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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
Park Edge Advisors
Cleveland,
Ohio
| USD 278 M | -USD 18 M | -6% | 5.14% | 61.1% | 108 | 11.11% | 0.6 |
|
| 3902 |
3902
Washington University
St Louis,
Missouri
| USD 278 M | +USD 11.2 M | +4% | 5.11% | 44% | 11 | 54.55% | 0.9 |
|
| 3903 |
3903
First International Bank & Trust
Watford City,
North Dakota
| USD 278 M | -USD 36.1 M | -11% | 1.47% | 38.6% | 89 | 21.35% | 1.5 |
|
| 3904 |
3904
Barry Investment Advisors
New Bedford,
Massachusetts
| USD 278 M | -USD 18.3 M | -6% | 3.49% | 66.7% | 120 | 6.67% | 3.3 |
|
| 3905 |
3905
Northwest Wealth Management
Spencer,
Iowa
| USD 278 M | +USD 1.96 M | +0.7% | 2.45% | 68.2% | 157 | 9.55% | 3.3 |
|
| 3906 |
AP
3906
Agilis Partners
Waltham,
Massachusetts
| USD 278 M | +USD 21.7 M | +8% | 4.48% | 8.47% | 23 | 0% | 4.2 |
|
| 3907 |
3907
BDT Capital Partners
Chicago,
Illinois
| USD 278 M | -USD 57.2 M | -17% | 6.93% | 25.5% | 3 | 0% | 0.9 |
|
| 3908 |
3908
Arch Capital Group
Pembroke,
Bermuda
| USD 277 M | -USD 1.75 M | -0.6% | 0.66% | 3.08% | 3 | 0% | 1.9 |
|
| 3909 |
3909
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| USD 277 M | – | – | 1.84% | – | 1,301 | – | 0.6 |
|
| 3910 |
3910
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
| USD 277 M | -USD 15.8 M | -5% | 3.22% | 63.5% | 178 | 10.67% | 1.8 |
|
| 3911 |
OH
3911
Oikos Holdings
New York
| USD 277 M | +USD 24.1 M | +10% | 4.35% | 5.54% | 9 | 11.11% | 2.1 |
|
| 3912 |
3912
PBMares Wealth Management
Williamsburg,
Virginia
| USD 277 M | -USD 2.28 M | -0.8% | 2.63% | 67.7% | 171 | 7.02% | 2.6 |
|
| 3913 |
3913
Evergreen Advisors
Chattanooga,
Tennessee
| USD 277 M | -USD 5.76 M | -2% | 3.79% | – | 18 | 11.11% | 2.7 |
|
| 3914 |
3914
Kiley Juergens Wealth Management
Olympia,
Washington
| USD 277 M | -USD 12.9 M | -4% | 2.97% | 106% | 75 | 8% | 3.3 |
|
| 3915 |
3915
Berkeley Capital Partners
Milton,
Georgia
| USD 277 M | -USD 5.37 M | -2% | 4.1% | 62.8% | 151 | 9.27% | 3.7 |
|
| 3916 |
3916
Bandera Partners
New York
| USD 277 M | +USD 41.4 M | +18% | 4.88% | 55.4% | 19 | 10.53% | 3.3 |
|
| 3917 |
PI
3917
Pennant Investors
Summit,
New Jersey
| USD 277 M | -USD 22.9 M | -8% | 0.91% | 372% | 18 | 27.78% | 2.7 |
|
| 3918 |
3918
Timber Creek Capital Management
Boston,
Massachusetts
| USD 277 M | -USD 13.7 M | -5% | 1.93% | 139% | 150 | 17.33% | 5.7 |
|
| 3919 |
3919
Georgetown University
Washington,
District of Columbia
| USD 277 M | -USD 8.67 M | -3% | 0.46% | 79.9% | 23 | 8.7% | 1.8 |
|
| 3920 |
3920
B&I Capital
Zurich,
Switzerland
| USD 276 M | -USD 24 M | -8% | 7.68% | 30.5% | 30 | 20% | 1.8 |
|
| 3921 |
3921
Defender Capital
Charlotte,
North Carolina
| USD 276 M | -USD 14.7 M | -5% | 1.87% | 101% | 39 | 7.69% | 2.3 |
|
| 3922 |
3922
Westover Capital Advisors
Wilmington,
Delaware
| USD 276 M | -USD 11.8 M | -4% | 2.71% | 144% | 189 | 17.46% | 2.7 |
|
| 3923 |
3923
Solidarity Wealth
Lehi,
Utah
| USD 276 M | +USD 32.9 M | +14% | 3.97% | 85.9% | 98 | 20.41% | 1.2 |
|
| 3924 |
3924
Harbor Advisory Corp
Portsmouth,
New Hampshire
| USD 276 M | -USD 7.32 M | -3% | 3.71% | 63.2% | 90 | 11.11% | 3 |
|
| 3925 |
3925
Engle Capital Management
Greenwich,
Connecticut
| USD 276 M | -USD 47.4 M | -15% | 0.5% | 398% | 34 | 55.88% | 0.4 |
|