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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4476 |
HA
4476
Havens Advisors
New York
| USD 110 M | -USD 32.3 M | -23% | 2.08% | 460% | 40 | 55% | 0.3 |
|
| 4477 |
4477
Roubaix Capital
Denver,
Colorado
| USD 110 M | -USD 9.9 M | -8% | 4.72% | 174% | 48 | 62.5% | 0.2 |
|
| 4478 |
FRM
4478
Fox Run Management
Greenwich,
Connecticut
| USD 110 M | -USD 40.7 M | -27% | 0.38% | 64% | 650 | 85.38% | 0.1 |
|
| 4479 |
4479
Newport Wealth Strategies
Irvine,
California
| USD 110 M | +USD 1.03 M | +0.9% | 1.38% | 51.5% | 84 | 7.14% | 1.4 |
|
| 4480 |
4480
Ballew Advisors
Jackson,
Mississippi
| USD 110 M | -USD 311 k | -0.3% | 1.19% | 68% | 94 | 10.64% | 1.5 |
|
| 4481 |
4481
Sterneck Capital Management
Kansas City,
Missouri
| USD 109 M | -USD 5.89 M | -5% | 2.26% | 61.5% | 82 | 10.98% | 3.7 |
|
| 4482 |
KCM
4482
Knoll Capital Management
Miami,
Florida
| USD 109 M | -USD 12.9 M | -11% | 10.6% | 258% | 23 | 4.35% | 1.4 |
|
| 4483 |
4483
Titus Wealth Management
Larskpur,
California
| USD 109 M | +USD 7.82 M | +8% | 0.45% | 26.6% | 105 | 16.19% | 1.2 |
|
| 4484 |
4484
Mork Capital Management
Healdsburg,
California
| USD 109 M | +USD 1.09 M | +1% | 1.15% | 61.9% | 107 | 4.67% | 1.9 |
|
| 4485 |
4485
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| USD 109 M | -USD 969 k | -0.9% | 0.1% | 87.9% | 119 | 31.09% | 1.3 |
|
| 4486 |
HH
4486
HWG Holdings
Houston,
Texas
| USD 108 M | +USD 5.27 M | +5% | 3.21% | – | 146 | 37.67% | 0.7 |
|
| 4487 |
4487
Fort Baker Capital Management
Larkspur,
California
| USD 108 M | -USD 18 M | -14% | 2.77% | 46.3% | 33 | 87.88% | 0.1 |
|
| 4488 |
AAM
4488
Ascension Asset Management
New York
| USD 108 M | -USD 5.2 M | -5% | 3.1% | – | 74 | 8.11% | 1.6 |
|
| 4489 |
4489
Mendel Money Management
Northbrook,
Illinois
| USD 108 M | +USD 3.67 M | +4% | 2.28% | 75.4% | 53 | 9.43% | 3.3 |
|
| 4490 |
4490
Formidable Asset Management
Cincinnati,
Ohio
| USD 108 M | -USD 183 M | -63% | 5.09% | 52.2% | 248 | 60.08% | 0.4 |
|
| 4491 |
4491
CNB Bank
Clearfield,
Pennsylvania
| USD 108 M | -USD 9.14 M | -8% | 1.19% | 91.6% | 518 | 26.45% | 1.2 |
|
| 4492 |
4492
Xcel Wealth Management
Holly Hill,
Florida
| USD 108 M | +USD 5.95 M | +6% | 1.37% | 93.7% | 76 | 3.95% | 0.7 |
|
| 4493 |
4493
Genesee Capital Advisors
Auburn,
New York
| USD 108 M | +USD 8.75 M | +9% | 2.58% | 107% | 74 | 13.51% | 0.5 |
|
| 4494 |
4494
Inherent Group
New York
| USD 108 M | +USD 15.9 M | +17% | 6.12% | 61.7% | 7 | 28.57% | 0.4 |
|
| 4495 |
4495
Copernicus Capital Management
San Francisco,
California
| USD 107 M | -USD 4.94 M | -4% | 6.34% | 126% | 19 | 36.84% | 0.7 |
|
| 4496 |
RHDIC
4496
R.H. Dinel Investment Counsel
Los Angeles,
California
| USD 107 M | -USD 541 k | -0.5% | 0.36% | 55.9% | 47 | 0% | 5.2 |
|
| 4497 |
4497
IFG Advisors
St. Louis,
Missouri
| USD 107 M | – | – | 1.09% | 78.7% | 65 | – | 0 |
|
| 4498 |
4498
Bull Street Advisors
Savannah,
Georgia
| USD 107 M | – | – | 2.1% | 48.5% | 87 | – | 0 |
|
| 4499 |
SRCM
4499
Swift Run Capital Management
Charlottesville,
Virginia
| USD 107 M | -USD 1.19 M | -1% | 3.8% | 9.9% | 41 | 9.76% | 3.4 |
|
| 4500 |
SC
4500
Spindletop Capital
Chappaqua,
New York
| USD 107 M | -USD 3.9 M | -4% | 2.4% | – | 8 | 0% | 3.4 |
|