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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5226 |
5226
Juniper Investment Company
New York
| USD 151 M | +USD 10.7 M | +8% | 36.8% | 358% | 11 | 9.09% | 1.5 |
|
| 5227 |
5227
Tempus Wealth Planning
Irvine,
California
| USD 151 M | +USD 56.3 M | +60% | 4.99% | 95% | 154 | 37.66% | 0.7 |
|
| 5228 |
5228
First Financial Corp
Terre Haute,
Indiana
| USD 150 M | +USD 6.33 M | +4% | 4.43% | 95.3% | 356 | 3.09% | 5.3 |
|
| 5229 |
5229
GoodHaven Capital Management
Millburn,
New Jersey
| USD 150 M | +USD 16.8 M | +13% | 9.82% | 80.7% | 28 | 14.29% | 3.4 |
|
| 5230 |
5230
Royal Harbor Partners
Houston,
Texas
| USD 150 M | +USD 19.2 M | +15% | 6.59% | 49.5% | 80 | 16.25% | 0.9 |
|
| 5231 |
5231
Briaud Financial Planning
College Station,
Texas
| USD 150 M | +USD 14.3 M | +11% | 4.68% | 113% | 23 | 17.39% | 1 |
|
| 5232 |
5232
Banco de Sabadell
Miami,
Florida
| USD 150 M | -USD 819 M | -84% | 7.82% | 75.1% | 318 | 63.21% | 2.2 |
|
| 5233 |
5233
Lederer & Associates Investment Counsel
Long Beach,
California
| USD 150 M | +USD 8.29 M | +6% | 7.87% | 75.5% | 154 | 44.81% | 3.7 |
|
| 5234 |
5234
Pratt Collard Advisory Partners
Buffalo,
New York
| USD 150 M | +USD 10.2 M | +7% | 6.72% | 91.7% | 100 | 6% | 2.7 |
|
| 5235 |
5235
SVB Investment Services
Salt Lake City,
Utah
| USD 150 M | +USD 24.4 M | +19% | 5.51% | – | 38 | 7.89% | 1.4 |
|
| 5236 |
AWAM
5236
Appian Way Asset Management
New York
| USD 150 M | -USD 45.9 M | -23% | 6.49% | 49.4% | 77 | 84.42% | 0.1 |
|
| 5237 |
5237
Core Wealth Advisors (Florida)
Lakeland,
Florida
| USD 150 M | +USD 36.5 M | +32% | 5.18% | 59.7% | 216 | 26.85% | 0.9 |
|
| 5238 |
MJB
5238
Mark J. Bradley
| USD 150 M | +USD 2.19 M | +1% | 7.51% | – | 51 | 1.96% | 0.5 |
|
| 5239 |
5239
Gables Capital Management
Miami,
Florida
| USD 150 M | -USD 31.4 M | -17% | 8.41% | 151% | 388 | 11.86% | 2.5 |
|
| 5240 |
5240
Value Star Asset Management
Hong Kong
| USD 150 M | +USD 12.3 M | +9% | – | – | 29 | 48.28% | 0.2 |
|
| 5241 |
5241
Washburn Capital Management
Vero Beach,
Florida
| USD 150 M | +USD 2.21 M | +2% | 8.84% | 123% | 59 | 20.34% | 1.1 |
|
| 5242 |
KLC
5242
Knowledge Leaders Capital
Denver,
Colorado
| USD 149 M | +USD 23.8 M | +19% | 7.48% | 51.6% | 151 | 40.4% | 0.6 |
|
| 5243 |
5243
Grace Capital
Quincy,
Massachusetts
| USD 149 M | -USD 7.9 M | -5% | 8.31% | 127% | 214 | 30.37% | 2.1 |
|
| 5244 |
5244
Cox Capital Management
Andover,
Massachusetts
| USD 149 M | +USD 4.89 M | +3% | 4.86% | 106% | 83 | 6.02% | 2.2 |
|
| 5245 |
5245
One Charles Private Wealth Services
Hingham,
Massachusetts
| USD 149 M | +USD 127 M | +584% | 4.55% | 99.7% | 111 | 70.27% | 0.2 |
|
| 5246 |
5246
New World Advisors
Hingham,
Massachusetts
| USD 149 M | -USD 32.9 M | -18% | 8% | 84.1% | 109 | 87.16% | 0.3 |
|
| 5247 |
5247
Palumbo Wealth Management
Great Neck,
New York
| USD 149 M | +USD 16.4 M | +12% | 8% | 115% | 107 | 18.69% | 0.4 |
|
| 5248 |
5248
IFS Advisors
Overland Park,
Kansas
| USD 149 M | +USD 21.1 M | +17% | 4.37% | 54.2% | 29 | 20.69% | 0.4 |
|
| 5249 |
5249
Applied Fundamental Research
Cambridge,
Massachusetts
| USD 149 M | +USD 30.3 M | +26% | 5.56% | 44.6% | 12 | 16.67% | 0.5 |
|
| 5250 |
5250
Colorado Capital Management
Boulder,
Colorado
| USD 149 M | +USD 8.66 M | +6% | 5.04% | 60.4% | 74 | 1.35% | 4.3 |
|