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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3976 |
3976
Emory University
Atlanta,
Georgia
| USD 106 M | +USD 4.36 M | +4% | 8.48% | – | 48 | 27.08% | 0.7 |
|
| 3977 |
3977
Somerset Group
Wayzata,
Minnesota
| USD 106 M | +USD 4.64 M | +5% | 4.81% | 84.6% | 71 | 7.04% | 2.5 |
|
| 3978 |
3978
Hedeker Wealth
Lincolnshire,
Illinois
| USD 106 M | -USD 15.7 M | -13% | 4.81% | 141% | 93 | 7.53% | 0.9 |
|
| 3979 |
3979
RB Capital Management
Reno,
Nevada
| USD 106 M | +USD 5.5 M | +5% | 5.35% | 79.4% | 117 | 9.4% | 0.2 |
|
| 3980 |
MCM
3980
Millie Capital Management
Walnut Creek,
California
| USD 106 M | +USD 7.1 M | +7% | 5.54% | 24.5% | 78 | 21.79% | 1.2 |
|
| 3981 |
3981
Day & Ennis
Macon,
Georgia
| USD 105 M | +USD 7.74 M | +8% | 3.39% | 15.2% | 94 | 15.96% | 0.9 |
|
| 3982 |
HCM
3982
Hall Capital Management
Barrington,
Rhode Island
| USD 105 M | +USD 2.75 M | +3% | 3.46% | – | 81 | 6.17% | 1.8 |
|
| 3983 |
LFWA
3983
LBJ Family Wealth Advisors
Austin,
Texas
| USD 105 M | +USD 5.15 M | +5% | 4.88% | 64.9% | 17 | 0% | 2.3 |
|
| 3984 |
3984
Smart Portfolios LLC
Seattle,
Washington
| USD 105 M | -USD 9.7 M | -8% | 5.29% | 41.3% | 45 | 35.56% | 0.6 |
|
| 3985 |
3985
Glade Brook Capital Partners
Greenwich,
Connecticut
| USD 105 M | – | – | 7.97% | – | 1 | – | 0 |
|
| 3986 |
3986
United Bank (Georgia)
Zebulon,
Georgia
| USD 105 M | +USD 7.1 M | +7% | 4.7% | 81.2% | 73 | 8.22% | 0.2 |
|
| 3987 |
3987
Seven Bridges Advisors
New York
| USD 105 M | +USD 6.98 M | +7% | 4.86% | – | 163 | 26.99% | 0.9 |
|
| 3988 |
3988
Matthew Goff Investment Advisor
Houston,
Texas
| USD 105 M | – | – | 6.18% | 89.6% | 36 | – | 0 |
|
| 3989 |
3989
Northwest Quadrant Wealth Management
Bend,
Oregon
| USD 105 M | +USD 10.3 M | +11% | 4.2% | 45.6% | 58 | 0% | 0.3 |
|
| 3990 |
3990
LCNB Corp
Lebanon,
Ohio
| USD 105 M | +USD 3.36 M | +3% | 3.94% | 75.2% | 115 | 6.09% | 0.2 |
|
| 3991 |
3991
Oakcliff Capital Partners
New York
| USD 105 M | – | – | 2.67% | 133% | 10 | – | 0 |
|
| 3992 |
3992
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| USD 104 M | +USD 7.28 M | +7% | 4.74% | 37.8% | 26 | 7.69% | 2 |
|
| 3993 |
GCM
3993
Goldman Capital Management
New York
| USD 104 M | -USD 11.1 M | -10% | 20% | 24.3% | 31 | 16.13% | 2.5 |
|
| 3994 |
3994
HM Capital Management
Clayton,
Missouri
| USD 104 M | +USD 5.91 M | +6% | 6.14% | 29.6% | 37 | 2.7% | 2.5 |
|
| 3995 |
LI
3995
Longer Investments
Fayetteville,
Arkansas
| USD 104 M | -USD 5.38 M | -5% | 3.52% | 20.4% | 42 | 30.95% | 1.9 |
|
| 3996 |
3996
Bandera Partners
New York
| USD 104 M | -USD 52.1 M | -33% | 5.9% | 55.4% | 15 | 33.33% | 2 |
|
| 3997 |
IP
3997
Investment Partners
New Philadelphia,
Ohio
| USD 104 M | +USD 1.51 M | +1% | 4.48% | 74.1% | 119 | 13.45% | 1.6 |
|
| 3998 |
3998
Threshold Group
Seattle,
Washington
| USD 104 M | -USD 10.9 M | -9% | 4.69% | – | 40 | 22.5% | 0.9 |
|
| 3999 |
3999
Corrigan Financial
Middletown,
Rhode Island
| USD 104 M | +USD 2.96 M | +3% | 6.02% | 9.54% | 40 | 2.5% | 1.1 |
|
| 4000 |
4000
Donald L. Hagan LLC
Sarasota,
Florida
| USD 104 M | -USD 2.23 M | -2% | 2.02% | 47.9% | 81 | 17.28% | 1.5 |
|