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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
JRM Investment Counsel
Omaha,
Nebraska
| USD 235 M | +USD 5.11 M | +2% | 5.16% | 65.5% | 23 | 26.09% | 3.8 |
|
| 3927 |
3927
Smith & Howard Wealth Management
Atlanta,
Georgia
| USD 235 M | -USD 1.63 M | -0.7% | 6% | 43.8% | 73 | 19.18% | 3.9 |
|
| 3928 |
3928
Corbyn Investment Management
Lutherville,
Maryland
| USD 235 M | -USD 13.3 M | -5% | 3.31% | 71.9% | 81 | 8.64% | 3.4 |
|
| 3929 |
3929
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| USD 234 M | -USD 7.02 M | -3% | 4.56% | 17.7% | 347 | 18.44% | 2.7 |
|
| 3930 |
3930
WealthBridge Capital Management
Westerville,
Ohio
| USD 234 M | USD 0 | 0% | 4.86% | 89.4% | 197 | 0% | 2.2 |
|
| 3931 |
VM
3931
Venator Management
Pittsburgh,
Pennsylvania
| USD 234 M | -USD 7.52 M | -3% | 1.13% | 101% | 31 | 19.35% | 1.2 |
|
| 3932 |
3932
Forest Hill Capital
Little Rock,
Arkansas
| USD 234 M | -USD 7.03 M | -3% | 2.05% | 112% | 46 | 8.7% | 4 |
|
| 3933 |
3933
HT Partners
Centerbrook,
Connecticut
| USD 234 M | -USD 17.1 M | -7% | 6.26% | 71.1% | 48 | 6.25% | 4.2 |
|
| 3934 |
3934
Trinity Legacy Partners
Houston,
Texas
| USD 234 M | -USD 23.3 M | -9% | 3.7% | 63.3% | 101 | 34.65% | 2 |
|
| 3935 |
3935
High Net Worth Advisory Group
Naples,
Florida
| USD 234 M | -USD 6.98 M | -3% | 5.65% | 75.7% | 738 | 14.36% | 0.7 |
|
| 3936 |
3936
Green Court Capital Management
Hong Kong
| USD 234 M | +USD 12.6 M | +6% | 12.5% | 33.4% | 2 | 50% | 0.5 |
|
| 3937 |
3937
Clifford Capital Partners
Alpine,
Utah
| USD 234 M | -USD 16.3 M | -7% | 5.09% | 77.3% | 47 | 4.26% | 2.6 |
|
| 3938 |
3938
Ellsworth Advisors
Hudson,
Ohio
| USD 234 M | -USD 14.1 M | -6% | 4.94% | 131% | 157 | 22.29% | 1.1 |
|
| 3939 |
3939
Beck Capital Management
Austin,
Texas
| USD 233 M | +USD 11.4 M | +5% | 0.6% | 291% | 149 | 41.61% | 1.2 |
|
| 3940 |
3940
Selective Wealth Management
Forest,
Virginia
| USD 233 M | -USD 47.6 M | -17% | 7.27% | 74.4% | 849 | 14.61% | 1.4 |
|
| 3941 |
SRFM
3941
Shannon River Fund Management
New York
| USD 233 M | -USD 119 M | -34% | 5.56% | 554% | 40 | 37.5% | 1 |
|
| 3942 |
3942
Winch Advisory Services
Appleton,
Wisconsin
| USD 233 M | -USD 12.2 M | -5% | 3.16% | 80.8% | 467 | 9.85% | 3.8 |
|
| 3943 |
SCM
3943
Stormborn Capital Management
Greenwich,
Connecticut
| USD 232 M | +USD 6.17 M | +3% | 1.63% | 256% | 36 | 50% | 0.6 |
|
| 3944 |
3944
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| USD 232 M | -USD 2.6 M | -1% | 3.91% | 71.1% | 87 | 6.9% | 3.1 |
|
| 3945 |
3945
Acuta Capital Partners
Redwood City,
California
| USD 232 M | +USD 52.7 M | +29% | 37.6% | 7,269% | 59 | 47.46% | 1 |
|
| 3946 |
3946
Levy Wealth Management Group
Philadelphia,
Pennsylvania
| USD 232 M | +USD 13.7 M | +6% | 3.72% | 21.1% | 85 | 23.53% | 1.2 |
|
| 3947 |
3947
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| USD 232 M | -USD 13.3 M | -5% | 5.88% | 76.5% | 102 | 5.88% | 4.8 |
|
| 3948 |
3948
Olympus Wealth Management
Cottonwood Heights,
Utah
| USD 232 M | +USD 52.6 M | +29% | 7.86% | 43.1% | 16 | 25% | 0.6 |
|
| 3949 |
3949
WealthOne
Albany,
New York
| USD 232 M | -USD 12.8 M | -5% | 4.29% | 23.4% | 121 | 11.57% | 2.3 |
|
| 3950 |
3950
Pinnacle Bancorp
Beatrice,
Nebraska
| USD 232 M | -USD 11.5 M | -5% | 4.38% | 72.9% | 783 | 9.58% | 3.4 |
|