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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4826 |
4826
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Warszawa,
Poland
| USD 115 M | – | – | 14.8% | 1,119% | 8 | – | 0 |
|
| 4827 |
4827
Harvest Group Wealth Management
Waltham,
Massachusetts
| USD 115 M | +USD 33.2 M | +41% | 3.86% | 28.1% | 1,119 | 18.41% | 0.6 |
|
| 4828 |
4828
Sunburst Financial Group
Vestavia Hills,
Alabama
| USD 115 M | – | – | 6.75% | 55.7% | 64 | – | 0 |
|
| 4829 |
4829
Greenhaven Road Investment Management
Greenwich,
Connecticut
| USD 114 M | – | – | 10.9% | 70.2% | 16 | – | 0 |
|
| 4830 |
4830
Townsend & Associates
Westminster,
Colorado
| USD 114 M | +USD 9.6 M | +9% | 5.88% | 58% | 74 | 6.76% | 1.6 |
|
| 4831 |
4831
Resource America
New York
| USD 114 M | -USD 19.1 M | -14% | 0.05% | 12.2% | 29 | 17.24% | 1.4 |
|
| 4832 |
FP
4832
Factorial Partners
Mt. Kisco,
New York
| USD 114 M | +USD 10.2 M | +10% | 10.8% | 88.7% | 115 | 24.35% | 1.2 |
|
| 4833 |
4833
L2 Asset Management
Wayland,
Massachusetts
| USD 114 M | – | – | 11.3% | 128% | 77 | – | 0 |
|
| 4834 |
4834
Bull Street Advisors
Savannah,
Georgia
| USD 114 M | +USD 6.81 M | +6% | 6.13% | 48.5% | 88 | 2.27% | 0.2 |
|
| 4835 |
4835
Financial Insights
Tacoma,
Washington
| USD 114 M | +USD 9.6 M | +9% | 5.94% | 71.9% | 81 | 16.05% | 0.7 |
|
| 4836 |
HA
4836
Havens Advisors
New York
| USD 114 M | +USD 4.13 M | +4% | 34.2% | 460% | 45 | 71.11% | 0.2 |
|
| 4837 |
4837
Kiley Juergens Wealth Management
Olympia,
Washington
| USD 114 M | +USD 22.5 M | +25% | 9.9% | 106% | 46 | 17.39% | 1.5 |
|
| 4838 |
ASA
4838
Armstrong Shaw Associates
New Canaan,
Connecticut
| USD 114 M | +USD 3.23 M | +3% | 11.9% | 51.2% | 47 | 6.38% | 3.8 |
|
| 4839 |
4839
Trust Company
Manhattan,
Kansas
| USD 114 M | +USD 7.85 M | +7% | 8.17% | 40.6% | 334 | 17.37% | 3.2 |
|
| 4840 |
4840
Spark Growth Management Partners
Boston,
Massachusetts
| USD 114 M | – | – | 5.27% | – | 1 | – | 0 |
|
| 4841 |
4841
Beirne Wealth Consulting Services
Shelton,
Connecticut
| USD 114 M | -USD 6.68 M | -6% | 13.9% | 81.9% | 144 | 40.28% | 0.8 |
|
| 4842 |
4842
Protective Life
Birmingham,
Alabama
| USD 113 M | +USD 342 k | +0.3% | 0.13% | 38.4% | 15 | 6.67% | 1 |
|
| 4843 |
4843
Pacific Sun Financial
Los Angeles,
California
| USD 113 M | +USD 7.45 M | +7% | 7.16% | 70.3% | 143 | 6.29% | 1.4 |
|
| 4844 |
4844
Riverpark Capital Management
New York
| USD 113 M | -USD 239 M | -68% | 8.83% | 152% | 60 | 8.33% | 2.4 |
|
| 4845 |
KAM
4845
Kinney Asset Management
Chicago,
Illinois
| USD 113 M | – | – | 11.4% | 10.1% | 3 | – | 0 |
|
| 4846 |
4846
Tempus Wealth Planning
Irvine,
California
| USD 113 M | – | – | 5.18% | 95% | 78 | – | 0 |
|
| 4847 |
WGA
4847
Weather Gauge Advisory
Williamsburg,
Virginia
| USD 113 M | +USD 6.5 M | +6% | 6.24% | 39.9% | 89 | 2.25% | 0.9 |
|
| 4848 |
4848
Fortis Capital Management
Bellevue,
Washington
| USD 113 M | – | – | 7.81% | 82% | 70 | – | 0 |
|
| 4849 |
4849
Apollon Wealth Management
Mount Pleasant,
South Carolina
| USD 113 M | +USD 17.9 M | +19% | 7.22% | 96.7% | 75 | 14.67% | 0.7 |
|
| 4850 |
4850
Rainey & Randall Wealth Advisors
Celebration,
Florida
| USD 113 M | +USD 12.6 M | +13% | 4.57% | 47.8% | 26 | 19.23% | 1.3 |
|