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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
Horan Capital Advisors
Cincinnati,
Ohio
| USD 149 M | -USD 9.34 M | -6% | 3.35% | 26.6% | 266 | 74.06% | 3.1 |
|
| 4027 |
4027
Truvestments Capital
Sarasota,
Florida
| USD 149 M | +USD 18.4 M | +14% | 2.79% | 131% | 807 | 20.57% | 0.7 |
|
| 4028 |
4028
Ogorek Anthony Joseph
Williamsville,
New York
| USD 148 M | -USD 2.38 M | -2% | 3.25% | 61.1% | 169 | 8.88% | 1.7 |
|
| 4029 |
4029
Squar Milner Financial Services
Irvine,
California
| USD 148 M | +USD 12.8 M | +9% | 3.25% | – | 923 | 20.69% | 0.9 |
|
| 4030 |
4030
Rice Partnership
Honolulu,
Hawaii
| USD 148 M | +USD 10.3 M | +7% | 4.31% | 123% | 106 | 34.91% | 0.8 |
|
| 4031 |
REMS
4031
Real Estate Management Services
| USD 148 M | -USD 11 M | -7% | 2.96% | 67.2% | 30 | 13.33% | 2.6 |
|
| 4032 |
4032
Investors Asset Management of Georgia
Atlanta,
Georgia
| USD 148 M | +USD 5.04 M | +4% | 4.01% | 118% | 150 | 7.33% | 3.7 |
|
| 4033 |
JC
4033
JCSD Capital
Walnut Creek,
California
| USD 148 M | +USD 12.8 M | +9% | 3.61% | – | 59 | 11.86% | 1.5 |
|
| 4034 |
4034
Mokosak Advisory Group
Urbandale,
Iowa
| USD 148 M | +USD 4.52 M | +3% | 2.41% | 59.2% | 22 | 4.55% | 0.9 |
|
| 4035 |
4035
Ayalon Insurance Company
Ramat Gan,
Israel
| USD 148 M | +USD 9.08 M | +7% | 4.26% | 99.6% | 114 | 13.16% | 1.4 |
|
| 4036 |
4036
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| USD 148 M | -USD 160 M | -52% | 3.73% | – | 436 | 22.48% | 0.7 |
|
| 4037 |
4037
Cougar Global Investments
Toronto,
Ontario, Canada
| USD 148 M | -USD 502 k | -0.3% | 1.31% | 17.4% | 20 | 20% | 1.2 |
|
| 4038 |
4038
Lantz Financial
Naperville,
Illinois
| USD 148 M | +USD 9.8 M | +7% | 3.65% | 74.3% | 130 | 13.85% | 0.2 |
|
| 4039 |
4039
North Run Capital
Boston,
Massachusetts
| USD 147 M | -USD 9.28 M | -6% | 1.73% | 19.4% | 28 | 28.57% | 1 |
|
| 4040 |
4040
Ford Financial Group
Fresno,
California
| USD 147 M | +USD 8.03 M | +6% | 2.64% | 47.7% | 93 | 26.88% | 0.7 |
|
| 4041 |
4041
Seven Post Investment Office
San Francisco,
California
| USD 147 M | +USD 5.99 M | +4% | 2.54% | 52.6% | 22 | 0% | 1.8 |
|
| 4042 |
NERM
4042
New England Research & Management
Chicago,
Illinois
| USD 147 M | -USD 656 k | -0.4% | 2.45% | 65% | 189 | 26.98% | 2.2 |
|
| 4043 |
AIA
4043
Arcadia Investment Advisors
Eagle,
Idaho
| USD 147 M | +USD 14.5 M | +11% | 2.74% | 56.4% | 70 | 4.29% | 1.2 |
|
| 4044 |
HIS
4044
Horizon Investment Services
Hammond,
Indiana
| USD 147 M | +USD 437 k | +0.3% | 4.4% | 250% | 99 | 22.22% | 2.2 |
|
| 4045 |
4045
Parisi Gray Wealth Management
Mendham,
New Jersey
| USD 147 M | -USD 9.6 M | -6% | 4.14% | 137% | 527 | 80.83% | 1.4 |
|
| 4046 |
PCC
4046
Park Circle Company
Baltimore,
Maryland
| USD 147 M | +USD 5.5 M | +4% | 9.57% | 70.5% | 88 | 15.91% | 2.4 |
|
| 4047 |
4047
Private Wealth Advisors (California)
Fresno,
California
| USD 147 M | USD 0 | 0% | 3.12% | 63.6% | 59 | 0% | 0.5 |
|
| 4048 |
4048
Peak Capital Management
Greenwood Village,
Colorado
| USD 147 M | +USD 738 k | +0.5% | 3.04% | 9.52% | 30 | 26.67% | 1.6 |
|
| 4049 |
GPC
4049
Glen Point Capital
London,
United Kingdom
| USD 147 M | +USD 30.4 M | +26% | 4.18% | 118% | 8 | 75% | 0.1 |
|
| 4050 |
4050
Covalis Capital
London,
United Kingdom
| USD 147 M | +USD 38.9 M | +36% | 0.36% | 37.9% | 18 | 66.67% | 0.2 |
|