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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5101 |
GJIA
5101
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| USD 321 M | +USD 30.9 M | +11% | 10.9% | 58.3% | 643 | 9.49% | 2.6 |
|
| 5102 |
GIM
5102
GE Investment Management
Norwalk,
Connecticut
| USD 321 M | +USD 77 M | +32% | 31.6% | – | 4 | 0% | 2.4 |
|
| 5103 |
TCP
5103
TMB Capital Partners
Little Rock,
Arkansas
| USD 321 M | +USD 23.2 M | +8% | 8.8% | – | 189 | 13.23% | 0.5 |
|
| 5104 |
LCM
5104
Leisure Capital Management
Costa Mesa,
California
| USD 320 M | +USD 34.7 M | +12% | 21% | 98% | 162 | 8.02% | 5.2 |
|
| 5105 |
BWM
5105
Biltmore Wealth Management
Tempe,
Arizona
| USD 320 M | +USD 39.2 M | +14% | 9.94% | 59.8% | 65 | 18.46% | 4.5 |
|
| 5106 |
AFS
5106
Aft Forsyth & Sober
Valrico,
Florida
| USD 320 M | -USD 7.78 M | -2% | 17.7% | 94.6% | 63 | 6.35% | 4.9 |
|
| 5107 |
SIC
5107
Samalin Investment Counsel
Chappaqua,
New York
| USD 320 M | +USD 38 M | +13% | 11.4% | 62.8% | 352 | 13.92% | 3.1 |
|
| 5108 |
IP
5108
Investment Partners
New Philadelphia,
Ohio
| USD 320 M | +USD 38.8 M | +14% | 15.7% | 74.1% | 167 | 8.98% | 5.8 |
|
| 5109 |
JAM
5109
JW Asset Management
Miami Beach,
Florida
| USD 320 M | +USD 76.4 M | +31% | 63.3% | 251% | 24 | 33.33% | 1.6 |
|
| 5110 |
PCM
5110
Passive Capital Management
Baltimore,
Maryland
| USD 320 M | -USD 15.1 M | -5% | 9.49% | 37.7% | 109 | 18.35% | 2.6 |
|
| 5111 |
PCM
5111
Prospera Capital Management
Gilbert,
Arizona
| USD 320 M | +USD 121 M | +60% | 12.2% | – | 66 | 36.36% | 0.8 |
|
| 5112 |
LJCM
5112
Lee Johnson Capital Management
Fort Worth,
Texas
| USD 320 M | +USD 40.9 M | +15% | 34.9% | 118% | 101 | 39.6% | 1 |
|
| 5113 |
GTAM
5113
Global Trust Asset Management
West Palm Beach,
Florida
| USD 320 M | +USD 58.2 M | +22% | 37.4% | 168% | 511 | 19.96% | 4.2 |
|
| 5114 |
BMCM
5114
Burns Matteson Capital Management
Corning,
New York
| USD 320 M | +USD 46.7 M | +17% | 32.5% | 137% | 262 | 55.34% | 1.5 |
|
| 5115 |
SC
5115
Seldon Capital
San Francisco,
California
| USD 320 M | +USD 47.6 M | +18% | 40.5% | 604% | 83 | 32.53% | 2.3 |
|
| 5116 |
BFS
5116
Burkett Financial Services
Rock Hill,
South Carolina
| USD 320 M | +USD 27.8 M | +10% | 11.4% | 63.6% | 288 | 20.83% | 1.7 |
|
| 5117 |
WI
5117
WrapManager Inc
Mill Valley,
California
| USD 320 M | +USD 31.7 M | +11% | 13.7% | 64.6% | 160 | 21.88% | 4.9 |
|
| 5118 |
CLC
5118
Charles-Lim Capital
Central,
Hong Kong
| USD 319 M | +USD 18.1 M | +6% | 16.5% | 4.44% | 7 | 42.86% | 3.5 |
|
| 5119 |
TPW
5119
Tiller Private Wealth
Bethlehem,
Pennsylvania
| USD 319 M | +USD 37.8 M | +13% | 15% | 53.5% | 72 | 12.5% | 3.4 |
|
| 5120 |
SFS
5120
Shaker Financial Services
Arlington,
Virginia
| USD 319 M | +USD 32.3 M | +11% | 7.31% | 12.9% | 170 | 27.65% | 2.3 |
|
| 5121 |
BPFA
5121
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
| USD 319 M | +USD 89.7 M | +39% | 14.1% | 79.7% | 177 | 12.99% | 2.1 |
|
| 5122 |
CWA
5122
Centerline Wealth Advisors
Louisville,
Kentucky
| USD 319 M | +USD 41.2 M | +15% | 14.5% | – | 82 | 14.63% | 0.8 |
|
| 5123 |
AFS
5123
Axiom Financial Strategies
New Albany,
Indiana
| USD 319 M | +USD 35 M | +12% | 12.8% | 54.5% | 35 | 11.43% | 1.1 |
|
| 5124 |
PAG
5124
Powers Advisory Group
Highland,
Illinois
| USD 319 M | +USD 35.5 M | +13% | 8.3% | 49.8% | 133 | 8.27% | 3 |
|
| 5125 |
TTA
5125
Thor Trading Advisors
Greensburg,
Pennsylvania
| USD 319 M | +USD 77.3 M | +32% | 16.2% | – | 41 | 75.61% | 0.3 |
|