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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
SMI Advisory Services
Columbus,
Indiana
| USD 356 M | -USD 39 M | -10% | 6.39% | 80.7% | 91 | 76.92% | 0.6 |
|
| 3802 |
3802
Corsair Capital Management
New York
| USD 356 M | +USD 45.1 M | +14% | 18.4% | 435% | 107 | 32.71% | 2 |
|
| 3803 |
SEP
3803
Southland Equity Partners
Wildwood,
Missouri
| USD 356 M | +USD 36.2 M | +11% | 5.45% | 66.1% | 217 | 11.52% | 2.1 |
|
| 3804 |
3804
Spinnaker Investment Group
Newport Beach,
California
| USD 356 M | +USD 26.6 M | +8% | 6.34% | 56.9% | 92 | 14.13% | 1.6 |
|
| 3805 |
3805
L.M. Kohn & Company
Cincinnati,
Ohio
| USD 356 M | +USD 42.6 M | +14% | 9.82% | 97.9% | 282 | 15.96% | 1.4 |
|
| 3806 |
3806
Turiya Advisors Asia
Hong Kong
| USD 356 M | -USD 6.76 M | -2% | 11.6% | 247% | 6 | 50% | 0.8 |
|
| 3807 |
3807
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| USD 356 M | +USD 34.6 M | +11% | 8.21% | 111% | 146 | 11.64% | 4.7 |
|
| 3808 |
3808
Financial Gravity Asset Management
Lakeway,
Texas
| USD 355 M | -USD 494 k | -0.1% | 4.29% | – | 1,385 | 18.99% | 1.8 |
|
| 3809 |
GWM
3809
GSB Wealth Management
Guilford,
Connecticut
| USD 355 M | +USD 30.1 M | +9% | 7.38% | 69.8% | 218 | 6.88% | 2.5 |
|
| 3810 |
3810
Univest Financial
Souderton,
Pennsylvania
| USD 355 M | +USD 17.2 M | +5% | 6.76% | 96.9% | 140 | 22.14% | 4.1 |
|
| 3811 |
3811
Doliver Advisors
Houston,
Texas
| USD 355 M | +USD 29.4 M | +9% | 13.1% | 92.3% | 148 | 8.78% | 3.5 |
|
| 3812 |
3812
Whitegate Investment Counselors
Concord,
New Hampshire
| USD 355 M | +USD 27.1 M | +8% | 7.23% | 51% | 64 | 7.81% | 6.4 |
|
| 3813 |
3813
Sector Gamma AS
Oslo,
Norway
| USD 355 M | -USD 57.3 M | -14% | 4.85% | 35.3% | 33 | 24.24% | 2.7 |
|
| 3814 |
3814
Monarch Capital Management
Fort Wayne,
Indiana
| USD 354 M | +USD 24.2 M | +7% | 8.71% | 77% | 116 | 3.45% | 7.6 |
|
| 3815 |
3815
Unique Wealth
Clearwater,
Florida
| USD 354 M | +USD 45.4 M | +15% | 8.64% | 68.5% | 89 | 12.36% | 0.9 |
|
| 3816 |
3816
Vectors Research Management
New York
| USD 354 M | -USD 911 k | -0.3% | 6.54% | 67.3% | 144 | 11.11% | 3.9 |
|
| 3817 |
3817
Knightsbridge Asset Management
Newport Beach,
California
| USD 354 M | USD 0 | 0% | 11.2% | 150% | 120 | 0% | 2.4 |
|
| 3818 |
3818
Sunburst Financial Group
Vestavia Hills,
Alabama
| USD 354 M | +USD 30.5 M | +9% | 6.86% | 55.7% | 115 | 14.78% | 2.5 |
|
| 3819 |
3819
Aspen Grove Capital
Avon,
Colorado
| USD 354 M | +USD 25.2 M | +8% | 7.33% | 90% | 215 | 15.81% | 0.8 |
|
| 3820 |
3820
Kickstand Ventures
Pittsford,
New York
| USD 353 M | +USD 5.93 M | +2% | 5.63% | 51.4% | 106 | 31.13% | 0.4 |
|
| 3821 |
3821
New York Life Insurance Company
New York
| USD 353 M | +USD 174 M | +97% | 10% | 71% | 3 | 0% | 4.8 |
|
| 3822 |
3822
Rosenblum Silverman Sutton
San Francisco,
California
| USD 353 M | +USD 38.8 M | +12% | 16.6% | 90.1% | 76 | 6.58% | 5.2 |
|
| 3823 |
3823
Greenlea Lane Capital Management
Weston,
Connecticut
| USD 353 M | +USD 30.2 M | +9% | 10.8% | 99.7% | 10 | 0% | 2.8 |
|
| 3824 |
3824
Alphadyne Asset Management
New York
| USD 353 M | +USD 79.1 M | +29% | 8.04% | 159% | 42 | 83.33% | 0.1 |
|
| 3825 |
3825
Arjuna Capital
Durham,
North Carolina
| USD 353 M | +USD 33.2 M | +10% | 11.3% | 118% | 115 | 28.7% | 2.4 |
|