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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4276 |
4276
Narus Financial Partners
Salt Lake City,
Utah
| USD 129 M | – | – | 9.92% | 85.3% | 72 | – | 1.8 |
|
| 4277 |
SCM
4277
Stormborn Capital Management
Greenwich,
Connecticut
| USD 129 M | -USD 10.4 M | -7% | 0.98% | 256% | 37 | 54.05% | 0.4 |
|
| 4278 |
4278
Phoenician Capital
New York
| USD 129 M | +USD 6.89 M | +6% | 0.33% | 41.1% | 17 | 0% | 0.4 |
|
| 4279 |
4279
Sterling Investment Management
Tucson,
Arizona
| USD 129 M | +USD 167 k | +0.1% | 3.1% | 45.3% | 61 | 4.92% | 3 |
|
| 4280 |
4280
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
| USD 129 M | +USD 3.83 M | +3% | 3.38% | 36.7% | 4 | 0% | 1.3 |
|
| 4281 |
PAM
4281
Pegasus Asset Management
Montebello,
New York
| USD 129 M | +USD 7.82 M | +6% | 2.77% | 89% | 69 | 5.8% | 1.3 |
|
| 4282 |
4282
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| USD 129 M | +USD 5.45 M | +4% | 2.13% | 72.3% | 69 | 5.8% | 0.5 |
|
| 4283 |
WIM
4283
Wilen Investment Management
Bonita Springs,
Florida
| USD 129 M | -USD 2.58 M | -2% | 2.16% | 79.9% | 63 | 4.76% | 4.4 |
|
| 4284 |
SWM
4284
Strategic Wealth Management
Kirkland,
Washington
| USD 129 M | +USD 20 M | +18% | 1.5% | 52.8% | 31 | 48.39% | 1.4 |
|
| 4285 |
4285
American Trust Investment Advisors
Lebanon,
New Hampshire
| USD 129 M | -USD 1.16 M | -0.9% | 3.88% | 91% | 88 | 26.14% | 2 |
|
| 4286 |
SIG
4286
Schaller Investment Group
Winston Salem,
North Carolina
| USD 129 M | -USD 6.35 M | -5% | 2.22% | 21.9% | 38 | 15.79% | 4.4 |
|
| 4287 |
AIS
4287
AlphaOne Investment Services
West Chester,
Pennsylvania
| USD 129 M | -USD 38.3 M | -23% | 4.59% | 77.1% | 222 | 28.38% | 2.1 |
|
| 4288 |
4288
Pin Oak Investment Advisors
Houston,
Texas
| USD 128 M | +USD 3.5 M | +3% | 2.86% | 62.7% | 491 | 18.94% | 1.1 |
|
| 4289 |
OFG
4289
OTA Financial Group
Purchase,
New York
| USD 128 M | +USD 11.8 M | +10% | 17.7% | 320% | 68 | 76.47% | 0.3 |
|
| 4290 |
JPC
4290
Jabodon PT Co
Reno,
Nevada
| USD 128 M | +USD 9.45 M | +8% | 2.89% | 61.9% | 29 | 51.72% | 0.6 |
|
| 4291 |
4291
Family Legacy Inc
Greenville,
South Carolina
| USD 128 M | +USD 4.86 M | +4% | 3.35% | 89% | 110 | 7.27% | 1.6 |
|
| 4292 |
IBOK
4292
Independence Bank of Kentucky
Owensboro,
Kentucky
| USD 128 M | +USD 5.78 M | +5% | 2.79% | 80.6% | 352 | 6.53% | 1.2 |
|
| 4293 |
4293
Ironwood Investment Management
Boston,
Massachusetts
| USD 128 M | +USD 4.84 M | +4% | 6.11% | 164% | 157 | 7.64% | 4.1 |
|
| 4294 |
4294
Riverstone Advisors
New Braunfels,
Texas
| USD 128 M | +USD 9.07 M | +8% | 5.47% | 104% | 43 | 13.95% | 0.4 |
|
| 4295 |
4295
United Bank (Georgia)
Zebulon,
Georgia
| USD 128 M | +USD 2.26 M | +2% | 3.38% | 81.2% | 80 | 7.5% | 2 |
|
| 4296 |
4296
Ridgewood Investments
Springfield,
New Jersey
| USD 128 M | +USD 6.31 M | +5% | 2.83% | – | 202 | 14.36% | 1.6 |
|
| 4297 |
4297
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| USD 128 M | +USD 1.47 M | +1% | 3.74% | 50.7% | 157 | 11.46% | 0.4 |
|
| 4298 |
4298
William Marsh Rice University
Houston,
Texas
| USD 128 M | +USD 29.4 M | +30% | 12% | 4.44% | 8 | 75% | 1.7 |
|
| 4299 |
4299
Searcy Financial Services
Overland Park,
Kansas
| USD 127 M | +USD 5.39 M | +4% | 4.07% | 60.2% | 15 | 0% | 0.4 |
|
| 4300 |
4300
Polaris Venture Management Co V
Boston,
Massachusetts
| USD 127 M | +USD 9.13 M | +8% | 23.4% | 281% | 12 | 0% | 3.5 |
|