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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4101 |
MFGP
4101
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
| USD 331 M | +USD 23 M | +7% | 6.65% | 65.5% | 57 | 12.28% | 4.6 |
|
| 4102 |
4102
Compton Financial Group
Towson,
Maryland
| USD 331 M | +USD 23.1 M | +8% | 5.58% | 37.7% | 34 | 11.76% | 2.8 |
|
| 4103 |
GTC
4103
Ghost Tree Capital
New York
| USD 331 M | +USD 11.7 M | +4% | 14.6% | 265% | 75 | 44% | 0.7 |
|
| 4104 |
BCM
4104
Bluefin Capital Management
New York
| USD 331 M | -USD 89.1 M | -21% | 1.26% | – | 162 | 54.32% | 0.4 |
|
| 4105 |
NTCM
4105
Nine Ten Capital Management
Chicago,
Illinois
| USD 331 M | +USD 71.1 M | +27% | 15.9% | 166% | 10 | 0% | 3.4 |
|
| 4106 |
4106
Meridian Investment Counsel
Lafayette,
California
| USD 331 M | +USD 14.7 M | +5% | 6.71% | 116% | 222 | 8.56% | 6.5 |
|
| 4107 |
4107
Hill Island Financial
Grand Rapids,
Michigan
| USD 331 M | +USD 25 M | +8% | 6.63% | 78.3% | 74 | 10.81% | 1.7 |
|
| 4108 |
4108
O'Keefe Stevens Advisory
Rochester,
New York
| USD 331 M | +USD 31.3 M | +10% | 8.81% | 208% | 76 | 14.47% | 2.9 |
|
| 4109 |
4109
Keystone Financial Planning
Cleveland,
Ohio
| USD 330 M | +USD 28.2 M | +9% | 9.38% | 46% | 50 | 8% | 5.6 |
|
| 4110 |
4110
Vectors Research Management
New York
| USD 330 M | +USD 4.66 M | +1% | 8.09% | 67.3% | 132 | 11.36% | 4.2 |
|
| 4111 |
4111
Avalon Capital Management
Port Of Redwood City,
California
| USD 330 M | +USD 14.8 M | +5% | 5.71% | 163% | 144 | 26.39% | 1.4 |
|
| 4112 |
4112
Beam Wealth Advisors
Covington,
Louisiana
| USD 330 M | +USD 29.6 M | +10% | 5.15% | 69.2% | 108 | 10.19% | 1.7 |
|
| 4113 |
4113
Sector Gamma AS
Oslo,
Norway
| USD 330 M | +USD 61.9 M | +23% | 9.2% | 35.3% | 32 | 21.88% | 3 |
|
| 4114 |
4114
Greenlea Lane Capital Management
Weston,
Connecticut
| USD 330 M | -USD 36.9 M | -10% | 13.6% | 99.7% | 9 | 0% | 3.1 |
|
| 4115 |
4115
SRH Advisors
Salina,
Kansas
| USD 329 M | +USD 30.7 M | +10% | 10.6% | 55.7% | 296 | 5.74% | 6.5 |
|
| 4116 |
4116
Helen Stephens Group
Fort Worth,
Texas
| USD 329 M | +USD 40.2 M | +14% | 5.9% | 53.4% | 93 | 15.05% | 1.8 |
|
| 4117 |
4117
Hilltop National Bank
Casper,
Wyoming
| USD 329 M | +USD 18.4 M | +6% | 6.69% | – | 863 | 8.92% | 0.5 |
|
| 4118 |
4118
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| USD 329 M | +USD 15.1 M | +5% | 6.89% | 92% | 153 | 6.54% | 4.5 |
|
| 4119 |
4119
Brown, Lisle/Cummings
Providence,
Rhode Island
| USD 329 M | +USD 22.2 M | +7% | 6.78% | 82.3% | 639 | 7.04% | 2.1 |
|
| 4120 |
CCM
4120
Contrarian Capital Management
Greenwich,
Connecticut
| USD 329 M | +USD 10.6 M | +3% | 6.7% | 29.4% | 34 | 26.47% | 2.5 |
|
| 4121 |
4121
Wellington Shields & Co
New York
| USD 329 M | +USD 21.9 M | +7% | 9.03% | 127% | 325 | 11.08% | 3.4 |
|
| 4122 |
CPA
4122
Capital Performance Advisors
Walnut Creek,
California
| USD 329 M | +USD 65.6 M | +25% | 7.04% | 71% | 2,901 | 96.55% | 0 |
|
| 4123 |
4123
ECP ControlCo
Summit,
New Jersey
| USD 329 M | +USD 4.87 M | +2% | 14.2% | 42.5% | 7 | 14.29% | 3.3 |
|
| 4124 |
4124
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
| USD 329 M | +USD 29.2 M | +10% | 6.13% | 84.4% | 517 | 10.06% | 0.7 |
|
| 4125 |
4125
AGUR Provident & Training Funds Management
Tel Aviv,
Israel
| USD 329 M | -USD 18.4 M | -5% | 4.54% | – | 24 | 0% | 1.9 |
|