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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3851 |
3851
Rezny Wealth Management
Fort Myers,
Florida
| USD 284 M | -USD 12.8 M | -4% | 2.3% | 99.6% | 28 | 28.57% | 2.5 |
|
| 3852 |
3852
Marion Wealth Management
Monroeville,
Pennsylvania
| USD 284 M | +USD 2.46 M | +0.9% | 1.79% | 51.7% | 110 | 4.55% | 1.4 |
|
| 3853 |
TFA
3853
Triad Financial Advisors
Greensboro,
North Carolina
| USD 284 M | +USD 40.3 M | +17% | 2.77% | – | 99 | 6.06% | 1.4 |
|
| 3854 |
3854
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| USD 284 M | -USD 8.57 M | -3% | 3.34% | 75% | 169 | 8.88% | 5.8 |
|
| 3855 |
3855
Cornerstone Wealth Advisors
Edina,
Minnesota
| USD 284 M | -USD 6.78 M | -2% | 2.81% | 46.1% | 46 | 6.52% | 2.1 |
|
| 3856 |
3856
Value Star Asset Management
Hong Kong
| USD 284 M | -USD 54.9 M | -16% | 0.57% | – | 30 | 30% | 0.4 |
|
| 3857 |
3857
Sunburst Financial Group
Vestavia Hills,
Alabama
| USD 283 M | -USD 3.12 M | -1% | 2.99% | 55.7% | 93 | 8.6% | 2.7 |
|
| 3858 |
3858
Hourglass Capital
Houston,
Texas
| USD 283 M | -USD 3.49 M | -1% | 0.35% | 94.4% | 104 | 7.69% | 5.1 |
|
| 3859 |
3859
Mount Lucas Management
Newtown,
Pennsylvania
| USD 283 M | -USD 15.9 M | -5% | 0.8% | 109% | 143 | 12.59% | 0.7 |
|
| 3860 |
3860
PFW Advisors
Atlanta,
Georgia
| USD 283 M | -USD 16.6 M | -6% | 4.75% | – | 119 | 1.68% | 3.5 |
|
| 3861 |
FCT
3861
Family Capital Trust
Peabody,
Massachusetts
| USD 282 M | -USD 4.31 M | -2% | 0.9% | 39.1% | 59 | 23.73% | 6.8 |
|
| 3862 |
3862
Morton Capital Management
Calabasas,
California
| USD 282 M | -USD 10.5 M | -4% | 3.22% | 75.4% | 95 | 6.32% | 1.4 |
|
| 3863 |
3863
Oak Harbor Wealth Partners
Raleigh,
North Carolina
| USD 282 M | -USD 10.3 M | -4% | 4.34% | 73.9% | 237 | 6.75% | 1.5 |
|
| 3864 |
3864
Arlington Financial Advisors
Santa Barbara,
California
| USD 282 M | +USD 8.15 M | +3% | 3.69% | 67.6% | 64 | 17.19% | 3.8 |
|
| 3865 |
3865
Nalanda India Fund
Moka,
Mauritius
| USD 282 M | -USD 21.7 M | -7% | 7.14% | 15.3% | 1 | 0% | 4.8 |
|
| 3866 |
3866
Green Court Capital Management
Hong Kong
| USD 282 M | +USD 51.3 M | +22% | 2.63% | 33.4% | 4 | 75% | 0.5 |
|
| 3867 |
3867
Untitled Investments
New York
| USD 282 M | +USD 994 k | +0.4% | 4.79% | 79.6% | 22 | 31.82% | 1.2 |
|
| 3868 |
3868
Ellsworth Advisors
Hudson,
Ohio
| USD 282 M | -USD 8.32 M | -3% | 1.85% | 131% | 197 | 36.55% | 1.3 |
|
| 3869 |
MKC
3869
M. Kraus & Co
Shelburne,
Vermont
| USD 282 M | -USD 15.9 M | -5% | 5.61% | 65.9% | 80 | 6.25% | 5 |
|
| 3870 |
WM
3870
Wishbone Management
Chicago,
Illinois
| USD 282 M | -USD 52.4 M | -16% | 2.34% | 58.7% | 7 | 14.29% | 1.3 |
|
| 3871 |
3871
Lead Edge Capital Management
New York
| USD 282 M | -USD 43.5 M | -13% | 12.1% | 20.2% | 12 | 50% | 0.9 |
|
| 3872 |
3872
Court Place Advisors
Ellicott City,
Maryland
| USD 282 M | -USD 3.74 M | -1% | 1.97% | 92% | 166 | 6.63% | 6.7 |
|
| 3873 |
3873
IFG Advisors
St. Louis,
Missouri
| USD 281 M | -USD 516 k | -0.2% | 4.18% | 78.7% | 118 | 2.54% | 2.8 |
|
| 3874 |
3874
Pinnacle Bancorp
Beatrice,
Nebraska
| USD 281 M | -USD 11.1 M | -4% | 1.4% | 72.9% | 809 | 9.64% | 4 |
|
| 3875 |
3875
Triangle Securities Wealth Management
Raleigh,
North Carolina
| USD 281 M | -USD 9.46 M | -3% | 2.7% | 83.6% | 189 | 4.76% | 5.8 |
|