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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3876 |
3876
Opes Wealth Management
Menlo Park,
California
| USD 250 M | -USD 57.4 M | -19% | 14% | 54.1% | 110 | 21.82% | 2 |
|
| 3877 |
3877
SBB Research Group
Northbrook,
Illinois
| USD 250 M | -USD 214 M | -46% | 14.9% | – | 65 | 44.62% | 0.3 |
|
| 3878 |
GJCM
3878
Grand Jean Capital Management
San Francisco,
California
| USD 250 M | -USD 114 M | -31% | 16.5% | 61.4% | 49 | 14.29% | 4.3 |
|
| 3879 |
3879
Intel Corp
Santa Clara,
California
| USD 249 M | -USD 103 M | -29% | 26.9% | 9.79% | 5 | 40% | 0.5 |
|
| 3880 |
3880
AH Equity Partners LSV I
Menlo Park,
California
| USD 249 M | -USD 374 M | -60% | 43.2% | – | 3 | 0% | 0.5 |
|
| 3881 |
3881
Thames Capital Management
Roseland,
New Jersey
| USD 249 M | -USD 225 M | -47% | 18.4% | 1,177% | 52 | 69.23% | 1.7 |
|
| 3882 |
3882
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| USD 249 M | -USD 47.1 M | -16% | 15.9% | 74% | 147 | 19.73% | 2.2 |
|
| 3883 |
3883
Stelac Advisory Services
New York
| USD 249 M | -USD 29.3 M | -11% | 15.1% | 84.9% | 194 | 24.74% | 2.4 |
|
| 3884 |
NC
3884
Nokomis Capital
Dallas,
Texas
| USD 249 M | -USD 41.4 M | -14% | 15.7% | 145% | 79 | 15.19% | 1.3 |
|
| 3885 |
3885
Wambolt & Associates
Littleton,
Colorado
| USD 249 M | -USD 26 M | -9% | 12.3% | 62.2% | 251 | 11.55% | 2.4 |
|
| 3886 |
SG
3886
Swarthmore Group
Philadelphia,
Pennsylvania
| USD 249 M | -USD 143 M | -36% | 16.3% | 44.2% | 59 | 23.73% | 1.6 |
|
| 3887 |
3887
Canvas Wealth Advisors
Shawnee,
Kansas
| USD 248 M | -USD 25.7 M | -9% | 19.8% | 115% | 148 | 18.24% | 0.9 |
|
| 3888 |
3888
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| USD 248 M | -USD 40.4 M | -14% | 15.5% | 53.6% | 47 | 8.51% | 4.1 |
|
| 3889 |
3889
Aryeh Capital Management
Toronto,
Ontario, Canada
| USD 248 M | -USD 51.6 M | -17% | 13.5% | 87.7% | 11 | 18.18% | 1 |
|
| 3890 |
3890
Evergreen Advisors
Chattanooga,
Tennessee
| USD 248 M | -USD 36.2 M | -13% | 12.6% | – | 13 | 0% | 2.1 |
|
| 3891 |
3891
Seven Eight Capital
New York
| USD 248 M | -USD 502 M | -67% | 19.2% | 13.6% | 708 | 76.98% | 0.2 |
|
| 3892 |
3892
Corbyn Investment Management
Lutherville,
Maryland
| USD 248 M | -USD 57 M | -19% | 9.49% | 71.9% | 92 | 13.04% | 2.9 |
|
| 3893 |
3893
Ellsworth Advisors
Hudson,
Ohio
| USD 248 M | -USD 35.8 M | -13% | 9.46% | 131% | 166 | 32.53% | 1 |
|
| 3894 |
3894
Waterfront Wealth
Overland Park,
Kansas
| USD 248 M | -USD 35 M | -12% | 13.9% | 71.8% | 253 | 10.67% | 1 |
|
| 3895 |
3895
Jackson Creek Investment Advisors
Castle Rock,
Colorado
| USD 247 M | -USD 26.2 M | -10% | 10.2% | 239% | 395 | 48.86% | 0.7 |
|
| 3896 |
3896
Montgomery Investment Management
Rockville,
Maryland
| USD 247 M | -USD 44.8 M | -15% | 12.3% | 105% | 86 | 11.63% | 6.6 |
|
| 3897 |
3897
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| USD 247 M | -USD 37.5 M | -13% | 11.5% | 93.2% | 165 | 19.39% | 4.4 |
|
| 3898 |
3898
Barometer Capital Management
Toronto,
Ontario, Canada
| USD 247 M | -USD 302 M | -55% | 2.58% | 339% | 137 | 66.42% | 0.6 |
|
| 3899 |
3899
BHZ Capital Management
San Jose,
California
| USD 247 M | -USD 49.6 M | -17% | 9.48% | 3.24% | 145 | 20.69% | 2.9 |
|
| 3900 |
3900
Archer Investment Corporation
Carmel,
Indiana
| USD 247 M | -USD 35.2 M | -12% | 10.7% | 68.2% | 852 | 6.46% | 1.8 |
|