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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4051 |
KS
4051
Karpas Strategies
Litchfield,
Connecticut
| USD 319 M | -USD 2.89 M | -0.9% | 1.45% | 16.1% | 117 | 2.56% | 7.4 |
|
| 4052 |
4052
Court Place Advisors
Ellicott City,
Maryland
| USD 319 M | +USD 8.72 M | +3% | 0.55% | 92% | 164 | 9.15% | 6.8 |
|
| 4053 |
CCM
4053
Contrarian Capital Management
Greenwich,
Connecticut
| USD 318 M | -USD 48.2 M | -13% | 8.28% | 29.4% | 32 | 18.75% | 2.5 |
|
| 4054 |
4054
Uncommon Cents Investing
Janesville,
Wisconsin
| USD 318 M | -USD 8.44 M | -3% | 2.02% | 91.4% | 190 | 3.68% | 4 |
|
| 4055 |
4055
Oak Harbor Wealth Partners
Raleigh,
North Carolina
| USD 318 M | -USD 3.08 M | -1% | 0.43% | 73.9% | 233 | 8.58% | 2.1 |
|
| 4056 |
4056
DSC Meridian Capital
New York
| USD 318 M | +USD 123 M | +63% | 0.58% | – | 15 | 60% | 0.2 |
|
| 4057 |
4057
Aries Wealth Management
Portland,
Maine
| USD 317 M | +USD 7.07 M | +2% | 2.29% | 87.7% | 217 | 8.29% | 1.9 |
|
| 4058 |
HA
4058
Hamel Associates
Chatham,
New Jersey
| USD 317 M | +USD 5.53 M | +2% | 1.3% | 50.6% | 78 | 11.54% | 6 |
|
| 4059 |
4059
Myriad Asset Management US
West Palm Beach,
Florida
| USD 317 M | – | – | 7.91% | – | 1 | – | 0.5 |
|
| 4060 |
4060
Coston McIsaac & Partners
Bar Harbor,
Maine
| USD 317 M | +USD 5.91 M | +2% | 0.7% | 34.3% | 865 | 6.59% | 1.7 |
|
| 4061 |
FSI
4061
Flow State Investments
Chicago,
Illinois
| USD 317 M | -USD 32.9 M | -9% | 0.84% | – | 271 | 40.96% | 0.6 |
|
| 4062 |
4062
Arvin Capital Management
Austin,
Texas
| USD 317 M | +USD 49.9 M | +19% | 3.86% | – | 36 | 41.67% | 0.3 |
|
| 4063 |
4063
MilWealth Group
Milwaukee,
Wisconsin
| USD 317 M | +USD 3.17 M | +1% | 0.27% | 36.8% | 69 | 10.14% | 3.8 |
|
| 4064 |
4064
Navalign LLC
Encino,
California
| USD 317 M | +USD 15 M | +5% | 2.65% | 50.7% | 120 | 7.5% | 2.7 |
|
| 4065 |
4065
Meridian Investment Counsel
Lafayette,
California
| USD 316 M | +USD 15.4 M | +5% | 2.53% | 116% | 216 | 6.02% | 6.5 |
|
| 4066 |
PA
4066
PSI Advisors
Tampa,
Florida
| USD 316 M | +USD 39.2 M | +14% | 1.57% | 58.2% | 916 | 16.81% | 2.1 |
|
| 4067 |
4067
SimplyRich
Carlsbad,
California
| USD 316 M | +USD 6.46 M | +2% | 3.69% | 98.3% | 188 | 10.11% | 3.3 |
|
| 4068 |
4068
American Assets Capital Advisers
San Diego,
California
| USD 316 M | -USD 35.2 M | -10% | 4.74% | 73.5% | 36 | 11.11% | 3.3 |
|
| 4069 |
4069
O'Brien Greene & Co
Media,
Pennsylvania
| USD 316 M | +USD 11.6 M | +4% | 1.33% | 81.4% | 144 | 12.5% | 3.4 |
|
| 4070 |
AFA
4070
Alta Fundamental Advisers
New York
| USD 316 M | +USD 51.2 M | +19% | 19.9% | 340% | 30 | 36.67% | 1.2 |
|
| 4071 |
4071
EdenTree Asset Management
London,
United Kingdom
| USD 316 M | +USD 282 k | +0.1% | 1.34% | 50.2% | 66 | 6.06% | 0.9 |
|
| 4072 |
4072
Buckley Wealth Management
Las Vegas,
Nevada
| USD 316 M | +USD 3.65 M | +1% | 4.41% | 88% | 109 | 11.01% | 4.5 |
|
| 4073 |
4073
Bank of Stockton
Stockton,
California
| USD 315 M | -USD 8.56 M | -3% | 1.71% | 99.2% | 135 | 8.15% | 5.7 |
|
| 4074 |
4074
Avalon Capital Management
Port Of Redwood City,
California
| USD 315 M | +USD 71.3 M | +29% | 6.83% | 151% | 129 | 30.23% | 1.4 |
|
| 4075 |
4075
Okabena Investment Services
Minneapolis,
Minnesota
| USD 315 M | +USD 15 M | +5% | 1.77% | 72.4% | 115 | 20% | 1.5 |
|