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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
Rench Wealth Management
Denton,
Texas
| USD 146 M | -USD 7.45 M | -5% | 1.83% | 106% | 54 | 1.85% | 2.8 |
|
| 3802 |
3802
Monument Capital Management
Alexandria,
Virginia
| USD 146 M | +USD 4.47 M | +3% | 0.04% | 170% | 148 | 14.19% | 0.2 |
|
| 3803 |
WIM
3803
Wilen Investment Management
Bonita Springs,
Florida
| USD 146 M | -USD 6.68 M | -4% | 5.17% | 79.9% | 62 | 6.45% | 3.8 |
|
| 3804 |
3804
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| USD 146 M | -USD 5.02 M | -3% | 0.75% | 13.1% | 90 | 30% | 0.6 |
|
| 3805 |
3805
Boltwood Capital Management
Walnut Creek,
California
| USD 146 M | -USD 17.4 M | -11% | 2.15% | 63% | 123 | 4.88% | 3.2 |
|
| 3806 |
3806
Copperwynd Financial
Scottsdale,
Arizona
| USD 146 M | +USD 8.93 M | +7% | 6.09% | 90% | 106 | 25.47% | 0.2 |
|
| 3807 |
TG
3807
TLP Group
Evanston,
Illinois
| USD 146 M | +USD 1.59 M | +1% | 4.76% | 42.7% | 721 | 61.72% | 0.5 |
|
| 3808 |
WCM
3808
Wunderlich Capital Managemnt
Memphis,
Tennessee
| USD 146 M | +USD 1.21 M | +0.8% | 0.77% | 33.6% | 97 | 10.31% | 2.7 |
|
| 3809 |
3809
Advocacy Wealth Management Services
Atlanta,
Georgia
| USD 146 M | +USD 421 k | +0.3% | 3.22% | 48.3% | 251 | 17.93% | 2 |
|
| 3810 |
3810
O'Brien Wealth Partners
Waltham,
Massachusetts
| USD 145 M | -USD 13.1 M | -8% | 0.89% | 56.7% | 188 | 83.51% | 0.3 |
|
| 3811 |
3811
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| USD 145 M | -USD 6.06 M | -4% | 1.83% | 83% | 91 | 8.79% | 3.5 |
|
| 3812 |
3812
Robertson Opportunity Capital
Dallas,
Texas
| USD 145 M | -USD 25.8 M | -15% | 2.09% | 93.4% | 30 | 10% | 2.8 |
|
| 3813 |
3813
Towercrest Capital Management
Newtown,
Pennsylvania
| USD 145 M | +USD 7.04 M | +5% | 1.76% | 42.6% | 31 | 19.35% | 2.3 |
|
| 3814 |
3814
KHP Capital
Tulsa,
Oklahoma
| USD 144 M | +USD 6.58 M | +5% | 1.24% | – | 172 | 64.53% | 0.1 |
|
| 3815 |
3815
Hayek Kallen Investment Management
Fairhope,
Alabama
| USD 144 M | -USD 8.21 M | -5% | 2.7% | 71.9% | 66 | 4.55% | 3.4 |
|
| 3816 |
3816
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| USD 144 M | -USD 9.6 M | -6% | 0.69% | 92.4% | 408 | 12.75% | 2.6 |
|
| 3817 |
3817
Prisma Capital Partners
New York
| USD 144 M | +USD 38 M | +36% | 7.21% | – | 13 | 23.08% | 0.5 |
|
| 3818 |
3818
Capital Wealth Planning
Naples,
Florida
| USD 144 M | +USD 71.3 M | +98% | 3% | 73.9% | 238 | 28.99% | 0.4 |
|
| 3819 |
3819
Fluent Financial
Dallas,
Texas
| USD 144 M | +USD 1.22 M | +0.9% | 0.1% | 46.9% | 63 | 11.11% | 0.2 |
|
| 3820 |
GCM
3820
Garland Capital Management
Bellevue,
Washington
| USD 144 M | -USD 8.53 M | -6% | 4.05% | 55.7% | 33 | 9.09% | 3.2 |
|
| 3821 |
3821
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| USD 144 M | +USD 10.2 M | +8% | 3.25% | 95.4% | 26 | 0% | 4 |
|
| 3822 |
3822
Kerrisdale Advisers
Miami,
Florida
| USD 144 M | +USD 94.4 M | +191% | 1.24% | 78.8% | 20 | 70% | 0.5 |
|
| 3823 |
3823
Ferox Capital Management
London,
United Kingdom
| USD 144 M | +USD 1.28 M | +0.9% | 0.05% | 2.07% | 38 | 2.63% | 1 |
|
| 3824 |
BE
3824
Bonness Enterprises
Washington,
District of Columbia
| USD 144 M | -USD 3.79 M | -3% | 1.72% | 98.6% | 48 | 8.33% | 3.9 |
|
| 3825 |
3825
Orbis Investment Management (US)
San Francisco,
California
| USD 143 M | -USD 3.89 M | -3% | 2.31% | 48.8% | 29 | 41.38% | 1.3 |
|