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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
Weaver Consulting Group
Huntington Beach,
California
| USD 172 M | +USD 18.6 M | +12% | 13.5% | 56.4% | 1,057 | 17.41% | 0.9 |
|
| 3927 |
3927
Piershale Financial Group
Barrington,
Illinois
| USD 172 M | +USD 88.5 M | +106% | 14.5% | 82% | 24 | 70.83% | 1 |
|
| 3928 |
3928
S.R. Schill & Associates
Mercer Island,
Washington
| USD 172 M | +USD 22.5 M | +15% | 16.4% | 42.7% | 72 | 18.06% | 2.9 |
|
| 3929 |
3929
FNY Investment Advisers
New York
| USD 172 M | +USD 40.2 M | +31% | 45.4% | 386% | 726 | 74.38% | 0.3 |
|
| 3930 |
3930
United Capital Management of KS
Salina,
Kansas
| USD 171 M | +USD 52.6 M | +44% | 28% | 295% | 89 | 28.09% | 1.1 |
|
| 3931 |
LFM
3931
Lumina Fund Management
New York
| USD 171 M | -USD 4.84 M | -3% | 21.6% | 28.1% | 39 | 30.77% | 1.7 |
|
| 3932 |
3932
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| USD 171 M | +USD 43 M | +33% | 18.6% | 84.3% | 136 | 33.82% | 1.1 |
|
| 3933 |
QCMC
3933
Quantum Capital Management (California)
San Francisco,
California
| USD 171 M | +USD 22.1 M | +15% | 34.1% | 53.7% | 318 | 6.6% | 2 |
|
| 3934 |
3934
Riversedge Advisors
Wilmington,
Delaware
| USD 171 M | +USD 58.4 M | +52% | 15.1% | 71.3% | 45 | 33.33% | 0.5 |
|
| 3935 |
3935
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| USD 171 M | +USD 26.6 M | +18% | 16.1% | 55.5% | 68 | 22.06% | 1.4 |
|
| 3936 |
3936
Heritage Way Advisors
Rockford,
Illinois
| USD 171 M | +USD 32.1 M | +23% | 18.3% | 79.4% | 64 | 9.38% | 2.4 |
|
| 3937 |
3937
Corbyn Investment Management
Lutherville,
Maryland
| USD 171 M | +USD 10.2 M | +6% | 17.3% | 71% | 55 | 23.64% | 3.1 |
|
| 3938 |
3938
MEAG MUNICH ERGO AssetManagement
Munich,
Germany
| USD 171 M | +USD 5.83 M | +4% | 4.57% | 18.2% | 13 | 0% | 4.4 |
|
| 3939 |
3939
Alethea Capital Management
Mercer Island,
Washington
| USD 171 M | +USD 16.6 M | +11% | 26.3% | 275% | 111 | 54.05% | 1.4 |
|
| 3940 |
3940
First Washington Corp
Seattle,
Washington
| USD 171 M | +USD 11.4 M | +7% | 37.7% | 142% | 73 | 6.85% | 3.3 |
|
| 3941 |
3941
Weybosset Research & Management
Province,
Rhode Island
| USD 171 M | +USD 30.3 M | +22% | 18.9% | 74.8% | 57 | 17.54% | 3.8 |
|
| 3942 |
AP
3942
Agilis Partners
Waltham,
Massachusetts
| USD 171 M | +USD 65.9 M | +63% | 12.4% | 8.47% | 22 | 18.18% | 1.8 |
|
| 3943 |
3943
Castle Rock Wealth Management
Walnut Creek,
California
| USD 171 M | +USD 54.8 M | +47% | 16.3% | 115% | 196 | 36.73% | 0.5 |
|
| 3944 |
3944
Highside Global Management
Dallas,
Texas
| USD 170 M | +USD 5.19 M | +3% | 22.4% | 11.1% | 19 | 36.84% | 0.4 |
|
| 3945 |
3945
Tobias Financial Advisors
Plantation,
Florida
| USD 170 M | +USD 32 M | +23% | 15.7% | 44.5% | 67 | 19.4% | 0.4 |
|
| 3946 |
IP
3946
Investment Partners
New Philadelphia,
Ohio
| USD 170 M | +USD 31.4 M | +23% | 17.4% | 83.2% | 152 | 24.34% | 2.8 |
|
| 3947 |
3947
Milestone Advisory Partners
Southern Pines,
North Carolina
| USD 170 M | +USD 26 M | +18% | 12.6% | 19.7% | 61 | 31.15% | 1.1 |
|
| 3948 |
SC
3948
Schulhoff & Co
Cincinnati,
Ohio
| USD 170 M | +USD 10.1 M | +6% | 10.7% | 51.8% | 101 | 4.95% | 5.6 |
|
| 3949 |
3949
Monument Capital Management
Alexandria,
Virginia
| USD 170 M | +USD 30.9 M | +22% | 16.6% | 170% | 87 | 32.18% | 1.6 |
|
| 3950 |
3950
Accel Growth Fund IV Associates
Palo Alto,
California
| USD 170 M | +USD 57.4 M | +51% | 54.5% | 61.4% | 2 | 0% | 0.5 |
|