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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
Ruedi Wealth Management
Champaign,
Illinois
| USD 175 M | +USD 4.4 M | +3% | 3.02% | 44.9% | 235 | 10.21% | 0.7 |
|
| 5002 |
5002
Pinnacle Family Advisors
Springfield,
Missouri
| USD 175 M | -USD 10.8 M | -6% | 4.02% | 85.8% | 110 | 28.18% | 1.9 |
|
| 5003 |
5003
Grey Street Capital
Chicago,
Illinois
| USD 175 M | -USD 14.4 M | -8% | 0.45% | – | 141 | 12.06% | 0.4 |
|
| 5004 |
5004
Aubrey Capital Management
Edinburgh,
United Kingdom
| USD 174 M | +USD 22 M | +14% | 5.29% | 319% | 63 | 30.16% | 1 |
|
| 5005 |
XC
5005
XY Capital
Central,
Hong Kong
| USD 174 M | +USD 35.5 M | +26% | 2.96% | 52.8% | 184 | 77.72% | 0.1 |
|
| 5006 |
5006
Grandview Asset Management
Harrisburg,
Pennsylvania
| USD 174 M | +USD 71.6 M | +70% | 3.18% | 200% | 114 | 55.26% | 1.3 |
|
| 5007 |
5007
MBE Wealth Management
Tomah,
Wisconsin
| USD 174 M | -USD 11.8 M | -6% | 3.97% | 66.5% | 92 | 14.13% | 2 |
|
| 5008 |
BIA
5008
Bigelow Investment Advisors
Portland,
Maine
| USD 174 M | -USD 8.85 M | -5% | 3.86% | 75.7% | 149 | 3.36% | 3.4 |
|
| 5009 |
5009
Samalin Investment Counsel
Chappaqua,
New York
| USD 174 M | -USD 10.9 M | -6% | 2.57% | 68.3% | 286 | 13.64% | 2.2 |
|
| 5010 |
5010
Compass Rose Asset Management
New York
| USD 174 M | -USD 337 M | -66% | 6.58% | 41% | 11 | 81.82% | 0.1 |
|
| 5011 |
5011
Leisure Capital Management
Costa Mesa,
California
| USD 174 M | -USD 7.6 M | -4% | 3.05% | 98% | 136 | 6.62% | 4.7 |
|
| 5012 |
5012
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| USD 174 M | -USD 6.56 M | -4% | 3.85% | 13.1% | 101 | 20.79% | 3.3 |
|
| 5013 |
5013
Ascension Capital Advisors
Houston,
Texas
| USD 174 M | +USD 17.6 M | +11% | 2.48% | 59.3% | 45 | 24.44% | 2 |
|
| 5014 |
5014
Sapphire Ventures
Austin,
Texas
| USD 174 M | -USD 8.41 M | -5% | 2.95% | 27.9% | 8 | 0% | 2.2 |
|
| 5015 |
5015
Sittner & Nelson
Eugene,
Oregon
| USD 174 M | -USD 8.48 M | -5% | 3.57% | 88.1% | 489 | 5.11% | 2.3 |
|
| 5016 |
5016
Jessup Wealth Management
Dayton,
Ohio
| USD 174 M | -USD 13.3 M | -7% | 1.41% | 181% | 77 | 46.75% | 0.5 |
|
| 5017 |
5017
Singapore Technologies Telemedia
Singapore
| USD 173 M | -USD 633 k | -0.4% | 0.36% | 173% | 1 | 0% | 6.5 |
|
| 5018 |
5018
Commonwealth Retirement Investments
Richmond,
Virginia
| USD 173 M | -USD 6.03 M | -3% | 3.57% | 96.7% | 73 | 20.55% | 0.6 |
|
| 5019 |
JCP
5019
Jennifer C. Price
| USD 173 M | -USD 118 M | -40% | 1.72% | – | 75 | 38.67% | 0.9 |
|
| 5020 |
5020
Cabot-Wellington
Boston,
Massachusetts
| USD 173 M | -USD 7.4 M | -4% | 3.95% | 65% | 4 | 25% | 5.8 |
|
| 5021 |
HIC
5021
Harbor Island Capital
Topsfield,
Massachusetts
| USD 173 M | -USD 13.9 M | -7% | 5.09% | 218% | 15 | 0% | 5.2 |
|
| 5022 |
PK
5022
Pflug Koory
Omaha,
Nebraska
| USD 173 M | -USD 23.3 M | -12% | 3.55% | – | 417 | 6.47% | 5 |
|
| 5023 |
5023
MMA Asset Management
Conshohocken,
Pennsylvania
| USD 173 M | +USD 2.19 M | +1% | 3.77% | 54.3% | 124 | 14.52% | 1.5 |
|
| 5024 |
5024
SQN Investors
Menlo Park,
California
| USD 173 M | -USD 43.2 M | -20% | 5.45% | – | 26 | 57.69% | 1.1 |
|
| 5025 |
5025
California First Leasing Corp
Newport Beach,
California
| USD 173 M | +USD 9.17 M | +6% | 2.38% | 377% | 39 | 7.69% | 1.2 |
|