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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
MPS Loria Financial Planners
Burr Ridge,
Illinois
| USD 285 M | +USD 29.3 M | +11% | 11.2% | 80% | 84 | 8.33% | 4.2 |
|
| 4127 |
IBOK
4127
Independence Bank of Kentucky
Owensboro,
Kentucky
| USD 285 M | +USD 47.9 M | +20% | 11.3% | 94.3% | 539 | 14.47% | 3.4 |
|
| 4128 |
4128
Arcus Capital Partners
Atlanta,
Georgia
| USD 285 M | -USD 41.2 M | -13% | 23% | 69.2% | 144 | 38.89% | 2.7 |
|
| 4129 |
4129
Collective Family Office
York,
Pennsylvania
| USD 284 M | +USD 27.8 M | +11% | 8.55% | 52.5% | 189 | 19.58% | 1.8 |
|
| 4130 |
4130
O'Brien Greene & Co
Media,
Pennsylvania
| USD 284 M | +USD 11 M | +4% | 6.11% | 81.4% | 135 | 10.37% | 3.4 |
|
| 4131 |
4131
Constellation Investimentos e Participacoes
Sao Paulo,
Brazil
| USD 284 M | +USD 171 M | +152% | 18.4% | 172% | 8 | 37.5% | 1.3 |
|
| 4132 |
HA
4132
Hamel Associates
Chatham,
New Jersey
| USD 284 M | +USD 10 M | +4% | 6.75% | 50.6% | 76 | 13.16% | 6.2 |
|
| 4133 |
4133
Atticus Wealth Management
Palm Beach Gardens,
Florida
| USD 283 M | +USD 22.5 M | +9% | 9.47% | 73.9% | 618 | 13.92% | 2.2 |
|
| 4134 |
4134
Day & Ennis
Macon,
Georgia
| USD 283 M | +USD 15 M | +6% | 7.82% | 15.2% | 130 | 12.31% | 3.7 |
|
| 4135 |
4135
HST Ventures
Park City,
Utah
| USD 283 M | +USD 3.9 M | +1% | 18.8% | 8.24% | 63 | 52.38% | 0.5 |
|
| 4136 |
4136
Smith & Howard Wealth Management
Atlanta,
Georgia
| USD 283 M | -USD 2.27 M | -0.8% | 8.55% | 43.8% | 76 | 15.79% | 4.6 |
|
| 4137 |
4137
Gray Foundation
Cohoes,
New York
| USD 283 M | – | – | 17% | – | 11 | – | 0 |
|
| 4138 |
4138
Compton Financial Group
Towson,
Maryland
| USD 283 M | +USD 19.4 M | +7% | 7.87% | 37.7% | 35 | 14.29% | 2.2 |
|
| 4139 |
4139
Numerai
San Francisco,
California
| USD 282 M | -USD 18.4 M | -6% | 14.2% | 52.7% | 335 | 65.37% | 0.2 |
|
| 4140 |
4140
Grant Street Asset Management
Canonsburg,
Pennsylvania
| USD 282 M | +USD 33.5 M | +13% | 8.53% | 47.2% | 69 | 21.74% | 1.9 |
|
| 4141 |
SM
4141
Samjo Management
New York
| USD 282 M | – | – | 19% | – | 50 | – | 0 |
|
| 4142 |
4142
Weybosset Research & Management
Province,
Rhode Island
| USD 282 M | +USD 31.2 M | +12% | 12.8% | 74.8% | 48 | 18.75% | 4.3 |
|
| 4143 |
4143
Everhart Financial Group
Dublin,
Ohio
| USD 282 M | +USD 46.5 M | +20% | 12% | 123% | 251 | 19.52% | 1.5 |
|
| 4144 |
EGA
4144
E&G Advisors
Houston,
Texas
| USD 282 M | +USD 8.69 M | +3% | 10.4% | 97.7% | 200 | 6.5% | 2 |
|
| 4145 |
4145
Terril Brothers
St. Louis,
Missouri
| USD 282 M | +USD 75.7 M | +37% | 13.9% | 94.4% | 62 | 9.68% | 3.8 |
|
| 4146 |
4146
Krensavage Asset Management
New York
| USD 282 M | +USD 10.2 M | +4% | 4.24% | 124% | 16 | 50% | 3.2 |
|
| 4147 |
4147
Claar Advisors
New York
| USD 282 M | +USD 29.5 M | +12% | 14.4% | 65.5% | 34 | 8.82% | 3.5 |
|
| 4148 |
4148
GR Financial Group
Tucson,
Arizona
| USD 282 M | -USD 76.3 M | -21% | 11.1% | 75.4% | 15 | 20% | 0.8 |
|
| 4149 |
4149
Birinyi Associates
Westport,
Connecticut
| USD 281 M | +USD 30.9 M | +12% | 12.5% | 133% | 62 | 24.19% | 6.1 |
|
| 4150 |
4150
Capital Planning
Bellevue,
Washington
| USD 281 M | +USD 27.5 M | +11% | 13.2% | 81.2% | 78 | 12.82% | 2.1 |
|