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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3801 |
3801
Rain Capital Management
Lake Oswego,
Oregon
| USD 101 M | – | – | 3.09% | 18.2% | 21 | – | 0 |
|
| 3802 |
3802
Elm Advisors
Burlingame,
California
| USD 101 M | +USD 4.9 M | +5% | 5.18% | 50.5% | 76 | 13.16% | 1.7 |
|
| 3803 |
3803
RWC Asset Advisors
Miami,
Florida
| USD 101 M | +USD 27.9 M | +38% | 17.5% | 267% | 18 | 22.22% | 0.6 |
|
| 3804 |
RWG
3804
Regal Wealth Group
Seal Beach,
California
| USD 101 M | – | – | 4.42% | 17% | 197 | – | 0 |
|
| 3805 |
3805
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| USD 101 M | +USD 7.65 M | +8% | 6.03% | 81% | 212 | 12.26% | 0.6 |
|
| 3806 |
3806
Boston Standard Wealth Management
Winchester,
Massachusetts
| USD 101 M | +USD 902 k | +0.9% | 1.76% | 47.1% | 23 | 21.74% | 1 |
|
| 3807 |
3807
Western Asset Management Company
Pasadena,
California
| USD 101 M | -USD 12.7 M | -11% | 151% | 2.29% | 33 | 63.64% | 1.6 |
|
| 3808 |
3808
New Century Advisors
Chevy Chase,
Maryland
| USD 101 M | -USD 844 k | -0.8% | 0.19% | – | 43 | 6.98% | 1.6 |
|
| 3809 |
3809
Shine Investment Advisory Services
Lone Tree,
Colorado
| USD 101 M | +USD 14.1 M | +16% | 2.15% | 29% | 32 | 15.63% | 0.8 |
|
| 3810 |
3810
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| USD 101 M | +USD 15.9 M | +19% | 5.93% | 61% | 77 | 7.79% | 2 |
|
| 3811 |
3811
Holderness Investments Company
Greensboro,
North Carolina
| USD 101 M | +USD 5.79 M | +6% | 7.01% | 144% | 123 | 8.13% | 0.9 |
|
| 3812 |
3812
Tillar-Wenstrup Advisors
Centerville,
Ohio
| USD 101 M | +USD 1.44 M | +1% | 2.05% | 27.4% | 46 | 23.91% | 1.1 |
|
| 3813 |
3813
Donald L. Hagan LLC
Sarasota,
Florida
| USD 101 M | -USD 10.3 M | -9% | 3.35% | 47.9% | 401 | 82.79% | 0.8 |
|
| 3814 |
LSCM
3814
LaSalle Street Capital Management
Chicago,
Illinois
| USD 101 M | +USD 6.72 M | +7% | 8.84% | 30.5% | 91 | 26.37% | 0.7 |
|
| 3815 |
3815
Nicolet Bankshares
Green Bay,
Wisconsin
| USD 101 M | – | – | 4.66% | 75.5% | 133 | – | 0 |
|
| 3816 |
3816
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| USD 101 M | +USD 3.71 M | +4% | 5.29% | 90.7% | 157 | 7.01% | 0.9 |
|
| 3817 |
3817
Aspen Investment Management
Grand Rapids,
Michigan
| USD 101 M | -USD 1.89 M | -2% | 3.94% | 84.9% | 120 | 5% | 2.1 |
|
| 3818 |
MI
3818
M3F Inc
Salt Lake City,
Utah
| USD 100 M | – | – | 10.6% | 139% | 37 | – | 0.7 |
|
| 3819 |
3819
Crestone Asset Management
Boulder,
Colorado
| USD 100 M | – | – | 0.3% | 6.65% | 22 | – | 0 |
|
| 3820 |
3820
Girard Securities
San Diego,
California
| USD 100 M | – | – | 3.85% | – | 154 | – | 0 |
|
| 3821 |
3821
Eachwin Capital
New York
| USD 100 M | – | – | 7.09% | – | 99 | – | 0 |
|
| 3822 |
3822
Shoker Investment Counsel
Oxford,
Ohio
| USD 100 M | +USD 5.29 M | +6% | 4.21% | 83.8% | 105 | 14.29% | 1.6 |
|
| 3823 |
3823
Seven Bridges Advisors
New York
| USD 100 M | – | – | 4.25% | – | 143 | – | 0 |
|
| 3824 |
3824
Madrona Financial Services
Everett,
Washington
| USD 100 M | +USD 7.02 M | +8% | 2.44% | 75.4% | 34 | 17.65% | 0.8 |
|
| 3825 |
3825
Robertson Opportunity Capital
Dallas,
Texas
| USD 100 M | +USD 4.36 M | +5% | 0.67% | 93.4% | 28 | 10.71% | 1.7 |
|