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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
Premier Financial Group
Eureka,
California
| USD 497 M | -USD 90 M | -15% | 11.1% | – | 255 | 90.98% | 0.1 |
|
| 3902 |
3902
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| USD 497 M | +USD 47.6 M | +11% | 12.8% | 84.7% | 203 | 10.34% | 6.7 |
|
| 3903 |
3903
Alta Fox Capital Management
Fort Worth,
Texas
| USD 497 M | +USD 119 M | +32% | 17.5% | 261% | 17 | 58.82% | 0.5 |
|
| 3904 |
3904
Monument Capital Management
Alexandria,
Virginia
| USD 497 M | +USD 98.1 M | +25% | 25.1% | 170% | 283 | 30.74% | 2.2 |
|
| 3905 |
3905
Coston McIsaac & Partners
Bar Harbor,
Maine
| USD 497 M | +USD 53.9 M | +12% | 5.54% | 34.3% | 1,004 | 12.55% | 2.6 |
|
| 3906 |
PBF
3906
Petix & Botte Financial
La Mesa,
California
| USD 497 M | +USD 48 M | +11% | 11.8% | 47.5% | 145 | 7.59% | 3.5 |
|
| 3907 |
3907
Ackerman Capital Advisors
Dallas,
Texas
| USD 497 M | +USD 8.24 M | +2% | 8.35% | 46.4% | 122 | 7.38% | 3.7 |
|
| 3908 |
3908
NVWM LLC
Yardley,
Pennsylvania
| USD 496 M | +USD 47.1 M | +10% | 20.9% | 119% | 803 | 10.96% | 3.1 |
|
| 3909 |
3909
Bayview Asset Management
Coral Gables,
Florida
| USD 496 M | +USD 236 M | +91% | 8.41% | 55.4% | 86 | 52.33% | 0.5 |
|
| 3910 |
3910
Edenbrook Capital
Mt. Kisco,
New York
| USD 496 M | +USD 175 M | +55% | 38.4% | 267% | 22 | 59.09% | 2.4 |
|
| 3911 |
PFMOSF
3911
Philadelphia Financial Management of San Francisco
San Francisco,
California
| USD 496 M | +USD 150 M | +43% | 23.3% | 209% | 75 | 82.67% | 0.2 |
|
| 3912 |
3912
Segra Capital Management
Palm Beach,
Florida
| USD 496 M | +USD 248 M | +100% | 24.7% | 19% | 16 | 62.5% | 0.3 |
|
| 3913 |
3913
Blankinship & Foster
Solana Beach,
California
| USD 495 M | +USD 43.2 M | +10% | 13.1% | 67.1% | 81 | 9.88% | 4.8 |
|
| 3914 |
CWAG
3914
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| USD 495 M | +USD 46.4 M | +10% | 13% | 76.1% | 85 | 2.35% | 5.2 |
|
| 3915 |
3915
Integris Wealth Management
Monterey,
California
| USD 495 M | +USD 60.1 M | +14% | 12.5% | 60.3% | 134 | 9.7% | 2.3 |
|
| 3916 |
3916
Fairvoy Private Wealth
Birmingham,
Alabama
| USD 495 M | +USD 75.8 M | +18% | 20.1% | – | 231 | 26.41% | 1 |
|
| 3917 |
3917
Act Two Investors
Santa Cruz,
California
| USD 495 M | +USD 41.6 M | +9% | 8.58% | 53% | 38 | 7.89% | 3.9 |
|
| 3918 |
3918
Fermata Advisors
Sonoma,
California
| USD 495 M | +USD 50.4 M | +11% | 9.22% | 58.3% | 279 | 18.28% | 1.9 |
|
| 3919 |
3919
Carlson Capital
Dallas,
Texas
| USD 494 M | +USD 177 M | +56% | 2.65% | 67.9% | 102 | 56.86% | 0.3 |
|
| 3920 |
3920
Cary Street Partners Investment Advisory
Richmond,
Virginia
| USD 494 M | +USD 103 M | +26% | 15.4% | 84.1% | 787 | 16.14% | 2.6 |
|
| 3921 |
3921
Mars Jewett Financial Group
Bellevue,
Washington
| USD 494 M | +USD 178 M | +57% | 13.2% | – | 47 | 23.4% | 0.4 |
|
| 3922 |
MIC
3922
Maxi Investments CY
Limassol,
Cyprus
| USD 494 M | +USD 36.4 M | +8% | 35.6% | 83.2% | 125 | 76% | 0.5 |
|
| 3923 |
3923
Marathon Capital Management
Hunt Valley,
Maryland
| USD 494 M | +USD 48.7 M | +11% | 19.4% | 74% | 198 | 19.19% | 3.2 |
|
| 3924 |
3924
Augustine Asset Management
Jacksonville,
Florida
| USD 494 M | +USD 49.8 M | +11% | 19.1% | 316% | 123 | 10.57% | 4.2 |
|
| 3925 |
3925
Benin Management Corp
Wilton,
Connecticut
| USD 494 M | +USD 49 M | +11% | 14.8% | 91.7% | 157 | 10.19% | 6.3 |
|