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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 |
IP
5001
Investment Partners
New Philadelphia,
Ohio
| USD 223 M | +USD 2.09 M | +0.9% | 2.22% | 74.1% | 144 | 2.78% | 5.4 |
|
| 5002 |
CIA
5002
Cape Investment Advisory
Mcdonough,
Georgia
| USD 223 M | +USD 8.67 M | +4% | 2.01% | 72.5% | 997 | 13.14% | 1 |
|
| 5003 |
5003
Wynnefield Capital
New York
| USD 222 M | -USD 29.2 M | -12% | 9.32% | 52.1% | 23 | 26.09% | 4.4 |
|
| 5004 |
5004
Cambridge Financial Group
Columbus,
Ohio
| USD 222 M | -USD 3.3 M | -1% | 2.11% | – | 35 | 14.29% | 4.9 |
|
| 5005 |
5005
Azarias Capital Management
Berwyn,
Pennsylvania
| USD 222 M | -USD 16.1 M | -7% | 7.31% | 58.2% | 25 | 24% | 1.8 |
|
| 5006 |
5006
1776 Wealth
Atlanta,
Georgia
| USD 222 M | +USD 10.9 M | +5% | 6.53% | 90.4% | 157 | 19.11% | 2.1 |
|
| 5007 |
5007
Brown Shipley & Co
London,
United Kingdom
| USD 222 M | -USD 96.1 M | -30% | 5.42% | 125% | 107 | 30.84% | 1.1 |
|
| 5008 |
5008
Atlantic Investment Management
New York
| USD 222 M | -USD 5.85 M | -3% | 6.99% | 28.8% | 13 | 23.08% | 1.8 |
|
| 5009 |
SLA
5009
Silver Lake Advisory
Cottonwood Heights,
Utah
| USD 222 M | -USD 2.49 M | -1% | 0.37% | 76.7% | 96 | 2.08% | 3.8 |
|
| 5010 |
5010
Providence First Trust
Scottsdale,
Arizona
| USD 222 M | -USD 8.76 M | -4% | 1.67% | 64.1% | 104 | 12.5% | 3.3 |
|
| 5011 |
5011
Lazari Capital Management
Woodland Hills,
California
| USD 222 M | +USD 37.7 M | +20% | 5.67% | 145% | 155 | 25.16% | 0.7 |
|
| 5012 |
KLC
5012
Kent Lake Capital
Reno,
Nevada
| USD 222 M | -USD 7.36 M | -3% | 7.73% | 92.1% | 59 | 52.54% | 0.7 |
|
| 5013 |
SC
5013
Schulhoff & Co
Cincinnati,
Ohio
| USD 222 M | -USD 6.57 M | -3% | 0.53% | 51.8% | 128 | 3.13% | 7.4 |
|
| 5014 |
5014
FSB Premier Wealth Management
Waterloo,
Iowa
| USD 221 M | +USD 6.65 M | +3% | 1.11% | 53.9% | 194 | 11.86% | 2.2 |
|
| 5015 |
5015
HST Ventures
Park City,
Utah
| USD 221 M | -USD 25.5 M | -10% | 0.41% | 8.24% | 70 | 54.29% | 0.5 |
|
| 5016 |
5016
Seven Grand Managers
Bronxville,
New York
| USD 221 M | +USD 17.1 M | +8% | 5.45% | 281% | 71 | 67.61% | 0.2 |
|
| 5017 |
5017
TL Private Wealth
Southlake,
Texas
| USD 221 M | +USD 18.7 M | +9% | 1.21% | 50.6% | 44 | 6.82% | 3.1 |
|
| 5018 |
5018
Gibraltar Capital Management
Tulsa,
Oklahoma
| USD 221 M | +USD 6.38 M | +3% | 1.05% | 56.6% | 48 | 8.33% | 4.2 |
|
| 5019 |
5019
Peoples Financial Services Corp
Moosic,
Pennsylvania
| USD 221 M | -USD 9.29 M | -4% | 3.63% | 104% | 255 | 3.53% | 7.9 |
|
| 5020 |
5020
Barrett & Company
Providence,
Rhode Island
| USD 221 M | +USD 9.7 M | +5% | 4.35% | 83.6% | 631 | 8.56% | 1.6 |
|
| 5021 |
5021
Goepper Burkhardt
Greenville,
South Carolina
| USD 221 M | +USD 6.11 M | +3% | 2.12% | 50.4% | 82 | 4.88% | 2.4 |
|
| 5022 |
5022
Christopher J. Hasenberg
Eau Claire,
Wisconsin
| USD 221 M | +USD 17.1 M | +8% | 2.24% | – | 140 | 22.86% | 0.2 |
|
| 5023 |
5023
Blue Investment Partners
Alamo,
California
| USD 221 M | +USD 28.4 M | +15% | 8.33% | – | 46 | 21.74% | 0.9 |
|
| 5024 |
5024
Tyro Capital Management
Miami,
Florida
| USD 221 M | +USD 47.4 M | +27% | 3.7% | – | 19 | 21.05% | 0.3 |
|
| 5025 |
5025
ICW Investment Advisors
Scottsdale,
Arizona
| USD 220 M | -USD 4.6 M | -2% | 0.52% | 50.1% | 138 | 1.45% | 3.8 |
|