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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5376 |
DFS
5376
Dixon Fnancial Services
Lafayette,
California
| USD 142 M | +USD 14.3 M | +11% | 12% | 76.6% | 24 | 8.33% | 0.9 |
|
| 5377 |
5377
University of Massachusetts Foundation
Newton,
Massachusetts
| USD 141 M | +USD 11.5 M | +9% | 8.42% | 53.6% | 4 | 0% | 2.6 |
|
| 5378 |
5378
Pinnacle Financial Group
Western Springs,
Illinois
| USD 141 M | +USD 25.9 M | +22% | 10.5% | 59.1% | 68 | 17.65% | 0.8 |
|
| 5379 |
5379
Susquehanna International Securities
Dublin,
Ireland
| USD 141 M | +USD 88 M | +165% | 19.1% | 2.8% | 37 | 67.57% | 0.6 |
|
| 5380 |
5380
Agate Pass Investment Management
Bainbridge Island,
Washington
| USD 141 M | +USD 10.3 M | +8% | 9.65% | 76% | 95 | 7.37% | 0.9 |
|
| 5381 |
5381
StrongBox Wealth
Lee's Summit,
Missouri
| USD 141 M | +USD 3.4 M | +2% | 7.11% | 57.8% | 85 | 15.29% | 2 |
|
| 5382 |
CCP
5382
Cunning Capital Partners
Morrisville,
North Carolina
| USD 141 M | +USD 15.1 M | +12% | 13.7% | 268% | 83 | 27.71% | 0.7 |
|
| 5383 |
5383
Scholtz & Company
Stamford,
Connecticut
| USD 141 M | +USD 1.24 M | +0.9% | 9.77% | 89.2% | 52 | 25% | 2.2 |
|
| 5384 |
SL
5384
SIB LLC
New York,
New York
| USD 141 M | +USD 10 M | +8% | 11.6% | 29.2% | 18 | 0% | 7.3 |
|
| 5385 |
5385
AAF Wealth Management
Westborough,
Massachusetts
| USD 141 M | +USD 15.7 M | +13% | 10.2% | 75.1% | 46 | 21.74% | 1.1 |
|
| 5386 |
5386
New England Capital Financial Advisors
Meriden,
Connecticut
| USD 141 M | – | – | 6.57% | 55.6% | 442 | – | 0 |
|
| 5387 |
5387
Socha Financial Group
Corning,
New York
| USD 141 M | +USD 24.5 M | +21% | 5.43% | 81.5% | 23 | 26.09% | 0.6 |
|
| 5388 |
5388
Cooper/Haims Advisors
Victor,
New York
| USD 141 M | +USD 20.2 M | +17% | 6.82% | 53.1% | 77 | 16.88% | 2.9 |
|
| 5389 |
5389
Goodwin Investment Advisory
Woodstock,
Georgia
| USD 141 M | +USD 8.78 M | +7% | 4.29% | 60.8% | 246 | 20.73% | 1 |
|
| 5390 |
BC
5390
Bullfrog Capital
Palo Alto,
California
| USD 141 M | -USD 28.7 M | -17% | 16.4% | – | 3 | 0% | 1 |
|
| 5391 |
5391
Ridgewood Investments
Springfield,
New Jersey
| USD 141 M | +USD 20.6 M | +17% | 11.3% | – | 210 | 22.86% | 2.5 |
|
| 5392 |
5392
Tanglewood Legacy Advisors
Houston,
Texas
| USD 141 M | – | – | 7.88% | 61.1% | 247 | – | 0 |
|
| 5393 |
5393
Legacy Bridge
West Des Moines,
Iowa
| USD 141 M | +USD 15.3 M | +12% | 11.3% | 236% | 306 | 6.86% | 3 |
|
| 5394 |
RMSCM
5394
R.M. Sincerbeaux Capital Management
New York
| USD 141 M | +USD 13.6 M | +11% | 12.2% | 76.4% | 44 | 4.55% | 7.3 |
|
| 5395 |
5395
FSM Wealth Advisors
Cleveland,
Ohio
| USD 141 M | +USD 20.2 M | +17% | 8.85% | 68.4% | 148 | 16.22% | 0.4 |
|
| 5396 |
5396
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 141 M | +USD 22.1 M | +19% | 1.15% | 261% | 74 | 43.24% | 1.7 |
|
| 5397 |
5397
AFS Financial Group
Bethesda,
Maryland
| USD 141 M | – | – | 9.58% | – | 88 | – | 0 |
|
| 5398 |
5398
Trinity Wealth Management
Berwyn,
Pennsylvania
| USD 140 M | +USD 15.7 M | +13% | 5.76% | 56.7% | 42 | 19.05% | 1.8 |
|
| 5399 |
5399
Mass General Brigham
Somerville,
Massachusetts
| USD 140 M | -USD 51.9 M | -27% | 3.12% | – | 5 | 40% | 1.4 |
|
| 5400 |
5400
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| USD 140 M | +USD 19.4 M | +16% | 7.77% | 46.9% | 126 | 14.29% | 1.5 |
|