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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4751 |
PCM
4751
Pamplona Capital Management
New York
| USD 361 M | -USD 112 M | -24% | 20.1% | – | 5 | 0% | 1.3 |
|
| 4752 |
SFS
4752
Solitude Financial Services
Charlottesville,
Virginia
| USD 361 M | +USD 23.1 M | +7% | 8.81% | 55.4% | 42 | 7.14% | 2.8 |
|
| 4753 |
PC
4753
ParaFi Capital
New York
| USD 361 M | -USD 101 M | -22% | 10.3% | – | 31 | 48.39% | 0.5 |
|
| 4754 |
HP
4754
HT Partners
Centerbrook,
Connecticut
| USD 361 M | +USD 30.9 M | +9% | 13.6% | 63.1% | 56 | 7.14% | 6.1 |
|
| 4755 |
MGB
4755
Mass General Brigham
Somerville,
Massachusetts
| USD 361 M | -USD 108 M | -23% | 17.2% | – | 6 | 0% | 1.1 |
|
| 4756 |
WWM
4756
WT Wealth Management
Scottsdale,
Arizona
| USD 361 M | +USD 24.7 M | +7% | 12.3% | 72% | 155 | 21.94% | 2.4 |
|
| 4757 |
DFG
4757
Demars Financial Group
Spokane Valley,
Washington
| USD 361 M | +USD 57.2 M | +19% | 13.8% | 59.6% | 126 | 28.57% | 2.1 |
|
| 4758 |
LKIM
4758
Lawson Kroeker Investment Management
Omaha,
Nebraska
| USD 361 M | +USD 17.5 M | +5% | 4.17% | 64.5% | 61 | 6.56% | 6.6 |
|
| 4759 |
SAMC
4759
Spectrum Asset Management (California)
Newport Beach,
California
| USD 360 M | +USD 45.7 M | +15% | 7.23% | 62.9% | 123 | 16.26% | 3.4 |
|
| 4760 |
KFBMI
4760
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| USD 360 M | +USD 31 M | +9% | 10.1% | 83.3% | 69 | 5.8% | 6.4 |
|
| 4761 |
EFN
4761
Equita Financial Network
Fort Washington,
Pennsylvania
| USD 360 M | +USD 42.2 M | +13% | 9.6% | 46.4% | 99 | 16.16% | 1.8 |
|
| 4762 |
MFA
4762
Morling Financial Advisors
Fremont,
California
| USD 360 M | +USD 34.7 M | +11% | 10.3% | 91.2% | 129 | 20.93% | 2.4 |
|
| 4763 |
MS
4763
Madden Securities
Dallas,
Texas
| USD 360 M | +USD 27.4 M | +8% | 12.9% | 92.2% | 126 | 16.67% | 2.7 |
|
| 4764 |
BCM
4764
Barometer Capital Management
Toronto,
Ontario, Canada
| USD 360 M | +USD 67.7 M | +23% | 21.6% | 336% | 159 | 42.77% | 0.6 |
|
| 4765 |
PCA
4765
PL Capital Advisors
Naples,
Florida
| USD 360 M | +USD 28.1 M | +8% | 17% | 100% | 32 | 9.38% | 3.4 |
|
| 4766 |
GWP
4766
Gen-Wealth Partners
Zeeland,
Michigan
| USD 360 M | +USD 42.4 M | +13% | 16.9% | – | 761 | 9.46% | 1.7 |
|
| 4767 |
BWIA
4767
Bryant Woods Investment Advisors
Getzville,
New York
| USD 360 M | +USD 87.8 M | +32% | 15.6% | 66.3% | 88 | 37.5% | 2 |
|
| 4768 |
RFA
4768
Resurgent Financial Advisors
Atlanta,
Georgia
| USD 360 M | +USD 82.6 M | +30% | 16.3% | 86.4% | 335 | 28.06% | 1.7 |
|
| 4769 |
HIS
4769
Horizon Investment Services
Hammond,
Indiana
| USD 360 M | +USD 72 M | +25% | 43.9% | 250% | 160 | 25% | 3.1 |
|
| 4770 |
MIPU
4770
Man Investment Partners (US)
New York
| USD 359 M | +USD 275 M | +326% | 3.5% | – | 7 | 28.57% | 0.4 |
|
| 4771 |
FIM
4771
Freedom Investment Management
Hartford,
Connecticut
| USD 359 M | +USD 22.2 M | +7% | 11% | 68.5% | 119 | 21.85% | 3.3 |
|
| 4772 |
PIAS
4772
PCA Investment Advisory Services
Cincinnati,
Ohio
| USD 358 M | +USD 58.7 M | +20% | 12.4% | 71.4% | 61 | 9.84% | 2.3 |
|
| 4773 |
MAG
4773
Members Advisory Group
Williamsville,
New York
| USD 358 M | +USD 66.7 M | +23% | 27.2% | 70.6% | 51 | 47.06% | 1.1 |
|
| 4774 |
EA
4774
Extract Advisors
Calabasas,
California
| USD 358 M | +USD 70.8 M | +25% | 12.4% | – | 43 | 53.49% | 0.3 |
|
| 4775 |
PIC
4775
Portland Investment Counsel
Burlington,
Ontario, Canada
| USD 358 M | +USD 46.3 M | +15% | 5.96% | 108% | 59 | 8.47% | 2.6 |
|