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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4151 |
4151
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
| USD 117 M | -USD 14.1 M | -11% | 7.83% | 101% | 72 | 30.56% | 1.5 |
|
| 4152 |
LIC
4152
Laurus Investment Counsel
Toronto,
Canada
| USD 117 M | -USD 7.17 M | -6% | 6.34% | 14.1% | 31 | 12.9% | 0.2 |
|
| 4153 |
SBA
4153
Secrest Blakey & Associates
Raleigh,
North Carolina
| USD 117 M | -USD 6.52 M | -5% | 2.41% | 19.4% | 110 | 17.27% | 0.2 |
|
| 4154 |
4154
Central Asset Investments & Management Holdings
Hong Kong
| USD 117 M | -USD 4.85 M | -4% | 13.9% | 3,210% | 48 | 77.08% | 0.3 |
|
| 4155 |
4155
Oak Hill Advisors
New York
| USD 117 M | -USD 1.36 M | -1% | 0.47% | 42.4% | 5 | 20% | 3.6 |
|
| 4156 |
4156
Technology Crossover Management V
Menlo Park,
California
| USD 117 M | -USD 8.88 M | -7% | 7.52% | 2.5% | 2 | 0% | 2.8 |
|
| 4157 |
4157
Wedgewood Investors
Erie,
Pennsylvania
| USD 117 M | -USD 6.1 M | -5% | 1.29% | – | 138 | 8.7% | 3.9 |
|
| 4158 |
4158
Oakcliff Capital Partners
New York
| USD 117 M | +USD 2.87 M | +3% | 1.87% | 133% | 11 | 18.18% | 0.8 |
|
| 4159 |
AIA
4159
Arcadia Investment Advisors
Eagle,
Idaho
| USD 117 M | -USD 303 k | -0.3% | 0.76% | 56.4% | 73 | 16.44% | 0.2 |
|
| 4160 |
SST
4160
S Squared Technology
New York
| USD 117 M | +USD 7.1 M | +6% | 2.67% | 223% | 49 | 28.57% | 1.8 |
|
| 4161 |
4161
Paragon Wealth Strategies
Jacksonville,
Florida
| USD 117 M | -USD 4.56 M | -4% | 0.99% | 59.8% | 36 | 22.22% | 0.9 |
|
| 4162 |
4162
Clearstead Trust
Portland,
Maine
| USD 117 M | -USD 29.8 M | -20% | 1.32% | 111% | 218 | 49.08% | 1.1 |
|
| 4163 |
4163
Exeter Financial
Scottsdale,
Arizona
| USD 117 M | +USD 1.78 M | +2% | 2.33% | 59.1% | 74 | 9.46% | 0.2 |
|
| 4164 |
4164
Smith Shellnut Wilson
Ridgeland,
Mississippi
| USD 116 M | -USD 1.83 M | -2% | 1.67% | 98.6% | 143 | 30.07% | 0.9 |
|
| 4165 |
4165
Seelaus Asset Management
Chatham,
New Jersey
| USD 116 M | +USD 860 k | +0.7% | 1.8% | 134% | 206 | 23.3% | 0.2 |
|
| 4166 |
RCA
4166
Rex Capital Advisors
Providence,
Rhode Island
| USD 116 M | +USD 2.26 M | +2% | 1.15% | 7.31% | 16 | 12.5% | 3.1 |
|
| 4167 |
EWG
4167
Executive Wealth Group
Kirkland,
Washington
| USD 116 M | +USD 4.21 M | +4% | 2.09% | 14.9% | 35 | 0% | 0.3 |
|
| 4168 |
4168
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| USD 116 M | -USD 5.83 M | -5% | 5.25% | 83.3% | 95 | 13.68% | 2.6 |
|
| 4169 |
4169
Puissance Capital Management
New York
| USD 116 M | -USD 28.8 M | -20% | 21.6% | 116% | 5 | 20% | 0.2 |
|
| 4170 |
4170
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| USD 116 M | -USD 9.02 M | -7% | 3.28% | 62.6% | 155 | 10.97% | 1.2 |
|
| 4171 |
4171
Premia Global Advisors
Coral Gables,
Florida
| USD 116 M | +USD 12.6 M | +12% | 0.35% | – | 453 | 27.59% | 0.2 |
|
| 4172 |
AMAL
4172
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| USD 116 M | -USD 3.47 M | -3% | 4.25% | 124% | 25 | 8% | 2.9 |
|
| 4173 |
BI
4173
Bredin Investment
Wilmington,
Delaware
| USD 116 M | -USD 8.24 M | -7% | 4.58% | – | 80 | 6.25% | 0.2 |
|
| 4174 |
4174
TMD & Associates
Scottsdale,
Arizona
| USD 116 M | +USD 6.82 M | +6% | 1.07% | 20.5% | 19 | 15.79% | 1.6 |
|
| 4175 |
4175
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| USD 116 M | -USD 3.46 M | -3% | 0.39% | 46.3% | 25 | 0% | 1.1 |
|