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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
Lantz Financial
Naperville,
Illinois
| USD 246 M | +USD 28.6 M | +13% | 1.66% | 74.3% | 178 | 21.91% | 1.9 |
|
| 4327 |
4327
Indus Capital Partners
New York
| USD 246 M | -USD 177 M | -42% | 9.84% | 117% | 40 | 47.5% | 1.6 |
|
| 4328 |
4328
Diversified
Wilmington,
Delaware
| USD 246 M | +USD 8.97 M | +4% | 6.01% | 34.4% | 123 | 13.82% | 1 |
|
| 4329 |
4329
Palantir Technologies
Aventura,
Florida
| USD 245 M | +USD 24.5 M | +11% | 0.75% | – | 19 | 31.58% | 0.2 |
|
| 4330 |
AB
4330
Atlas Brown
Louisville,
Kentucky
| USD 245 M | -USD 12.9 M | -5% | 3.07% | 115% | 197 | 6.6% | 4.8 |
|
| 4331 |
4331
Beech Hill Advisors
New York
| USD 245 M | -USD 18.1 M | -7% | 6.22% | 105% | 91 | 6.59% | 3.5 |
|
| 4332 |
4332
Foresite Capital Management V
Larkspur,
California
| USD 245 M | -USD 162 M | -40% | 28% | 401% | 17 | 5.88% | 0.7 |
|
| 4333 |
4333
Birch Grove Capital
New York
| USD 245 M | +USD 23.9 M | +11% | 1.29% | 2.66% | 47 | 25.53% | 0.7 |
|
| 4334 |
4334
Sycale Advisors
New York
| USD 245 M | +USD 30.6 M | +14% | 6.29% | 31.5% | 26 | 38.46% | 0.8 |
|
| 4335 |
4335
Baldrige Asset Management
Allentown,
Pennsylvania
| USD 245 M | -USD 12.1 M | -5% | 5.3% | 43.5% | 349 | 12.61% | 1.2 |
|
| 4336 |
4336
North Reef Capital Management
Laguna Beach,
California
| USD 245 M | +USD 27.6 M | +13% | 3.33% | 81.9% | 46 | 54.35% | 0.2 |
|
| 4337 |
4337
Humankind Investments
New York
| USD 244 M | -USD 3.78 M | -2% | 2.4% | 62.5% | 121 | 5.79% | 0.8 |
|
| 4338 |
4338
Old Point Trust & Financial Services N A
Newport News,
Virginia
| USD 244 M | -USD 4.54 M | -2% | 2.09% | 87.3% | 81 | 6.17% | 6.2 |
|
| 4339 |
4339
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
| USD 244 M | -USD 27.1 M | -10% | 5.13% | 63.5% | 224 | 16.52% | 0.8 |
|
| 4340 |
4340
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| USD 244 M | +USD 6.86 M | +3% | 0.91% | 63.9% | 137 | 2.19% | 4.1 |
|
| 4341 |
4341
Affinity Investment Advisors
Newport Beach,
California
| USD 244 M | -USD 5.14 M | -2% | 0.23% | 189% | 213 | 21.13% | 2 |
|
| 4342 |
4342
Ogorek Anthony Joseph
Williamsville,
New York
| USD 244 M | +USD 9.9 M | +4% | 5.01% | 61.1% | 279 | 19.35% | 2.5 |
|
| 4343 |
4343
Morton Capital Management
Calabasas,
California
| USD 244 M | -USD 3.41 M | -1% | 0.58% | 75.4% | 95 | 14.74% | 0.2 |
|
| 4344 |
4344
Fluent Financial
Dallas,
Texas
| USD 244 M | -USD 1.91 M | -0.8% | 6.76% | 46.9% | 88 | 55.68% | 1 |
|
| 4345 |
4345
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| USD 243 M | +USD 14.1 M | +6% | 3.88% | 34.2% | 56 | 8.93% | 3.1 |
|
| 4346 |
4346
Curran Financial Partners
Daniel Island,
South Carolina
| USD 243 M | +USD 7.73 M | +3% | 4.39% | 49.4% | 82 | 18.29% | 0.8 |
|
| 4347 |
AIA
4347
AIMZ Investment Advisors
Los Altos,
California
| USD 243 M | -USD 13.7 M | -5% | 2.93% | 81.3% | 122 | 7.38% | 5 |
|
| 4348 |
PA
4348
PSI Advisors
Tampa,
Florida
| USD 243 M | -USD 2.81 M | -1% | 3.21% | 58.2% | 836 | 12.8% | 0.7 |
|
| 4349 |
APW
4349
Aurora Private Wealth
Rockaway,
New Jersey
| USD 243 M | +USD 12.3 M | +5% | 2.53% | – | 219 | 17.35% | 1.3 |
|
| 4350 |
4350
Wall Capital Group
Phoenix,
Arizona
| USD 243 M | -USD 44.3 M | -15% | 5.65% | – | 28 | 25% | 3 |
|