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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
Metropolitan Life Insurance Company (MetLife)
New York
| USD 330 M | -USD 11.6 M | -3% | 0.92% | 50.8% | 11 | 0% | 7 |
|
| 4727 |
4727
Aragon Global Management
Miami,
Florida
| USD 329 M | +USD 4.11 M | +1% | 2.3% | – | 35 | 20% | 0.8 |
|
| 4728 |
FP
4728
Fiduciary Planning
Englewood,
Florida
| USD 329 M | +USD 2.34 M | +0.7% | 1.66% | 71.4% | 86 | 16.28% | 2.2 |
|
| 4729 |
4729
Cherrydale Wealth Management
Hoboken,
New Jersey
| USD 329 M | +USD 11.2 M | +4% | 2.58% | 80.8% | 85 | 12.94% | 2.1 |
|
| 4730 |
4730
Matthews International Capital Management
San Francisco,
California
| USD 329 M | -USD 100 M | -23% | 8.36% | 186% | 42 | 11.9% | 2.8 |
|
| 4731 |
4731
Kanen Wealth Management
Coconut Creek,
Florida
| USD 329 M | +USD 30.2 M | +10% | 11.3% | 328% | 42 | 54.76% | 1 |
|
| 4732 |
4732
Pioneer Wealth Management Group
Austin,
Texas
| USD 329 M | +USD 19.6 M | +6% | 1.54% | – | 56 | 12.5% | 1.7 |
|
| 4733 |
AW
4733
Atlas Wealth
Cincinnati,
Ohio
| USD 329 M | +USD 19.5 M | +6% | 0.68% | 43.5% | 117 | 16.24% | 1.8 |
|
| 4734 |
4734
Taylor Hoffman Capital Management
Richmond,
Virginia
| USD 329 M | +USD 11.8 M | +4% | 4.76% | – | 120 | 4.17% | 1.2 |
|
| 4735 |
4735
Cisco Systems
San Jose,
California
| USD 329 M | -USD 74.8 M | -19% | 9.41% | 210% | 4 | 25% | 1.8 |
|
| 4736 |
CL
4736
COWA LLC
Tulsa,
Oklahoma
| USD 329 M | +USD 27.4 M | +9% | 2.88% | 67.7% | 162 | 20.99% | 2.5 |
|
| 4737 |
4737
Seneca Financial Advisors
Rochester,
New York
| USD 329 M | +USD 22.4 M | +7% | 1.43% | 50.9% | 65 | 4.62% | 3.2 |
|
| 4738 |
4738
Ameliora Wealth Management
Zurich,
Switzerland
| USD 328 M | +USD 27.9 M | +9% | 4.13% | 73.9% | 232 | 6.9% | 1.9 |
|
| 4739 |
4739
Orion Investment Company
St. Louis,
Missouri
| USD 328 M | +USD 13.5 M | +4% | 6.07% | – | 71 | 5.63% | 1.3 |
|
| 4740 |
4740
Claris Advisors
St. Louis,
Missouri
| USD 328 M | +USD 40.5 M | +14% | 3.28% | 65.7% | 75 | 12% | 2.4 |
|
| 4741 |
MS
4741
Madden Securities
Dallas,
Texas
| USD 328 M | +USD 1.01 M | +0.3% | 0.65% | 108% | 124 | 16.94% | 2.6 |
|
| 4742 |
4742
SMART Wealth
Omaha,
Nebraska
| USD 328 M | +USD 62.9 M | +24% | 4.33% | 83.6% | 204 | 38.73% | 1 |
|
| 4743 |
TM
4743
TigerOak Management
Albuquerque,
New Mexico
| USD 328 M | +USD 5.62 M | +2% | 2.61% | – | 124 | 7.26% | 0.9 |
|
| 4744 |
PCP
4744
Perbak Capital Partners
London,
United Kingdom
| USD 328 M | -USD 240 M | -42% | 3.12% | – | 335 | 48.66% | 0.4 |
|
| 4745 |
4745
Vectors Research Management
New York
| USD 328 M | +USD 10.3 M | +3% | 1.97% | 67.3% | 133 | 10.53% | 4.7 |
|
| 4746 |
IWN
4746
Independent Wealth Network
Urbandale,
Iowa
| USD 327 M | +USD 16.2 M | +5% | 2.99% | 78.2% | 306 | 13.4% | 2.5 |
|
| 4747 |
SFMG
4747
Sage Financial Management Group
Mclean,
Virginia
| USD 327 M | +USD 14.2 M | +5% | 1.52% | 51.6% | 58 | 3.45% | 1.4 |
|
| 4748 |
4748
Churchill Financial Advisors
Louisville,
Kentucky
| USD 327 M | – | – | 3.9% | – | 122 | – | 0 |
|
| 4749 |
4749
Alpha Financial Advisors
Charlotte,
North Carolina
| USD 327 M | +USD 43 M | +15% | 1.86% | 41.6% | 70 | 15.71% | 1.6 |
|
| 4750 |
4750
Matthew 25 Management Corp
Ambler,
Pennsylvania
| USD 327 M | +USD 2.29 M | +0.7% | 5.16% | 141% | 23 | 26.09% | 5.9 |
|