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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5251 |
5251
Ascension Capital Advisors
Houston,
Texas
| USD 239 M | +USD 20.5 M | +9% | 10.9% | 59.3% | 42 | 21.43% | 2.9 |
|
| 5252 |
5252
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| USD 239 M | +USD 83.9 M | +54% | 35.7% | 961% | 54 | 59.26% | 0.5 |
|
| 5253 |
5253
Trueblood Wealth Management
Lima,
Ohio
| USD 239 M | +USD 23.6 M | +11% | 8.43% | 89.9% | 251 | 7.17% | 1.2 |
|
| 5254 |
5254
Lightspeed Management Company
Menlo Park,
California
| USD 239 M | +USD 102 M | +75% | 17.2% | – | 10 | 50% | 0.4 |
|
| 5255 |
5255
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| USD 239 M | +USD 9.29 M | +4% | 8.2% | 60.1% | 131 | 9.92% | 2.7 |
|
| 5256 |
5256
Evergreen Private Wealth
Greenwood Village,
Colorado
| USD 239 M | +USD 24.7 M | +12% | 8.79% | – | 295 | 37.97% | 0.9 |
|
| 5257 |
5257
Centennial Bank
Conway,
Arkansas
| USD 239 M | +USD 28.4 M | +14% | 9.76% | 69.9% | 357 | 12.04% | 1.9 |
|
| 5258 |
5258
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| USD 238 M | -USD 7.47 M | -3% | 3.15% | 7.8% | 126 | 24.6% | 1.2 |
|
| 5259 |
5259
Raleigh Capital Management
Cary,
North Carolina
| USD 238 M | +USD 17.6 M | +8% | 7.15% | 79.9% | 717 | 32.64% | 1.7 |
|
| 5260 |
5260
Mullooly Asset Management
Wall Township,
New Jersey
| USD 238 M | +USD 17.9 M | +8% | 8.1% | – | 48 | 4.17% | 0.2 |
|
| 5261 |
5261
Valor Management
Chicago,
Illinois
| USD 238 M | -USD 2.44 M | -1% | 0.49% | 14.5% | 4 | 0% | 2 |
|
| 5262 |
5262
Union Square Park Capital Management
New York
| USD 238 M | +USD 85.5 M | +56% | 30.2% | 75.8% | 62 | 46.77% | 0.6 |
|
| 5263 |
5263
Intrepid Financial Planning Group
Carmel,
Indiana
| USD 238 M | +USD 22 M | +10% | 10.7% | 92.5% | 126 | 8.73% | 2.1 |
|
| 5264 |
CAM
5264
CPA Asset Management
West Palm Beach,
Florida
| USD 238 M | +USD 10.7 M | +5% | 4.83% | 53.3% | 86 | 5.81% | 2 |
|
| 5265 |
5265
Aspen Investment Management
Grand Rapids,
Michigan
| USD 238 M | +USD 20.9 M | +10% | 9.82% | 84.9% | 157 | 13.38% | 6.7 |
|
| 5266 |
5266
Cumberland Advisors
Sarasota,
Florida
| USD 238 M | +USD 17.1 M | +8% | 11% | 73.5% | 51 | 7.84% | 4.8 |
|
| 5267 |
5267
WorthPointe
La Jolla,
California
| USD 238 M | +USD 14.1 M | +6% | 7.69% | 59.7% | 106 | 23.58% | 1.6 |
|
| 5268 |
RFMS
5268
RWQ Financial Management Services
Naples,
Florida
| USD 238 M | +USD 86.6 M | +57% | 41.1% | 446% | 32 | 59.38% | 1.2 |
|
| 5269 |
5269
Sagil Capital
London,
United Kingdom
| USD 238 M | -USD 15.2 M | -6% | 11.4% | 104% | 26 | 65.38% | 0.4 |
|
| 5270 |
VU
5270
Valence8 US
Cambridge,
Massachusetts
| USD 238 M | +USD 24.3 M | +11% | 10.6% | 69.9% | 14 | 42.86% | 1.5 |
|
| 5271 |
5271
Dow Chemical Company
Midland,
Michigan
| USD 238 M | -USD 448 M | -65% | 9.64% | 29.4% | 4 | 0% | 2.9 |
|
| 5272 |
5272
Flynn Zito Capital Management
Garden City,
New York
| USD 238 M | +USD 19.7 M | +9% | 10.4% | 97.3% | 133 | 9.02% | 1.8 |
|
| 5273 |
MP
5273
Mediatel Partners
Fort Worth,
Texas
| USD 237 M | -USD 6.26 M | -3% | 2.53% | 11.6% | 3 | 0% | 9 |
|
| 5274 |
5274
PCA Investment Advisory Services
Cincinnati,
Ohio
| USD 237 M | +USD 48.2 M | +25% | 8.35% | 71.4% | 51 | 9.8% | 1.8 |
|
| 5275 |
SST
5275
S Squared Technology
New York
| USD 237 M | +USD 41.9 M | +21% | 41.1% | 223% | 36 | 11.11% | 3.3 |
|