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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4951 |
4951
Plotkin Financial Advisors
Chevy Chase,
Maryland
| USD 107 M | – | – | 7.09% | 95.3% | 66 | – | 0 |
|
| 4952 |
4952
McNaughton Wealth Management
San Diego,
California
| USD 107 M | – | – | 2.95% | 55.6% | 47 | – | 0 |
|
| 4953 |
4953
Monashee Investment Management
Boston,
Massachusetts
| USD 107 M | -USD 112 M | -51% | 40.6% | 520% | 170 | 86.47% | 0.2 |
|
| 4954 |
4954
JFG Wealth Management
Denver,
Colorado
| USD 107 M | -USD 2.94 M | -3% | 3.47% | 65.2% | 18 | 44.44% | 0.8 |
|
| 4955 |
4955
Beam Wealth Advisors
Covington,
Louisiana
| USD 107 M | – | – | 5.04% | 59.7% | 149 | – | 0 |
|
| 4956 |
4956
New Potomac Partners
Bethesda,
Maryland
| USD 107 M | +USD 7.2 M | +7% | 8.28% | 37.2% | 140 | 5% | 1.8 |
|
| 4957 |
4957
RK Asset Management
Grosse Pointe Farms,
Michigan
| USD 107 M | +USD 3.99 M | +4% | 7.85% | 47.6% | 19 | 5.26% | 3.1 |
|
| 4958 |
4958
Fourthstone LLC
St Louis,
Missouri
| USD 107 M | – | – | 9.22% | 104% | 31 | – | 0 |
|
| 4959 |
4959
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| USD 107 M | – | – | 5.58% | 66% | 363 | – | 0 |
|
| 4960 |
4960
Clearshares
New York
| USD 107 M | +USD 5.23 M | +5% | 4.75% | – | 28 | 14.29% | 1.5 |
|
| 4961 |
JHCM
4961
Juniper Hill Capital Management
Menlo Park,
California
| USD 107 M | – | – | 0.94% | 33.6% | 2 | – | 0 |
|
| 4962 |
4962
JVL Associates
Wyoming,
Michigan
| USD 107 M | -USD 15.4 M | -13% | 8.97% | 81% | 41 | 2.44% | 1.7 |
|
| 4963 |
4963
Game Plan Financial Advisors
Westlake,
Ohio
| USD 107 M | – | – | 12.5% | – | 98 | – | 0 |
|
| 4964 |
4964
LLR Walnut
Philadelphia,
Pennsylvania
| USD 107 M | -USD 39.3 M | -27% | 9.43% | – | 2 | 0% | 0.3 |
|
| 4965 |
SCA
4965
Strategic Capital Advisers
Denver,
Colorado
| USD 107 M | +USD 16.8 M | +19% | 6.39% | 51.4% | 86 | 38.37% | 1.4 |
|
| 4966 |
4966
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| USD 107 M | +USD 10.4 M | +11% | 9.91% | 91.9% | 69 | 7.25% | 2 |
|
| 4967 |
4967
Newfound Research
Wellesley Hills,
Massachusetts
| USD 107 M | -USD 7.36 M | -6% | 6.34% | 54.6% | 240 | 9.58% | 2 |
|
| 4968 |
4968
Key Financial Inc
West Chester,
Pennsylvania
| USD 107 M | – | – | 9.79% | 55.5% | 111 | – | 0 |
|
| 4969 |
4969
Mine & Arao Wealth Creation & Management
Campbell,
California
| USD 107 M | – | – | 9.13% | 92% | 239 | – | 0 |
|
| 4970 |
4970
Horizon Bancorp
Michigan City,
Indiana
| USD 107 M | – | – | 6.7% | 33.4% | 272 | – | 0 |
|
| 4971 |
PIG
4971
Pantheon Investment Group
Sierra Madre,
California
| USD 106 M | – | – | 8.85% | – | 75 | – | 0 |
|
| 4972 |
4972
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
| USD 106 M | +USD 6.61 M | +7% | 7.1% | 36.4% | 106 | 2.83% | 1.9 |
|
| 4973 |
4973
Northern Right Capital Management
Darien,
Connecticut
| USD 106 M | +USD 30.9 M | +41% | 17.9% | 187% | 27 | 51.85% | 1.1 |
|
| 4974 |
SC
4974
Spindletop Capital
Chappaqua,
New York
| USD 106 M | -USD 1.17 M | -1% | 10% | – | 8 | 0% | 3.7 |
|
| 4975 |
4975
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| USD 106 M | +USD 20.8 M | +24% | 8.73% | 161% | 221 | 28.96% | 2.6 |
|