3% | 215% | 70 | – | 0 |
|
| 3789 |
FC
3789
Fore Capital
New York
| USD 271 M | +USD 191 M | +237% | 0.24% | 25.4% | 40 | 40% | 0.5 |
|
| 3790 |
MKC
3790
M. Kraus & Co
Shelburne,
Vermont
| USD 271 M | +USD 32.4 M | +14% | 11% | 65.9% | 74 | 9.46% | 4.7 |
|
| 3791 |
3791
Incline Global Management
New York
| USD 271 M | -USD 87.5 M | -24% | 5.23% | 40.1% | 25 | 20% | 1.8 |
|
| 3792 |
3792
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| USD 271 M | +USD 30 M | +12% | 12.2% | 81% | 97 | 4.12% | 5 |
|
| 3793 |
3793
Steginsky Capital
Port Washington,
New York
| USD 271 M | +USD 7.46 M | +3% | 4.16% | 99.4% | 7 | 0% | 5.9 |
|
| 3794 |
3794
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| USD 271 M | +USD 228 M | +528% | 7.28% | 58.6% | 157 | 10.19% | 2.8 |
|
| 3795 |
3795
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| USD 271 M | +USD 35.6 M | +15% | 9.53% | 53.6% | 123 | 63.41% | 1.6 |
|
| 3796 |
3796
Paradiem
Covington,
Louisiana
| USD 271 M | +USD 11.9 M | +5% | 11% | 107% | 104 | 15.38% | 1.3 |
|
| 3797 |
3797
Sio Capital Management
New York
| USD 270 M | -USD 44.3 M | -14% | 12.3% | 564% | 64 | 51.56% | 1 |
|
| 3798 |
3798
Wolff Financial Management
Kalamazoo,
Michigan
| USD 270 M | +USD 51.3 M | +23% | 9.5% | 56.7% | 102 | 8.82% | 1.7 |
|
| 3799 |
3799
Relaxing Retirement Coach
Wellesley,
Massachusetts
| USD 270 M | +USD 58.3 M | +28% | 9.47% | 28.6% | 67 | 22.39% | 2.5 |
|
| 3800 |
3800
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
| USD 270 M | -USD 2.95 M | -1% | 14.5% | 89.7% | 83 | 15.66% | 1.4 |
|