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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
Hixon Zuercher
Findlay,
Ohio
| USD 162 M | +USD 5.7 M | +4% | 9.16% | 101% | 60 | 15% | 2.3 |
|
| 5002 |
5002
MYDA Advisors
Woodmere,
New York
| USD 162 M | -USD 50.6 M | -24% | 10.7% | 232% | 190 | 76.32% | 0.5 |
|
| 5003 |
LFGO
5003
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
| USD 162 M | – | – | 7.72% | 64.2% | 62 | – | 0 |
|
| 5004 |
KA
5004
Kailix Advisors
Fort Lauderdale,
Florida
| USD 162 M | – | – | 7.79% | 16.3% | 8 | – | 0 |
|
| 5005 |
5005
Cincinnati Casualty Company
Fairfield,
Ohio
| USD 162 M | +USD 19.8 M | +14% | 14.8% | 56% | 26 | 0% | 7.3 |
|
| 5006 |
5006
Safeguard Investment Advisory Group
Corona,
California
| USD 162 M | +USD 16.2 M | +11% | 6.64% | 84.3% | 101 | 8.91% | 1.5 |
|
| 5007 |
I2I
5007
Insight 2811 Inc
Chicago,
Illinois
| USD 162 M | +USD 13.8 M | +9% | 4.31% | 30.8% | 102 | 26.47% | 3.3 |
|
| 5008 |
5008
Carmel Capital Management
Carmel,
California
| USD 162 M | +USD 8.94 M | +6% | 12.9% | 247% | 36 | 5.56% | 0.9 |
|
| 5009 |
5009
Altman Advisors
Chicago,
Illinois
| USD 162 M | +USD 3.65 M | +2% | 9.61% | 127% | 97 | 16.49% | 2.2 |
|
| 5010 |
5010
Smith Shellnut Wilson
Ridgeland,
Mississippi
| USD 162 M | +USD 11.6 M | +8% | 9.47% | 98.6% | 133 | 16.54% | 3.8 |
|
| 5011 |
5011
Constitution Capital
Shelton,
Connecticut
| USD 162 M | +USD 12.4 M | +8% | 9.26% | 91.1% | 71 | 18.31% | 1.5 |
|
| 5012 |
5012
West Branch Capital
Amherst,
Massachusetts
| USD 162 M | +USD 1 M | +0.6% | 8.92% | 156% | 486 | 10.08% | 1.8 |
|
| 5013 |
5013
Royal Harbor Partners
Houston,
Texas
| USD 162 M | +USD 15.6 M | +11% | 7.59% | 54.6% | 79 | 22.78% | 1.5 |
|
| 5014 |
5014
Sterling Investment Counsel
Buffalo,
New York
| USD 162 M | +USD 24.9 M | +18% | 6.25% | 93.8% | 157 | 15.92% | 0.8 |
|
| 5015 |
5015
Round Hill Asset Management
Pasadena,
California
| USD 162 M | +USD 14.6 M | +10% | 12.9% | 43.2% | 60 | 5% | 4.5 |
|
| 5016 |
5016
GS Investments
Minneapolis,
Minnesota
| USD 162 M | +USD 10.7 M | +7% | 10.9% | 94.1% | 155 | 4.52% | 2.1 |
|
| 5017 |
WWMSC
5017
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| USD 162 M | +USD 26.8 M | +20% | 6.23% | 36.4% | 747 | 70.55% | 2.6 |
|
| 5018 |
5018
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| USD 162 M | +USD 14.8 M | +10% | 5.99% | 58.9% | 73 | 24.66% | 1.4 |
|
| 5019 |
5019
Wealth Advisors of Tampa Bay
Tampa,
Florida
| USD 161 M | +USD 15.6 M | +11% | 9.63% | 86.2% | 78 | 7.69% | 3.4 |
|
| 5020 |
5020
Hutner Capital Management
Manchester,
Vermont
| USD 161 M | +USD 18.4 M | +13% | 12.4% | 52.2% | 44 | 0% | 5 |
|
| 5021 |
5021
ShankerValleau Wealth Advisors
Skokie,
Illinois
| USD 161 M | +USD 13.6 M | +9% | 11.4% | 60.3% | 21 | 28.57% | 0.6 |
|
| 5022 |
5022
PFG Private Wealth Management
Lutz,
Florida
| USD 161 M | +USD 8.87 M | +6% | 7.38% | 52.6% | 437 | 31.58% | 1 |
|
| 5023 |
5023
Shaker Investments
Cleveland,
Ohio
| USD 161 M | +USD 12 M | +8% | 9.49% | 205% | 86 | 17.44% | 3.1 |
|
| 5024 |
5024
Stone Asset Management
Austin,
Texas
| USD 161 M | +USD 7.73 M | +5% | 7.39% | – | 44 | 9.09% | 0.9 |
|
| 5025 |
CL
5025
COWA LLC
Tulsa,
Oklahoma
| USD 161 M | +USD 9.2 M | +6% | 12.5% | 67.7% | 354 | 67.51% | 1.5 |
|