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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 |
4751
Aull & Monroe Investment Management
Mobile,
Alabama
| USD 199 M | +USD 2.32 M | +1% | 2.48% | 98.3% | 134 | 2.24% | 7.3 |
|
| 4752 |
4752
Financial Partners Group (Tennessee)
Gallatin,
Tennessee
| USD 199 M | +USD 7.54 M | +4% | 8.29% | – | 82 | 15.85% | 0.4 |
|
| 4753 |
4753
Forza Wealth Management
Sarasota,
Florida
| USD 199 M | +USD 4.4 M | +2% | 3.28% | 69.8% | 184 | 4.35% | 0.4 |
|
| 4754 |
4754
Hixon Zuercher
Findlay,
Ohio
| USD 199 M | +USD 29.9 M | +18% | 9.31% | 101% | 62 | 16.13% | 2.5 |
|
| 4755 |
BC
4755
Bullfrog Capital
Palo Alto,
California
| USD 198 M | +USD 31.3 M | +19% | 25% | – | 3 | 0% | 1.5 |
|
| 4756 |
ECG
4756
EPIQ Capital Group
San Francisco,
California
| USD 198 M | -USD 317 k | -0.2% | 5.11% | 6.25% | 55 | 5.45% | 2.3 |
|
| 4757 |
4757
Abacus FCF Advisors
Orlando,
Florida
| USD 198 M | +USD 11.7 M | +6% | 9.57% | 197% | 149 | 15.44% | 1.5 |
|
| 4758 |
4758
Chase Investment Counsel
Charlottesville,
Virginia
| USD 198 M | +USD 17.5 M | +10% | 14.5% | 350% | 126 | 50.79% | 1.6 |
|
| 4759 |
4759
BTS Asset Management
Lincoln,
Massachusetts
| USD 198 M | +USD 23.1 M | +13% | 0.16% | 8.8% | 50 | 34% | 1.2 |
|
| 4760 |
4760
Psagot Value Holdings
Tel Aviv,
Israel
| USD 198 M | -USD 42.1 M | -18% | 11.8% | 45.9% | 656 | 36.89% | 1.5 |
|
| 4761 |
4761
Helen Stephens Group
Fort Worth,
Texas
| USD 198 M | +USD 5.4 M | +3% | 4.24% | 53.4% | 74 | 12.16% | 1.2 |
|
| 4762 |
4762
Vista Investment Management
Pittsburgh,
Pennsylvania
| USD 198 M | +USD 8.33 M | +4% | 4.04% | 54.4% | 171 | 8.19% | 3.9 |
|
| 4763 |
4763
Turim 21 Investimentos
Rio De Janeiro,
Brazil
| USD 197 M | +USD 98.5 M | +100% | 4.93% | 62.1% | 84 | 30.95% | 1.3 |
|
| 4764 |
4764
Greenhaven Road Investment Management
Greenwich,
Connecticut
| USD 197 M | +USD 23.2 M | +13% | 18.5% | 70.2% | 41 | 26.83% | 1.5 |
|
| 4765 |
4765
Miller Equity Capital Advisors
Irving,
Texas
| USD 197 M | +USD 18.3 M | +10% | 6.81% | 23.7% | 50 | 0% | 3 |
|
| 4766 |
4766
Shayne & Jacobs LLC
Nashville,
Tennessee
| USD 197 M | +USD 13.8 M | +8% | 8% | 79.4% | 37 | 8.11% | 5.8 |
|
| 4767 |
DVF
4767
Discovery Value Fund
Singapore
| USD 197 M | -USD 1.37 M | -0.7% | 13.6% | 210% | 6 | 33.33% | 1.7 |
|
| 4768 |
4768
Lowe Wealth Advisors
Columbia,
Maryland
| USD 197 M | +USD 11.3 M | +6% | 4.69% | 63.3% | 368 | 7.88% | 4.6 |
|
| 4769 |
4769
Wills Financial Group
Richmond,
Virginia
| USD 197 M | +USD 11.5 M | +6% | 6.51% | 57.5% | 68 | 7.35% | 4.4 |
|
| 4770 |
4770
Delphi Financial Group
Wilmington,
Delaware
| USD 197 M | -USD 5.82 M | -3% | 1.7% | 66.3% | 35 | 25.71% | 2.7 |
|
| 4771 |
4771
CJM Wealth Advisers
Falls Church,
Virginia
| USD 197 M | +USD 21.3 M | +12% | 6.57% | 71.5% | 59 | 13.56% | 1.3 |
|
| 4772 |
4772
Core Wealth Management
Jupiter,
Florida
| USD 197 M | +USD 11.8 M | +6% | 2.58% | 44.5% | 24 | 16.67% | 0.4 |
|
| 4773 |
4773
Beddow Capital Management
Jackson,
Wyoming
| USD 197 M | -USD 2.73 M | -1% | 0.31% | 50.7% | 54 | 3.7% | 4.5 |
|
| 4774 |
4774
Enzi Wealth
Austin,
Texas
| USD 197 M | +USD 1.69 M | +0.9% | 5.85% | 77% | 72 | 29.17% | 0.6 |
|
| 4775 |
4775
Tiemann Investment Advisors
Menlo Park,
California
| USD 196 M | +USD 13.5 M | +7% | 7.02% | 77% | 198 | 7.07% | 6 |
|