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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
Ferguson Shapiro
Decatur,
Georgia
| USD 270 M | +USD 1.94 M | +0.7% | 0.18% | 42.7% | 80 | 37.5% | 1 |
|
| 4752 |
SFMG
4752
Sage Financial Management Group
Mclean,
Virginia
| USD 270 M | +USD 12.1 M | +5% | 1.59% | 51.6% | 55 | 5.45% | 0.6 |
|
| 4753 |
BCM
4753
Birmingham Capital Management
Birmingham,
Alabama
| USD 270 M | -USD 5 M | -2% | 2.6% | 103% | 114 | 7.89% | 8.4 |
|
| 4754 |
4754
Granite Bay Wealth Management
Portsmouth,
New Hampshire
| USD 270 M | +USD 91.6 M | +51% | 0.88% | – | 78 | 50% | 0.9 |
|
| 4755 |
4755
Argent Advisors
Monroe,
Louisiana
| USD 270 M | +USD 755 k | +0.3% | 0.71% | 63.1% | 146 | 12.33% | 3.5 |
|
| 4756 |
4756
Sara-Bay Financial
Sarasota,
Florida
| USD 270 M | -USD 6.37 M | -2% | 5.29% | 233% | 92 | 18.48% | 2.8 |
|
| 4757 |
4757
Beaconlight Capital
New York
| USD 270 M | +USD 24 M | +10% | 13.4% | 282% | 35 | 34.29% | 1.5 |
|
| 4758 |
4758
Aragon Global Management
Miami,
Florida
| USD 270 M | +USD 30.9 M | +13% | 3.96% | – | 20 | 40% | 0.6 |
|
| 4759 |
4759
Main Street Group
Glen Allen,
Virginia
| USD 270 M | +USD 15.9 M | +6% | 2.81% | 98.3% | 873 | 14.78% | 0.9 |
|
| 4760 |
4760
Hillman Capital Management
Bethesda,
Maryland
| USD 270 M | -USD 22 M | -8% | 4.87% | 20.2% | 60 | 23.33% | 3 |
|
| 4761 |
4761
Financial Insights
Tacoma,
Washington
| USD 269 M | -USD 47.3 M | -15% | 1.2% | 82.1% | 149 | 28.86% | 3.4 |
|
| 4762 |
4762
Howard Bailey Securities
Fort Wayne,
Indiana
| USD 269 M | +USD 5.45 M | +2% | 0.78% | – | 189 | 25.93% | 0.2 |
|
| 4763 |
4763
Pure Portfolios Holdings
Lake Oswego,
Oregon
| USD 269 M | +USD 4.42 M | +2% | 0.19% | – | 109 | 8.26% | 0.2 |
|
| 4764 |
QCI
4764
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| USD 269 M | -USD 44.3 M | -14% | 3.29% | 107% | 15 | 6.67% | 2.9 |
|
| 4765 |
4765
Reston Wealth Management
Reston,
Virginia
| USD 269 M | -USD 7.32 M | -3% | 0.39% | 66.4% | 449 | 88.86% | 3.6 |
|
| 4766 |
4766
Delta Financial Advisors
New Orleans,
Louisiana
| USD 269 M | -USD 6.39 M | -2% | 1.52% | 107% | 117 | 10.26% | 4.5 |
|
| 4767 |
4767
Sterling Financial Group
Pasadena,
California
| USD 269 M | +USD 34.8 M | +15% | 0.28% | 49.6% | 75 | 25.33% | 1.4 |
|
| 4768 |
4768
HighVista Strategies
Boston,
Massachusetts
| USD 269 M | -USD 21.2 M | -7% | 1.03% | 622% | 168 | 33.93% | 0.9 |
|
| 4769 |
4769
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| USD 269 M | +USD 2.48 M | +0.9% | 0.12% | 62.6% | 138 | 9.42% | 2.1 |
|
| 4770 |
4770
Kanen Wealth Management
Coconut Creek,
Florida
| USD 269 M | +USD 81.2 M | +43% | 71.1% | 328% | 26 | 23.08% | 1.5 |
|
| 4771 |
4771
Hudson Value Partners
Palm Beach,
Florida
| USD 269 M | +USD 11.3 M | +4% | 3% | 124% | 104 | 18.27% | 2.6 |
|
| 4772 |
4772
Bell & Brown Wealth Advisors
Newport Beach,
California
| USD 269 M | +USD 12.9 M | +5% | 6.54% | 125% | 73 | 5.48% | 5.2 |
|
| 4773 |
4773
Seven Springs Wealth Group
Brentwood,
Tennessee
| USD 269 M | -USD 6.65 M | -2% | 4.28% | 59.2% | 80 | 15% | 2.9 |
|
| 4774 |
4774
Juncture Wealth Strategies
Scottsdale,
Arizona
| USD 268 M | +USD 10.1 M | +4% | 1.61% | 76.5% | 138 | 18.84% | 2.7 |
|
| 4775 |
4775
APEIRON Capital Ltd
Hong Kong
| USD 268 M | -USD 12 M | -4% | 16.3% | 362% | 16 | 56.25% | 0.7 |
|