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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
SG Capital Management
Chicago,
Illinois
| USD 244 M | -USD 48.7 M | -17% | 9.17% | 250% | 80 | 75% | 0.3 |
|
| 4227 |
4227
Riposte Capital
New York
| USD 244 M | -USD 640 M | -72% | 14.1% | 370% | 34 | 47.06% | 0.3 |
|
| 4228 |
TA
4228
TrueWealth Advisors
Birmingham,
Alabama
| USD 244 M | +USD 5.25 M | +2% | 2.66% | 60.9% | 197 | 12.69% | 1.6 |
|
| 4229 |
TFA
4229
Triad Financial Advisors
Greensboro,
North Carolina
| USD 244 M | +USD 13.9 M | +6% | 5.07% | – | 100 | 8% | 1.3 |
|
| 4230 |
4230
Landmark Financial Advisors
Bowling Green,
Kentucky
| USD 244 M | +USD 15.9 M | +7% | 2.32% | 11.8% | 92 | 7.61% | 4.4 |
|
| 4231 |
4231
Newlight Partners
New York
| USD 243 M | -USD 1239 M | -84% | 10.9% | 92.8% | 3 | 33.33% | 2.6 |
|
| 4232 |
4232
RDST Capital
Seattle,
Washington
| USD 243 M | +USD 60.3 M | +33% | 12.5% | 43% | 18 | 16.67% | 1.1 |
|
| 4233 |
4233
Cornell Pochily Investment Advisors
Ithaca,
New York
| USD 243 M | +USD 9.6 M | +4% | 5.69% | 97% | 172 | 6.4% | 4 |
|
| 4234 |
4234
Solidarity Wealth
Lehi,
Utah
| USD 243 M | +USD 23 M | +10% | 7.45% | 85.9% | 97 | 13.4% | 1 |
|
| 4235 |
4235
Stephens Group
Little Rock,
Arkansas
| USD 243 M | -USD 8.93 M | -4% | 0.04% | 45% | 4 | 0% | 1.3 |
|
| 4236 |
4236
Legacy Capital Group California
Los Gatos,
California
| USD 243 M | +USD 38.3 M | +19% | 7.37% | 129% | 301 | 33.89% | 0.2 |
|
| 4237 |
4237
Granger Management
New York
| USD 243 M | +USD 16.4 M | +7% | 8.79% | 69.9% | 25 | 12% | 2.1 |
|
| 4238 |
4238
Clean Yield Group
Norwich,
Vermont
| USD 243 M | +USD 8.02 M | +3% | 0.51% | 65% | 442 | 11.99% | 3.3 |
|
| 4239 |
F1I
4239
Fund 1 Investments
Rincon,
Puerto Rico
| USD 243 M | -USD 48.5 M | -17% | 4.02% | 128% | 90 | 61.11% | 0.2 |
|
| 4240 |
BCH
4240
Berkshire Capital Holdings
San Jose,
California
| USD 243 M | +USD 19.2 M | +9% | 32.5% | 2,748% | 97 | 12.37% | 2.4 |
|
| 4241 |
4241
Crabel Capital Management
Los Angeles,
California
| USD 242 M | +USD 16.9 M | +8% | 8.09% | 13.9% | 130 | 50.77% | 0.4 |
|
| 4242 |
4242
Prosperity Planning
Kansas City,
Missouri
| USD 242 M | +USD 12.8 M | +6% | 2.61% | 43.5% | 90 | 2.22% | 1.6 |
|
| 4243 |
FSA
4243
Financial Services Advisory
Rockville,
Maryland
| USD 242 M | +USD 89.3 M | +59% | 7.05% | 82.5% | 46 | 32.61% | 0.5 |
|
| 4244 |
4244
Mandatum Life Insurance Company
Helsinki,
Finland
| USD 242 M | -USD 98.2 M | -29% | 5.9% | 95.9% | 72 | 6.94% | 4.6 |
|
| 4245 |
4245
Nikulski Financial
Bettendorf,
Iowa
| USD 242 M | +USD 15.5 M | +7% | 7.61% | 95.8% | 134 | 13.43% | 3.3 |
|
| 4246 |
4246
Everhart Financial Group
Dublin,
Ohio
| USD 242 M | +USD 18.9 M | +8% | 9.39% | 123% | 226 | 14.6% | 1.3 |
|
| 4247 |
EE
4247
EWG Elevate
Roseville,
California
| USD 242 M | +USD 7.41 M | +3% | 4.72% | 76% | 109 | 25.69% | 1.5 |
|
| 4248 |
VST
4248
Van Strum & Towne
San Francisco,
California
| USD 242 M | +USD 7.67 M | +3% | 4.28% | 62.2% | 100 | 5% | 5 |
|
| 4249 |
4249
Denver PWM
Denver,
Colorado
| USD 242 M | +USD 14.3 M | +6% | 3.86% | 48.6% | 99 | 6.06% | 2.7 |
|
| 4250 |
4250
Neumann Capital Management
Foster City,
California
| USD 242 M | +USD 14 M | +6% | 6.8% | 89.9% | 94 | 6.38% | 6 |
|