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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4701 |
MCP
4701
Moab Capital Partners
Southampton,
New York
| USD 114 M | -USD 126 M | -53% | 10.6% | 89.3% | 29 | 68.97% | 1.8 |
|
| 4702 |
4702
VV Manager
Boston,
Massachusetts
| USD 114 M | +USD 25.5 M | +29% | 80.4% | – | 4 | 0% | 1.2 |
|
| 4703 |
YRHAM
4703
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
| USD 114 M | +USD 53 M | +87% | 27.4% | 2,310% | 25 | 88% | 0.1 |
|
| 4704 |
4704
Okabena Investment Services
Minneapolis,
Minnesota
| USD 114 M | +USD 26.1 M | +30% | 21.6% | 72.4% | 94 | 47.87% | 0.3 |
|
| 4705 |
4705
Northwest Capital Management
Lake Oswego,
Oregon
| USD 114 M | +USD 13.9 M | +14% | 14.3% | 57% | 58 | 17.24% | 1.6 |
|
| 4706 |
4706
Monetta Financial Services
Wheaton,
Illinois
| USD 114 M | +USD 16.3 M | +17% | 26.5% | 275% | 46 | 32.61% | 2.1 |
|
| 4707 |
4707
Adaptive Financial Consulting
Beachwood,
Ohio
| USD 114 M | +USD 16.5 M | +17% | 13.6% | 33.4% | 22 | 18.18% | 0.5 |
|
| 4708 |
4708
Successful Portfolios
Clearwater,
Florida
| USD 114 M | +USD 14.8 M | +15% | 16.5% | 110% | 173 | 17.34% | 1.8 |
|
| 4709 |
4709
CNB Bank
Clearfield,
Pennsylvania
| USD 114 M | +USD 20.8 M | +22% | 20.6% | 91.6% | 442 | 17.19% | 1.6 |
|
| 4710 |
4710
First Reserve GP XIII
Stamford,
Connecticut
| USD 114 M | -USD 1.23 M | -1% | 1.07% | 5.56% | 1 | 0% | 2.5 |
|
| 4711 |
4711
Mendel Money Management
Northbrook,
Illinois
| USD 114 M | – | – | 23.1% | 88.8% | 56 | – | 3.3 |
|
| 4712 |
4712
Davidson Capital Management
Corpus Christi,
Texas
| USD 114 M | +USD 43.4 M | +62% | 26.8% | 79.4% | 82 | 8.54% | 0.4 |
|
| 4713 |
4713
Walkner Condon Financial Advisors
Madison,
Wisconsin
| USD 114 M | +USD 19.9 M | +21% | 13.3% | 62.6% | 67 | 32.84% | 0.4 |
|
| 4714 |
4714
Core Wealth Advisors (Florida)
Lakeland,
Florida
| USD 114 M | -USD 17.8 M | -14% | 18.5% | 59.7% | 172 | 36.05% | 0.4 |
|
| 4715 |
ABP
4715
Arthur B. Page
| USD 113 M | +USD 12.6 M | +13% | 20.4% | 40.4% | 58 | 6.9% | 5 |
|
| 4716 |
4716
DRH Investments
Thousand Oaks,
California
| USD 113 M | +USD 6.87 M | +6% | 33.6% | 81.2% | 19 | 42.11% | 0.3 |
|
| 4717 |
4717
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| USD 113 M | +USD 20.7 M | +22% | 15.4% | 83.3% | 86 | 24.42% | 3.7 |
|
| 4718 |
4718
H&H Retirement Design & Management
Las Vegas,
Nevada
| USD 113 M | +USD 7.59 M | +7% | 13.4% | 38.4% | 51 | 15.69% | 0.2 |
|
| 4719 |
4719
Boothe Investment Group
Dover,
Delaware
| USD 113 M | – | – | 32.2% | 75.6% | 31 | – | 0.7 |
|
| 4720 |
4720
Prudent Man Advisors
Naperville,
Illinois
| USD 113 M | – | – | 17.6% | 92.5% | 150 | – | 0 |
|
| 4721 |
4721
Financial Insights
Tacoma,
Washington
| USD 113 M | +USD 17.7 M | +19% | 15.7% | 82.1% | 90 | 27.78% | 1 |
|
| 4722 |
4722
Foresite Capital Management III
Larkspur,
California
| USD 112 M | +USD 49.7 M | +79% | 60.7% | 444% | 11 | 45.45% | 1.6 |
|
| 4723 |
4723
Columbia Trust
Portland,
Oregon
| USD 112 M | +USD 21 M | +23% | 19.8% | 36% | 132 | 19.7% | 0.4 |
|
| 4724 |
4724
Andesa Financial Management
Allentown,
Pennsylvania
| USD 112 M | +USD 23.1 M | +26% | 19.9% | 73.6% | 123 | 39.02% | 1.1 |
|
| 4725 |
4725
Atlas Private Wealth Advisors
Matawan,
New Jersey
| USD 112 M | – | – | 16.4% | 57.8% | 724 | – | 0 |
|