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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 |
CWAG
4951
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| USD 93.9 M | +USD 16.8 M | +22% | 21.5% | 76.1% | 63 | 19.05% | 1.2 |
|
| 4952 |
CWM
4952
Capital Wealth Management
W. Warwick,
Rhode Island
| USD 93.9 M | +USD 14.1 M | +18% | 17.3% | 46.7% | 33 | 9.09% | 1.6 |
|
| 4953 |
4953
Mangham Associates
Charlottesville,
Virginia
| USD 93.8 M | +USD 7.1 M | +8% | 18.9% | 24.4% | 5 | 0% | 1.4 |
|
| 4954 |
DIS
4954
Diversified Investment Strategies
Baton Rouge,
Louisiana
| USD 93.7 M | +USD 19.1 M | +26% | 27.6% | 86% | 40 | 12.5% | 3 |
|
| 4955 |
4955
VERITY Wealth Advisors
Sausalito,
United States
| USD 93.6 M | +USD 20 M | +27% | 16% | 59.9% | 49 | 12.24% | 1.3 |
|
| 4956 |
4956
Atlas Venture Associates IX
Boston,
Massachusetts
| USD 93.5 M | +USD 46.2 M | +98% | 126% | 89.8% | 6 | 0% | 2.7 |
|
| 4957 |
4957
Capital Square
Chattanooga,
Tennessee
| USD 93.5 M | +USD 7.74 M | +9% | 21% | 62.5% | 313 | 57.83% | 0.4 |
|
| 4958 |
AWM
4958
Aberdeen Wealth Management
Lake Bluff,
Illinois
| USD 93.3 M | +USD 11.1 M | +13% | 19.7% | 73.1% | 143 | 27.27% | 0.4 |
|
| 4959 |
4959
Horizon Bancorp
Michigan City,
Indiana
| USD 93.1 M | +USD 28.4 M | +44% | 10.6% | 33.4% | 279 | 15.05% | 0.4 |
|
| 4960 |
4960
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| USD 93 M | +USD 15.7 M | +20% | 19.6% | 61% | 86 | 9.3% | 4 |
|
| 4961 |
4961
First National Bank of South Miami
South Miami,
Florida
| USD 92.6 M | +USD 13.3 M | +17% | 16.2% | 35.2% | 304 | 8.55% | 1.2 |
|
| 4962 |
VCA
4962
VIEX Capital Advisors
Sunny Isles Beach,
Florida
| USD 92.4 M | +USD 9.14 M | +11% | 13.1% | 30.6% | 17 | 70.59% | 0.6 |
|
| 4963 |
TMC
4963
Trellus Management Company
Delray Beach,
Florida
| USD 92.4 M | +USD 36.6 M | +66% | 72.7% | 268% | 86 | 61.63% | 1.6 |
|
| 4964 |
TCM
4964
Taal Capital Management
Boston,
Massachusetts
| USD 92.3 M | +USD 14.7 M | +19% | 15.4% | – | 21 | 42.86% | 0.2 |
|
| 4965 |
4965
Jess S. Morgan & Co
Los Angeles,
California
| USD 92.1 M | +USD 15.2 M | +20% | 26.1% | 69.3% | 41 | 9.76% | 0.4 |
|
| 4966 |
4966
Beacon Financial Advisory
Cleveland,
Ohio
| USD 91.9 M | +USD 13.3 M | +17% | 17% | 76.8% | 155 | 19.35% | 0.4 |
|
| 4967 |
4967
Gemsstock Ltd
London,
United Kingdom
| USD 91.8 M | -USD 59.7 M | -39% | 23.6% | 149% | 17 | 64.71% | 0.3 |
|
| 4968 |
4968
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| USD 91.8 M | +USD 6.89 M | +8% | 19.8% | 82.6% | 62 | 14.52% | 4 |
|
| 4969 |
4969
Cruiser Capital Advisors
Stamford,
Connecticut
| USD 91.7 M | +USD 12.7 M | +16% | 34.1% | 192% | 32 | 46.88% | 1.1 |
|
| 4970 |
RICHC
4970
Renaissance Investment Consultants Holding Company
Wayne,
Pennsylvania
| USD 91.6 M | +USD 19.8 M | +28% | 22.1% | – | 97 | 30.93% | 0.4 |
|
| 4971 |
4971
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
| USD 91.3 M | +USD 9.43 M | +12% | 18.4% | 58.3% | 30 | 20% | 0.4 |
|
| 4972 |
4972
White Square Capital
London,
United Kingdom
| USD 91.3 M | -USD 142 M | -61% | 48.4% | 542% | 28 | 85.71% | 0.1 |
|
| 4973 |
4973
Ellsworth Advisors
Hudson,
Ohio
| USD 91.3 M | – | – | 14.2% | 131% | 76 | – | 0 |
|
| 4974 |
FP
4974
Factorial Partners
Mt. Kisco,
New York
| USD 91.3 M | +USD 16.3 M | +22% | 24.1% | 88.7% | 111 | 21.62% | 1.4 |
|
| 4975 |
4975
Copernicus Capital Management
San Francisco,
California
| USD 91.2 M | +USD 8.59 M | +10% | 39.9% | 126% | 27 | 81.48% | 0.3 |
|