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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4551 |
MA
4551
MSA Advisors
Santa Monica,
California
| USD 389 M | +USD 55.9 M | +17% | 14.8% | – | 54 | 27.78% | 1.3 |
|
| 4552 |
KFSC
4552
Keystone Financial Services (Colorado)
Loveland,
Colorado
| USD 388 M | +USD 47.7 M | +14% | 14.5% | 66% | 139 | 20.14% | 2.2 |
|
| 4553 |
PWM
4553
Provident Wealth Management
Brentwood,
Tennessee
| USD 388 M | +USD 57.8 M | +17% | 12.2% | 53.3% | 164 | 20.12% | 2.6 |
|
| 4554 |
VFIC
4554
Valley Forge Investment Consultants
Audubon,
Pennsylvania
| USD 388 M | +USD 54.7 M | +16% | 13.4% | 61.9% | 90 | 12.22% | 3.4 |
|
| 4555 |
KFP
4555
Keystone Financial Planning
Cleveland,
Ohio
| USD 388 M | +USD 13.6 M | +4% | 2.16% | 46% | 42 | 11.9% | 6.9 |
|
| 4556 |
MJP
4556
Michael J. Puzo
| USD 388 M | +USD 44.5 M | +13% | 27.1% | 90.3% | 71 | 12.68% | 7.2 |
|
| 4557 |
TB
4557
Terril Brothers
St. Louis,
Missouri
| USD 388 M | +USD 22 M | +6% | 5.52% | 94.4% | 77 | 10.39% | 3.6 |
|
| 4558 |
POEH
4558
Post Oak Energy Holdings
Houston,
Texas
| USD 388 M | -USD 61.3 M | -14% | 13.6% | 64.6% | 1 | 0% | 3.5 |
|
| 4559 |
CU
4559
CDAM (UK)
London,
United Kingdom
| USD 387 M | -USD 63.5 M | -14% | 13% | 7.89% | 12 | 8.33% | 3.7 |
|
| 4560 |
SC
4560
Stolper & Co
Tulsa,
Oklahoma
| USD 387 M | +USD 34.8 M | +10% | 8.91% | 77.1% | 98 | 13.27% | 4.5 |
|
| 4561 |
OPW
4561
Osprey Private Wealth
New York
| USD 387 M | +USD 41.9 M | +12% | 8.65% | – | 88 | 12.5% | 1.1 |
|
| 4562 |
SC
4562
Slotnik Capital
Dallas,
Texas
| USD 387 M | +USD 45.1 M | +13% | 15.7% | – | 43 | 72.09% | 0.2 |
|
| 4563 |
LAM
4563
LOM Asset Management
Hamilton,
| USD 387 M | +USD 39.1 M | +11% | 24.2% | – | 292 | 9.59% | 0.9 |
|
| 4564 |
DF
4564
Donoghue Forlines
Boston,
Massachusetts
| USD 387 M | +USD 25.3 M | +7% | 42.1% | 199% | 164 | 58.54% | 0.7 |
|
| 4565 |
RM
4565
Rudius Management
New York
| USD 386 M | +USD 28.8 M | +8% | 2.9% | 8.92% | 10 | 70% | 1.2 |
|
| 4566 |
PC
4566
Prairiewood Capital
Fargo,
North Dakota
| USD 386 M | +USD 40 M | +12% | 7.9% | 42.6% | 83 | 9.64% | 3 |
|
| 4567 |
GCCM
4567
Gate City Capital Management
Chicago,
Illinois
| USD 386 M | +USD 129 M | +50% | 84.6% | – | 19 | 26.32% | 1.3 |
|
| 4568 |
TCM
4568
Topline Capital Management
Santa Monica,
California
| USD 386 M | -USD 220 M | -36% | 10.9% | – | 52 | 48.08% | 0.8 |
|
| 4569 |
BWM
4569
Baron Wealth Management
Troy,
Michigan
| USD 386 M | +USD 51.3 M | +15% | 15% | 86.8% | 326 | 21.17% | 1.5 |
|
| 4570 |
IFA
4570
Independence Financial Advisors
Franklin,
New Hampshire
| USD 386 M | +USD 52.3 M | +16% | 11.8% | – | 60 | 23.33% | 1 |
|
| 4571 |
CI
4571
Capital Innovations
Pewaukee,
Wisconsin
| USD 385 M | -USD 14 M | -3% | 1.48% | – | 104 | 100% | 0 |
|
| 4572 |
UAH
4572
United Airlines Holdings
Chicago,
Illinois
| USD 385 M | +USD 175 M | +83% | 10.2% | – | 4 | 25% | 0.4 |
|
| 4573 |
SFA
4573
Seneca Financial Advisors
Rochester,
New York
| USD 385 M | +USD 43.8 M | +13% | 10.3% | 47.3% | 68 | 8.82% | 3.4 |
|
| 4574 |
CCM
4574
Cutler Capital Management
Worcester,
Massachusetts
| USD 385 M | +USD 15.2 M | +4% | 3.27% | 39.7% | 129 | 13.95% | 3.8 |
|
| 4575 |
WCM
4575
Windsor Capital Management
Phoenix,
Arizona
| USD 385 M | +USD 29.9 M | +8% | 10.9% | 49.1% | 132 | 12.12% | 6.6 |
|