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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
Piershale Financial Group
Barrington,
Illinois
| USD 187 M | +USD 10.6 M | +6% | 8.36% | 82% | 19 | 5.26% | 1.5 |
|
| 3902 |
3902
KPS Global Asset Management (UK)
London,
United Kingdom
| USD 187 M | – | – | 25.2% | 373% | 6 | – | 0 |
|
| 3903 |
3903
Marathon Asset Management (New York)
New York
| USD 187 M | -USD 35.3 M | -16% | 12.1% | 490% | 17 | 58.82% | 1.1 |
|
| 3904 |
3904
Glen Eagle Advisors
Kingston,
New Jersey
| USD 187 M | +USD 35.7 M | +24% | 7.61% | 68.5% | 934 | 15.74% | 1.9 |
|
| 3905 |
3905
Weaver Consulting Group
Huntington Beach,
California
| USD 187 M | -USD 2.01 M | -1% | 3.59% | 56.4% | 899 | 6.12% | 0.7 |
|
| 3906 |
3906
Hedeker Wealth
Lincolnshire,
Illinois
| USD 187 M | +USD 21.1 M | +13% | 9.35% | 161% | 58 | 0% | 3.4 |
|
| 3907 |
3907
Fort Sheridan Advisors
Highland Park,
Illinois
| USD 186 M | +USD 7.89 M | +4% | 4.66% | 109% | 129 | 20.16% | 0.7 |
|
| 3908 |
HCA
3908
Hyperion Capital Advisors
New York
| USD 186 M | – | – | 11.2% | 86.1% | 40 | – | 0 |
|
| 3909 |
MAM
3909
Marketfield Asset Management
New York
| USD 186 M | +USD 18.5 M | +11% | 8.77% | 61.5% | 41 | 12.2% | 3 |
|
| 3910 |
3910
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| USD 186 M | +USD 11.6 M | +7% | 8.34% | 95.4% | 28 | 0% | 4.8 |
|
| 3911 |
3911
Corriente Advisors
Fort Worth,
Texas
| USD 186 M | – | – | 77.7% | – | 17 | – | 0 |
|
| 3912 |
3912
Yorktown Management & Research Company
Forest,
Virginia
| USD 186 M | +USD 444 k | +0.2% | 8.4% | 211% | 320 | 19.06% | 1.5 |
|
| 3913 |
3913
Providence Capital Advisors
Charlotte,
North Carolina
| USD 186 M | +USD 15.9 M | +9% | 6.86% | 47.4% | 288 | 29.17% | 1.2 |
|
| 3914 |
3914
Intrepid Capital Management
Jacksonville Beach,
Florida
| USD 186 M | -USD 5.27 M | -3% | 4.16% | 70.2% | 69 | 26.09% | 1.6 |
|
| 3915 |
3915
GeoWealth Management
Chicago,
Illinois
| USD 186 M | -USD 259 M | -58% | 3.98% | 58% | 245 | 72.24% | 0.3 |
|
| 3916 |
3916
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| USD 186 M | +USD 17.4 M | +10% | 9.13% | 72.9% | 142 | 6.34% | 2.9 |
|
| 3917 |
3917
Donor Advised Charitable Giving
San Francisco,
California
| USD 186 M | +USD 57.3 M | +45% | 30.9% | 418% | 57 | 8.77% | 0.8 |
|
| 3918 |
3918
Old North State Trust
Greensboro,
North Carolina
| USD 185 M | +USD 37.9 M | +26% | 4.3% | – | 388 | 13.92% | 1.1 |
|
| 3919 |
3919
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| USD 185 M | +USD 17.9 M | +11% | 5% | 47.9% | 419 | 16.71% | 0.8 |
|
| 3920 |
PCMK
3920
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| USD 185 M | -USD 5.59 M | -3% | 6.41% | 87.5% | 68 | 29.41% | 4.8 |
|
| 3921 |
BG
3921
Berry Group
Worcester,
Massachusetts
| USD 185 M | – | – | 9.13% | – | 125 | – | 0 |
|
| 3922 |
3922
Physicians Financial Services
Raleigh,
North Carolina
| USD 185 M | +USD 10 M | +6% | 8.22% | 100% | 125 | 8.8% | 2.9 |
|
| 3923 |
3923
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| USD 185 M | +USD 11.8 M | +7% | 6.03% | 55.5% | 77 | 9.09% | 1.1 |
|
| 3924 |
3924
Jackson Grant Investment Advisers
Stamford,
Connecticut
| USD 185 M | +USD 8.67 M | +5% | 5.93% | 54.3% | 225 | 4.44% | 2.9 |
|
| 3925 |
EE
3925
EWG Elevate
Roseville,
California
| USD 184 M | – | – | 7.1% | 76% | 73 | – | 0 |
|