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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
Quaker Wealth Management
Moorestown,
New Jersey
| USD 191 M | -USD 6.99 M | -4% | 5.34% | – | 52 | 28.85% | 1.1 |
|
| 4352 |
4352
13D Management
New York
| USD 191 M | -USD 35 M | -15% | 9.17% | 157% | 35 | 25.71% | 1.6 |
|
| 4353 |
4353
Glovista Investments
Jersey City,
New Jersey
| USD 191 M | -USD 51.4 M | -21% | 10.1% | 2.48% | 52 | 42.31% | 2.8 |
|
| 4354 |
4354
OneAscent Wealth Management
Birmingham,
Alabama
| USD 191 M | -USD 4.95 M | -3% | 4.7% | 50.6% | 198 | 33.33% | 0.6 |
|
| 4355 |
4355
Mountain Capital Investment Advisors
Westminster,
Colorado
| USD 191 M | -USD 9.1 M | -5% | 7.4% | 63.3% | 88 | 19.32% | 1.6 |
|
| 4356 |
4356
Shoker Investment Counsel
Oxford,
Ohio
| USD 191 M | +USD 2.45 M | +1% | 5.27% | 83.8% | 88 | 4.55% | 5.2 |
|
| 4357 |
4357
Entrust Global Partners
New York
| USD 191 M | +USD 4.78 M | +3% | 5.62% | 82.3% | 12 | 0% | 1 |
|
| 4358 |
4358
Taylor Hoffman Wealth Management
Richmond,
Virginia
| USD 191 M | -USD 13.2 M | -6% | 4.28% | 47.8% | 130 | 4.62% | 3.5 |
|
| 4359 |
4359
RS Crum Inc
Newport Beach,
California
| USD 191 M | -USD 4.55 M | -2% | 5.86% | 54.2% | 75 | 13.33% | 0.6 |
|
| 4360 |
PA
4360
PSI Advisors
Tampa,
Florida
| USD 190 M | -USD 13.1 M | -6% | 4.88% | 58.2% | 898 | 19.27% | 1 |
|
| 4361 |
4361
Grand Wealth Management
Grand Rapids,
Michigan
| USD 190 M | -USD 6.44 M | -3% | 5.69% | 54.1% | 63 | 14.29% | 0.7 |
|
| 4362 |
4362
Websterrogers Financial Advisors
Florence,
South Carolina
| USD 190 M | -USD 14.5 M | -7% | 4.69% | 42.9% | 60 | 21.67% | 1.2 |
|
| 4363 |
4363
Modus Advisors
Excelsior,
Minnesota
| USD 190 M | -USD 7.52 M | -4% | 4.21% | 89.5% | 98 | 6.12% | 2.2 |
|
| 4364 |
4364
Thomas Story & Son
Culver,
Indiana
| USD 190 M | -USD 20.3 M | -10% | 6.38% | 101% | 55 | 1.82% | 5.9 |
|
| 4365 |
4365
RPg Family Wealth Advisory
Burlington,
Massachusetts
| USD 190 M | +USD 22.3 M | +13% | 5.49% | 117% | 96 | 20.83% | 3.2 |
|
| 4366 |
4366
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| USD 190 M | -USD 7.18 M | -4% | 6.53% | 106% | 40 | 7.5% | 2.4 |
|
| 4367 |
4367
Cartica Management
Washington,
District of Columbia
| USD 190 M | -USD 67.7 M | -26% | 1.19% | 92.9% | 17 | 23.53% | 1.2 |
|
| 4368 |
AIP
4368
Ahrens Investment Partners
Lafayette,
Louisiana
| USD 190 M | -USD 36.7 M | -16% | 2.09% | 82.3% | 1,015 | 85.22% | 2.8 |
|
| 4369 |
4369
Bishop & Co Investment Management
Erie,
Pennsylvania
| USD 190 M | -USD 10.9 M | -5% | 5.19% | 47.6% | 24 | 4.17% | 4.8 |
|
| 4370 |
H2CM
4370
H/2 Credit Manager
Stamford,
Connecticut
| USD 190 M | -USD 42.3 M | -18% | 11.6% | 97.4% | 13 | 0% | 1.2 |
|
| 4371 |
PCA
4371
Prospect Capital Advisors
Sausalito,
California
| USD 190 M | -USD 7.62 M | -4% | 6.7% | 202% | 32 | 21.88% | 2.3 |
|
| 4372 |
4372
Wynnefield Capital
New York
| USD 190 M | -USD 8.31 M | -4% | 6.39% | 52.1% | 22 | 9.09% | 3.9 |
|
| 4373 |
4373
Landmark Financial Advisors
Bowling Green,
Kentucky
| USD 189 M | -USD 14.2 M | -7% | 6.86% | 11.8% | 82 | 6.1% | 4.3 |
|
| 4374 |
4374
Passive Capital Management
Baltimore,
Maryland
| USD 189 M | -USD 7.15 M | -4% | 6.56% | 37.7% | 50 | 8% | 0.7 |
|
| 4375 |
4375
Prudent Investors Network
Lake Forest,
California
| USD 189 M | -USD 3.44 M | -2% | 4.5% | – | 33 | 9.09% | 1.7 |
|