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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
4126
First International Bank & Trust
Watford City,
North Dakota
| USD 285 M | – | – | 2.83% | 38.6% | 93 | – | 0 |
|
| 4127 |
4127
Spinnaker Investment Group
Newport Beach,
California
| USD 285 M | – | – | 5.27% | 56.9% | 90 | – | 0 |
|
| 4128 |
AFS
4128
Aft Forsyth & Sober
Valrico,
Florida
| USD 285 M | +USD 18.8 M | +7% | 9.44% | 94.6% | 96 | 18.75% | 1.8 |
|
| 4129 |
4129
EPG Wealth Management
Atlanta,
Georgia
| USD 284 M | +USD 35 M | +14% | 8.66% | 108% | 403 | 8.68% | 0.8 |
|
| 4130 |
4130
Seaview Investment Managers
Miami,
Florida
| USD 284 M | +USD 74.4 M | +35% | 13.1% | 148% | 115 | 45.22% | 0.4 |
|
| 4131 |
GCMG
4131
Gyroscope Capital Management Group
Naples,
Florida
| USD 284 M | +USD 19.2 M | +7% | 8.23% | 24.8% | 129 | 17.83% | 2.2 |
|
| 4132 |
4132
Proquility Private Wealth Partners
Las Vegas,
Nevada
| USD 284 M | +USD 19.5 M | +7% | 5.39% | 19.4% | 93 | 16.13% | 0.8 |
|
| 4133 |
4133
Taylor Wealth Management Partners
Boston,
Massachusetts
| USD 284 M | +USD 3.48 M | +1% | 8.34% | 62% | 71 | 9.86% | 2.3 |
|
| 4134 |
4134
PCJ Investment Counsel
Toronto,
Ontario, Canada
| USD 284 M | +USD 5.74 M | +2% | 10.2% | 164% | 93 | 40.86% | 1.9 |
|
| 4135 |
4135
CWS Financial Advisors
Kalamazoo,
Michigan
| USD 284 M | – | – | 6.89% | 55.7% | 151 | – | 1.6 |
|
| 4136 |
4136
Aisling Capital Management
New York
| USD 283 M | -USD 218 M | -43% | 28.1% | 793% | 21 | 0% | 1.8 |
|
| 4137 |
4137
Newfoundland Capital Management
Sao Paulo,
Brazil
| USD 283 M | -USD 304 M | -52% | 9.58% | 49.5% | 68 | 60.29% | 0.5 |
|
| 4138 |
PCM
4138
Prime Capital Management
Hong Kong
| USD 283 M | -USD 40.7 M | -13% | 11.2% | 569% | 9 | 11.11% | 1 |
|
| 4139 |
4139
Shaker Financial Services
Arlington,
Virginia
| USD 283 M | +USD 33.3 M | +13% | 1.06% | 12.9% | 184 | 36.41% | 1.2 |
|
| 4140 |
4140
Resource Consulting Group
Orlando,
Florida
| USD 283 M | – | – | 5.78% | – | 72 | – | 0 |
|
| 4141 |
4141
Abacus Wealth Partners
Santa Monica,
California
| USD 283 M | +USD 11.4 M | +4% | 6.4% | 49.5% | 136 | 23.53% | 0.7 |
|
| 4142 |
4142
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| USD 283 M | +USD 23.2 M | +9% | 9.84% | 84.3% | 168 | 13.69% | 1.8 |
|
| 4143 |
4143
Pinnacle Bancorp
Beatrice,
Nebraska
| USD 283 M | +USD 32.8 M | +13% | 8.75% | 72.9% | 742 | 7.28% | 3.1 |
|
| 4144 |
4144
Richard P. Slaughter Associates
Austin,
Texas
| USD 283 M | +USD 30.6 M | +12% | 4.24% | 55.7% | 132 | 12.88% | 1.4 |
|
| 4145 |
4145
Quattro Financial Advisors
The Woodlands,
Texas
| USD 283 M | -USD 92.1 M | -25% | 3.51% | 77.6% | 122 | 37.7% | 0.9 |
|
| 4146 |
4146
RIT Capital Partners
London,
United Kingdom
| USD 282 M | +USD 26.1 M | +10% | 4.44% | 73.5% | 13 | 46.15% | 0.7 |
|
| 4147 |
LJHT
4147
Laurie J. Hall Trustee
| USD 282 M | +USD 23.4 M | +9% | 11.8% | 105% | 339 | 6.49% | 4.8 |
|
| 4148 |
4148
Mass General Brigham
Somerville,
Massachusetts
| USD 282 M | -USD 88.6 M | -24% | 6.9% | – | 11 | 72.73% | 0.5 |
|
| 4149 |
SSI
4149
Scott & Selber Inc
Houston,
Texas
| USD 282 M | +USD 35.2 M | +14% | 13% | 202% | 120 | 24.17% | 2.3 |
|
| 4150 |
4150
Radnor Financial Advisors
Wayne,
Pennsylvania
| USD 281 M | +USD 4.26 M | +2% | 3.21% | 3.04% | 26 | 0% | 1.6 |
|