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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5276 |
5276
Aspen Investment Management
Grand Rapids,
Michigan
| USD 200 M | +USD 3.47 M | +2% | 1.69% | 84.9% | 159 | 10.69% | 6 |
|
| 5277 |
5277
Towerpoint Wealth
Sacramento,
California
| USD 200 M | +USD 1.28 M | +0.6% | 1.97% | 67.7% | 85 | 7.06% | 3.7 |
|
| 5278 |
5278
LaSalle St. Investment Advisors
Elmhurst,
Illinois
| USD 200 M | +USD 22.2 M | +12% | 1.84% | 61.9% | 185 | 36.22% | 0.8 |
|
| 5279 |
5279
Crown Wealth Group
Charlotte,
North Carolina
| USD 200 M | +USD 6.17 M | +3% | 6.69% | 98.2% | 118 | 19.49% | 1.1 |
|
| 5280 |
5280
Marshall & Sullivan
Seattle,
Washington
| USD 200 M | -USD 1.95 M | -1% | 1.32% | 82% | 41 | 0% | 7.2 |
|
| 5281 |
5281
Continental Grain Company
New York
| USD 200 M | +USD 45.8 M | +30% | 6.37% | 5.73% | 2 | 0% | 2.8 |
|
| 5282 |
BOCM
5282
Bontempo Ohly Capital Management
Bethesda,
Maryland
| USD 200 M | -USD 4.98 M | -2% | 1.51% | 49.6% | 35 | 5.71% | 4.6 |
|
| 5283 |
5283
Davis Rea
Toronto,
Ontario, Canada
| USD 200 M | -USD 19.6 M | -9% | 1.33% | 66.9% | 38 | 18.42% | 5.9 |
|
| 5284 |
5284
Ridgewood Investments
Springfield,
New Jersey
| USD 200 M | +USD 10.9 M | +6% | 1.19% | – | 800 | 73.13% | 0.8 |
|
| 5285 |
5285
Winthrop Capital Management
Carmel,
Indiana
| USD 200 M | -USD 17.1 M | -8% | 3.09% | – | 177 | 18.08% | 0.4 |
|
| 5286 |
5286
CEDRUS
Littleton,
Colorado
| USD 200 M | +USD 16.8 M | +9% | 0.98% | 19.8% | 172 | 23.26% | 1.6 |
|
| 5287 |
PCG
5287
PFC Capital Group
Los Angeles,
California
| USD 200 M | +USD 13.6 M | +7% | 8.43% | – | 78 | 14.1% | 0.5 |
|
| 5288 |
WAM
5288
Westport Asset Management
Southport,
Connecticut
| USD 200 M | -USD 471 k | -0.2% | 0.59% | 64.2% | 76 | 5.26% | 6.5 |
|
| 5289 |
5289
Calton & Associates
Tampa,
Florida
| USD 200 M | -USD 5.46 M | -3% | 2.6% | 73.9% | 199 | 10.55% | 1.5 |
|
| 5290 |
5290
Everpar Advisors
Tulsa,
Oklahoma
| USD 200 M | +USD 35.3 M | +21% | 3.66% | – | 276 | 20.65% | 0.4 |
|
| 5291 |
5291
Medina Value Partners
Los Angeles,
California
| USD 200 M | -USD 4.4 M | -2% | 1.01% | 80% | 18 | 55.56% | 0.4 |
|
| 5292 |
5292
Altus Wealth Group
Colorado Springs,
Colorado
| USD 200 M | +USD 247 k | +0.1% | 1.08% | 76.7% | 149 | 17.45% | 2.2 |
|
| 5293 |
5293
Denver Wealth Management
Denver,
Colorado
| USD 200 M | +USD 3.73 M | +2% | 3.46% | 64.4% | 84 | 5.95% | 1.9 |
|
| 5294 |
5294
John W. Brooker & Co
Oakland,
California
| USD 200 M | +USD 13.5 M | +7% | 0.68% | 43.4% | 76 | 3.95% | 3.2 |
|
| 5295 |
5295
Sustainable Insight Capital Management
New York
| USD 200 M | +USD 61 M | +44% | 8.86% | 150% | 91 | 45.05% | 1.5 |
|
| 5296 |
5296
272 Capital
Dallas,
Texas
| USD 200 M | -USD 50.9 M | -20% | 6.49% | 222% | 93 | 53.76% | 0.7 |
|
| 5297 |
RA
5297
Ransom Advisory
Providence,
Rhode Island
| USD 199 M | +USD 12 M | +6% | 4.83% | – | 409 | 17.85% | 0.2 |
|
| 5298 |
5298
Wilshire Advisors
Santa Monica,
California
| USD 199 M | -USD 1.56 M | -0.8% | 0.95% | 118% | 11 | 0% | 3 |
|
| 5299 |
5299
Madison International Realty Holdings
New York
| USD 199 M | -USD 6.92 M | -3% | 3.32% | – | 2 | 0% | 5.5 |
|
| 5300 |
5300
Holistic Financial Partners
Indianapolis,
Indiana
| USD 199 M | +USD 2.52 M | +1% | 6.3% | 95.7% | 137 | 13.14% | 3.1 |
|