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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4076 |
4076
Pin Oak Investment Advisors
Houston,
Texas
| USD 123 M | -USD 6.86 M | -5% | 3.45% | 62.7% | 442 | 7.69% | 0.2 |
|
| 4077 |
4077
Raine Capital
New York
| USD 123 M | -USD 20.9 M | -15% | 1.38% | 119% | 16 | 12.5% | 1.5 |
|
| 4078 |
4078
Addison Capital
Conshohocken,
Pennsylvania
| USD 123 M | -USD 3.43 M | -3% | 1.83% | 59.7% | 124 | 19.35% | 2.4 |
|
| 4079 |
4079
Marshall & Sullivan
Seattle,
Washington
| USD 123 M | -USD 2.02 M | -2% | 0.25% | 82% | 45 | 8.89% | 3.4 |
|
| 4080 |
4080
Daniel Devine & Co
Parkland,
Florida
| USD 123 M | -USD 15.1 M | -11% | 0.69% | 34.2% | 55 | 20% | 2.4 |
|
| 4081 |
4081
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| USD 123 M | +USD 3.5 M | +3% | 2.28% | 115% | 33 | 9.09% | 3.2 |
|
| 4082 |
4082
Excalibur Management
Waltham,
Massachusetts
| USD 123 M | +USD 3.92 M | +3% | 4.26% | 81.7% | 82 | 12.2% | 3 |
|
| 4083 |
4083
DeDora Capital
Napa,
California
| USD 123 M | +USD 2.25 M | +2% | 0.38% | 91.2% | 93 | 9.68% | 0.2 |
|
| 4084 |
4084
Capital Insight Partners
Scottsdale,
Arizona
| USD 123 M | -USD 5.12 M | -4% | 1.35% | 51.7% | 84 | 10.71% | 1.6 |
|
| 4085 |
4085
Abacus Planning Group
Columbia,
South Carolina
| USD 123 M | +USD 24 M | +24% | 1.99% | 59.1% | 140 | 21.43% | 0.2 |
|
| 4086 |
WPA
4086
Winning Points Advisors
Boca Raton,
Florida
| USD 123 M | -USD 285 k | -0.2% | 1.84% | – | 74 | 5.41% | 1.1 |
|
| 4087 |
CRA
4087
Circle Road Advisors
New York
| USD 122 M | -USD 571 k | -0.5% | 0.3% | – | 27 | 48.15% | 0.2 |
|
| 4088 |
4088
Day & Ennis
Macon,
Georgia
| USD 122 M | -USD 192 k | -0.2% | 1.95% | 15.2% | 82 | 9.76% | 1.8 |
|
| 4089 |
4089
Elite Wealth Management
Kirkland,
Washington
| USD 122 M | +USD 3.29 M | +3% | 6.27% | 142% | 62 | 12.9% | 2.1 |
|
| 4090 |
4090
Harrington Investments
Napa,
California
| USD 122 M | +USD 1.98 M | +2% | 0.77% | 109% | 157 | 47.13% | 0.2 |
|
| 4091 |
4091
RPg Family Wealth Advisory
Burlington,
Massachusetts
| USD 122 M | +USD 3.76 M | +3% | 1.4% | 117% | 305 | 33.77% | 1.2 |
|
| 4092 |
4092
Avondale Wealth Management
West Lake Hills,
Texas
| USD 122 M | +USD 7.66 M | +7% | 1.24% | 83.8% | 122 | 21.31% | 0.2 |
|
| 4093 |
4093
SimpliFi Inc
San Diego,
California
| USD 122 M | +USD 1.56 M | +1% | 0.9% | 27.9% | 14 | 0% | 0.3 |
|
| 4094 |
4094
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| USD 122 M | -USD 11.2 M | -8% | 1.4% | 58.7% | 93 | 39.78% | 0.8 |
|
| 4095 |
4095
Geneva Partners
Lake Geneva,
Wisconsin
| USD 122 M | -USD 12.1 M | -9% | 1.35% | 417% | 93 | 27.96% | 1.3 |
|
| 4096 |
GECH
4096
Garnet Equity Capital Holdings
New York
| USD 122 M | -USD 3.38 M | -3% | 0.91% | 302% | 32 | 40.63% | 1.3 |
|
| 4097 |
4097
Investment Counsel
Petoskey,
Michigan
| USD 122 M | -USD 5.01 M | -4% | 2.67% | 50.1% | 57 | 7.02% | 2.1 |
|
| 4098 |
4098
Ibex Investors
Denver,
Colorado
| USD 121 M | -USD 50.8 M | -30% | 9.1% | 16.6% | 316 | 87.34% | 0.1 |
|
| 4099 |
4099
Allied Investment Advisors
Billings,
Montana
| USD 121 M | +USD 2.76 M | +2% | 3.44% | 68.4% | 53 | 18.87% | 0.2 |
|
| 4100 |
PK
4100
Pflug Koory
Omaha,
Nebraska
| USD 121 M | -USD 5.19 M | -4% | 2.78% | – | 431 | 11.6% | 1.1 |
|