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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 |
NERM
5101
New England Research & Management
Chicago,
Illinois
| USD 172 M | +USD 1.91 M | +1% | 3.29% | 65% | 161 | 28.57% | 3.8 |
|
| 5102 |
5102
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
| USD 172 M | -USD 54.9 M | -24% | 10.9% | 121% | 1 | 0% | 3.5 |
|
| 5103 |
5103
HC Advisors
Sandy Springs,
Georgia
| USD 172 M | +USD 10.5 M | +7% | 3.91% | 63.5% | 84 | 4.76% | 2.3 |
|
| 5104 |
5104
Searcy Financial Services
Overland Park,
Kansas
| USD 172 M | +USD 10 M | +6% | 6.21% | 60.2% | 21 | 14.29% | 2 |
|
| 5105 |
5105
One Charles Private Wealth Services
Hingham,
Massachusetts
| USD 172 M | +USD 11.1 M | +7% | 8.44% | 99.7% | 130 | 12.31% | 1.6 |
|
| 5106 |
5106
Wealth Management Resources
Smithfield,
Rhode Island
| USD 172 M | +USD 9.41 M | +6% | 1.94% | 37.7% | 48 | 31.25% | 1.2 |
|
| 5107 |
IAMH
5107
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
| USD 172 M | -USD 23.5 M | -12% | 3.03% | 76% | 19 | 21.05% | 1 |
|
| 5108 |
5108
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| USD 172 M | +USD 11.6 M | +7% | 5.05% | 107% | 185 | 12.97% | 1 |
|
| 5109 |
5109
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| USD 172 M | +USD 10.2 M | +6% | 4.65% | 60.1% | 113 | 16.81% | 1.5 |
|
| 5110 |
5110
1492 Capital Management
Milwaukee,
Wisconsin
| USD 172 M | +USD 9.6 M | +6% | 11.4% | 332% | 117 | 29.91% | 1.5 |
|
| 5111 |
5111
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| USD 172 M | +USD 4 M | +2% | 2.78% | 38.1% | 24 | 4.17% | 1.9 |
|
| 5112 |
5112
Acuitas Investments
Seattle,
Washington
| USD 172 M | +USD 74.9 M | +77% | 8.55% | 145% | 117 | 74.36% | 0.4 |
|
| 5113 |
5113
Segra Capital Management
Palm Beach,
Florida
| USD 172 M | +USD 30.4 M | +22% | 18.4% | 19% | 8 | 25% | 1 |
|
| 5114 |
5114
Pavion Blue Capital
Newport Beach,
California
| USD 172 M | +USD 9.21 M | +6% | 6.11% | 77.6% | 100 | 4% | 2.7 |
|
| 5115 |
5115
Access Financial Services
Minneapolis,
Minnesota
| USD 172 M | +USD 6.99 M | +4% | 3.49% | 44.8% | 90 | 18.89% | 3.6 |
|
| 5116 |
5116
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
| USD 171 M | +USD 4.02 M | +2% | 6.1% | 44.9% | 46 | 10.87% | 1.2 |
|
| 5117 |
5117
Moseley Investment Management
Bradenton,
Florida
| USD 171 M | +USD 17.3 M | +11% | 10.7% | 96.6% | 148 | 6.76% | 2.9 |
|
| 5118 |
5118
Goodwin Investment Advisory
Woodstock,
Georgia
| USD 171 M | +USD 17.9 M | +12% | 8.29% | 60.8% | 85 | 9.41% | 1.4 |
|
| 5119 |
5119
Powell Investment Advisors
Miami,
Florida
| USD 171 M | -USD 8.61 M | -5% | 5.53% | 82.4% | 140 | 10% | 2.4 |
|
| 5120 |
5120
Hutner Capital Management
Manchester,
Vermont
| USD 171 M | +USD 6.76 M | +4% | 4.71% | 52.2% | 44 | 0% | 5.5 |
|
| 5121 |
5121
KFG Wealth Management
Granger,
Indiana
| USD 171 M | +USD 26.6 M | +18% | 6.8% | 55.9% | 122 | 26.23% | 0.3 |
|
| 5122 |
5122
Mine & Arao Wealth Creation & Management
Campbell,
California
| USD 171 M | +USD 15.2 M | +10% | 11% | 92% | 346 | 10.4% | 2.6 |
|
| 5123 |
5123
Kennedy Investment Group
West Depford,
New Jersey
| USD 171 M | +USD 7.33 M | +4% | 4.61% | 95.4% | 123 | 6.5% | 0.5 |
|
| 5124 |
5124
Ruggaard & Associates
Hudson,
Ohio
| USD 171 M | +USD 8.84 M | +5% | 3.77% | 47.6% | 110 | 4.55% | 0.2 |
|
| 5125 |
5125
MMA Asset Management
Conshohocken,
Pennsylvania
| USD 171 M | +USD 30.9 M | +22% | 4% | 54.3% | 121 | 23.14% | 1.4 |
|