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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4301 |
MI
4301
Moneywise Inc
Forest,
Virginia
| USD 124 M | -USD 7.14 M | -5% | 0.72% | 58% | 43 | 11.63% | 2.1 |
|
| 4302 |
4302
Shilanski & Associates
Anchorage,
Alaska
| USD 124 M | +USD 385 k | +0.3% | 1.03% | 84.2% | 96 | 14.58% | 0.2 |
|
| 4303 |
4303
Virginia National Bank
Charlottesville,
Virginia
| USD 124 M | -USD 10.2 M | -8% | 1.79% | – | 97 | 8.25% | 0.9 |
|
| 4304 |
MHIM
4304
MacNealy Hoover Investment Management
Canton,
Ohio
| USD 124 M | -USD 8.48 M | -6% | 1.5% | 42.5% | 70 | 4.29% | 5.2 |
|
| 4305 |
4305
Beaton Management Company
Haverhill,
Massachusetts
| USD 123 M | +USD 2.85 M | +2% | 1.85% | 95.9% | 122 | 9.02% | 2 |
|
| 4306 |
4306
UBP Investment Advisors
Geneva,
Switzerland
| USD 123 M | +USD 12.4 M | +11% | 0.33% | 11.2% | 56 | 21.43% | 1.1 |
|
| 4307 |
4307
Kathryn A. Hall
| USD 123 M | -USD 2.36 M | -2% | 0.97% | 95.2% | 40 | 27.5% | 0.9 |
|
| 4308 |
4308
Index Venture Associates VI
St. Helier, Channel Islands,
Jersey
| USD 123 M | -USD 151 M | -55% | 10.3% | 312% | 1 | 0% | 0.8 |
|
| 4309 |
4309
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| USD 123 M | -USD 10.1 M | -8% | 0.2% | 68.6% | 43 | 11.63% | 1.2 |
|
| 4310 |
4310
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| USD 123 M | +USD 4.53 M | +4% | 1.03% | 36.2% | 69 | 31.88% | 0.5 |
|
| 4311 |
4311
Norway Savings Bank
Portland,
Maine
| USD 123 M | +USD 5.1 M | +4% | 2.24% | 117% | 258 | 6.2% | 2.3 |
|
| 4312 |
4312
BP Capital Fund Advisors
Dallas,
Texas
| USD 123 M | -USD 13.1 M | -10% | 6.61% | 17.9% | 50 | 36% | 1.5 |
|
| 4313 |
4313
Jentner Corp
Akron,
Ohio
| USD 123 M | +USD 1.64 M | +1% | 0.18% | 38.9% | 40 | 12.5% | 1.8 |
|
| 4314 |
4314
JVL Associates
Wyoming,
Michigan
| USD 122 M | +USD 3.79 M | +3% | 2.62% | 81% | 42 | 4.76% | 1.4 |
|
| 4315 |
4315
Armor Investment Advisors
Raleigh,
North Carolina
| USD 122 M | +USD 3.67 M | +3% | 2.58% | 56.6% | 150 | 3.33% | 2.3 |
|
| 4316 |
4316
Broadmark Asset Management
San Francisco,
California
| USD 122 M | -USD 75.9 M | -38% | 1.22% | 39.6% | 3 | 33.33% | 3.4 |
|
| 4317 |
4317
Pin Oak Investment Advisors
Houston,
Texas
| USD 122 M | -USD 6.45 M | -5% | 1.05% | 62.7% | 476 | 15.76% | 1.3 |
|
| 4318 |
4318
Donald L. Hagan LLC
Sarasota,
Florida
| USD 122 M | +USD 6.19 M | +5% | 2.45% | 47.9% | 106 | 25.47% | 1.8 |
|
| 4319 |
4319
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| USD 122 M | +USD 470 k | +0.4% | 0.97% | 67.5% | 80 | 27.5% | 0.6 |
|
| 4320 |
4320
Northwest Wealth Management
Spencer,
Iowa
| USD 122 M | -USD 2.14 M | -2% | 0.34% | 63.4% | 120 | 7.5% | 2 |
|
| 4321 |
4321
Yale University
New Haven,
Connecticut
| USD 122 M | +USD 748 k | +0.6% | 1.66% | 33.7% | 12 | 50% | 0.9 |
|
| 4322 |
4322
Bell & Brown Wealth Advisors
Newport Beach,
California
| USD 122 M | +USD 8.15 M | +7% | 1.57% | 125% | 88 | 13.64% | 1.4 |
|
| 4323 |
4323
Red Cedar Capital
Omaha,
Nebraska
| USD 121 M | +USD 3.4 M | +3% | 2.74% | 43% | 157 | 6.37% | 1.6 |
|
| 4324 |
OFG
4324
OTA Financial Group
Purchase,
New York
| USD 121 M | -USD 6.88 M | -5% | 6.37% | 320% | 79 | 79.75% | 0.4 |
|
| 4325 |
4325
Prosperity Capital Management
Camana Bay,
Cayman Islands
| USD 121 M | -USD 15.3 M | -11% | 14.2% | – | 2 | 0% | 6 |
|