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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3926 |
3926
Rench Wealth Management
Denton,
Texas
| USD 155 M | -USD 1.45 M | -0.9% | 5.21% | 106% | 53 | 16.98% | 4.2 |
|
| 3927 |
3927
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| USD 155 M | -USD 18.5 M | -11% | 1.07% | 84.3% | 219 | 47.03% | 0.9 |
|
| 3928 |
HRC
3928
Hoertkorn Richard Charles
| USD 155 M | +USD 4.22 M | +3% | 2.89% | 172% | 92 | 9.78% | 4.2 |
|
| 3929 |
3929
KPCB DGF Associates
Menlo Park,
California
| USD 154 M | -USD 57.4 M | -27% | 25.9% | – | 2 | 0% | 2 |
|
| 3930 |
APSI
3930
Asset Planning Services Inc
Covington,
Louisiana
| USD 154 M | +USD 435 k | +0.3% | 1.86% | 138% | 40 | 2.5% | 2.1 |
|
| 3931 |
3931
MPS Loria Financial Planners
Burr Ridge,
Illinois
| USD 154 M | -USD 2.58 M | -2% | 1.2% | 80% | 73 | 8.22% | 1.9 |
|
| 3932 |
3932
Jolley Asset Management
Rocky Mount,
North Carolina
| USD 154 M | -USD 1.96 M | -1% | 0.21% | 3.47% | 64 | 14.06% | 3.6 |
|
| 3933 |
3933
Truvestments Capital
Sarasota,
Florida
| USD 154 M | +USD 4.94 M | +3% | 2.57% | 131% | 756 | 11.77% | 0.9 |
|
| 3934 |
3934
Private Wealth Advisors (California)
Fresno,
California
| USD 153 M | +USD 6.62 M | +5% | 0.41% | 63.6% | 67 | 14.93% | 0.6 |
|
| 3935 |
3935
Diker Management
New York
| USD 153 M | -USD 86.7 M | -36% | 7.62% | 210% | 40 | 32.5% | 2.3 |
|
| 3936 |
3936
ShawSpring Partners
Boston,
Massachusetts
| USD 153 M | -USD 17.5 M | -10% | 10.1% | 3.53% | 5 | 0% | 0.6 |
|
| 3937 |
3937
Larson Financial Group
St Louis,
Missouri
| USD 153 M | +USD 18.4 M | +14% | 0.49% | 81.2% | 656 | 19.51% | 0.7 |
|
| 3938 |
3938
Pacific Edge Advisors
Corona Del Mar,
California
| USD 153 M | +USD 1.54 M | +1% | 0.29% | 31.3% | 44 | 11.36% | 1.3 |
|
| 3939 |
3939
Cartica Management
Washington,
District of Columbia
| USD 153 M | -USD 69.1 M | -31% | 3.23% | 92.9% | 4 | 0% | 1.5 |
|
| 3940 |
3940
Shaker Investments
Cleveland,
Ohio
| USD 153 M | +USD 2.69 M | +2% | 2.43% | 205% | 92 | 18.48% | 1.8 |
|
| 3941 |
NICM
3941
Neo Ivy Capital Management
New York
| USD 153 M | -USD 24.5 M | -14% | 0.94% | – | 442 | 80.32% | 0.1 |
|
| 3942 |
LBC
3942
Lawrence B. Cohen
| USD 153 M | +USD 8.2 M | +6% | 3.65% | 41.8% | 78 | 11.54% | 4.1 |
|
| 3943 |
GII
3943
Gryphon International Investment
Toronto,
Ontario, Canada
| USD 152 M | -USD 51.9 M | -25% | 0% | 5.67% | 21 | 9.52% | 3.1 |
|
| 3944 |
3944
Marvin & Palmer Associates
Wilmington,
Delaware
| USD 152 M | +USD 1.19 M | +0.8% | 3.69% | 392% | 31 | 35.48% | 1.1 |
|
| 3945 |
SAM
3945
Security Asset Management
New York
| USD 152 M | -USD 4.18 M | -3% | 2.68% | 67.4% | 87 | 12.64% | 3.6 |
|
| 3946 |
3946
Silverleafe Capital Partners
Germantown,
Tennessee
| USD 152 M | -USD 14.7 M | -9% | 0.66% | 87.7% | 71 | 14.08% | 1 |
|
| 3947 |
3947
Opes Wealth Management
Menlo Park,
California
| USD 152 M | +USD 5.19 M | +4% | 0.68% | 54.1% | 54 | 18.52% | 0.4 |
|
| 3948 |
3948
Glen Eagle Advisors
Kingston,
New Jersey
| USD 151 M | +USD 5.19 M | +4% | 1.86% | 68.5% | 863 | 12.86% | 1.9 |
|
| 3949 |
3949
Mokosak Advisory Group
Urbandale,
Iowa
| USD 151 M | +USD 3.32 M | +2% | 0.04% | 59.2% | 25 | 12% | 1 |
|
| 3950 |
3950
Waterton Global Resource Management
Toronto,
Ontario, Canada
| USD 151 M | -USD 92.4 M | -38% | 31.5% | 21% | 5 | 80% | 0.4 |
|