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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 |
5376
Byrne Asset Management
Kingston,
New Jersey
| USD 154 M | +USD 13.8 M | +10% | 6.46% | 126% | 654 | 29.82% | 1 |
|
| 5377 |
5377
Pacific Wealth Management
San Diego,
California
| USD 154 M | -USD 1.95 M | -1% | 1.43% | 72.8% | 28 | 10.71% | 1.1 |
|
| 5378 |
GIS
5378
Grayhawk Investment Strategies
Calgary,
Alberta, Canada
| USD 154 M | -USD 54.9 M | -26% | 4.51% | 20.3% | 148 | 2.7% | 0.9 |
|
| 5379 |
5379
Keyframe Capital Partners
New York
| USD 154 M | -USD 2.9 M | -2% | 3.78% | 6.45% | 14 | 35.71% | 0.5 |
|
| 5380 |
5380
Pensionfund DSM Netherlands
Sittard,
Netherlands
| USD 154 M | +USD 5.79 M | +4% | 2.9% | 36.9% | 73 | 1.37% | 6.6 |
|
| 5381 |
CAM
5381
Crown Advisors Management
Larkspur,
California
| USD 153 M | +USD 19.5 M | +15% | 14.2% | 284% | 56 | 19.64% | 1.9 |
|
| 5382 |
5382
Metavasi Capital
Larchmont,
New York
| USD 153 M | +USD 19.3 M | +14% | 25.1% | 840% | 43 | 65.12% | 0.5 |
|
| 5383 |
5383
Lokken Investment Group
Lewes,
Delaware
| USD 153 M | +USD 21.7 M | +17% | 4.73% | 65.3% | 137 | 11.68% | 1.7 |
|
| 5384 |
5384
Tandem Capital Management
Woodcliff Lake,
New Jersey
| USD 153 M | +USD 11.4 M | +8% | 7.94% | 128% | 110 | 7.27% | 2.2 |
|
| 5385 |
5385
BMS Financial Advisors
Rapid City,
South Dakota
| USD 153 M | +USD 8.7 M | +6% | 4.61% | – | 127 | 26.77% | 0.9 |
|
| 5386 |
5386
Wealth Management Solutions
Exton,
Pennsylvania
| USD 153 M | -USD 20.4 M | -12% | 3.39% | – | 93 | 12.9% | 1.2 |
|
| 5387 |
5387
Geneva Partners
Lake Geneva,
Wisconsin
| USD 153 M | +USD 36.4 M | +31% | 15% | 401% | 86 | 45.35% | 1.7 |
|
| 5388 |
5388
Quad-Cities Investment Group
Davenport,
Iowa
| USD 153 M | +USD 8.77 M | +6% | 5% | 67.3% | 184 | 12.5% | 3 |
|
| 5389 |
5389
Etesian Wealth Advisors
West Linn,
Oregon
| USD 153 M | +USD 2.99 M | +2% | 5.19% | 54.8% | 109 | 5.5% | 0.5 |
|
| 5390 |
TL
5390
TowerView LLC
New York
| USD 153 M | -USD 886 k | -0.6% | 2.01% | 17.9% | 26 | 19.23% | 3.6 |
|
| 5391 |
5391
Lapides Asset Management
Greenwich,
Connecticut
| USD 153 M | -USD 11.9 M | -7% | 1.95% | 63% | 54 | 12.96% | 3.5 |
|
| 5392 |
5392
Silver Oak Advisory Group
Portland,
Oregon
| USD 153 M | +USD 4.15 M | +3% | 1.24% | 27% | 57 | 3.51% | 1.3 |
|
| 5393 |
5393
Technology Crossover Management XI
Menlo Park,
California
| USD 153 M | +USD 25.7 M | +20% | 20.2% | 112% | 1 | 0% | 0.3 |
|
| 5394 |
5394
Northstar Advisory Group
Northfield,
New Jersey
| USD 153 M | +USD 19.3 M | +14% | 9.34% | 141% | 96 | 29.17% | 1 |
|
| 5395 |
5395
Concorde Financial
Dallas,
Texas
| USD 153 M | +USD 15.6 M | +11% | 2.5% | 81.3% | 35 | 5.71% | 1 |
|
| 5396 |
5396
Leading Edge Financial Planning
Knoxville,
Tennessee
| USD 153 M | +USD 14.6 M | +11% | 2.87% | 48.6% | 70 | 7.14% | 0.5 |
|
| 5397 |
5397
Ferguson Shapiro
Decatur,
Georgia
| USD 153 M | +USD 36.3 M | +31% | 0.78% | 42.7% | 36 | 44.44% | 1.3 |
|
| 5398 |
5398
Gables Capital Management
Miami,
Florida
| USD 153 M | +USD 9.6 M | +7% | 9.66% | 151% | 389 | 7.46% | 3.8 |
|
| 5399 |
5399
Alpha Wave Global
New York
| USD 153 M | -USD 118 M | -44% | 2.59% | 226% | 45 | 33.33% | 1.8 |
|
| 5400 |
APS
5400
American Planning Services
Sun City Center,
Florida
| USD 153 M | +USD 5.14 M | +3% | 4.24% | 23.8% | 33 | 15.15% | 0.9 |
|