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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
Mason & Associates (Virginia)
Newport News,
Virginia
| USD 398 M | +USD 4.44 k | +0% | 5.06% | – | 41 | 0% | 1.1 |
|
| 4077 |
4077
Old Port Advisors
Portland,
Maine
| USD 398 M | +USD 31.5 M | +9% | 8.72% | 114% | 247 | 9.31% | 4.4 |
|
| 4078 |
4078
Nikulski Financial
Bettendorf,
Iowa
| USD 398 M | +USD 32.7 M | +9% | 8.71% | 95.8% | 158 | 12.03% | 3.7 |
|
| 4079 |
DI
4079
DAGCO Inc
Westlake,
Ohio
| USD 398 M | +USD 39.2 M | +11% | 7.39% | 75% | 367 | 4.36% | 1.1 |
|
| 4080 |
4080
Shikiar Asset Management
New York
| USD 397 M | +USD 38 M | +11% | 10.7% | 117% | 102 | 24.51% | 3.6 |
|
| 4081 |
4081
Forefront Wealth Partners
Austin,
Texas
| USD 397 M | +USD 252 M | +173% | 5.66% | – | 208 | 61.06% | 0.3 |
|
| 4082 |
4082
Triune Financial Partners
Overland Park,
Kansas
| USD 397 M | +USD 33.7 M | +9% | 7.08% | 61.6% | 47 | 10.64% | 2.3 |
|
| 4083 |
4083
Towle & Co
Denver,
Colorado
| USD 396 M | -USD 28.9 M | -7% | 19.9% | 172% | 63 | 36.51% | 1.8 |
|
| 4084 |
CCM
4084
Contrarian Capital Management
Greenwich,
Connecticut
| USD 396 M | +USD 46.8 M | +13% | 12.5% | 29.4% | 40 | 25% | 2.5 |
|
| 4085 |
4085
G2 Capital Management
Columbus,
Ohio
| USD 396 M | +USD 40.3 M | +11% | 6.96% | 55.1% | 70 | 8.57% | 2.4 |
|
| 4086 |
4086
Atticus Wealth Management
Palm Beach Gardens,
Florida
| USD 396 M | +USD 25.9 M | +7% | 7.72% | 73.9% | 681 | 71.22% | 3.3 |
|
| 4087 |
4087
BNC Wealth Management
Beaverton,
Oregon
| USD 396 M | +USD 59 M | +18% | 15.7% | 204% | 113 | 18.58% | 2.5 |
|
| 4088 |
4088
Mudrick Capital Management
New York
| USD 396 M | -USD 76.7 M | -16% | 18.1% | 212% | 4 | 0% | 0.4 |
|
| 4089 |
4089
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| USD 396 M | +USD 12.8 M | +3% | 5.21% | 49.3% | 53 | 3.77% | 7.5 |
|
| 4090 |
DI
4090
Diligent Investors
Redlands,
California
| USD 396 M | -USD 26.5 M | -6% | 6.89% | 82.2% | 355 | 12.11% | 4.4 |
|
| 4091 |
4091
Astoria Strategic Wealth
Conroe,
Texas
| USD 396 M | +USD 25.4 M | +7% | 5.75% | 42.1% | 36 | 5.56% | 3.9 |
|
| 4092 |
4092
Ayalon Insurance Company
Ramat Gan,
Israel
| USD 395 M | +USD 49.1 M | +14% | 8.11% | 99.6% | 58 | 1.72% | 5.5 |
|
| 4093 |
4093
Tiger Pacific Capital
New York
| USD 395 M | +USD 94.1 M | +31% | 12.3% | 84.5% | 15 | 53.33% | 1.4 |
|
| 4094 |
SL
4094
Sonnipe Ltd
Douglas,
Isle Of Man
| USD 395 M | -USD 282 M | -42% | 38.4% | 57.8% | 1 | 0% | 2.8 |
|
| 4095 |
4095
Arohi Asset Management
Singapore
| USD 395 M | +USD 22.9 M | +6% | 6.96% | – | 6 | 33.33% | 1.3 |
|
| 4096 |
4096
Sio Capital Management
New York
| USD 395 M | +USD 133 M | +51% | 50.3% | 564% | 66 | 43.94% | 0.9 |
|
| 4097 |
HH
4097
HWG Holdings
Houston,
Texas
| USD 395 M | +USD 52.8 M | +15% | 11.3% | – | 67 | 34.33% | 2.2 |
|
| 4098 |
4098
Fermata Advisors
Sonoma,
California
| USD 394 M | +USD 20.2 M | +5% | 6.7% | 58.3% | 236 | 17.37% | 1.9 |
|
| 4099 |
4099
Gator Capital Management
Tampa,
Florida
| USD 394 M | +USD 71.3 M | +22% | 27.9% | 245% | 78 | 8.97% | 2.8 |
|
| 4100 |
SCMS
4100
Serenity Capital Management (Singapore)
Singapore
| USD 394 M | +USD 158 M | +67% | 15.6% | 21% | 8 | 0% | 1.3 |
|