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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4651 |
WCM
4651
Wunderlich Capital Managemnt
Memphis,
Tennessee
| USD 197 M | +USD 14.6 M | +8% | 6.87% | 33.6% | 86 | 10.47% | 4 |
|
| 4652 |
FFG
4652
Fortem Financial Group
Palm Desert,
California
| USD 197 M | +USD 24.6 M | +14% | 8.53% | 183% | 178 | 17.42% | 1.4 |
|
| 4653 |
4653
Martin Capital Partners
Eugene,
Oregon
| USD 197 M | +USD 8.84 M | +5% | 3.52% | 42.3% | 70 | 4.29% | 2.1 |
|
| 4654 |
4654
Prudent Investors Network
Lake Forest,
California
| USD 197 M | +USD 20 M | +11% | 4.43% | – | 33 | 21.21% | 0.9 |
|
| 4655 |
4655
Baker Boyer National Bank
Walla Walla,
Washington
| USD 197 M | – | – | 3.25% | 44.7% | 81 | – | 3.3 |
|
| 4656 |
4656
Secure Asset Management
Troy,
Michigan
| USD 197 M | +USD 17.4 M | +10% | 7.56% | 97.2% | 205 | 24.88% | 0.9 |
|
| 4657 |
MCL
4657
MIK Capital LP
New York
| USD 197 M | -USD 73.8 M | -27% | 7.06% | – | 79 | 86.08% | 0.1 |
|
| 4658 |
4658
Americana Partners
Houston,
Texas
| USD 197 M | +USD 35.1 M | +22% | 7.48% | 93.9% | 144 | 25.69% | 0.9 |
|
| 4659 |
CHA
4659
Carmichael Hill & Associates
Gaithersburg,
Maryland
| USD 197 M | +USD 15.4 M | +8% | 7% | 39.7% | 807 | 6.57% | 1.5 |
|
| 4660 |
4660
TrueFG
Cedar Park,
Texas
| USD 197 M | +USD 13 M | +7% | 5.08% | 54.2% | 35 | 2.86% | 1.3 |
|
| 4661 |
4661
Financial Management Network
Mission Viejo,
California
| USD 197 M | +USD 3.57 M | +2% | 7.8% | 62.5% | 129 | 6.2% | 0.4 |
|
| 4662 |
4662
Innealta Capital
Austin,
Texas
| USD 196 M | +USD 31.9 M | +19% | 6.88% | 63.7% | 57 | 22.81% | 1.1 |
|
| 4663 |
BIMC
4663
Benson Investment Management Company
Roanoke,
Virginia
| USD 196 M | +USD 24.9 M | +15% | 6.7% | 99.8% | 66 | 25.76% | 2 |
|
| 4664 |
4664
United Fire Group
Cedar Rapids,
Iowa
| USD 196 M | +USD 3.62 M | +2% | 3.3% | 27.4% | 49 | 4.08% | 7 |
|
| 4665 |
4665
Bridge Advisory
Pasadena,
California
| USD 196 M | +USD 35 M | +22% | 4.21% | 6.7% | 90 | 21.11% | 0.4 |
|
| 4666 |
LBC
4666
Lawrence B. Cohen
| USD 196 M | +USD 11.6 M | +6% | 9.24% | 41.8% | 76 | 5.26% | 5 |
|
| 4667 |
4667
Jacobsen Capital Management
Salt Lake City,
Utah
| USD 196 M | +USD 14.7 M | +8% | 6.84% | 97.3% | 55 | 1.82% | 1.6 |
|
| 4668 |
4668
Seaview Investment Managers
Miami,
Florida
| USD 196 M | +USD 59.2 M | +43% | 6.4% | 148% | 97 | 40.21% | 0.3 |
|
| 4669 |
4669
Abacus FCF Advisors
Orlando,
Florida
| USD 196 M | -USD 658 k | -0.3% | 9.93% | 197% | 171 | 28.07% | 0.8 |
|
| 4670 |
4670
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| USD 196 M | +USD 10.2 M | +5% | 5.48% | 21.9% | 2 | 0% | 2.4 |
|
| 4671 |
4671
1492 Capital Management
Milwaukee,
Wisconsin
| USD 196 M | +USD 20.1 M | +11% | 7.8% | 332% | 118 | 21.19% | 1.2 |
|
| 4672 |
4672
Morgens Waterfall Vintiadis & Co
New York
| USD 196 M | +USD 15.7 M | +9% | 19.5% | 594% | 40 | 37.5% | 1.6 |
|
| 4673 |
4673
FSB Premier Wealth Management
Waterloo,
Iowa
| USD 195 M | +USD 9.8 M | +5% | 4.4% | 53.9% | 108 | 13.89% | 0.5 |
|
| 4674 |
4674
Prentice Wealth Management
Rochester,
New York
| USD 195 M | +USD 15.3 M | +9% | 6.02% | 47.8% | 359 | 11.14% | 0.2 |
|
| 4675 |
4675
Madrona Financial Services
Everett,
Washington
| USD 195 M | -USD 190 k | -0.1% | 6.69% | 85.1% | 61 | 8.2% | 2.6 |
|