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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4351 |
4351
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| USD 104 M | +USD 3.29 M | +3% | 2.16% | 80.8% | 37 | 21.62% | 1.5 |
|
| 4352 |
PM
4352
Penbrook Management
New York
| USD 104 M | +USD 3.95 M | +4% | 6.8% | 107% | 113 | 11.5% | 3.1 |
|
| 4353 |
PD
4353
Planning Directions
Glen Mills,
Pennsylvania
| USD 104 M | +USD 1.46 M | +1% | 0.87% | 46.3% | 55 | 9.09% | 0.2 |
|
| 4354 |
NPP
4354
New Potomac Partners
Bethesda,
Maryland
| USD 104 M | +USD 1.62 M | +2% | 1.85% | 37.2% | 154 | 7.79% | 0.5 |
|
| 4355 |
DAM
4355
Diamant Asset Management
Ridgefield,
Connecticut
| USD 103 M | +USD 1.44 M | +1% | 3.28% | 66.9% | 81 | 6.17% | 0.5 |
|
| 4356 |
BWI
4356
Beacon Wealthcare Inc
Raleigh,
North Carolina
| USD 103 M | +USD 6.31 M | +7% | 1.23% | 31.6% | 7 | 0% | 0.5 |
|
| 4357 |
SSCM
4357
Summit Street Capital Management
New York
| USD 103 M | +USD 2.25 M | +2% | 7.27% | 217% | 33 | 6.06% | 1.5 |
|
| 4358 |
4358
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| USD 103 M | +USD 1 M | +1% | 3.16% | 84.8% | 228 | 11.4% | 0.5 |
|
| 4359 |
CC
4359
Cambrian Capital
San Francisco,
California
| USD 103 M | +USD 25.5 M | +33% | 14.6% | 17.3% | 38 | 10.53% | 2.4 |
|
| 4360 |
LI
4360
Longer Investments
Fayetteville,
Arkansas
| USD 103 M | +USD 11.6 M | +13% | 1.68% | 20.4% | 35 | 28.57% | 2.8 |
|
| 4361 |
4361
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| USD 103 M | +USD 5.73 M | +6% | 2.34% | 82.1% | 190 | 12.63% | 0.4 |
|
| 4362 |
LP
4362
Luzich Partners
Las Vegas,
Nevada
| USD 103 M | +USD 1.03 M | +1% | 9.96% | – | 16 | 43.75% | 1.1 |
|
| 4363 |
FCM
4363
Force Capital Management
New York
| USD 103 M | +USD 7.84 M | +8% | 7.66% | 72.7% | 30 | 13.33% | 1.9 |
|
| 4364 |
AWM
4364
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
| USD 103 M | +USD 2.62 M | +3% | 3.18% | 36.4% | 502 | 20.32% | 0.5 |
|
| 4365 |
PWA
4365
Providence Wealth Advisors
Frankfort,
Illinois
| USD 103 M | +USD 35.2 M | +52% | 1.46% | 112% | 93 | 33.33% | 0.2 |
|
| 4366 |
QPWM
4366
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| USD 103 M | +USD 26.2 M | +34% | 5.73% | 87.9% | 101 | 17.82% | 0.4 |
|
| 4367 |
SHCM
4367
Stone House Capital Management
Bay Harbor Islands,
Florida
| USD 103 M | +USD 15.1 M | +17% | 19.2% | 151% | 2 | 0% | 1.5 |
|
| 4368 |
HFA
4368
HC Financial Advisors
Lafayette,
California
| USD 103 M | +USD 1.28 M | +1% | 2.4% | 31.2% | 70 | 7.14% | 0.5 |
|
| 4369 |
4369
Mountain Capital Investment Advisors
Westminster,
Colorado
| USD 102 M | +USD 10.3 M | +11% | 0.43% | 63.3% | 46 | 34.78% | 0.5 |
|
| 4370 |
BFM
4370
Broadview Financial Management
Wauwatosa,
Wisconsin
| USD 102 M | +USD 1.18 M | +1% | 1.11% | 52.4% | 38 | 5.26% | 0.5 |
|
| 4371 |
JA
4371
JVL Associates
Wyoming,
Michigan
| USD 102 M | +USD 2.59 M | +3% | 1.5% | 81% | 37 | 5.41% | 0.5 |
|
| 4372 |
VIM
4372
Vista Investment Management
Pittsburgh,
Pennsylvania
| USD 102 M | +USD 6.84 M | +7% | 2.37% | 54.4% | 144 | 9.72% | 0.5 |
|
| 4373 |
FCC
4373
Florin Court Capital
London,
United Kingdom
| USD 102 M | +USD 30.6 M | +43% | 1.8% | 108% | 28 | 42.86% | 0.8 |
|
| 4374 |
YEPX
4374
Yorktown Energy Partners XI
New York
| USD 102 M | +USD 12.1 M | +13% | 16.2% | 105% | 3 | 33.33% | 1.4 |
|
| 4375 |
CFN
4375
Cordasco Financial Network
Naples,
Florida
| USD 102 M | +USD 8.96 M | +10% | 2.83% | 31.1% | 405 | 33.09% | 1.9 |
|