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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 |
4326
Juncture Wealth Strategies
Scottsdale,
Arizona
| USD 124 M | -USD 5.04 M | -4% | 1.4% | 76.5% | 133 | 30.83% | 2.2 |
|
| 4327 |
4327
MONECO Advisors
Fairfield,
Connecticut
| USD 124 M | +USD 844 k | +0.7% | 3.15% | 70.5% | 141 | 10.64% | 0.4 |
|
| 4328 |
4328
Taylor Hoffman Wealth Management
Richmond,
Virginia
| USD 124 M | -USD 10.6 M | -8% | 3% | 47.8% | 427 | 5.39% | 1.3 |
|
| 4329 |
4329
9258 Wealth Management
Blue Ash,
Ohio
| USD 124 M | +USD 6.44 M | +5% | 3% | 49.6% | 198 | 17.17% | 0.4 |
|
| 4330 |
4330
Elm Ridge Management
Briarcliff Manor,
New York
| USD 124 M | -USD 10.4 M | -8% | 5.9% | 93.6% | 34 | 26.47% | 2.3 |
|
| 4331 |
4331
Donor Advised Charitable Giving
San Francisco,
California
| USD 124 M | +USD 4.78 M | +4% | 4.02% | 365% | 56 | 57.14% | 0.4 |
|
| 4332 |
4332
Northwest Wealth Management
Spencer,
Iowa
| USD 124 M | -USD 8.71 M | -7% | 2.08% | 63.4% | 543 | 78.27% | 1.8 |
|
| 4333 |
4333
Geneva Partners
Lake Geneva,
Wisconsin
| USD 124 M | +USD 6.53 M | +6% | 7.3% | 401% | 73 | 27.4% | 1.5 |
|
| 4334 |
4334
Great Point Wealth Advisors
Boston,
Massachusetts
| USD 124 M | +USD 6.06 M | +5% | 2.38% | – | 45 | 6.67% | 0.5 |
|
| 4335 |
4335
First Financial Corp
Terre Haute,
Indiana
| USD 124 M | -USD 10.1 M | -8% | 1.35% | 95.3% | 325 | 7.38% | 4.7 |
|
| 4336 |
4336
GoodHaven Capital Management
Millburn,
New Jersey
| USD 124 M | +USD 572 k | +0.5% | 3.83% | 80.7% | 24 | 8.33% | 3.8 |
|
| 4337 |
4337
Harborview Advisors
Portland,
Maine
| USD 124 M | +USD 8.22 M | +7% | 2.26% | 27.1% | 87 | 11.49% | 0.9 |
|
| 4338 |
4338
Defender Capital
Charlotte,
North Carolina
| USD 124 M | -USD 1.42 M | -1% | 1.54% | 101% | 16 | 0% | 0.5 |
|
| 4339 |
4339
Shilanski & Associates
Anchorage,
Alaska
| USD 123 M | – | – | 4.12% | 84.2% | 91 | – | 0 |
|
| 4340 |
4340
Westbourne Investment Advisors
Annapolis,
Maryland
| USD 123 M | -USD 7.22 M | -6% | 3.18% | 107% | 99 | 13.13% | 2.9 |
|
| 4341 |
RCA
4341
Rex Capital Advisors
Providence,
Rhode Island
| USD 123 M | +USD 3.2 M | +3% | 3.17% | 7.31% | 17 | 5.88% | 3.4 |
|
| 4342 |
WC
4342
Weil Company
San Diego,
California
| USD 123 M | +USD 3.57 M | +3% | 7.67% | 71.7% | 110 | 17.27% | 1.1 |
|
| 4343 |
4343
GVO Asset Management
Zug,
Switzerland
| USD 123 M | +USD 8.95 M | +8% | 0.83% | 71.2% | 11 | 63.64% | 0.6 |
|
| 4344 |
HWC
4344
Hill Winds Capital
High Falls,
New York
| USD 123 M | -USD 300 k | -0.2% | 0.61% | 8.52% | 36 | 58.33% | 0.3 |
|
| 4345 |
4345
Groesbeck Investment Management
Paramus,
New Jersey
| USD 123 M | -USD 8.08 M | -6% | 1.48% | 147% | 104 | 14.42% | 2.7 |
|
| 4346 |
4346
Half Sky Capital (UK)
London,
United Kingdom
| USD 123 M | +USD 2.34 M | +2% | 3.2% | 13% | 8 | 50% | 0.4 |
|
| 4347 |
4347
TRB Advisors
New York
| USD 123 M | -USD 211 M | -63% | 7.65% | 64% | 20 | 45% | 1.6 |
|
| 4348 |
RMSCM
4348
R.M. Sincerbeaux Capital Management
New York
| USD 123 M | -USD 1.24 M | -1% | 6.01% | 76.4% | 53 | 7.55% | 4.6 |
|
| 4349 |
4349
S. Muoio & Co
New York
| USD 123 M | +USD 13.7 M | +13% | 11.4% | 327% | 88 | 40.91% | 2 |
|
| 4350 |
4350
Cerebellum
San Francisco,
California
| USD 123 M | +USD 7.63 M | +7% | 2.43% | – | 550 | 45.82% | 0.5 |
|