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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
MilWealth Group
Milwaukee,
Wisconsin
| USD 230 M | +USD 21.8 M | +10% | 4.18% | 36.8% | 66 | 15.15% | 1.9 |
|
| 4327 |
4327
AMJ Financial Wealth Management
Leesburg,
Virginia
| USD 230 M | +USD 22.8 M | +11% | 10.5% | 167% | 105 | 36.19% | 0.6 |
|
| 4328 |
4328
Atticus Wealth Management
Palm Beach Gardens,
Florida
| USD 230 M | +USD 19.8 M | +9% | 6.79% | 73.9% | 403 | 16.13% | 1.1 |
|
| 4329 |
4329
SV Health Investors
Boston,
Massachusetts
| USD 230 M | -USD 37.4 M | -14% | 10.5% | 97.4% | 8 | 12.5% | 3 |
|
| 4330 |
4330
DeDora Capital
Napa,
California
| USD 229 M | +USD 18.1 M | +9% | 9.59% | 81.7% | 99 | 5.05% | 2.4 |
|
| 4331 |
4331
Oxler Private Wealth
Rye Brook,
New York
| USD 229 M | +USD 32 M | +16% | 8.15% | 119% | 128 | 10.16% | 0.4 |
|
| 4332 |
4332
Pacific Center for Financial Services
San Ramon,
California
| USD 229 M | +USD 20.2 M | +10% | 7.87% | 60.1% | 360 | 5% | 3.3 |
|
| 4333 |
4333
TMD Wealth Management
Scottsdale,
Arizona
| USD 229 M | +USD 18.7 M | +9% | 4.7% | 2.41% | 43 | 16.28% | 0.4 |
|
| 4334 |
4334
Marathon Asset Management (New York)
New York
| USD 229 M | +USD 143 M | +166% | 0.39% | 490% | 40 | 70% | 0.4 |
|
| 4335 |
4335
Voleon Capital Management
Berkeley,
California
| USD 229 M | +USD 69 M | +43% | 21.1% | – | 12 | 100% | 0 |
|
| 4336 |
4336
Long Road Investment Counsel
Kalamazoo,
Michigan
| USD 229 M | +USD 7.1 M | +3% | 7.48% | 53.8% | 74 | 4.05% | 5.1 |
|
| 4337 |
4337
Pinnacle Family Advisors
Springfield,
Missouri
| USD 229 M | +USD 38.3 M | +20% | 7.62% | 85.8% | 150 | 34.67% | 0.9 |
|
| 4338 |
4338
Palouse Capital Management
Spokane,
Washington
| USD 229 M | +USD 2.16 M | +1% | 5.92% | 67.8% | 104 | 15.38% | 2.1 |
|
| 4339 |
4339
Abbot Financial Management
Andover,
Massachusetts
| USD 229 M | +USD 8.37 M | +4% | 4.86% | 102% | 135 | 3.7% | 2.8 |
|
| 4340 |
4340
Bison Wealth
Atlanta,
Georgia
| USD 229 M | -USD 4.52 M | -2% | 6.65% | 37.4% | 506 | 16.6% | 2.2 |
|
| 4341 |
4341
Chou Associates Management
Toronto,
Ontario, Canada
| USD 229 M | +USD 7.35 M | +3% | 6.32% | 66.4% | 20 | 5% | 4.6 |
|
| 4342 |
CNBT
4342
Cornerstone National Bank & Trust
Palatine,
Illinois
| USD 229 M | +USD 15.5 M | +7% | 3.41% | 38.5% | 62 | 4.84% | 1.3 |
|
| 4343 |
4343
Arthedge Capital Management
Jericho,
New York
| USD 228 M | +USD 45.4 M | +25% | 22.6% | 80.7% | 19 | 26.32% | 0.4 |
|
| 4344 |
4344
Tinicum
New York
| USD 228 M | -USD 3.69 M | -2% | 0.15% | 21.1% | 2 | 0% | 5.1 |
|
| 4345 |
4345
HM Capital Management
Clayton,
Missouri
| USD 228 M | +USD 13.1 M | +6% | 6.58% | 29.6% | 46 | 10.87% | 4.3 |
|
| 4346 |
4346
Castleview Partners
Dallas,
Texas
| USD 228 M | – | – | 7.2% | 61.3% | 921 | – | 0.3 |
|
| 4347 |
4347
Otter Creek Advisors
Palm Beach Gardens,
Florida
| USD 228 M | +USD 76.1 M | +50% | 8.43% | 173% | 62 | 56.45% | 0.8 |
|
| 4348 |
4348
Diker Management
New York
| USD 228 M | +USD 14.5 M | +7% | 16.1% | 210% | 44 | 34.09% | 1.8 |
|
| 4349 |
4349
Nixon Capital
Austin,
Texas
| USD 228 M | +USD 28.2 M | +14% | 6.88% | 118% | 25 | 12% | 0.4 |
|
| 4350 |
SM
4350
Salzhauer Michael
| USD 228 M | +USD 32.9 M | +17% | 5.67% | 107% | 135 | 16.3% | 2.7 |
|