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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 |
PI
4751
Pachira Investments
Dana Point,
California
| USD 119 M | +USD 29.6 M | +33% | 7.39% | 82.3% | 15 | 0% | 1.9 |
|
| 4752 |
4752
Global Financial Private Client
Sarasota,
Florida
| USD 119 M | – | – | 6.18% | 100% | 540 | – | 0 |
|
| 4753 |
4753
Ategra Capital Management
Vienna,
Virginia
| USD 119 M | +USD 9.13 M | +8% | 10.4% | 114% | 98 | 10.2% | 0.7 |
|
| 4754 |
4754
Karst Peak Capital
Hong Kong
| USD 119 M | +USD 37.8 M | +46% | 26.9% | 297% | 4 | 0% | 0.7 |
|
| 4755 |
4755
Acorn Financial Advisory Services
Reston,
Virginia
| USD 119 M | – | – | 10.4% | 96.9% | 160 | – | 0 |
|
| 4756 |
4756
Chicago Capital Management
Chicago,
Illinois
| USD 119 M | -USD 72.7 M | -38% | 66.1% | 270% | 41 | 85.37% | 0.1 |
|
| 4757 |
4757
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| USD 119 M | +USD 1.07 M | +0.9% | 5.05% | 62.6% | 141 | 6.38% | 2.5 |
|
| 4758 |
4758
Samalin Investment Counsel
Chappaqua,
New York
| USD 119 M | – | – | 6.19% | 68.3% | 561 | – | 0 |
|
| 4759 |
4759
Clarity Wealth Advisors
San Jose,
California
| USD 119 M | – | – | 10.9% | 94.1% | 64 | – | 0 |
|
| 4760 |
ICMP
4760
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| USD 119 M | +USD 5.55 M | +5% | 4.71% | 39.7% | 38 | 18.42% | 0.7 |
|
| 4761 |
4761
Acorn Wealth Advisors
Grand Blanc,
Michigan
| USD 119 M | +USD 2.44 M | +2% | 4.54% | 58.8% | 126 | 5.56% | 1.7 |
|
| 4762 |
4762
OmniStar Financial Group
Wilmington,
North Carolina
| USD 119 M | +USD 4.29 M | +4% | 7.52% | 67.1% | 119 | 18.49% | 1.3 |
|
| 4763 |
4763
Adams Wealth Management
Logan,
Utah
| USD 119 M | – | – | 7.81% | 105% | 92 | – | 0 |
|
| 4764 |
DI
4764
Disciplined Investments
Tulsa,
Oklahoma
| USD 119 M | – | – | 5.03% | 51.4% | 441 | – | 0 |
|
| 4765 |
4765
Flossbach von Storch AG Zurich
Zurich,
Switzerland
| USD 118 M | +USD 28.4 M | +32% | 11.3% | – | 21 | 14.29% | 0.8 |
|
| 4766 |
4766
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| USD 118 M | – | – | 4.92% | 64.9% | 109 | – | 0 |
|
| 4767 |
4767
CNB Bank
Clearfield,
Pennsylvania
| USD 118 M | +USD 10.1 M | +9% | 8.79% | 91.6% | 418 | 12.68% | 1.4 |
|
| 4768 |
KLCM
4768
KG&L Capital Management
Saint Francisville,
Louisiana
| USD 118 M | +USD 7.64 M | +7% | 6.66% | 91.9% | 101 | 15.84% | 0.8 |
|
| 4769 |
BCP
4769
Berylson Capital Partners
Boston,
Massachusetts
| USD 118 M | +USD 78.3 M | +197% | 20.7% | 57.7% | 43 | 72.09% | 0.2 |
|
| 4770 |
4770
Glaxis Capital Management
Sarasota,
Florida
| USD 118 M | +USD 3.3 M | +3% | 10.4% | 93.5% | 37 | 70.27% | 0.2 |
|
| 4771 |
WEC
4771
White Elm Capital
Greenwich,
Connecticut
| USD 118 M | -USD 269 M | -70% | 11.5% | 103% | 32 | 28.13% | 2.6 |
|
| 4772 |
4772
Cordant Inc
Portland,
Oregon
| USD 118 M | – | – | 4.18% | 47% | 222 | – | 0 |
|
| 4773 |
CFG
4773
CMC Financial Group
Atlanta,
Georgia
| USD 118 M | +USD 42 M | +56% | 7.02% | 102% | 54 | 68.52% | 0.4 |
|
| 4774 |
4774
Brendel Financial Advisors
Hanover,
New Hampshire
| USD 118 M | +USD 6.31 M | +6% | 7.03% | 126% | 96 | 33.33% | 0.7 |
|
| 4775 |
4775
AlpInvest Partners
Amsterdam,
Netherlands
| USD 118 M | +USD 36.3 M | +45% | 7.3% | 138% | 29 | 27.59% | 0.6 |
|