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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5201 |
CCM
5201
Consolidated Capital Management
Burbank,
California
| USD 188 M | -USD 1.15 M | -0.6% | 13.9% | 166% | 50 | 20% | 3.5 |
|
| 5202 |
FP
5202
FFG Partners
Fort Lauderdale,
Florida
| USD 187 M | – | – | 10.1% | 277% | 26 | – | 0 |
|
| 5203 |
5203
Great Oak Capital Partners
South Easton,
Massachusetts
| USD 187 M | – | – | 10.4% | – | 32 | – | 0 |
|
| 5204 |
AA
5204
Alta Advisers
London,
United Kingdom
| USD 187 M | +USD 14.7 M | +8% | 9.67% | 129% | 396 | 3.03% | 1.2 |
|
| 5205 |
GA
5205
Greytown Advisors
Miami,
Florida
| USD 187 M | +USD 6.56 M | +4% | 10.1% | 14.1% | 90 | 10% | 4.1 |
|
| 5206 |
5206
Theory Financial
Fort Collins,
Colorado
| USD 187 M | +USD 16.7 M | +10% | 8.65% | 54.5% | 77 | 23.38% | 1.1 |
|
| 5207 |
5207
Grand Alliance Asset Management
Central,
Hong Kong
| USD 187 M | – | – | 12.4% | – | 13 | – | 0 |
|
| 5208 |
5208
Fortis Capital Advisors
Prairie Village,
Kansas
| USD 187 M | +USD 31.1 M | +20% | 13.5% | 127% | 131 | 35.88% | 0.7 |
|
| 5209 |
5209
Sittner & Nelson
Eugene,
Oregon
| USD 187 M | +USD 13.5 M | +8% | 9.86% | 88.1% | 490 | 12.45% | 2.4 |
|
| 5210 |
5210
Demars Financial Group
Spokane Valley,
Washington
| USD 187 M | +USD 12.2 M | +7% | 6.02% | 69.1% | 80 | 27.5% | 2.1 |
|
| 5211 |
5211
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
| USD 187 M | +USD 6.58 M | +4% | 9.48% | 65.3% | 161 | 18.01% | 1.4 |
|
| 5212 |
BHCM
5212
Boulder Hill Capital Management
New York
| USD 187 M | +USD 25.9 M | +16% | 22% | – | 185 | 89.73% | 0.1 |
|
| 5213 |
5213
Christensen King & Associates Investment Services
Richland,
Washington
| USD 187 M | – | – | 9.18% | 57.9% | 93 | – | 0 |
|
| 5214 |
5214
E Fund Management (HK)
Central,
Hong Kong
| USD 187 M | +USD 27.9 M | +18% | 22% | 163% | 68 | 33.82% | 1.1 |
|
| 5215 |
CNBT
5215
Cornerstone National Bank & Trust
Palatine,
Illinois
| USD 187 M | +USD 24 M | +15% | 6.91% | 38.5% | 60 | 6.67% | 3.3 |
|
| 5216 |
5216
Interactive Financial Advisors
New Lenox,
Illinois
| USD 187 M | +USD 38.3 M | +26% | 10.2% | 47.6% | 86 | 6.98% | 6.2 |
|
| 5217 |
CAGAS
5217
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| USD 187 M | +USD 10.4 M | +6% | 9.69% | 54.8% | 157 | 14.01% | 1.8 |
|
| 5218 |
5218
Retirement Guys Formula
Maumee,
Ohio
| USD 187 M | +USD 42.8 M | +30% | 9.26% | 75.7% | 132 | 12.88% | 1.3 |
|
| 5219 |
5219
Weitzel Financial Services
Dubuque,
Iowa
| USD 186 M | +USD 15.2 M | +9% | 8.06% | 46.3% | 39 | 2.56% | 2.1 |
|
| 5220 |
SFMG
5220
Sage Financial Management Group
Mclean,
Virginia
| USD 186 M | +USD 20.1 M | +12% | 9.04% | 51.6% | 45 | 6.67% | 0.5 |
|
| 5221 |
5221
New Vernon Capital Holdings II
Morristown,
New Jersey
| USD 186 M | +USD 71 M | +62% | 9.75% | 114% | 83 | 28.92% | 1.1 |
|
| 5222 |
5222
CNB Bank
Clearfield,
Pennsylvania
| USD 186 M | +USD 16.4 M | +10% | 12.1% | 91.6% | 509 | 8.06% | 3.6 |
|
| 5223 |
5223
Wela Strategies
Atlanta,
Georgia
| USD 186 M | +USD 18.9 M | +11% | 9.07% | 51.3% | 51 | 15.69% | 2.9 |
|
| 5224 |
B
5224
Braslyn
New Providence,
Bahamas
| USD 186 M | – | – | 34.1% | – | 3 | – | 0 |
|
| 5225 |
5225
AMANSA Capital
Raffles City Tower,
Singapore
| USD 186 M | +USD 107 M | +135% | 10.8% | 32% | 3 | 66.67% | 0.3 |
|