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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4226 |
4226
Syverson Strege & Co
West Des Moines,
Iowa
| USD 234 M | +USD 13.6 M | +6% | 4.85% | 74% | 685 | 56.2% | 0.8 |
|
| 4227 |
MCM
4227
Mason Capital Management
New York
| USD 234 M | -USD 375 M | -62% | 5.04% | 18.5% | 18 | 61.11% | 0.7 |
|
| 4228 |
4228
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| USD 234 M | +USD 57 M | +32% | 4.33% | – | 754 | 17.77% | 0.8 |
|
| 4229 |
4229
MSH Capital Advisors
Scottsdale,
Arizona
| USD 234 M | +USD 12.8 M | +6% | 5.1% | 77.4% | 206 | 9.22% | 1.1 |
|
| 4230 |
4230
Wiser Wealth Management
Marietta,
Georgia
| USD 234 M | +USD 17.7 M | +8% | 4.97% | 53% | 39 | 23.08% | 1.6 |
|
| 4231 |
VST
4231
Van Strum & Towne
San Francisco,
California
| USD 234 M | +USD 1.73 M | +0.7% | 4.13% | 72.3% | 100 | 8% | 4.8 |
|
| 4232 |
4232
Family Legacy Inc
Greenville,
South Carolina
| USD 234 M | +USD 5.06 M | +2% | 2.87% | 89% | 111 | 1.8% | 4.2 |
|
| 4233 |
4233
Catalyst Financial Partners
Boston,
Massachusetts
| USD 234 M | +USD 39 M | +20% | 7.02% | 110% | 191 | 20.94% | 0.2 |
|
| 4234 |
4234
Princeton Capital Management
Red Bank,
New Jersey
| USD 234 M | +USD 8.56 M | +4% | 16.2% | 206% | 99 | 9.09% | 4.7 |
|
| 4235 |
4235
Cornell Pochily Investment Advisors
Ithaca,
New York
| USD 233 M | +USD 9.6 M | +4% | 5.68% | 97% | 171 | 3.51% | 3.8 |
|
| 4236 |
4236
Medicxi Ventures Management
St. Helier,
Jersey
| USD 233 M | -USD 4.72 M | -2% | 3.54% | 369% | 6 | 0% | 2.1 |
|
| 4237 |
4237
Stolper & Co
Tulsa,
Oklahoma
| USD 233 M | +USD 5.16 M | +2% | 1.95% | 77.1% | 87 | 4.6% | 2.4 |
|
| 4238 |
4238
My Legacy Advisors
Bend,
Oregon
| USD 233 M | -USD 1.22 M | -0.5% | 4.28% | 49.1% | 215 | 10.23% | 0.8 |
|
| 4239 |
4239
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| USD 233 M | +USD 19.1 M | +9% | 6.98% | 56.9% | 94 | 6.38% | 2.6 |
|
| 4240 |
SGH
4240
Sivik Global Healthcare
Greenwich,
Connecticut
| USD 233 M | +USD 20 M | +9% | 0.17% | 83.8% | 45 | 24.44% | 2 |
|
| 4241 |
4241
Financial Life Advisors
San Antonio,
Texas
| USD 233 M | +USD 15.8 M | +7% | 4.79% | 47% | 78 | 21.79% | 2.2 |
|
| 4242 |
4242
Riverview Capital Advisers
Boston,
Massachusetts
| USD 232 M | +USD 46.2 M | +25% | 8.26% | 84.8% | 81 | 11.11% | 1 |
|
| 4243 |
4243
Baker Hughes Holdings
Houston,
Texas
| USD 232 M | +USD 136 M | +140% | 200% | 38.6% | 1 | 0% | 2.3 |
|
| 4244 |
4244
Ayalon Insurance Company
Ramat Gan,
Israel
| USD 232 M | +USD 20 M | +9% | 9.8% | 99.6% | 112 | 13.39% | 3.4 |
|
| 4245 |
4245
Garden State Investment Advisory Services
Red Bank,
New Jersey
| USD 232 M | +USD 63.3 M | +37% | 9.89% | 94% | 250 | 31.2% | 0.2 |
|
| 4246 |
4246
Oak Asset Management
Westlake Village,
California
| USD 232 M | +USD 9.28 M | +4% | 6.87% | 91.8% | 98 | 2.04% | 0.7 |
|
| 4247 |
4247
Phase 2 Partners
San Francisco,
California
| USD 232 M | +USD 10.4 M | +5% | 1.87% | 25.1% | 34 | 67.65% | 0.3 |
|
| 4248 |
4248
Long Path Partners
Stamford,
Connecticut
| USD 232 M | +USD 1.72 M | +0.7% | 15.4% | 9.18% | 16 | 25% | 0.5 |
|
| 4249 |
4249
Symetra Investment Management
Farmington,
Connecticut
| USD 232 M | +USD 44.6 M | +24% | 6.75% | 37.3% | 3 | 0% | 1.5 |
|
| 4250 |
4250
Teramo Advisors
Naples,
Florida
| USD 232 M | +USD 52 M | +29% | 14.2% | 72.1% | 19 | 31.58% | 0.8 |
|