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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
4026
Eldridge Investment Advisors
Manchester,
New Hampshire
| USD 130 M | – | – | 5.29% | 50.9% | 54 | – | 0 |
|
| 4027 |
4027
Prime Capital Investment Advisors
Overland Park,
Kansas
| USD 130 M | – | – | 6.05% | 78.7% | 248 | – | 0 |
|
| 4028 |
PGF
4028
Pelham Global Financials
London,
United Kingdom
| USD 130 M | – | – | 12.6% | 24.5% | 8 | – | 0 |
|
| 4029 |
4029
Lucerne Capital Management
Greenwich,
Connecticut
| USD 130 M | – | – | 22.3% | – | 1 | – | 0 |
|
| 4030 |
JPC
4030
Jabodon PT Co
Reno,
Nevada
| USD 130 M | – | – | 6.44% | 61.9% | 16 | – | 0.3 |
|
| 4031 |
4031
Providence Capital Advisors
Charlotte,
North Carolina
| USD 130 M | – | – | 4.2% | 47.4% | 312 | – | 0 |
|
| 4032 |
4032
Cruiser Capital Advisors
Stamford,
Connecticut
| USD 129 M | – | – | 9.97% | 192% | 32 | – | 0 |
|
| 4033 |
4033
Mokosak Advisory Group
Urbandale,
Iowa
| USD 129 M | – | – | 3.46% | 59.2% | 10 | – | 0 |
|
| 4034 |
CAN
4034
Claraphi Advisory Network
Aliso Viejo,
United States
| USD 129 M | – | – | 4.14% | 88.3% | 221 | – | 0 |
|
| 4035 |
4035
Silver Heights Capital Management
Toronto,
Ontario, Canada
| USD 129 M | -USD 14.1 M | -10% | 2.33% | 39.8% | 7 | 14.29% | 1 |
|
| 4036 |
SV
4036
Stilwell Value
New York
| USD 129 M | -USD 1.01 M | -0.8% | 3.45% | 87.9% | 39 | 15.38% | 1.9 |
|
| 4037 |
4037
REDW Wealth
Albuquerque,
New Mexico
| USD 129 M | +USD 8.01 M | +7% | 3.53% | 54.1% | 89 | 13.48% | 0.8 |
|
| 4038 |
4038
TLWM Financial
San Antonio,
Texas
| USD 129 M | – | – | 4.94% | 53.9% | 49 | – | 0 |
|
| 4039 |
LA
4039
Lau Associates
Greenville,
Delaware
| USD 129 M | -USD 264 k | -0.2% | 6.78% | 44.5% | 81 | 12.35% | 3 |
|
| 4040 |
4040
Hedeker Wealth
Lincolnshire,
Illinois
| USD 128 M | +USD 14.8 M | +13% | 8.1% | 141% | 70 | 1.43% | 1.7 |
|
| 4041 |
4041
Tillar-Wenstrup Advisors
Centerville,
Ohio
| USD 128 M | -USD 3.18 M | -2% | 6.14% | 27.4% | 47 | 14.89% | 1.8 |
|
| 4042 |
4042
1492 Capital Management
Milwaukee,
Wisconsin
| USD 128 M | +USD 15.1 M | +13% | 12.4% | 332% | 114 | 37.72% | 1.3 |
|
| 4043 |
BOCM
4043
Bontempo Ohly Capital Management
Bethesda,
Maryland
| USD 128 M | -USD 825 k | -0.6% | 4.64% | 49.6% | 34 | 26.47% | 1.8 |
|
| 4044 |
4044
Caprin Asset Management
Henrico,
Virginia
| USD 128 M | -USD 1.73 M | -1% | 0.42% | 7.87% | 18 | 5.56% | 1.5 |
|
| 4045 |
BCA
4045
Benchmark Capital Advisors
New York
| USD 128 M | -USD 605 k | -0.5% | 4.28% | 29.5% | 151 | 15.23% | 2.6 |
|
| 4046 |
4046
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| USD 128 M | +USD 7.45 M | +6% | 3.3% | 130% | 557 | 9.69% | 1.5 |
|
| 4047 |
4047
Capital Insight Partners
Scottsdale,
Arizona
| USD 128 M | +USD 9.4 M | +8% | 5.36% | 51.7% | 84 | 11.9% | 1.5 |
|
| 4048 |
4048
American Trust Investment Advisors
Lebanon,
New Hampshire
| USD 128 M | +USD 15.6 M | +14% | 6.96% | 91% | 81 | 11.11% | 1.6 |
|
| 4049 |
4049
Vickerman & Driscoll Financial Advisors
Spokane,
Washington
| USD 127 M | – | – | 5.65% | – | 112 | – | 0 |
|
| 4050 |
4050
CFO4Life Group
Coppell,
Texas
| USD 127 M | +USD 3.2 M | +3% | 4.32% | 56.7% | 106 | 10.38% | 0.6 |
|