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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 |
4551
Prentiss Smith & Co
Brattleboro,
Vermont
| USD 208 M | +USD 13 M | +7% | 9.22% | 63.9% | 79 | 10.13% | 4.1 |
|
| 4552 |
4552
Seafarer Capital Partners
Larkspur,
California
| USD 208 M | +USD 76.8 M | +59% | 19.8% | 43% | 4 | 25% | 1.5 |
|
| 4553 |
4553
Davidson Capital Management
Corpus Christi,
Texas
| USD 207 M | +USD 15.8 M | +8% | 6.77% | 79.4% | 93 | 19.35% | 0.9 |
|
| 4554 |
4554
J. Safra Asset Management
New York
| USD 207 M | -USD 6.68 M | -3% | 6.4% | 84.3% | 35 | 17.14% | 1.3 |
|
| 4555 |
FBT
4555
First Bank & Trust
Brookings,
South Dakota
| USD 207 M | +USD 8.55 M | +4% | 7.4% | 85.6% | 430 | 4.65% | 2.7 |
|
| 4556 |
4556
TFG Advisers
Auburn Hills,
Michigan
| USD 207 M | +USD 13.2 M | +7% | 6.13% | 61.8% | 194 | 3.09% | 1.9 |
|
| 4557 |
CPFP
4557
Clear Perspectives Financial Planning
Cincinnati,
Ohio
| USD 207 M | +USD 34.5 M | +20% | 4.7% | – | 216 | 15.74% | 0.4 |
|
| 4558 |
4558
Stadium Capital Management
New Canaan,
Connecticut
| USD 207 M | -USD 7.07 M | -3% | 1.11% | 10.9% | 12 | 25% | 1.3 |
|
| 4559 |
RCA
4559
Rex Capital Advisors
Providence,
Rhode Island
| USD 207 M | +USD 66.7 M | +47% | 5.59% | 7.31% | 22 | 9.09% | 2.9 |
|
| 4560 |
4560
Collaborative Holdings Management
New York
| USD 207 M | +USD 25.8 M | +14% | 6.29% | 591% | 25 | 56% | 0.3 |
|
| 4561 |
4561
Omega Financial Group
Santa Barbara,
California
| USD 207 M | +USD 10.4 M | +5% | 5.08% | 45.2% | 63 | 4.76% | 2 |
|
| 4562 |
4562
Paulson Wealth Management
Wheaton,
Illinois
| USD 207 M | +USD 5.41 M | +3% | 5.34% | 57.1% | 91 | 5.49% | 2.2 |
|
| 4563 |
CA
4563
Crumly & Associates
Springfield,
Illinois
| USD 206 M | +USD 35.3 M | +21% | 6.96% | 58.1% | 103 | 16.5% | 0.8 |
|
| 4564 |
GA
4564
Greytown Advisors
Miami,
Florida
| USD 206 M | +USD 4.6 M | +2% | 6.99% | 14.1% | 111 | 15.32% | 2.1 |
|
| 4565 |
BIA
4565
Bigelow Investment Advisors
Portland,
Maine
| USD 206 M | +USD 8.86 M | +4% | 5.33% | 75.7% | 144 | 5.56% | 2.6 |
|
| 4566 |
4566
Ategra Capital Management
Vienna,
Virginia
| USD 206 M | +USD 25.5 M | +14% | 5.1% | 114% | 118 | 14.41% | 1.3 |
|
| 4567 |
4567
Birch Grove Capital
New York
| USD 206 M | -USD 24.6 M | -11% | 0.84% | 2.66% | 59 | 35.59% | 0.5 |
|
| 4568 |
4568
J. Arnold Wealth Management
Youngstown,
Ohio
| USD 206 M | +USD 24.9 M | +14% | 6.82% | 46.2% | 111 | 20.72% | 0.7 |
|
| 4569 |
4569
Brand Asset Management Group
Chesterfield,
Missouri
| USD 206 M | +USD 9.2 M | +5% | 6.01% | 70.2% | 284 | 73.24% | 2.7 |
|
| 4570 |
4570
Black Swift Group
Boulder,
Colorado
| USD 206 M | -USD 109 M | -35% | 8.11% | 139% | 227 | 74.89% | 0.8 |
|
| 4571 |
SCM
4571
Stonehill Capital Management
New York
| USD 206 M | -USD 7.12 M | -3% | 4.74% | 117% | 20 | 50% | 0.9 |
|
| 4572 |
4572
Stoneridge Investment Partners
Radnor,
Pennsylvania
| USD 206 M | +USD 14.9 M | +8% | 5.93% | 44.2% | 126 | 34.13% | 1.4 |
|
| 4573 |
4573
Wealth Alliance Advisory Group
Wichita,
Kansas
| USD 206 M | +USD 10.5 M | +5% | 7.03% | 72.7% | 159 | 8.81% | 2.2 |
|
| 4574 |
4574
Roman Butler Fullerton & Co
St Louis,
Missouri
| USD 205 M | +USD 5.55 M | +3% | 9.46% | 121% | 205 | 16.59% | 1.6 |
|
| 4575 |
FP
4575
Financial Perspectives
Minneapolis,
Minnesota
| USD 205 M | +USD 18.5 M | +10% | 7.32% | 87.8% | 668 | 8.83% | 1.2 |
|