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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4501 |
4501
RFG Holdings
Argyle,
Texas
| USD 283 M | +USD 20.6 M | +8% | 4.16% | 74.2% | 53 | 11.32% | 1.1 |
|
| 4502 |
4502
Sykon Capital
Harrison,
New York
| USD 283 M | +USD 18.3 M | +7% | 6.23% | 63.7% | 114 | 39.47% | 0.7 |
|
| 4503 |
4503
Patriot Financial Partners
Radnor,
Pennsylvania
| USD 283 M | +USD 28.8 M | +11% | 14.9% | 16.6% | 9 | 11.11% | 4.9 |
|
| 4504 |
4504
RIA Advisory Group
Des Moines,
Iowa
| USD 283 M | – | – | 5.88% | – | 128 | – | 0.7 |
|
| 4505 |
IAS
4505
Investment Advisory Services
The Woodlands,
Texas
| USD 283 M | +USD 10.3 M | +4% | 6.42% | 74.9% | 122 | 8.2% | 3.3 |
|
| 4506 |
4506
Honeycomb Asset Management
New York
| USD 283 M | -USD 102 M | -26% | 9.92% | 49% | 39 | 74.36% | 0.3 |
|
| 4507 |
4507
Almitas Capital
Santa Monica,
California
| USD 283 M | +USD 42.5 M | +18% | 7.82% | 86.1% | 89 | 38.2% | 1.1 |
|
| 4508 |
4508
Cutler Capital Management
Worcester,
Massachusetts
| USD 283 M | +USD 26.7 M | +10% | 7.53% | 39.7% | 115 | 7.83% | 3.2 |
|
| 4509 |
4509
Phraction Management
Colchester,
Connecticut
| USD 283 M | +USD 9.17 M | +3% | 5.25% | 106% | 72 | 11.11% | 1.7 |
|
| 4510 |
4510
Pecaut & Co
Sioux City,
Iowa
| USD 283 M | +USD 18.2 M | +7% | 7.52% | 62.8% | 78 | 15.38% | 3.7 |
|
| 4511 |
4511
Sandbox Financial Partners
Bethesda,
Maryland
| USD 283 M | +USD 21.7 M | +8% | 4.69% | 69.6% | 110 | 13.64% | 2.1 |
|
| 4512 |
4512
HT Partners
Centerbrook,
Connecticut
| USD 283 M | -USD 362 k | -0.1% | 5.83% | 71.1% | 53 | 9.43% | 5.2 |
|
| 4513 |
4513
Oak Asset Management
Westlake Village,
California
| USD 282 M | +USD 9.31 M | +3% | 6.99% | 91.8% | 107 | 6.54% | 2 |
|
| 4514 |
4514
Droms Strauss Advisors
St. Louis,
Missouri
| USD 282 M | +USD 6.09 M | +2% | 5.97% | 68.7% | 68 | 10.29% | 3.3 |
|
| 4515 |
4515
LCNB Corp
Lebanon,
Ohio
| USD 282 M | +USD 14.6 M | +5% | 6.41% | 75.2% | 183 | 6.01% | 4.7 |
|
| 4516 |
4516
CWS Financial Advisors
Kalamazoo,
Michigan
| USD 282 M | +USD 28 M | +11% | 7.01% | 55.7% | 122 | 13.93% | 3.1 |
|
| 4517 |
LCM
4517
Lynx1 Capital Management
San Juan,
Puerto Rico
| USD 282 M | +USD 5.03 M | +2% | 8.08% | 883% | 21 | 33.33% | 0.9 |
|
| 4518 |
4518
Hayek Kallen Investment Management
Fairhope,
Alabama
| USD 282 M | +USD 14 M | +5% | 7.02% | 71.9% | 95 | 4.21% | 6 |
|
| 4519 |
4519
Evexia Wealth
Stevens Point,
Wisconsin
| USD 282 M | +USD 15.6 M | +6% | 8.98% | 92.5% | 66 | 7.58% | 1.1 |
|
| 4520 |
CHA
4520
Carmichael Hill & Associates
Gaithersburg,
Maryland
| USD 282 M | +USD 27 M | +11% | 6.96% | 39.7% | 818 | 8.31% | 3.6 |
|
| 4521 |
4521
Bill Few Associates
Pittsburgh,
Pennsylvania
| USD 282 M | +USD 21.3 M | +8% | 7.38% | 91.5% | 181 | 6.08% | 1.9 |
|
| 4522 |
4522
Iyo Bank
Matsuyama,
Japan
| USD 282 M | -USD 27 k | -0% | 3.6% | 125% | 36 | 2.78% | 2.2 |
|
| 4523 |
4523
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| USD 282 M | +USD 20.3 M | +8% | 6.97% | 106% | 47 | 6.38% | 3.8 |
|
| 4524 |
4524
First Citizens Asset Management
Raleigh,
North Carolina
| USD 281 M | +USD 13.1 M | +5% | 5.64% | 44.2% | 33 | 9.09% | 1.7 |
|
| 4525 |
4525
Metropolitan Life Insurance Company (MetLife)
New York
| USD 281 M | +USD 28 M | +11% | 5.59% | 50.8% | 12 | 33.33% | 6.7 |
|