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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 |
4476
Shaker Investments
Cleveland,
Ohio
| USD 216 M | +USD 9.9 M | +5% | 7.25% | 205% | 96 | 9.38% | 2.3 |
|
| 4477 |
4477
Financial Strategies Group
Okemos,
Michigan
| USD 216 M | +USD 23.1 M | +12% | 4.09% | 44.9% | 76 | 11.84% | 1 |
|
| 4478 |
4478
Kercheville Advisors
San Antonio,
Texas
| USD 216 M | +USD 16.5 M | +8% | 10.3% | 261% | 128 | 16.41% | 0.4 |
|
| 4479 |
4479
Cape Ann Asset Management
London,
United Kingdom
| USD 216 M | -USD 4.06 M | -2% | 3.73% | 199% | 10 | 10% | 1.1 |
|
| 4480 |
4480
Access Financial Services
Minneapolis,
Minnesota
| USD 215 M | +USD 1.69 M | +0.8% | 4.2% | 44.8% | 121 | 24.79% | 1.7 |
|
| 4481 |
4481
MBA Advisors
Hermitage,
Pennsylvania
| USD 215 M | +USD 32.8 M | +18% | 5.65% | 58.3% | 141 | 10.64% | 0.2 |
|
| 4482 |
4482
Nikulski Financial
Bettendorf,
Iowa
| USD 215 M | +USD 19.7 M | +10% | 6.92% | 95.8% | 127 | 7.09% | 2 |
|
| 4483 |
GAMC
4483
Garner Asset Management Corp
Plano,
Texas
| USD 215 M | +USD 17.2 M | +9% | 6.02% | 95.3% | 170 | 5.88% | 2.9 |
|
| 4484 |
4484
Lagoda Investment Management
New York
| USD 215 M | +USD 14.2 M | +7% | 9.84% | 250% | 38 | 5.26% | 3.6 |
|
| 4485 |
SFA
4485
Spectrum Financial Alliance
Nicholasville,
Kentucky
| USD 215 M | +USD 14.7 M | +7% | 1.05% | 185% | 12 | 8.33% | 1.9 |
|
| 4486 |
4486
SkyView Investment Advisors
Shrewsbury,
New Jersey
| USD 214 M | -USD 11.3 M | -5% | 5.89% | 70.3% | 296 | 2.7% | 0.5 |
|
| 4487 |
4487
Lake Point Wealth Management
Rockwall,
Texas
| USD 214 M | – | – | 3.98% | – | 449 | – | 1.5 |
|
| 4488 |
4488
Paragon Capital Management (Colorado)
Denver,
Colorado
| USD 214 M | +USD 21.6 M | +11% | 5.89% | 109% | 145 | 26.9% | 2.1 |
|
| 4489 |
PAM
4489
Pegasus Asset Management
Montebello,
New York
| USD 214 M | +USD 17.3 M | +9% | 8.27% | 89% | 74 | 1.35% | 2.8 |
|
| 4490 |
4490
Hamilton Wealth
Encino,
California
| USD 214 M | +USD 8.33 M | +4% | 6.8% | 108% | 58 | 25.86% | 1.3 |
|
| 4491 |
CWAG
4491
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| USD 214 M | +USD 39.5 M | +23% | 5.19% | 76.1% | 76 | 7.89% | 1.9 |
|
| 4492 |
4492
Union Heritage Capital
Bloomfield Hills,
Michigan
| USD 214 M | +USD 13.4 M | +7% | 7.98% | 82.1% | 62 | 4.84% | 0.2 |
|
| 4493 |
SC
4493
Sawyer & Company
Boston,
Massachusetts
| USD 214 M | +USD 13.4 M | +7% | 6.32% | 111% | 182 | 12.09% | 2.7 |
|
| 4494 |
4494
Aryeh Capital Management
Toronto,
Ontario, Canada
| USD 214 M | +USD 23.3 M | +12% | 6.06% | 87.7% | 12 | 16.67% | 0.4 |
|
| 4495 |
LA
4495
LFL Advisers
Evanston,
Illinois
| USD 214 M | +USD 11 M | +5% | 6.95% | 83% | 11 | 0% | 3 |
|
| 4496 |
4496
Arcus Capital Partners
Atlanta,
Georgia
| USD 214 M | -USD 1052 M | -83% | 4.13% | 69.2% | 119 | 18.49% | 1.8 |
|
| 4497 |
4497
Tiemann Investment Advisors
Menlo Park,
California
| USD 214 M | +USD 13.2 M | +7% | 7.45% | 77% | 214 | 4.67% | 4.3 |
|
| 4498 |
4498
IRON Financial
Northbrook,
Illinois
| USD 214 M | +USD 24.2 M | +13% | 4.34% | 60.6% | 123 | 28.46% | 2.1 |
|
| 4499 |
4499
Gill Capital Partners
Denver,
Colorado
| USD 214 M | +USD 17.5 M | +9% | 5.05% | 59% | 119 | 6.72% | 1.6 |
|
| 4500 |
4500
Newport Asia
San Francisco,
California
| USD 214 M | -USD 2.16 M | -1% | 10.4% | – | 5 | 20% | 3.9 |
|