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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 |
CCC
3801
Chelsea Counsel Company
Los Angeles,
California
| USD 166 M | -USD 20.7 M | -11% | 3.31% | 106% | 76 | 11.84% | 4.4 |
|
| 3802 |
3802
Denver PWM
Denver,
Colorado
| USD 166 M | +USD 9.18 M | +6% | 0.39% | 48.6% | 225 | 70.22% | 0.4 |
|
| 3803 |
3803
Twin Securities
New York
| USD 166 M | -USD 111 M | -40% | 2.19% | 506% | 15 | 46.67% | 0.6 |
|
| 3804 |
3804
Oak Asset Management
Westlake Village,
California
| USD 166 M | +USD 4.76 M | +3% | 3.57% | 91.8% | 98 | 4.08% | 1.4 |
|
| 3805 |
3805
Chanos & Company
New York
| USD 166 M | -USD 40.4 M | -20% | 0.13% | – | 38 | 39.47% | 1.2 |
|
| 3806 |
3806
Jackson Financial Management
Costa Mesa,
California
| USD 166 M | +USD 12.2 M | +8% | 1.09% | – | 40 | 27.5% | 1.1 |
|
| 3807 |
3807
Frisch Financial Group
Melville,
New York
| USD 166 M | +USD 16.1 M | +11% | 1.4% | 66.6% | 111 | 21.62% | 0.6 |
|
| 3808 |
3808
Summit Wealth & Retirement Planning
San Ramon,
California
| USD 165 M | -USD 5.48 M | -3% | 0.4% | 67.6% | 134 | 14.18% | 0.7 |
|
| 3809 |
3809
Hedeker Wealth
Lincolnshire,
Illinois
| USD 165 M | +USD 7.68 M | +5% | 1.86% | 161% | 61 | 13.11% | 3.2 |
|
| 3810 |
3810
Cribstone Capital Management
Augusta,
Maine
| USD 165 M | -USD 18.2 M | -10% | 1.49% | 22.4% | 657 | 16.59% | 2.5 |
|
| 3811 |
3811
Archer Investment Corporation
Carmel,
Indiana
| USD 165 M | +USD 8.33 M | +5% | 1.78% | 68.2% | 588 | 22.79% | 0.6 |
|
| 3812 |
3812
CRA Financial Services
Northfield,
New Jersey
| USD 165 M | -USD 1.14 M | -0.7% | 1.61% | 91.9% | 143 | 4.2% | 0.7 |
|
| 3813 |
CAN
3813
Claraphi Advisory Network
Aliso Viejo,
United States
| USD 165 M | -USD 5.44 M | -3% | 0.48% | 88.3% | 446 | 54.04% | 0.6 |
|
| 3814 |
3814
RPg Family Wealth Advisory
Burlington,
Massachusetts
| USD 165 M | -USD 3.39 M | -2% | 0.26% | 117% | 307 | 14.66% | 1.6 |
|
| 3815 |
3815
Iron Gate Global Advisors
Nsl,
Utah
| USD 165 M | +USD 14.7 M | +10% | 0.46% | 106% | 81 | 24.69% | 1.4 |
|
| 3816 |
3816
Qtron Investments
Boston,
Massachusetts
| USD 165 M | +USD 3.86 M | +2% | 1.82% | 140% | 289 | 36.33% | 0.4 |
|
| 3817 |
3817
Arlington Capital Management
Arlington Heights,
Illinois
| USD 165 M | -USD 15.4 M | -9% | 4.23% | 154% | 65 | 44.62% | 0.3 |
|
| 3818 |
3818
Affiance Financial
St. Louis Park,
Minnesota
| USD 165 M | +USD 1.18 M | +0.7% | 1.32% | 57.8% | 96 | 6.25% | 3.3 |
|
| 3819 |
3819
Anderson Hoagland & Co
St Louis,
Missouri
| USD 165 M | +USD 3.28 M | +2% | 0.24% | 104% | 91 | 8.79% | 3.7 |
|
| 3820 |
3820
Allred Capital Management
Dallas,
Texas
| USD 165 M | -USD 10.9 M | -6% | 1.88% | 73.5% | 184 | 14.67% | 0.7 |
|
| 3821 |
3821
FC Advisory
West Chester,
Pennsylvania
| USD 164 M | +USD 3.03 M | +2% | 0.77% | 46.6% | 56 | 5.36% | 2.9 |
|
| 3822 |
3822
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| USD 164 M | -USD 3.43 M | -2% | 2.51% | 83% | 94 | 3.19% | 4.5 |
|
| 3823 |
3823
Chou Associates Management
Toronto,
Ontario, Canada
| USD 164 M | -USD 50 M | -23% | 8.18% | 66.4% | 24 | 8.33% | 3.6 |
|
| 3824 |
3824
Cooper/Haims Advisors
Victor,
New York
| USD 164 M | +USD 2.88 M | +2% | 0.21% | 53.1% | 54 | 12.96% | 1.4 |
|
| 3825 |
3825
Evergreen Advisors
Chattanooga,
Tennessee
| USD 164 M | +USD 4.32 M | +3% | 0.12% | – | 17 | 5.88% | 0.6 |
|