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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 |
SAMT
4876
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
| USD 250 M | -USD 8.5 M | -3% | 1.27% | 68.4% | 78 | 16.67% | 4 |
|
| 4877 |
4877
AXQ Capital
Jersey City,
New Jersey
| USD 249 M | +USD 27.3 M | +12% | 6.76% | 35.5% | 716 | 75.98% | 0.2 |
|
| 4878 |
4878
Arcus Capital Partners
Atlanta,
Georgia
| USD 249 M | -USD 67 M | -21% | 1.3% | 69.2% | 142 | 39.44% | 3.2 |
|
| 4879 |
4879
Strategic Investment Management
Arlington,
Virginia
| USD 249 M | -USD 40.9 M | -14% | 2.37% | 53.4% | 21 | 4.76% | 3.2 |
|
| 4880 |
4880
Aubrey Capital Management
Edinburgh,
United Kingdom
| USD 249 M | -USD 15 M | -6% | 5.67% | 319% | 60 | 28.33% | 1.3 |
|
| 4881 |
4881
Sandy Cove Advisors
Hingham,
Massachusetts
| USD 249 M | -USD 5.69 M | -2% | 1.99% | 78% | 129 | 10.08% | 2.2 |
|
| 4882 |
RFG
4882
RFP Financial Group
Atlanta,
Georgia
| USD 249 M | -USD 8.53 M | -3% | 3.01% | 53.2% | 138 | 26.81% | 1.4 |
|
| 4883 |
4883
Access Financial Services
Minneapolis,
Minnesota
| USD 249 M | +USD 24.1 M | +11% | 0.35% | 44.8% | 117 | 29.91% | 3.8 |
|
| 4884 |
4884
Dorval Corp
Maple Grove,
Minnesota
| USD 249 M | -USD 2.97 M | -1% | 0.81% | 29.6% | 37 | 10.81% | 0.9 |
|
| 4885 |
4885
Teramo Advisors
Naples,
Florida
| USD 249 M | +USD 11.9 M | +5% | 4.39% | 72.1% | 20 | 65% | 0.9 |
|
| 4886 |
4886
DHJJ Financial Advisors
Naperville,
Illinois
| USD 248 M | -USD 8.4 M | -3% | 3.69% | 62.5% | 938 | 4.8% | 1.6 |
|
| 4887 |
4887
Kanen Wealth Management
Coconut Creek,
Florida
| USD 248 M | -USD 20.5 M | -8% | 4.97% | 328% | 29 | 34.48% | 1.6 |
|
| 4888 |
4888
Essential Planning
Portsmouth,
New Hampshire
| USD 248 M | -USD 15.1 mil M | -98% | 0.16% | 40.9% | 314 | 74.52% | 1.7 |
|
| 4889 |
4889
Letson Investment Management
Atlanta,
Georgia
| USD 248 M | +USD 588 k | +0.2% | 4.24% | 56.7% | 93 | 7.53% | 1.2 |
|
| 4890 |
4890
Santori & Peters Inc
Canonsburg,
Pennsylvania
| USD 248 M | -USD 13.1 M | -5% | 3.3% | 103% | 69 | 11.59% | 3.8 |
|
| 4891 |
4891
Clarity Capital Partners
Newport Beach,
California
| USD 248 M | +USD 54.9 M | +28% | 25.1% | – | 149 | 28.19% | 0.9 |
|
| 4892 |
4892
JVL Associates
Wyoming,
Michigan
| USD 248 M | -USD 16.1 M | -6% | 5.79% | 81% | 59 | 8.47% | 3.7 |
|
| 4893 |
SC
4893
Sawyer & Company
Boston,
Massachusetts
| USD 248 M | -USD 22.8 M | -8% | 2% | 111% | 183 | 9.29% | 4.4 |
|
| 4894 |
TTA
4894
Thor Trading Advisors
Greensburg,
Pennsylvania
| USD 247 M | +USD 137 M | +124% | 0.33% | – | 12 | 83.33% | 0.1 |
|
| 4895 |
4895
Reston Wealth Management
Reston,
Virginia
| USD 247 M | -USD 21.6 M | -8% | 2.22% | 66.4% | 52 | 9.62% | 3.9 |
|
| 4896 |
4896
Sculati Wealth Management
Bloomfield Hills,
Michigan
| USD 247 M | -USD 5.7 M | -2% | 1.02% | 80.3% | 113 | 8.85% | 3.5 |
|
| 4897 |
4897
Straight Path Wealth Management
Jenison,
Michigan
| USD 247 M | -USD 5.63 M | -2% | 4.39% | 70.4% | 116 | 23.28% | 1.4 |
|
| 4898 |
4898
Enzi Wealth
Austin,
Texas
| USD 247 M | -USD 15.4 M | -6% | 2.11% | 77% | 70 | 8.57% | 1.8 |
|
| 4899 |
4899
Cura Wealth Advisors
Chicago,
Illinois
| USD 247 M | +USD 21 M | +9% | 5.87% | – | 110 | 17.27% | 0.2 |
|
| 4900 |
4900
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| USD 247 M | +USD 12.3 M | +5% | 0.74% | 70.3% | 136 | 8.09% | 4.6 |
|