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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5351 |
PCG
5351
PFC Capital Group
Los Angeles,
California
| USD 207 M | +USD 7.65 M | +4% | 3.42% | 118% | 72 | 6.94% | 0.7 |
|
| 5352 |
CA
5352
Continental Advisors
Park City,
Utah
| USD 207 M | -USD 20.3 M | -9% | 6.88% | 73.6% | 44 | 9.09% | 5.9 |
|
| 5353 |
5353
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| USD 207 M | +USD 17.1 M | +9% | 4.95% | 72.4% | 87 | 13.79% | 1.9 |
|
| 5354 |
5354
Bond Capital Management
San Francisco,
California
| USD 207 M | +USD 27.4 M | +15% | 29.7% | 47.5% | 5 | 0% | 2.5 |
|
| 5355 |
5355
Revolution Growth Management Company
Washington,
District of Columbia
| USD 207 M | +USD 13.7 M | +7% | 61.7% | 23.5% | 3 | 66.67% | 0.3 |
|
| 5356 |
5356
Idaho Trust Bank
Boise,
Idaho
| USD 207 M | +USD 11.5 M | +6% | 6.59% | 50.5% | 80 | 1.25% | 0.4 |
|
| 5357 |
CAM
5357
CPA Asset Management
West Palm Beach,
Florida
| USD 207 M | +USD 20.4 M | +11% | 6.95% | 53.3% | 78 | 3.85% | 1.5 |
|
| 5358 |
5358
Bright Futures Wealth Management
Webster, Ny 14580,
New York
| USD 207 M | +USD 22.6 M | +12% | 6.43% | – | 238 | 17.65% | 0.4 |
|
| 5359 |
5359
Lloyd Advisory Services
Suwanee,
Georgia
| USD 207 M | -USD 5.55 M | -3% | 4.58% | 51.1% | 115 | 34.78% | 0.4 |
|
| 5360 |
5360
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
| USD 207 M | +USD 49.5 M | +32% | 8.53% | 63.5% | 36 | 22.22% | 1.3 |
|
| 5361 |
5361
Gemsstock Ltd
London,
United Kingdom
| USD 207 M | -USD 107 M | -34% | 11.6% | 149% | 15 | 53.33% | 0.5 |
|
| 5362 |
5362
Game Plan Financial Advisors
Westlake,
Ohio
| USD 207 M | +USD 3.81 M | +2% | 5.11% | – | 417 | 14.39% | 1.2 |
|
| 5363 |
TSM
5363
Two Star Manager
Miami Beach,
Florida
| USD 207 M | +USD 12.5 M | +6% | 7.97% | – | 20 | 20% | 0.5 |
|
| 5364 |
5364
Flynn Zito Capital Management
Garden City,
New York
| USD 207 M | +USD 11 M | +6% | 5.59% | 109% | 125 | 9.6% | 1.3 |
|
| 5365 |
5365
Arkfeld Wealth Strategies
Omaha,
Nebraska
| USD 207 M | +USD 9.43 M | +5% | 3.45% | 90.8% | 97 | 11.34% | 2.7 |
|
| 5366 |
5366
Kinloch Capital
Glen Allen,
Virginia
| USD 206 M | +USD 14.4 M | +8% | 11.9% | 63.4% | 85 | 10.59% | 2.4 |
|
| 5367 |
5367
Orion Capital Management
Coronado,
California
| USD 206 M | +USD 15.6 M | +8% | 5.26% | 75.3% | 440 | 69.55% | 2.6 |
|
| 5368 |
CCM
5368
Conway Capital Management
Burbank,
California
| USD 206 M | +USD 7.03 M | +4% | 6.1% | 139% | 48 | 14.58% | 2.4 |
|
| 5369 |
5369
Investmark Advisory Group
Shelton,
Connecticut
| USD 206 M | +USD 18.5 M | +10% | 6.81% | 73.8% | 123 | 8.13% | 1.9 |
|
| 5370 |
5370
Maryland Capital Advisors
Chester,
Maryland
| USD 206 M | +USD 20.2 M | +11% | 6.31% | – | 276 | 21.38% | 2.1 |
|
| 5371 |
5371
Madison International Realty Holdings
New York
| USD 206 M | +USD 6.53 M | +3% | 12.8% | – | 2 | 0% | 5.8 |
|
| 5372 |
5372
Strait & Sound Wealth Management
San Francisco,
California
| USD 206 M | +USD 9.7 M | +5% | 4.86% | 74% | 155 | 16.13% | 1.2 |
|
| 5373 |
5373
Leslie Global Wealth
Itasca,
Illinois
| USD 206 M | +USD 34.6 M | +20% | 6.67% | – | 74 | 33.78% | 0.2 |
|
| 5374 |
5374
Trust Company of Kansas
Wichita,
Kansas
| USD 206 M | +USD 14.5 M | +8% | 4.97% | 100% | 63 | 22.22% | 2.5 |
|
| 5375 |
CC
5375
Corton Capital
Carrying Place,
Ontario, Canada
| USD 206 M | +USD 15.1 M | +8% | 15.2% | 225% | 697 | 64.99% | 0.3 |
|