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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
FWP
3826
Fiduciary Wealth Partners
Boston,
Massachusetts
| USD 95.2 M | -USD 19.3 M | -17% | 0.24% | – | 15 | 13.33% | 0.2 |
|
| 3827 |
3827
Cornerstone Advisors (Washington)
Bellevue,
Washington
| USD 95 M | +USD 3.93 M | +4% | 3.1% | 24.3% | 1,001 | 23.48% | 1.5 |
|
| 3828 |
WCM
3828
Weyland Capital Management
Portsmouth,
New Hampshire
| USD 95 M | -USD 14.8 M | -13% | 1.38% | 25.7% | 9 | 11.11% | 2.3 |
|
| 3829 |
RWM
3829
Rezny Wealth Management
Fort Myers,
Florida
| USD 94.8 M | -USD 1.55 M | -2% | 0.22% | 99.6% | 47 | 70.21% | 0.9 |
|
| 3830 |
SIAM
3830
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| USD 94.8 M | +USD 2.05 M | +2% | 2.09% | 37.8% | 29 | 0% | 1.2 |
|
| 3831 |
3831
Towercrest Capital Management
Newtown,
Pennsylvania
| USD 94.5 M | +USD 1.91 M | +2% | 1.08% | 39.1% | 24 | 4.17% | 1.1 |
|
| 3832 |
TFCM
3832
Taylor Frigon Capital Management
Scottsdale,
Arizona
| USD 94.5 M | +USD 5.61 M | +6% | 1.93% | 131% | 98 | 18.37% | 0.9 |
|
| 3833 |
3833
Engine Capital Management
New York
| USD 94.2 M | -USD 13 M | -12% | 7.02% | 21.1% | 41 | 17.07% | 0.2 |
|
| 3834 |
WCM
3834
Wesley Capital Management
New York
| USD 93.9 M | -USD 20.6 M | -18% | 3.95% | 6.19% | 24 | 58.33% | 1.1 |
|
| 3835 |
TAA
3835
TB Alternative Assets
Grand Cayman,
Cayman Islands
| USD 93.8 M | -USD 8.82 M | -9% | 8.92% | 312% | 19 | 57.89% | 0.8 |
|
| 3836 |
NA
3836
NS Advisors
Westport,
Connecticut
| USD 93.5 M | +USD 4.1 M | +5% | 11.5% | 16.3% | 18 | 16.67% | 1.5 |
|
| 3837 |
MCM
3837
Millie Capital Management
Walnut Creek,
California
| USD 93.3 M | -USD 2.45 M | -3% | 2.69% | 24.5% | 71 | 25.35% | 1 |
|
| 3838 |
3838
Cassaday & Co
Mclean,
Virginia
| USD 92.9 M | -USD 115 M | -55% | 3.3% | 62.5% | 33 | 24.24% | 0.9 |
|
| 3839 |
3839
Orrstown Financial Services
Harrisburg,
Pennsylvania
| USD 92.6 M | +USD 171 k | +0.2% | 2.06% | 73.7% | 265 | 36.6% | 1.7 |
|
| 3840 |
BCIM
3840
Bishop & Co Investment Management
Erie,
Pennsylvania
| USD 92.6 M | +USD 557 k | +0.6% | 1.19% | 47.6% | 15 | 0% | 0.3 |
|
| 3841 |
NR
3841
Newfound Research
Wellesley Hills,
Massachusetts
| USD 92.4 M | +USD 8.69 M | +10% | 5.32% | 54.6% | 84 | 36.9% | 0.2 |
|
| 3842 |
JIC
3842
JRM Investment Counsel
Omaha,
Nebraska
| USD 92.3 M | +USD 8.19 M | +10% | 0.72% | 65.5% | 36 | 41.67% | 0.9 |
|
| 3843 |
SG
3843
Somerset Group
Wayzata,
Minnesota
| USD 92 M | -USD 2.39 M | -3% | 1.63% | 84.6% | 70 | 11.43% | 2.2 |
|
| 3844 |
3844
Capital Asset Advisory Services
Williamston,
Michigan
| USD 91.8 M | +USD 20.4 M | +29% | 0.06% | 51% | 78 | 28.21% | 0.2 |
|
| 3845 |
DI
3845
Diligent Investors
Redlands,
California
| USD 91.7 M | +USD 3.03 M | +3% | 1.52% | 71.9% | 147 | 6.8% | 1.1 |
|
| 3846 |
IACCA
3846
IDG-Accel China Capital Associates
Central,
Hong Kong
| USD 90.9 M | -USD 78 M | -46% | 34.3% | 43% | 2 | 0% | 1.8 |
|
| 3847 |
PM
3847
Penbrook Management
New York
| USD 90.8 M | -USD 6.68 M | -7% | 1.09% | 107% | 118 | 12.71% | 1.7 |
|
| 3848 |
MC
3848
Marcus Capital
Northbrook,
Illinois
| USD 90.8 M | -USD 3.32 M | -4% | 6.03% | 101% | 54 | 14.81% | 0.2 |
|
| 3849 |
KCM
3849
Key Colony Management
Little Rock,
Arkansas
| USD 90.6 M | +USD 8.77 M | +11% | 17.4% | 113% | 13 | 30.77% | 1.2 |
|
| 3850 |
SCM
3850
Stellar Capital Management
Phoenix,
Arizona
| USD 90.4 M | +USD 7.46 M | +9% | 1.91% | 23.4% | 65 | 12.31% | 1.8 |
|