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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4726 |
4726
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| USD 187 M | +USD 7.9 M | +4% | 0.66% | 13.1% | 90 | 10% | 2.1 |
|
| 4727 |
4727
Applied Fundamental Research
Cambridge,
Massachusetts
| USD 187 M | +USD 38.4 M | +26% | 6.11% | 44.6% | 12 | 16.67% | 0.7 |
|
| 4728 |
4728
Bornite Capital Management
New York
| USD 187 M | -USD 36.7 M | -16% | 2.85% | 208% | 39 | 84.62% | 0.1 |
|
| 4729 |
LWMM
4729
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| USD 187 M | +USD 6.56 M | +4% | 1.27% | 105% | 107 | 7.48% | 1.4 |
|
| 4730 |
MCA
4730
Mercer Capital Advisers
Little Silver,
New Jersey
| USD 187 M | -USD 13.5 M | -7% | 0.19% | 59.6% | 159 | 6.29% | 5.5 |
|
| 4731 |
4731
WC Walker & Associates
Fullerton,
California
| USD 187 M | -USD 3.92 M | -2% | 0.79% | – | 69 | 4.35% | 0.7 |
|
| 4732 |
4732
Courage Capital Management
Nashville,
Tennessee
| USD 187 M | +USD 19.4 M | +12% | 0.75% | 86.5% | 44 | 15.91% | 1.3 |
|
| 4733 |
4733
Insight Wealth Partners
Plano,
Texas
| USD 187 M | -USD 1.18 M | -0.6% | 2.25% | 56.2% | 58 | 1.72% | 1.3 |
|
| 4734 |
4734
Central Asset Investments & Management Holdings
Hong Kong
| USD 187 M | -USD 80.3 M | -30% | 0.68% | 3,210% | 75 | 36% | 0.5 |
|
| 4735 |
CC
4735
Codex Capital
New York
| USD 186 M | -USD 4.96 M | -3% | 0.67% | 84.4% | 46 | 15.22% | 0.8 |
|
| 4736 |
4736
Valley Forge Investment Consultants
Audubon,
Pennsylvania
| USD 186 M | +USD 1.28 M | +0.7% | 0.86% | 61.9% | 81 | 11.11% | 0.6 |
|
| 4737 |
4737
Convergence Investment Partners
Palm Beach Gardens,
Florida
| USD 186 M | -USD 46.3 M | -20% | 1.15% | 304% | 277 | 30.32% | 2.3 |
|
| 4738 |
4738
Lincoln Capital Corp
East Greenwich,
Rhode Island
| USD 186 M | +USD 10.9 M | +6% | 0.36% | 82% | 69 | 17.39% | 1.8 |
|
| 4739 |
4739
IronBridge Private Wealth
Austin,
Texas
| USD 186 M | +USD 16.5 M | +10% | 3.92% | 122% | 322 | 22.98% | 0.6 |
|
| 4740 |
AFC
4740
AFT Forsyth & Company
West Palm Beach,
Florida
| USD 186 M | -USD 1.13 M | -0.6% | 2.56% | 135% | 166 | 10.84% | 4.6 |
|
| 4741 |
4741
NatWest Group
Edinburgh, Scotland,
United Kingdom
| USD 186 M | -USD 7.44 M | -4% | 0.7% | 207% | 59 | 3.39% | 4.7 |
|
| 4742 |
4742
Strategic Financial Partners
Bend,
Oregon
| USD 186 M | +USD 4.9 M | +3% | 0.79% | 54.8% | 67 | 2.99% | 1.5 |
|
| 4743 |
4743
Leisure Capital Management
Costa Mesa,
California
| USD 186 M | +USD 6.49 M | +4% | 0.68% | 98% | 155 | 9.03% | 3.1 |
|
| 4744 |
AIA
4744
Arcadia Investment Advisors
Eagle,
Idaho
| USD 186 M | -USD 1.79 M | -1% | 0.91% | 56.4% | 252 | 55.56% | 1.8 |
|
| 4745 |
4745
Landmark Financial Advisors
Bowling Green,
Kentucky
| USD 186 M | -USD 23.7 M | -11% | 1.37% | 11.8% | 77 | 15.58% | 4.5 |
|
| 4746 |
4746
Bell & Brown Wealth Advisors
Newport Beach,
California
| USD 185 M | – | – | 1.88% | 125% | 73 | – | 2.8 |
|
| 4747 |
4747
Lion Street Advisors
Austin,
Texas
| USD 185 M | +USD 183 M | +6,626% | 1.21% | 38% | 192 | 90.63% | 0 |
|
| 4748 |
4748
Wynnefield Capital
New York
| USD 185 M | -USD 31.7 M | -15% | 12.2% | 52.1% | 19 | 5.26% | 4.2 |
|
| 4749 |
4749
Oakwell Private Wealth Management
Austin,
Texas
| USD 185 M | +USD 29.2 M | +19% | 1.55% | 63% | 68 | 22.06% | 0.6 |
|
| 4750 |
4750
Kendall Capital Management
Rockville,
Maryland
| USD 185 M | +USD 7.09 M | +4% | 0.78% | 130% | 158 | 9.49% | 2.1 |
|