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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3901 |
3901
MPS Loria Financial Planners
Burr Ridge,
Illinois
| USD 139 M | -USD 20.5 M | -13% | 14.2% | 80% | 80 | 15% | 1.3 |
|
| 3902 |
3902
Westwind Capital
Las Cruces,
New Mexico
| USD 139 M | -USD 19.2 M | -12% | 14.8% | 87.6% | 49 | 16.33% | 0.8 |
|
| 3903 |
3903
Peak Capital Management
Greenwood Village,
Colorado
| USD 139 M | +USD 3.22 M | +2% | 5.64% | 9.52% | 75 | 56% | 1.3 |
|
| 3904 |
3904
Callodine Capital Management
Boston,
Massachusetts
| USD 139 M | – | – | 13% | 53.8% | 33 | – | 0 |
|
| 3905 |
3905
Biechele Royce Advisors
Fishers,
Indiana
| USD 139 M | -USD 20.7 M | -13% | 15.3% | 39.2% | 51 | 17.65% | 0.8 |
|
| 3906 |
CWM
3906
Cedar Wealth Management
Walnut Creek,
California
| USD 139 M | -USD 51.2 M | -27% | 14.4% | 68.1% | 199 | 25.63% | 1.5 |
|
| 3907 |
3907
Bedel Financial Consulting
Indianapolis,
Indiana
| USD 139 M | -USD 10.9 M | -7% | 5.82% | 104% | 749 | 8.14% | 0.7 |
|
| 3908 |
GA
3908
Greytown Advisors
Miami,
Florida
| USD 139 M | -USD 12.4 M | -8% | 11.8% | 14.1% | 81 | 14.81% | 1.6 |
|
| 3909 |
3909
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| USD 139 M | -USD 19.6 M | -12% | 11% | 115% | 34 | 5.88% | 3.7 |
|
| 3910 |
3910
CRA Financial Services
Northfield,
New Jersey
| USD 139 M | – | – | 13.7% | 91.9% | 133 | – | 0 |
|
| 3911 |
3911
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| USD 139 M | -USD 21.6 M | -13% | 10.7% | 70.3% | 40 | 7.5% | 2.6 |
|
| 3912 |
3912
FFL Partners
San Francisco,
California
| USD 138 M | -USD 205 M | -60% | 51.4% | 36.1% | 2 | 0% | 1.5 |
|
| 3913 |
GCM
3913
Garland Capital Management
Bellevue,
Washington
| USD 138 M | -USD 9.33 M | -6% | 8.08% | 55.7% | 40 | 15% | 3 |
|
| 3914 |
3914
Venor Capital Management
New York
| USD 138 M | -USD 78 M | -36% | 18.5% | – | 7 | 0% | 1 |
|
| 3915 |
3915
SimpliFi Inc
San Diego,
California
| USD 138 M | -USD 5.49 M | -4% | 6.3% | 26.7% | 17 | 5.88% | 0.7 |
|
| 3916 |
NGA
3916
New Generation Advisors
Manchester,
Massachusetts
| USD 138 M | -USD 29.5 M | -18% | 23.9% | 45.1% | 34 | 32.35% | 1.5 |
|
| 3917 |
3917
Mainstay Capital Management
Grand Blanc,
Michigan
| USD 138 M | -USD 20 M | -13% | 9.15% | 131% | 440 | 81.36% | 0.9 |
|
| 3918 |
3918
Bain Capital Credit
Boston,
Massachusetts
| USD 138 M | -USD 131 M | -49% | 35.7% | 14.4% | 21 | 38.1% | 0.5 |
|
| 3919 |
3919
Chubb Ltd
Zurich,
Switzerland
| USD 138 M | -USD 12.9 M | -9% | 7.04% | 64.2% | 14 | 7.14% | 2.6 |
|
| 3920 |
3920
Creative Financial Designs
Kokomo,
Indiana
| USD 138 M | -USD 36.1 M | -21% | 12.9% | 56.2% | 820 | 29.76% | 1.4 |
|
| 3921 |
3921
Courant Investment Management
Franklin,
Tennessee
| USD 138 M | -USD 29.4 M | -18% | 17.6% | 35.2% | 15 | 26.67% | 1.2 |
|
| 3922 |
3922
Riggs Asset Management
Dallas,
Pennsylvania
| USD 138 M | -USD 66.6 M | -33% | 11.5% | 207% | 267 | 14.98% | 2.8 |
|
| 3923 |
3923
GYL Financial Synergies
West Hartford,
Connecticut
| USD 138 M | – | – | 13.2% | 36% | 143 | – | 0 |
|
| 3924 |
3924
Bison Wealth
Atlanta,
Georgia
| USD 138 M | -USD 15.2 M | -10% | 11% | 37.4% | 239 | 19.67% | 2.4 |
|
| 3925 |
3925
Physicians Financial Services
Raleigh,
North Carolina
| USD 138 M | -USD 7.9 M | -5% | 11.2% | 100% | 118 | 18.64% | 2.5 |
|