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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5026 |
5026
Grand Wealth Management
Grand Rapids,
Michigan
| USD 161 M | -USD 29.5 M | -16% | 9.17% | 54.1% | 65 | 20% | 0.8 |
|
| 5027 |
DGM
5027
Darwin Global Management
St. Helier,
Jersey
| USD 161 M | +USD 94.2 M | +142% | 25.9% | 2,582% | 6 | 100% | 0 |
|
| 5028 |
5028
Grandview Asset Management
Harrisburg,
Pennsylvania
| USD 161 M | +USD 3.46 M | +2% | 7.57% | 200% | 121 | 3.31% | 1.5 |
|
| 5029 |
5029
L2 Asset Management
Wayland,
Massachusetts
| USD 161 M | +USD 15.3 M | +10% | 13.3% | 128% | 138 | 18.84% | 1 |
|
| 5030 |
5030
Heirloom Wealth Management
Greenwood Village,
Colorado
| USD 161 M | – | – | 9.74% | 81.8% | 49 | – | 0.4 |
|
| 5031 |
PCMK
5031
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| USD 160 M | +USD 5.61 M | +4% | 8.31% | 87.5% | 58 | 17.24% | 5.8 |
|
| 5032 |
5032
Silverlake Wealth Management
Williston,
Vermont
| USD 160 M | +USD 12.7 M | +9% | 10.4% | 73.3% | 226 | 14.6% | 0.8 |
|
| 5033 |
5033
Vance Wealth
Santa Clarita,
California
| USD 160 M | +USD 30.2 M | +23% | 8.75% | 66.4% | 81 | 28.4% | 0.6 |
|
| 5034 |
5034
Bickling Financial Services
Lexington,
Massachusetts
| USD 160 M | +USD 11.8 M | +8% | 8.02% | – | 124 | 10.48% | 1.6 |
|
| 5035 |
OCP
5035
OCO Capital Partners
New York
| USD 160 M | +USD 18.1 M | +13% | 20% | 679% | 4 | 0% | 1.4 |
|
| 5036 |
5036
CNB Bank
Clearfield,
Pennsylvania
| USD 160 M | +USD 12.2 M | +8% | 9.41% | 91.6% | 491 | 11.2% | 3.2 |
|
| 5037 |
5037
Intergy Private Wealth
Colorado Springs,
Colorado
| USD 160 M | +USD 19 M | +13% | 6.9% | 73.8% | 71 | 22.54% | 0.7 |
|
| 5038 |
5038
Old West Investment Management
Los Angeles,
California
| USD 160 M | +USD 18.7 M | +13% | 8.68% | 242% | 43 | 6.98% | 3.7 |
|
| 5039 |
5039
Davis Rea
Toronto,
Ontario, Canada
| USD 160 M | +USD 4.13 M | +3% | 3.02% | 66.9% | 45 | 20% | 5.5 |
|
| 5040 |
5040
Financial Council
Towson,
Maryland
| USD 160 M | +USD 73.1 M | +84% | 6.66% | 80% | 73 | 24.66% | 0.7 |
|
| 5041 |
5041
Marshall & Sullivan
Seattle,
Washington
| USD 159 M | +USD 14.8 M | +10% | 9.42% | 82% | 96 | 61.46% | 2.5 |
|
| 5042 |
5042
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| USD 159 M | +USD 15.5 M | +11% | 11.5% | 66.8% | 135 | 7.41% | 4.2 |
|
| 5043 |
5043
Axiom Financial Strategies
New Albany,
Indiana
| USD 159 M | -USD 28.8 M | -15% | 4.97% | 54.5% | 75 | 53.33% | 2.2 |
|
| 5044 |
5044
Avalon Global Asset Management
San Francisco,
California
| USD 159 M | -USD 59.5 M | -27% | 1.91% | 278% | 35 | 40% | 4.1 |
|
| 5045 |
5045
Addison Capital
Conshohocken,
Pennsylvania
| USD 159 M | -USD 2.55 M | -2% | 5.42% | 59.7% | 131 | 9.92% | 4 |
|
| 5046 |
5046
St. Clair Advisors
Mayfield Hts,
Ohio
| USD 159 M | +USD 34 M | +27% | 8.35% | 77.5% | 63 | 39.68% | 1.1 |
|
| 5047 |
ARIS
5047
Advanced Research Investment Solutions
Los Angeles,
California
| USD 159 M | -USD 2.86 M | -2% | 8.08% | 13.1% | 166 | 87.35% | 1.5 |
|
| 5048 |
5048
Castle Wealth Management
West Palm Beach,
Florida
| USD 159 M | -USD 5.83 M | -4% | 7.79% | 53.6% | 730 | 84.79% | 0.5 |
|
| 5049 |
5049
Donald L. Hagan LLC
Sarasota,
Florida
| USD 159 M | +USD 18 M | +13% | 7.77% | 47.9% | 98 | 25.51% | 2.6 |
|
| 5050 |
5050
Divergent Planning
Bethesda,
Maryland
| USD 159 M | +USD 23.1 M | +17% | 6.74% | 43.3% | 24 | 33.33% | 1.4 |
|