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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4326 |
FGAM
4326
Financial Gravity Asset Management
Lakeway,
Texas
| USD 107 M | +USD 8.95 M | +9% | 2.45% | – | 1,755 | 17.66% | 0.2 |
|
| 4327 |
IWMA
4327
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| USD 107 M | – | – | 0.02% | 31.1% | 58 | – | 0.7 |
|
| 4328 |
SNBOSCI
4328
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| USD 107 M | +USD 53 k | +0% | 3.5% | 61% | 88 | 15.91% | 3.3 |
|
| 4329 |
KIA
4329
Kopp Investment Advisors
Bloomington,
Minnesota
| USD 107 M | +USD 8.24 M | +8% | 10.6% | 109% | 67 | 14.93% | 3.1 |
|
| 4330 |
TA
4330
Trellis Advisors
Ellensburg,
Washington
| USD 107 M | +USD 1.89 M | +2% | 1.47% | 23.3% | 51 | 29.41% | 0.4 |
|
| 4331 |
TW
4331
Towerpoint Wealth
Sacramento,
California
| USD 106 M | +USD 16.2 M | +18% | 1.46% | 67.7% | 32 | 3.13% | 0.5 |
|
| 4332 |
4332
Diametric Capital
Boston,
Massachusetts
| USD 106 M | -USD 25.9 M | -20% | 2.94% | 175% | 114 | 62.28% | 0.3 |
|
| 4333 |
ECM
4333
Empirical Capital Management
Hendersonville,
Tennessee
| USD 106 M | – | – | 20.7% | – | 17 | – | 1.8 |
|
| 4334 |
SCP
4334
Siena Capital Partners
Chicago,
Illinois
| USD 106 M | +USD 6.33 M | +6% | 4.98% | 44.2% | 28 | 14.29% | 1.2 |
|
| 4335 |
HCM
4335
Hall Capital Management
Barrington,
Rhode Island
| USD 106 M | +USD 1.8 M | +2% | 2.83% | – | 84 | 4.76% | 2.8 |
|
| 4336 |
WA
4336
Wilshire Advisors
Santa Monica,
California
| USD 106 M | -USD 1.11 M | -1% | 0.66% | 118% | 26 | 3.85% | 1.7 |
|
| 4337 |
TVWM
4337
Tower View Wealth Management
Shorewood,
Wisconsin
| USD 106 M | +USD 5.94 M | +6% | 1.55% | 132% | 154 | 14.29% | 0.4 |
|
| 4338 |
WA
4338
WP Advisors
San Francisco,
California
| USD 106 M | +USD 13.4 M | +14% | 1.88% | 95.5% | 275 | 80% | 0.3 |
|
| 4339 |
LCM
4339
Lucas Capital Management
Red Bank,
New Jersey
| USD 106 M | +USD 2.52 M | +2% | 3.9% | 44.5% | 101 | 11.88% | 3.2 |
|
| 4340 |
AP
4340
Arlington Partners
Birmingham,
Alabama
| USD 106 M | -USD 339 k | -0.3% | 3.83% | 43.7% | 152 | 20.39% | 0.4 |
|
| 4341 |
SWMG
4341
Sanchez Wealth Management Group
Jacksonville,
Florida
| USD 106 M | +USD 6.62 M | +7% | 2.82% | 56.9% | 24 | 4.17% | 0.5 |
|
| 4342 |
DRS
4342
Deane Retirement Strategies
New Orleans,
Louisiana
| USD 105 M | +USD 7.48 M | +8% | 8.57% | 73.4% | 68 | 14.71% | 1.5 |
|
| 4343 |
HS
4343
Horan Securities
Cincinnati,
United States
| USD 105 M | -USD 8.56 M | -8% | 0.03% | 50.1% | 239 | 20.92% | 1.1 |
|
| 4344 |
OFG
4344
OmniStar Financial Group
Wilmington,
North Carolina
| USD 105 M | +USD 397 k | +0.4% | 1.81% | 67.1% | 108 | 20.37% | 0.4 |
|
| 4345 |
PWG
4345
Private Wealth Group
Tampa,
Florida
| USD 105 M | +USD 46.1 M | +78% | 2.64% | 52.9% | 28 | 35.71% | 0.3 |
|
| 4346 |
C
4346
Clearshares
New York
| USD 105 M | -USD 6 M | -5% | 0.44% | – | 37 | 18.92% | 0.4 |
|
| 4347 |
GIM
4347
Guardian Investment Management
Tiburon,
California
| USD 105 M | +USD 10.8 M | +12% | 1.41% | 89.7% | 57 | 17.54% | 3.3 |
|
| 4348 |
RCP
4348
Rho Capital Partners
New York
| USD 105 M | +USD 33.6 M | +47% | 48% | – | 5 | 20% | 1.6 |
|
| 4349 |
CPC
4349
Congress Park Capital
Saratoga Springs,
New York
| USD 104 M | +USD 6.93 M | +7% | 4.87% | 99.9% | 98 | 7.14% | 0.4 |
|
| 4350 |
LFASL
4350
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| USD 104 M | – | – | 0.28% | 44.9% | 131 | – | 0 |
|