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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4626 |
4626
Strategy Capital
Los Altos,
California
| USD 91.6 M | – | – | 22.5% | 316% | 11 | – | 0 |
|
| 4627 |
ICM
4627
ISZO Capital Management
New York
| USD 91.5 M | – | – | 18.1% | 68.2% | 5 | – | 0 |
|
| 4628 |
WGA
4628
Weather Gauge Advisory
Williamsburg,
Virginia
| USD 91.5 M | – | – | 9.19% | 39.9% | 83 | – | 0 |
|
| 4629 |
CWM
4629
Capital Wealth Management
W. Warwick,
Rhode Island
| USD 91.4 M | -USD 22.8 M | -20% | 13.1% | 46.7% | 40 | 15% | 0.9 |
|
| 4630 |
4630
Altman Advisors
Chicago,
Illinois
| USD 91.2 M | -USD 20 M | -18% | 12.7% | 127% | 72 | 26.39% | 0.5 |
|
| 4631 |
4631
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| USD 90.8 M | -USD 20.5 M | -18% | 10.3% | 82.6% | 85 | 17.65% | 3.7 |
|
| 4632 |
4632
Congress Park Capital
Saratoga Springs,
New York
| USD 90.8 M | -USD 20.6 M | -19% | 14% | 99.9% | 106 | 25.47% | 0.9 |
|
| 4633 |
4633
Hoover Financial Advisors
Malvern,
Pennsylvania
| USD 90.7 M | – | – | 12.9% | – | 61 | – | 0 |
|
| 4634 |
4634
DW Partners
New York
| USD 90.7 M | -USD 33.7 M | -27% | 13.9% | 44.5% | 8 | 37.5% | 0.4 |
|
| 4635 |
4635
Wambolt & Associates
Littleton,
Colorado
| USD 90.6 M | – | – | 12% | 62.2% | 143 | – | 0 |
|
| 4636 |
4636
Sanchez Wealth Management Group
Jacksonville,
Florida
| USD 90.6 M | -USD 6.94 M | -7% | 13.7% | 56.9% | 28 | 39.29% | 0.7 |
|
| 4637 |
4637
Biltmore Wealth Management
Tempe,
Arizona
| USD 90.6 M | -USD 30.2 M | -25% | 10.9% | 59.8% | 42 | 7.14% | 2 |
|
| 4638 |
4638
Jackson Financial Management
Costa Mesa,
California
| USD 90.5 M | -USD 35.4 M | -28% | 10.7% | – | 39 | 12.82% | 0.9 |
|
| 4639 |
4639
Mad River Investors
Boston,
Massachusetts
| USD 90.5 M | -USD 39.2 M | -30% | 23.1% | 225% | 28 | 0% | 2.9 |
|
| 4640 |
4640
Vishria Bird Financial Group
Memphis,
Tennessee
| USD 90.4 M | -USD 26.2 M | -22% | 19.2% | 74.3% | 55 | 21.82% | 0.4 |
|
| 4641 |
4641
Fairbanks Capital Management
Rancho Santa Fe,
California
| USD 90.3 M | -USD 9.8 M | -10% | 16.2% | 81.3% | 32 | 12.5% | 1.8 |
|
| 4642 |
4642
JVL Associates
Wyoming,
Michigan
| USD 90.1 M | -USD 15.8 M | -15% | 12.7% | 81% | 40 | 15% | 0.9 |
|
| 4643 |
4643
Providence Wealth Advisors
Frankfort,
Illinois
| USD 90.1 M | -USD 19.5 M | -18% | 11.9% | 112% | 98 | 24.49% | 0.6 |
|
| 4644 |
4644
PATRIZIA Pty Ltd
Barton,
Australia
| USD 89.8 M | -USD 6.88 M | -7% | 2.4% | – | 19 | 10.53% | 0.9 |
|
| 4645 |
GIC
4645
Gantzert Investment Company
Joliet,
Illinois
| USD 89.7 M | – | – | 9.73% | – | 66 | – | 0 |
|
| 4646 |
4646
Financial Insights
Tacoma,
Washington
| USD 89.6 M | – | – | 9.98% | 71.9% | 58 | – | 0 |
|
| 4647 |
4647
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| USD 89.6 M | – | – | 12.8% | 44% | 32 | – | 0 |
|
| 4648 |
JCM
4648
Jayhawk Capital Management
Shawnee,
Kansas
| USD 89.5 M | +USD 24 k | +0% | 7.73% | – | 1 | 0% | 1 |
|
| 4649 |
INL
4649
IPC/NYCG LLC
New York
| USD 89.5 M | – | – | 20.3% | – | 1 | – | 0 |
|
| 4650 |
KLCM
4650
KG&L Capital Management
Saint Francisville,
Louisiana
| USD 89.4 M | – | – | 8.36% | 91.9% | 131 | – | 0 |
|