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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 |
4701
Flynn Zito Capital Management
Garden City,
New York
| USD 368 M | +USD 54.8 M | +17% | 23.7% | 109% | 176 | 15.91% | 2 |
|
| 4702 |
4702
11 Capital Partners
Darien,
Connecticut
| USD 368 M | +USD 19.2 M | +6% | 28.2% | 101% | 25 | 32% | 1.6 |
|
| 4703 |
4703
Promethos Capital
Boston,
Massachusetts
| USD 368 M | -USD 4.39 M | -1% | 16.3% | – | 60 | 33.33% | 1.3 |
|
| 4704 |
4704
Sterling Financial Planning
Sparta,
New Jersey
| USD 368 M | +USD 30.4 M | +9% | 9.53% | 59.3% | 125 | 8% | 3.9 |
|
| 4705 |
4705
Fortress Private Ledger
Raleigh,
North Carolina
| USD 368 M | +USD 47.5 M | +15% | 17.2% | – | 303 | 25.08% | 0.9 |
|
| 4706 |
4706
New Wave Wealth Advisors
Springdale,
Arkansas
| USD 367 M | +USD 79.3 M | +28% | 16.6% | – | 239 | 34.31% | 1 |
|
| 4707 |
4707
One Advisory Partners
Overland Park,
Kansas
| USD 367 M | +USD 42.9 M | +13% | 15% | 58.3% | 77 | 18.18% | 2.4 |
|
| 4708 |
4708
Whelan Financial
Fresno,
California
| USD 367 M | +USD 45.1 M | +14% | 15.8% | 64.6% | 103 | 16.5% | 1.8 |
|
| 4709 |
4709
Storen Legacy Partners
Zionsville,
Indiana
| USD 367 M | +USD 47.8 M | +15% | 13.4% | – | 118 | 15.25% | 0.4 |
|
| 4710 |
VST
4710
Van Strum & Towne
San Francisco,
California
| USD 367 M | +USD 24.3 M | +7% | 12.1% | 62.2% | 114 | 5.26% | 6.4 |
|
| 4711 |
4711
Silverleafe Capital Partners
Germantown,
Tennessee
| USD 367 M | +USD 28.2 M | +8% | 24.4% | 87.7% | 112 | 19.64% | 2.3 |
|
| 4712 |
4712
First International Bank of Israel
Tel Aviv,
| USD 367 M | +USD 26.7 M | +8% | 9.27% | – | 79 | 37.97% | 0.5 |
|
| 4713 |
4713
Impact Capital Partners
Greenwood Village,
Colorado
| USD 367 M | +USD 35.9 M | +11% | 17.8% | – | 318 | 24.21% | 1.1 |
|
| 4714 |
4714
Waterford Advisors
Orchard Park,
New York
| USD 366 M | +USD 51.2 M | +16% | 11.5% | 50.5% | 67 | 19.4% | 1.8 |
|
| 4715 |
ACA
4715
Acorn Capital Advisors
New York
| USD 366 M | +USD 14.6 M | +4% | 48.3% | – | 23 | 17.39% | 1.2 |
|
| 4716 |
4716
Concord Investment Counsel
Irvine,
California
| USD 366 M | +USD 69.4 M | +23% | 25.8% | – | 50 | 18% | 1.5 |
|
| 4717 |
SA
4717
SAM Advisors
Oakhurst,
California
| USD 366 M | +USD 47.3 M | +15% | 12.4% | 57.5% | 50 | 8% | 2.5 |
|
| 4718 |
4718
Pillsbury Lake Capital
San Francisco,
California
| USD 366 M | +USD 145 M | +66% | 42.4% | – | 51 | 52.94% | 0.2 |
|
| 4719 |
4719
Empirical Capital Management
Hendersonville,
Tennessee
| USD 366 M | +USD 199 M | +119% | 21.7% | 205% | 28 | 50% | 1.6 |
|
| 4720 |
4720
Capco Asset Management
Tampa,
Florida
| USD 366 M | -USD 729 k | -0.2% | 3.84% | 46.1% | 27 | 3.7% | 5.1 |
|
| 4721 |
ITIM
4721
Indiana Trust & Investment Management
Mishawaka,
Indiana
| USD 366 M | +USD 42.1 M | +13% | 18.5% | 114% | 502 | 9.16% | 3.9 |
|
| 4722 |
4722
Wright Investors Service
Shelton,
Connecticut
| USD 366 M | +USD 48 M | +15% | 27.8% | 161% | 162 | 17.28% | 4.5 |
|
| 4723 |
4723
Range Financial Group
Tigard,
Oregon
| USD 366 M | +USD 67.8 M | +23% | 36.4% | 195% | 218 | 18.35% | 1.8 |
|
| 4724 |
AIM
4724
Aigen Investment Management
New York
| USD 366 M | -USD 23.5 M | -6% | 15.8% | 55.5% | 841 | 79.55% | 0.2 |
|
| 4725 |
4725
Lynch Asset Management
Yardley,
Pennsylvania
| USD 366 M | +USD 67.5 M | +23% | 30.5% | 214% | 52 | 1.92% | 3.3 |
|