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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4976 |
SWG
4976
Summit Wealth Group
White River Junction,
Vermont
| USD 106 M | – | – | 3.76% | 53% | 28 | – | 0 |
|
| 4977 |
4977
LifeSteps Financial
Claremont,
California
| USD 106 M | – | – | 6.68% | 98.4% | 93 | – | 0 |
|
| 4978 |
4978
Sapphire Ventures
Austin,
Texas
| USD 106 M | – | – | 42.8% | 27.9% | 3 | – | 1 |
|
| 4979 |
4979
Ocean Endowment Partners
Chicago,
Illinois
| USD 106 M | – | – | 8.17% | – | 39 | – | 0 |
|
| 4980 |
4980
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| USD 106 M | – | – | 4.66% | 62% | 188 | – | 0 |
|
| 4981 |
4981
Grandview Asset Management
Harrisburg,
Pennsylvania
| USD 106 M | -USD 4.84 M | -4% | 9.91% | 200% | 102 | 18.63% | 0.9 |
|
| 4982 |
LBS
4982
Lawrence B. Seidman
| USD 106 M | -USD 4.58 M | -4% | 10% | 12.3% | 23 | 21.74% | 2.2 |
|
| 4983 |
4983
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
| USD 106 M | – | – | 9.8% | 70.6% | 54 | – | 0 |
|
| 4984 |
4984
SVB Investment Services
Salt Lake City,
Utah
| USD 105 M | – | – | 5.33% | – | 56 | – | 0 |
|
| 4985 |
4985
Gunma Bank
Gunma,
Japan
| USD 105 M | +USD 366 k | +0.3% | 0.4% | 24.5% | 9 | 0% | 3.8 |
|
| 4986 |
PFA
4986
Professional Financial Advisors
North Platte,
Nebraska
| USD 105 M | – | – | 5.78% | 59.2% | 76 | – | 0 |
|
| 4987 |
4987
Dean Capital Management
Overland Park,
Kansas
| USD 105 M | +USD 8.5 M | +9% | 5.43% | 89.7% | 150 | 26% | 0.8 |
|
| 4988 |
SWM
4988
Strategic Wealth Management
Kirkland,
Washington
| USD 105 M | -USD 304 k | -0.3% | 3.08% | 52.8% | 19 | 0% | 1.9 |
|
| 4989 |
4989
Quad-Cities Investment Group
Davenport,
Iowa
| USD 105 M | -USD 13.2 M | -11% | 6.08% | 67.3% | 866 | 80.6% | 1.6 |
|
| 4990 |
4990
Hixon Zuercher
Findlay,
Ohio
| USD 105 M | – | – | 8.56% | 101% | 56 | – | 0 |
|
| 4991 |
SCM
4991
Springhouse Capital Management
Westport,
Connecticut
| USD 105 M | -USD 44.1 M | -30% | 10.1% | 52% | 18 | 38.89% | 1.6 |
|
| 4992 |
4992
Emerald Advisors
Bellevue,
Washington
| USD 105 M | – | – | 4.43% | 71.8% | 97 | – | 0 |
|
| 4993 |
4993
S.A. Mason
Holland,
Michigan
| USD 105 M | – | – | 7.74% | 116% | 453 | – | 0 |
|
| 4994 |
4994
Steinberg Asset Management
New York
| USD 105 M | +USD 7.12 M | +7% | 10.5% | 108% | 37 | 8.11% | 3.6 |
|
| 4995 |
4995
Capital Square
Chattanooga,
Tennessee
| USD 105 M | – | – | 3.79% | 62.5% | 127 | – | 0 |
|
| 4996 |
1C
4996
1623 Capital
Alexandria,
Virginia
| USD 105 M | – | – | 7.74% | 11.9% | 33 | – | 0 |
|
| 4997 |
4997
Magnolia Capital Advisors
Jackson,
Mississippi
| USD 105 M | – | – | 7.42% | 78.7% | 98 | – | 0 |
|
| 4998 |
4998
Beaumont Asset Management
Beaumont,
Texas
| USD 105 M | – | – | 8.72% | 73.1% | 61 | – | 0 |
|
| 4999 |
4999
Robinson Value Management
San Antonio,
Texas
| USD 105 M | – | – | 8.68% | 79.3% | 63 | – | 2 |
|
| 5000 |
5000
Lesa Sroufe & Co
Seattle,
Washington
| USD 105 M | -USD 191 k | -0.2% | 6.53% | – | 63 | 4.76% | 3.2 |
|