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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5126 |
5126
Alta Wealth Advisors
Woburn,
Massachusetts
| USD 144 M | -USD 24.2 M | -14% | 16.6% | 120% | 152 | 15.13% | 1.2 |
|
| 5127 |
5127
New England Professional Planning Group
Westerly,
Rhode Island
| USD 144 M | -USD 22.9 M | -14% | 15.1% | 59% | 45 | 15.56% | 3.8 |
|
| 5128 |
5128
Signet Investment Advisory Group
Providence,
Rhode Island
| USD 144 M | -USD 22.1 M | -13% | 9.32% | 59.6% | 86 | 12.79% | 2.7 |
|
| 5129 |
5129
Smart Money Group
Eastland,
Texas
| USD 144 M | -USD 4.78 M | -3% | 8.82% | 58.9% | 59 | 27.12% | 2.6 |
|
| 5130 |
5130
Wall Capital Group
Phoenix,
Arizona
| USD 144 M | -USD 98.7 M | -41% | 16.3% | – | 23 | 39.13% | 3.9 |
|
| 5131 |
5131
CJM Wealth Advisers
Falls Church,
Virginia
| USD 144 M | -USD 2.22 M | -2% | 14.6% | 71.5% | 60 | 8.33% | 0.5 |
|
| 5132 |
5132
Stagwell Group
Miami Beach,
Florida
| USD 144 M | -USD 48 M | -25% | 25% | 8.47% | 1 | 0% | 0.5 |
|
| 5133 |
5133
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| USD 144 M | -USD 13.3 M | -8% | 10.5% | 82.3% | 174 | 14.37% | 1.3 |
|
| 5134 |
5134
Bluestem Financial Advisors
Champaign,
Illinois
| USD 144 M | -USD 15.6 M | -10% | 11.4% | 42.2% | 29 | 10.34% | 1.9 |
|
| 5135 |
5135
JVL Associates
Wyoming,
Michigan
| USD 144 M | -USD 17.3 M | -11% | 17.3% | 81% | 41 | 12.2% | 3.5 |
|
| 5136 |
5136
Stevens Capital Management
Radnor,
Pennsylvania
| USD 144 M | -USD 315 M | -69% | 14.8% | 108% | 269 | 70.63% | 0.5 |
|
| 5137 |
5137
Transatlantique Private Wealth
New York
| USD 144 M | – | – | 12% | 88.6% | 191 | – | 0 |
|
| 5138 |
5138
City State Bank
Norwalk,
Iowa
| USD 143 M | -USD 22.1 M | -13% | 11.7% | 79.1% | 722 | 9.14% | 0.5 |
|
| 5139 |
5139
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| USD 143 M | -USD 23.2 M | -14% | 13% | 63.8% | 108 | 12.96% | 2 |
|
| 5140 |
5140
SRN Advisors
Huntingdon Valley,
Pennsylvania
| USD 143 M | -USD 83.1 M | -37% | 21.2% | 146% | 111 | 5.41% | 1.1 |
|
| 5141 |
5141
MBE Wealth Management
Tomah,
Wisconsin
| USD 143 M | -USD 24.9 M | -15% | 14.5% | 60.9% | 74 | 24.32% | 1.6 |
|
| 5142 |
5142
Wick Capital Partners
Wayne,
Pennsylvania
| USD 143 M | -USD 8.94 M | -6% | 14.5% | 60% | 70 | 52.86% | 0.3 |
|
| 5143 |
5143
Moseley Investment Management
Bradenton,
Florida
| USD 143 M | -USD 41.8 M | -23% | 15.9% | 96.6% | 173 | 18.5% | 2.2 |
|
| 5144 |
5144
Heronetta Management
New York
| USD 143 M | -USD 11.7 M | -8% | 8.47% | 59.7% | 25 | 4% | 6.2 |
|
| 5145 |
5145
Foresite Capital Management V
Larkspur,
California
| USD 143 M | -USD 102 M | -42% | 22% | 401% | 17 | 17.65% | 0.9 |
|
| 5146 |
5146
Genesee Capital Advisors
Auburn,
New York
| USD 143 M | -USD 48.6 M | -25% | 10.9% | 107% | 125 | 37.6% | 0.6 |
|
| 5147 |
GMEI
5147
Global Media & Entertainment Investments
Nassau,
Bahamas
| USD 143 M | -USD 51.1 M | -26% | 0% | 0% | 1 | 0% | 0.5 |
|
| 5148 |
5148
Cordant Inc
Portland,
Oregon
| USD 143 M | -USD 18.4 M | -11% | 9.64% | 47% | 1,418 | 96.26% | 1.9 |
|
| 5149 |
5149
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| USD 143 M | -USD 6.46 M | -4% | 9.36% | 44.8% | 132 | 17.42% | 1.8 |
|
| 5150 |
5150
Old West Investment Management
Los Angeles,
California
| USD 143 M | -USD 42.9 M | -23% | 21.7% | 242% | 46 | 21.74% | 3.3 |
|