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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4876 |
4876
Mezzasalma Advisors
Tinton Falls,
New Jersey
| USD 233 M | +USD 21.7 M | +10% | 10.5% | 203% | 111 | 40.54% | 1.7 |
|
| 4877 |
4877
Intrepid Financial Planning Group
Carmel,
Indiana
| USD 233 M | +USD 1.59 M | +0.7% | 2.79% | 92.5% | 136 | 12.5% | 1.5 |
|
| 4878 |
4878
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| USD 233 M | +USD 17.7 M | +8% | 11.2% | 961% | 53 | 49.06% | 0.8 |
|
| 4879 |
4879
Pacifica Partners
Surrey,
Canada
| USD 233 M | +USD 7.32 M | +3% | 3.36% | 127% | 575 | 19.13% | 2.7 |
|
| 4880 |
4880
American Financial Group
Cincinnati,
Ohio
| USD 233 M | -USD 33.2 M | -12% | 3.36% | 32.5% | 70 | 4.29% | 5.5 |
|
| 4881 |
4881
Rakuten Securities
Tokyo,
Japan
| USD 233 M | +USD 4.51 M | +2% | 16.1% | – | 795 | 20.25% | 0.4 |
|
| 4882 |
DS
4882
Dalal Street
West Lake Hills,
Texas
| USD 233 M | +USD 17.1 M | +8% | 7.56% | 92.7% | 4 | 0% | 0.8 |
|
| 4883 |
4883
Wealth Management Resources
Smithfield,
Rhode Island
| USD 233 M | +USD 1.38 M | +0.6% | 0.12% | 37.7% | 40 | 17.5% | 1.9 |
|
| 4884 |
4884
Campbell Capital Management
Miami,
Florida
| USD 233 M | +USD 5.84 M | +3% | 7.02% | – | 65 | 47.69% | 1.6 |
|
| 4885 |
FFG
4885
Fortem Financial Group
Palm Desert,
California
| USD 233 M | +USD 4.76 M | +2% | 3.33% | 183% | 175 | 9.71% | 2.3 |
|
| 4886 |
4886
Brooklyn Investment Group
Brooklyn,
New York
| USD 232 M | USD 0 | 0% | 4.8% | – | 229 | 0% | 0.5 |
|
| 4887 |
GBI
4887
GP Brinson Investments
Chicago,
Illinois
| USD 232 M | -USD 1.69 M | -0.7% | 1.96% | 51.2% | 16 | 6.25% | 2.7 |
|
| 4888 |
4888
Takeda Pharmaceutical Company
Tokyo,
Japan
| USD 232 M | -USD 56.7 M | -20% | 3.47% | – | 15 | 13.33% | 0.5 |
|
| 4889 |
4889
Client 1st Advisory Group
Dunedin,
Florida
| USD 232 M | +USD 9.6 M | +4% | 1.81% | 64.5% | 119 | 10.08% | 2.4 |
|
| 4890 |
HIC
4890
Harbor Island Capital
Topsfield,
Massachusetts
| USD 232 M | +USD 13.9 M | +6% | 6.55% | 218% | 15 | 0% | 5.9 |
|
| 4891 |
4891
Newton One Investments
Newark,
Delaware
| USD 232 M | +USD 4.56 M | +2% | 0.31% | 42% | 116 | 2.59% | 2.8 |
|
| 4892 |
4892
Roth Financial Partners
Kingwood,
Texas
| USD 232 M | +USD 6.03 M | +3% | 1.04% | 61% | 32 | 6.25% | 2.3 |
|
| 4893 |
GWM
4893
Gray Wealth Management
Bangor,
Maine
| USD 232 M | +USD 7.83 M | +3% | 2.84% | 22.1% | 138 | 5.07% | 3 |
|
| 4894 |
4894
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| USD 232 M | -USD 23.7 M | -9% | 3.97% | 83% | 123 | 10.57% | 6.1 |
|
| 4895 |
4895
Thomas Story & Son
Culver,
Indiana
| USD 232 M | -USD 5.15 M | -2% | 1.23% | 101% | 54 | 5.56% | 6.9 |
|
| 4896 |
4896
venBio Partners
San Francisco,
California
| USD 232 M | -USD 50.4 M | -18% | 23.4% | 564% | 6 | 16.67% | 2.5 |
|
| 4897 |
4897
Horan Securities
Cincinnati,
United States
| USD 231 M | +USD 19.4 M | +9% | 2.16% | 50.1% | 129 | 16.28% | 3.1 |
|
| 4898 |
4898
Clayton Financial Group
St. Louis,
Missouri
| USD 231 M | +USD 11.4 M | +5% | 0.77% | 69.8% | 107 | 2.8% | 0.3 |
|
| 4899 |
4899
ARQ Wealth Advisors
Scottsdale,
Arizona
| USD 231 M | +USD 863 k | +0.4% | 1.75% | 53.3% | 88 | 7.95% | 1.9 |
|
| 4900 |
EAM
4900
Eukles Asset Management
Cincinnati,
Ohio
| USD 231 M | +USD 1.13 M | +0.5% | 2.23% | 77.2% | 236 | 2.12% | 3.8 |
|