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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 |
PA
4151
PSI Advisors
Tampa,
Florida
| USD 337 M | -USD 4.4 M | -1% | 0.9% | 58.2% | 948 | 11.92% | 2.4 |
|
| 4152 |
4152
Roberts, Glore & Co
Deerfield,
Illinois
| USD 337 M | -USD 8.73 M | -3% | 0.27% | 72.3% | 216 | 6.94% | 6.3 |
|
| 4153 |
4153
Westend Capital Management
Sausalito,
California
| USD 337 M | +USD 45.1 M | +15% | 19.7% | – | 254 | 15.35% | 1.7 |
|
| 4154 |
OTL
4154
Oak Thistle LLC
New York
| USD 337 M | +USD 29.2 M | +9% | 1.38% | 58.3% | 578 | 65.74% | 0.2 |
|
| 4155 |
4155
Compton Financial Group
Towson,
Maryland
| USD 336 M | +USD 5.44 M | +2% | 2.75% | 37.7% | 34 | 8.82% | 2.9 |
|
| 4156 |
4156
Fourth Sail Capital
Camana Bay Grand Cayman,
Cayman Islands
| USD 336 M | -USD 61.6 M | -15% | 6.92% | – | 28 | 39.29% | 0.6 |
|
| 4157 |
4157
Sovereign Investment Advisors
Phoenix,
Arizona
| USD 336 M | +USD 31.2 M | +10% | 0.46% | 43.7% | 94 | 64.89% | 1.4 |
|
| 4158 |
4158
Astoria Strategic Wealth
Conroe,
Texas
| USD 336 M | -USD 5.33 M | -2% | 1.7% | 42.1% | 35 | 11.43% | 3.5 |
|
| 4159 |
4159
Garden State Investment Advisory Services
Red Bank,
New Jersey
| USD 336 M | +USD 24 M | +8% | 3.71% | 94% | 301 | 21.93% | 1.2 |
|
| 4160 |
4160
Old Mission Investment Co
Traverse City,
Michigan
| USD 336 M | +USD 8.27 M | +3% | 0.8% | 82% | 128 | 13.28% | 3.6 |
|
| 4161 |
4161
MBM Wealth Consultants
Chesterfield,
Missouri
| USD 336 M | +USD 18.9 M | +6% | 1.05% | 57.1% | 113 | 14.16% | 3.5 |
|
| 4162 |
4162
Uncommon Cents Investing
Janesville,
Wisconsin
| USD 336 M | -USD 20.1 M | -6% | 1.17% | 91.4% | 444 | 55.63% | 4.2 |
|
| 4163 |
4163
Reverence Capital Partners
New York
| USD 336 M | -USD 38.6 M | -10% | 16.9% | 17.1% | 1 | 0% | 0.8 |
|
| 4164 |
WA
4164
WealthTrust Axiom
Wayne,
Pennsylvania
| USD 336 M | -USD 1.9 M | -0.6% | 1.64% | 125% | 270 | 7.78% | 6.2 |
|
| 4165 |
4165
Brooklyn Investment Group
Brooklyn,
New York
| USD 336 M | +USD 31.6 M | +10% | 4.75% | – | 1,959 | 47.78% | 0.2 |
|
| 4166 |
4166
Greencape Capital
Melbourne,
Australia
| USD 335 M | -USD 36.5 M | -10% | 11.6% | 98.1% | 3 | 0% | 3.4 |
|
| 4167 |
4167
West Wealth Group
Irvine,
California
| USD 335 M | +USD 26.6 M | +9% | 0.78% | 79.8% | 97 | 17.53% | 1.5 |
|
| 4168 |
4168
Brown, Lisle/Cummings
Providence,
Rhode Island
| USD 335 M | +USD 5.97 M | +2% | 0.35% | 82.3% | 666 | 11.26% | 2.2 |
|
| 4169 |
4169
Meridian Investment Counsel
Lafayette,
California
| USD 335 M | +USD 4.17 M | +1% | 1.16% | 116% | 224 | 10.27% | 6.4 |
|
| 4170 |
4170
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| USD 335 M | +USD 7.78 M | +2% | 3.41% | 136% | 169 | 18.93% | 3.2 |
|
| 4171 |
4171
Mason & Associates (Virginia)
Newport News,
Virginia
| USD 335 M | +USD 7.98 M | +2% | 0.93% | – | 39 | 5.13% | 0.5 |
|
| 4172 |
AFA
4172
Alta Fundamental Advisers
New York
| USD 334 M | -USD 12.7 M | -4% | 12% | 340% | 34 | 32.35% | 1.6 |
|
| 4173 |
4173
Freedom Day Solutions
Houston,
Texas
| USD 334 M | +USD 12.6 M | +4% | 0.46% | 86.6% | 108 | 16.67% | 3.3 |
|
| 4174 |
4174
Flagship Pioneering
Cambridge,
Massachusetts
| USD 334 M | -USD 258 M | -44% | 41.2% | 13.3% | 6 | 16.67% | 5.1 |
|
| 4175 |
4175
Engle Capital Management
Greenwich,
Connecticut
| USD 334 M | -USD 5.85 M | -2% | 16.7% | 398% | 29 | 48.28% | 0.6 |
|