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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
Bridgefront Capital
Austin,
Texas
| USD 402 M | +USD 4.52 M | +1% | 0.06% | 52.1% | 807 | 76.7% | 0.2 |
|
| 4127 |
4127
United Wealth Management
Charlottesville,
Virginia
| USD 402 M | +USD 15.7 M | +4% | 0.29% | – | 24 | 0% | 1.2 |
|
| 4128 |
MM
4128
Meridian Management
Little Rock,
Arkansas
| USD 402 M | -USD 2.01 M | -0.5% | 0.96% | 65.3% | 88 | 17.05% | 6.1 |
|
| 4129 |
4129
Integral Investment Advisors
Turlock,
California
| USD 402 M | -USD 1.44 M | -0.4% | 2.97% | 69% | 182 | 7.69% | 2.4 |
|
| 4130 |
4130
Beam Wealth Advisors
Covington,
Louisiana
| USD 402 M | +USD 37.4 M | +10% | 0.46% | 69.2% | 119 | 19.33% | 2.4 |
|
| 4131 |
4131
Fruth Investment Management
Houston,
Texas
| USD 401 M | +USD 30.5 M | +8% | 12.6% | 79.4% | 233 | 8.15% | 8.5 |
|
| 4132 |
4132
TRV GP V
Boston,
Massachusetts
| USD 401 M | -USD 28.2 M | -7% | 5.38% | – | 3 | 0% | 1.2 |
|
| 4133 |
4133
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| USD 401 M | -USD 2.55 M | -0.6% | 0.73% | 84.6% | 131 | 14.5% | 6.1 |
|
| 4134 |
4134
Strengthening Families & Communities LLC
Boston,
Massachusetts
| USD 401 M | +USD 120 M | +43% | 0.96% | 116% | 684 | 54.97% | 1.2 |
|
| 4135 |
4135
Alpine Investment Management
Hong Kong
| USD 401 M | +USD 16.4 M | +4% | 18.3% | 33.7% | 15 | 46.67% | 0.4 |
|
| 4136 |
4136
Brown, Lisle/Cummings
Providence,
Rhode Island
| USD 400 M | -USD 5.47 M | -1% | 0.18% | 82.3% | 1,029 | 28.67% | 2.1 |
|
| 4137 |
4137
Joseph Group Capital Management
Columbus,
Ohio
| USD 400 M | +USD 19.7 M | +5% | 1.49% | 64.3% | 393 | 33.59% | 0.8 |
|
| 4138 |
4138
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| USD 400 M | +USD 15.1 M | +4% | 1.09% | 74% | 95 | 18.95% | 6.1 |
|
| 4139 |
4139
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| USD 400 M | -USD 16.4 M | -4% | 0.29% | 86.1% | 218 | 13.76% | 7.2 |
|
| 4140 |
4140
One Charles Private Wealth Services
Hingham,
Massachusetts
| USD 400 M | +USD 12.8 M | +3% | 5.92% | 99.7% | 179 | 15.64% | 3 |
|
| 4141 |
4141
RDA Financial Network
Akron,
Iowa
| USD 400 M | -USD 15.7 M | -4% | 3.06% | 93.4% | 293 | 16.38% | 3.6 |
|
| 4142 |
4142
Mokosak Advisory Group
Urbandale,
Iowa
| USD 399 M | +USD 1.02 M | +0.3% | 0.26% | 59.2% | 39 | 15.38% | 4.8 |
|
| 4143 |
4143
Capital Innovations
Pewaukee,
Wisconsin
| USD 399 M | +USD 48 M | +14% | 0% | – | 104 | 100% | 0 |
|
| 4144 |
4144
Monument Capital Management
Alexandria,
Virginia
| USD 399 M | -USD 2.86 M | -0.7% | 6.78% | 170% | 250 | 25.2% | 2.5 |
|
| 4145 |
4145
Kettle Hill Capital Management
New York
| USD 399 M | -USD 49.3 M | -11% | 3.36% | 37.4% | 67 | 74.63% | 0.3 |
|
| 4146 |
4146
Legacy Wealth Partners (Colorado)
Lakewood,
Colorado
| USD 399 M | +USD 12.6 M | +3% | 0.02% | – | 203 | 26.11% | 0.2 |
|
| 4147 |
4147
PW Nova Financial Services
Newtown,
Pennsylvania
| USD 399 M | +USD 135 M | +51% | 0.3% | – | 194 | 40.72% | 0.1 |
|
| 4148 |
IAA
4148
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| USD 399 M | +USD 4.18 M | +1% | 1.29% | 49.3% | 86 | 18.6% | 3.2 |
|
| 4149 |
4149
Turim 21 Investimentos
Rio De Janeiro,
Brazil
| USD 399 M | +USD 140 M | +54% | 1.1% | 62.1% | 163 | 57.67% | 1.2 |
|
| 4150 |
4150
NovaPoint Capital
Atlanta,
Georgia
| USD 399 M | +USD 10.3 M | +3% | 2.28% | 94% | 81 | 4.94% | 4.1 |
|