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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4201 |
4201
Centric Wealth Management
Chicago,
Illinois
| USD 133 M | +USD 18.2 M | +16% | 7.21% | 44.4% | 127 | 22.83% | 0.6 |
|
| 4202 |
4202
Strategic Blueprint
Atlanta,
Georgia
| USD 133 M | +USD 15.5 M | +13% | 1.77% | 82.1% | 460 | 84.35% | 0.1 |
|
| 4203 |
4203
Paulson Wealth Management
Wheaton,
Illinois
| USD 133 M | -USD 1.44 M | -1% | 0.65% | 62.6% | 114 | 11.4% | 1.4 |
|
| 4204 |
RCM
4204
RVB Capital Management
Great Neck,
New York
| USD 133 M | -USD 11.3 M | -8% | 4.69% | 10.4% | 51 | 56.86% | 0.5 |
|
| 4205 |
4205
Spinnaker Capital
Boston,
Massachusetts
| USD 133 M | -USD 59.5 M | -31% | 14.3% | 12.4% | 2 | 0% | 1.8 |
|
| 4206 |
FBT
4206
First Bank & Trust
Brookings,
South Dakota
| USD 133 M | +USD 7.2 M | +6% | 3.27% | 85.6% | 522 | 27.97% | 1.6 |
|
| 4207 |
4207
Lavaca Capital
Houston,
Texas
| USD 133 M | +USD 2.83 M | +2% | 0.75% | 46.5% | 109 | 30.28% | 0.5 |
|
| 4208 |
4208
Sage Capital Advisors
Sioux Falls,
South Dakota
| USD 133 M | -USD 11.9 M | -8% | 1.88% | 105% | 106 | 18.87% | 1.4 |
|
| 4209 |
4209
Rings Capital Management
Chicago,
Illinois
| USD 133 M | +USD 2.71 M | +2% | 5.84% | 40.9% | 6 | 16.67% | 0.8 |
|
| 4210 |
4210
Gibraltar Capital Management
Tulsa,
Oklahoma
| USD 132 M | +USD 35.4 M | +36% | 3.69% | 65% | 46 | 26.09% | 1.9 |
|
| 4211 |
4211
Horiko Capital Management
New York
| USD 132 M | +USD 568 k | +0.4% | 2.56% | 275% | 33 | 18.18% | 0.6 |
|
| 4212 |
4212
Cruiser Capital Advisors
Stamford,
Connecticut
| USD 132 M | -USD 32.7 M | -20% | 2.51% | 192% | 31 | 35.48% | 1.3 |
|
| 4213 |
4213
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| USD 132 M | +USD 3.07 M | +2% | 0.18% | 83.8% | 67 | 5.97% | 0.7 |
|
| 4214 |
4214
Little House Capital
Braintree,
Massachusetts
| USD 132 M | -USD 17.6 M | -12% | 2.31% | 118% | 112 | 10.71% | 0.7 |
|
| 4215 |
4215
Foothills Asset Management
Scottsdale,
Arizona
| USD 132 M | +USD 2.78 M | +2% | 0.76% | 8.84% | 67 | 2.99% | 3.1 |
|
| 4216 |
4216
Boyar Asset Management
New York
| USD 132 M | -USD 3.63 M | -3% | 0.47% | 75.5% | 72 | 6.94% | 4.5 |
|
| 4217 |
PK
4217
Pflug Koory
Omaha,
Nebraska
| USD 132 M | +USD 1.17 M | +0.9% | 1.33% | – | 420 | 5.48% | 2.3 |
|
| 4218 |
4218
LDR Capital Management
New York
| USD 131 M | -USD 14.9 M | -10% | 4.26% | 28.4% | 36 | 44.44% | 0.7 |
|
| 4219 |
4219
Rizvi Traverse Management
West Palm Beach,
Florida
| USD 131 M | +USD 12.5 M | +10% | 10.5% | – | 1 | 0% | 1.8 |
|
| 4220 |
MFGP
4220
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
| USD 131 M | +USD 191 k | +0.1% | 0.09% | 65.5% | 50 | 4% | 0.7 |
|
| 4221 |
4221
IMS Capital Management
Portland,
Oregon
| USD 131 M | -USD 3.48 M | -3% | 0.69% | 119% | 139 | 18.71% | 3.1 |
|
| 4222 |
4222
RBA Wealth Management
Newport Beach,
California
| USD 131 M | +USD 1.58 M | +1% | 2.34% | 91% | 103 | 18.45% | 0.4 |
|
| 4223 |
4223
TIFF Advisory Services
Radnor,
Pennsylvania
| USD 131 M | -USD 50.3 M | -28% | 0.16% | 86.3% | 11 | 18.18% | 1.2 |
|
| 4224 |
AIM
4224
Axiom Investment Management
New York
| USD 131 M | -USD 423 M | -76% | 1.9% | – | 468 | 57.26% | 0.6 |
|
| 4225 |
4225
Acima Private Wealth
Richmond,
Virginia
| USD 131 M | +USD 4.07 M | +3% | 0.04% | 51.1% | 284 | 11.27% | 0.7 |
|