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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
Cooper/Haims Advisors
Victor,
New York
| USD 135 M | +USD 21.7 M | +19% | 0.42% | 53.1% | 61 | 26.23% | 0.4 |
|
| 3977 |
3977
Marlowe Partners
New York
| USD 135 M | +USD 39.2 M | +41% | 0.88% | 16.3% | 7 | 28.57% | 0.8 |
|
| 3978 |
3978
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| USD 135 M | -USD 8.93 M | -6% | 2.3% | 92.4% | 406 | 14.04% | 2.8 |
|
| 3979 |
3979
Richmond Hill Investments
New York
| USD 135 M | -USD 2.15 M | -2% | 10.5% | 55.2% | 8 | 12.5% | 3.1 |
|
| 3980 |
3980
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| USD 135 M | +USD 9.17 M | +7% | 4.51% | 91.9% | 62 | 1.61% | 1.1 |
|
| 3981 |
SWMG
3981
Signature Wealth Management Group
Atlanta,
Georgia
| USD 135 M | +USD 5.48 M | +4% | 4.06% | – | 359 | 10.58% | 0.5 |
|
| 3982 |
3982
Bandera Partners
New York
| USD 135 M | +USD 1.35 M | +1% | 7.35% | 55.4% | 27 | 55.56% | 2.1 |
|
| 3983 |
3983
RB Capital Management
Reno,
Nevada
| USD 135 M | +USD 7.8 M | +6% | 2.98% | 79.4% | 144 | 7.64% | 1.2 |
|
| 3984 |
3984
Day & Ennis
Macon,
Georgia
| USD 135 M | +USD 12.7 M | +10% | 1.04% | 15.2% | 83 | 10.84% | 1.9 |
|
| 3985 |
3985
Corrigan Financial
Middletown,
Rhode Island
| USD 135 M | +USD 4.94 M | +4% | 2.98% | 9.54% | 59 | 3.39% | 1.7 |
|
| 3986 |
3986
Epstein & White Financial
San Diego,
California
| USD 135 M | -USD 21.2 M | -14% | 2.28% | 51% | 117 | 22.22% | 0.4 |
|
| 3987 |
IP
3987
Investment Partners
New Philadelphia,
Ohio
| USD 135 M | +USD 391 k | +0.3% | 2.15% | 74.1% | 158 | 8.86% | 2.1 |
|
| 3988 |
3988
Milestone Advisory Partners
Southern Pines,
North Carolina
| USD 134 M | +USD 755 k | +0.6% | 1.85% | 19.7% | 50 | 14% | 0.5 |
|
| 3989 |
3989
Central Asset Investments & Management Holdings
Hong Kong
| USD 134 M | +USD 17.4 M | +15% | 8.23% | 3,210% | 41 | 63.41% | 0.4 |
|
| 3990 |
PCR
3990
Potrero Capital Research
San Francisco,
California
| USD 134 M | +USD 895 k | +0.7% | 14.3% | 226% | 60 | 41.67% | 0.8 |
|
| 3991 |
3991
Shoker Investment Counsel
Oxford,
Ohio
| USD 134 M | +USD 2.69 M | +2% | 2.33% | 83.8% | 107 | 6.54% | 3.3 |
|
| 3992 |
3992
Wela Strategies
Atlanta,
Georgia
| USD 134 M | +USD 9.36 M | +7% | 1.15% | 51.3% | 33 | 12.12% | 1 |
|
| 3993 |
3993
Bison Wealth
Atlanta,
Georgia
| USD 134 M | +USD 3.06 M | +2% | 3.29% | 37.4% | 222 | 15.32% | 2.1 |
|
| 3994 |
3994
White Square Capital
London,
United Kingdom
| USD 134 M | -USD 59.3 M | -31% | 0.74% | 542% | 6 | 83.33% | 0.5 |
|
| 3995 |
3995
O'Brien Wealth Partners
Waltham,
Massachusetts
| USD 134 M | -USD 11.2 M | -8% | 2.25% | 56.7% | 192 | 54.17% | 0.8 |
|
| 3996 |
3996
GS Investments
Minneapolis,
Minnesota
| USD 134 M | -USD 2.54 M | -2% | 2.83% | 94.1% | 130 | 19.23% | 0.8 |
|
| 3997 |
3997
Reliant Investment Management
Memphis,
Tennessee
| USD 134 M | -USD 413 k | -0.3% | 1.77% | 129% | 53 | 7.55% | 2.6 |
|
| 3998 |
3998
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| USD 134 M | -USD 1.57 M | -1% | 1.5% | – | 478 | 31.8% | 0.8 |
|
| 3999 |
3999
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| USD 134 M | +USD 5.1 M | +4% | 1.53% | 66.8% | 125 | 6.4% | 0.5 |
|
| 4000 |
4000
Courage Capital Management
Nashville,
Tennessee
| USD 134 M | +USD 2.74 M | +2% | 4.48% | 86.5% | 31 | 22.58% | 1.5 |
|