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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
Wambolt & Associates
Littleton,
Colorado
| USD 235 M | +USD 43 M | +22% | 7.23% | 62.2% | 247 | 14.17% | 1.5 |
|
| 4277 |
4277
Arabesque Asset Management
London,
United Kingdom
| USD 235 M | +USD 8.86 M | +4% | 9.81% | 122% | 168 | 68.45% | 0.2 |
|
| 4278 |
MFGP
4278
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
| USD 235 M | +USD 14.7 M | +7% | 6.38% | 65.5% | 58 | 3.45% | 2 |
|
| 4279 |
4279
Axar Capital Management
New York
| USD 235 M | +USD 77.1 M | +49% | 38.4% | 680% | 3 | 33.33% | 1.8 |
|
| 4280 |
4280
Compton Financial Group
Towson,
Maryland
| USD 235 M | +USD 18.1 M | +8% | 4.18% | 37.7% | 29 | 3.45% | 0.4 |
|
| 4281 |
4281
Hemington Wealth Management
Falls Church,
Virginia
| USD 235 M | -USD 883 k | -0.4% | 6.56% | 76.1% | 92 | 6.52% | 0.5 |
|
| 4282 |
4282
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| USD 235 M | +USD 16.6 M | +8% | 4.71% | 47.9% | 231 | 14.29% | 1.7 |
|
| 4283 |
4283
Malaga Cove Capital
Pv Estates,
California
| USD 235 M | +USD 333 k | +0.1% | 6.72% | 97.3% | 171 | 19.88% | 1.6 |
|
| 4284 |
4284
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| USD 235 M | -USD 5.78 M | -2% | 8.6% | 75.2% | 21 | 19.05% | 1 |
|
| 4285 |
4285
Ameraudi Asset Management
New York
| USD 235 M | +USD 16.7 M | +8% | 5.01% | 47.1% | 51 | 25.49% | 0.9 |
|
| 4286 |
4286
Adams Wealth Management
Logan,
Utah
| USD 235 M | +USD 17.2 M | +8% | 6.53% | 105% | 80 | 16.25% | 1 |
|
| 4287 |
FSA
4287
Financial Services Advisory
Rockville,
Maryland
| USD 234 M | +USD 13.9 M | +6% | 5.29% | 75.8% | 50 | 44% | 0.5 |
|
| 4288 |
4288
Falcon Wealth Planning
Ontario,
California
| USD 234 M | +USD 29.4 M | +14% | 6.78% | 52.7% | 60 | 6.67% | 0.4 |
|
| 4289 |
4289
Collective Family Office
York,
Pennsylvania
| USD 234 M | +USD 29.1 M | +14% | 5.16% | 52.5% | 174 | 6.9% | 0.4 |
|
| 4290 |
MWM
4290
Mascoma Wealth Management
Hanover,
New Hampshire
| USD 234 M | +USD 1.66 M | +0.7% | 4.93% | 43.7% | 474 | 78.48% | 2.4 |
|
| 4291 |
4291
Cambridge Financial Group
Columbus,
Ohio
| USD 234 M | +USD 7.33 M | +3% | 7% | – | 34 | 11.76% | 3.9 |
|
| 4292 |
4292
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
| USD 234 M | +USD 53.2 M | +29% | 22.2% | 34.5% | 47 | 21.28% | 1.2 |
|
| 4293 |
4293
Aries Wealth Management
Portland,
Maine
| USD 234 M | +USD 11.2 M | +5% | 6.15% | 87.7% | 188 | 9.57% | 2.2 |
|
| 4294 |
ACM
4294
Aljian Capital Management
Carson City,
Nevada
| USD 233 M | +USD 24.1 M | +12% | 13.8% | 146% | 60 | 13.33% | 1.8 |
|
| 4295 |
4295
SMI Advisory Services
Columbus,
Indiana
| USD 233 M | +USD 13 M | +6% | 5.06% | 80.7% | 28 | 17.86% | 0.2 |
|
| 4296 |
GDS
4296
Gimbel Daniel Scott
| USD 233 M | +USD 48.4 M | +26% | 24.5% | 57.1% | 3 | 0% | 0.5 |
|
| 4297 |
4297
KPCB GGF Associates
Menlo Park,
California
| USD 233 M | – | – | 4.31% | – | 1 | – | 0 |
|
| 4298 |
4298
Fluent Financial
Dallas,
Texas
| USD 233 M | +USD 42.4 M | +22% | 4.74% | 46.9% | 74 | 51.35% | 1 |
|
| 4299 |
PGM
4299
Parian Global Management
Pound Ridge,
New York
| USD 233 M | +USD 14.3 M | +7% | 5.4% | 65.2% | 61 | 72.13% | 0.2 |
|
| 4300 |
4300
Convergence Investment Partners
Palm Beach Gardens,
Florida
| USD 233 M | +USD 13.8 M | +6% | 7.63% | 284% | 292 | 31.85% | 2 |
|