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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5001 |
5001
Arkfeld Wealth Strategies
Omaha,
Nebraska
| USD 89.6 M | +USD 15 M | +20% | 17.1% | 90.8% | 61 | 18.03% | 0.4 |
|
| 5002 |
5002
Saddle Point Management
New York
| USD 89.6 M | +USD 11.8 M | +15% | 15.2% | 13.6% | 1 | 0% | 0.5 |
|
| 5003 |
NED
5003
Nancy E. Dempze
| USD 89.5 M | +USD 15.2 M | +20% | 20.1% | 83.1% | 66 | 13.64% | 3.5 |
|
| 5004 |
5004
Silver Rock Financial
Los Angeles,
California
| USD 89.4 M | +USD 18.5 M | +26% | 40.6% | 2.58% | 18 | 22.22% | 1.4 |
|
| 5005 |
5005
Ferox Capital
London,
United Kingdom
| USD 89.4 M | – | – | 0% | – | 33 | – | 0 |
|
| 5006 |
CNFG
5006
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
| USD 88.8 M | +USD 12.2 M | +16% | 15.1% | 52.6% | 71 | 5.63% | 3.7 |
|
| 5007 |
5007
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| USD 88.8 M | +USD 5.19 M | +6% | 14.1% | 66% | 47 | 27.66% | 0.4 |
|
| 5008 |
5008
Fortis Capital Management
Bellevue,
Washington
| USD 88.6 M | +USD 54.9 M | +163% | 14.5% | 82% | 72 | 65.28% | 0.2 |
|
| 5009 |
5009
P.A.W. Capital
Greenwich,
Connecticut
| USD 88.4 M | +USD 14.1 M | +19% | 36.7% | 54.6% | 63 | 14.29% | 3.6 |
|
| 5010 |
5010
Blackcrane Capital
Bellevue,
Washington
| USD 88.4 M | -USD 21 M | -19% | 50.6% | 40% | 10 | 20% | 0.8 |
|
| 5011 |
5011
Kopion Asset Management
Mckinney,
Texas
| USD 88.3 M | +USD 19.3 M | +28% | 27.3% | 80.5% | 22 | 9.09% | 0.5 |
|
| 5012 |
OFG
5012
OTA Financial Group
Purchase,
New York
| USD 88.3 M | +USD 8.13 M | +10% | 19.5% | 320% | 64 | 75% | 0.4 |
|
| 5013 |
5013
WESPAC Advisors
Orinda,
California
| USD 88.1 M | +USD 46.5 M | +111% | 18.7% | 112% | 110 | 64.55% | 0.7 |
|
| 5014 |
5014
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| USD 88.1 M | +USD 11.7 M | +15% | 18.2% | 85.6% | 99 | 13.13% | 4.1 |
|
| 5015 |
5015
Aufman Associates
Sewickley,
Pennsylvania
| USD 88.1 M | +USD 15.6 M | +22% | 19.9% | 136% | 38 | 18.42% | 0.4 |
|
| 5016 |
5016
Jentner Corp
Akron,
Ohio
| USD 87.9 M | +USD 11.6 M | +15% | 21.1% | 38.9% | 30 | 13.33% | 2.7 |
|
| 5017 |
5017
Harbert Fund Advisors
Birmingham,
Alabama
| USD 87.8 M | +USD 28 M | +47% | 30.2% | 70.8% | 25 | 52% | 0.6 |
|
| 5018 |
TC
5018
Teilinger Capital
Houston,
Texas
| USD 87.8 M | – | – | 28.6% | 30.2% | 9 | – | 0.2 |
|
| 5019 |
5019
Security National Bank of So Dak
Sioux City,
Iowa
| USD 87.6 M | +USD 12.6 M | +17% | 19.5% | 67.7% | 80 | 15% | 4.3 |
|
| 5020 |
5020
Bank of Marin
Novato,
California
| USD 87.6 M | +USD 14.2 M | +19% | 20.9% | 80.3% | 124 | 20.97% | 0.4 |
|
| 5021 |
KSCM
5021
Kamunting Street Capital Management
Miami Beach,
Florida
| USD 87.4 M | +USD 35.3 M | +68% | 36% | 7.47% | 61 | 73.77% | 0.5 |
|
| 5022 |
5022
Key Financial Inc
West Chester,
Pennsylvania
| USD 87.2 M | -USD 10.3 M | -11% | 19.9% | 55.5% | 737 | 86.7% | 0.5 |
|
| 5023 |
NICM
5023
Neo Ivy Capital Management
New York
| USD 87.2 M | +USD 25.8 M | +42% | 18.8% | – | 666 | 66.52% | 0.2 |
|
| 5024 |
5024
Mad River Investors
Boston,
Massachusetts
| USD 87.2 M | +USD 22 M | +34% | 37% | 225% | 21 | 9.52% | 3.9 |
|
| 5025 |
5025
Element Wealth
Ridgeland,
Mississippi
| USD 87.1 M | +USD 14.8 M | +20% | 19.5% | 59.6% | 133 | 14.29% | 0.4 |
|