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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4376 |
4376
Washington Capital Management
Seattle,
Washington
| USD 100 M | -USD 268 k | -0.3% | 0.04% | 81.8% | 110 | 15.45% | 2.1 |
|
| 4377 |
4377
Landaas & Company
Milwaukee,
Wisconsin
| USD 99.2 M | -USD 16.7 M | -14% | 2.09% | 60.3% | 360 | 85% | 0.5 |
|
| 4378 |
4378
Fairbanks Capital Management
Rancho Santa Fe,
California
| USD 99.1 M | -USD 9.7 M | -9% | 3.31% | 81.3% | 32 | 9.38% | 1.4 |
|
| 4379 |
4379
Sanchez Wealth Management Group
Jacksonville,
Florida
| USD 99 M | +USD 2.16 M | +2% | 0.68% | 56.9% | 26 | 15.38% | 0.2 |
|
| 4380 |
4380
PDS Planning
Dublin,
Ohio
| USD 99 M | +USD 228 k | +0.2% | 2.02% | 62.7% | 79 | 20.25% | 0.2 |
|
| 4381 |
GC
4381
Gruss & Co
West Palm Beach,
Florida
| USD 98.9 M | -USD 3.36 M | -3% | 2.66% | 163% | 39 | 28.21% | 1.9 |
|
| 4382 |
4382
Probabilities Fund Management
White Plains,
New York
| USD 98.8 M | +USD 29.2 M | +42% | 4.47% | – | 43 | 9.3% | 0.2 |
|
| 4383 |
4383
Rossmore Private Capital
Glastonbury,
Connecticut
| USD 98.8 M | -USD 461 k | -0.5% | 0.27% | 75.4% | 462 | 79% | 0.2 |
|
| 4384 |
4384
Edgbaston Investment Partners
| USD 98.8 M | -USD 8 M | -7% | 10.9% | 4.67% | 2 | 0% | 0.3 |
|
| 4385 |
4385
Signia Capital Management
Spokane,
Washington
| USD 98.5 M | +USD 4.35 M | +5% | 3.63% | 27% | 32 | 37.5% | 1.7 |
|
| 4386 |
4386
Kopp Investment Advisors
Bloomington,
Minnesota
| USD 98.4 M | -USD 1.48 M | -1% | 11.3% | 109% | 69 | 11.59% | 2.8 |
|
| 4387 |
4387
Smart Money Group
Eastland,
Texas
| USD 98.3 M | +USD 34 M | +53% | 1.61% | 58.9% | 58 | 43.1% | 0.2 |
|
| 4388 |
4388
Trustco Bank (New York)
Albany,
New York
| USD 98.3 M | +USD 1.32 M | +1% | 4.36% | 131% | 69 | 8.7% | 3.4 |
|
| 4389 |
4389
Inspire Investing
Meridian,
Idaho
| USD 98.2 M | -USD 19.5 M | -17% | 1.07% | 107% | 932 | 78.76% | 0.2 |
|
| 4390 |
OPWM
4390
Oak Point Wealth Management
Portage,
Michigan
| USD 98 M | -USD 3.46 M | -3% | 0.95% | – | 263 | 42.21% | 0.2 |
|
| 4391 |
4391
Manifold Partners
San Francisco,
California
| USD 98 M | -USD 43.4 M | -31% | 0.52% | 24.9% | 18 | 44.44% | 1 |
|
| 4392 |
4392
Clarus Ventures
Cambridge,
Massachusetts
| USD 97.8 M | -USD 2.67 M | -3% | 1.99% | 70.3% | 6 | 0% | 2.7 |
|
| 4393 |
4393
Deane Retirement Strategies
New Orleans,
Louisiana
| USD 97.7 M | -USD 10 M | -9% | 0.53% | 73.4% | 70 | 24.29% | 1.3 |
|
| 4394 |
4394
Financial Gravity Asset Management
Lakeway,
Texas
| USD 97.7 M | – | – | 0.27% | – | 1,580 | – | 0 |
|
| 4395 |
4395
Financial Gravity Companies
Lakeway,
Texas
| USD 97.7 M | +USD 10.6 M | +12% | 0.27% | – | 1,799 | 25.57% | 0.2 |
|
| 4396 |
4396
Blue Chip Wealth Management
Miami Beach,
Florida
| USD 97.7 M | – | – | 0% | – | 102 | – | 0 |
|
| 4397 |
4397
Carrhae Capital
London,
United Kingdom
| USD 97.6 M | -USD 268 M | -73% | 16.1% | 182% | 13 | 69.23% | 0.3 |
|
| 4398 |
KCM
4398
Knoll Capital Management
Miami,
Florida
| USD 97.4 M | -USD 16 M | -14% | 11.5% | 258% | 13 | 7.69% | 1.9 |
|
| 4399 |
4399
Congress Park Capital
Saratoga Springs,
New York
| USD 97.3 M | -USD 1.92 M | -2% | 0.9% | 99.9% | 104 | 20.19% | 0.2 |
|
| 4400 |
4400
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| USD 97.2 M | +USD 48.1 M | +98% | 0.56% | 82.1% | 187 | 26.2% | 0.2 |
|