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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
Cherokee Insurance
Sterling Heights,
Michigan
| USD 229 M | +USD 2.92 M | +1% | 1.36% | – | 124 | 2.42% | 0.5 |
|
| 5377 |
5377
Register Financial Advisors
Atlanta,
Georgia
| USD 229 M | +USD 36.9 M | +19% | 16.3% | 130% | 347 | 15.85% | 1.7 |
|
| 5378 |
5378
Wittenberg Investment Management
Carlisle,
Massachusetts
| USD 229 M | +USD 7.21 M | +3% | 4.82% | 89.9% | 80 | 12.5% | 5.3 |
|
| 5379 |
BC
5379
Bayforest Capital
London,
United Kingdom
| USD 229 M | -USD 725 k | -0.3% | 10.6% | – | 939 | 48.35% | 0.3 |
|
| 5380 |
5380
Game Plan Financial Advisors
Westlake,
Ohio
| USD 229 M | +USD 22.9 M | +11% | 13.3% | – | 398 | 24.37% | 1.7 |
|
| 5381 |
5381
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| USD 229 M | +USD 42.1 M | +23% | 15.9% | 75.2% | 23 | 26.09% | 1 |
|
| 5382 |
5382
Viola Ventures VC Management 4
Herzliya,
Israel
| USD 229 M | +USD 30.1 M | +15% | 59.1% | 79.1% | 4 | 25% | 2.5 |
|
| 5383 |
5383
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
| USD 229 M | +USD 26.2 M | +13% | 9.07% | 55.5% | 66 | 15.15% | 1.7 |
|
| 5384 |
PIP
5384
Palisades Investment Partners
Santa Monica,
California
| USD 229 M | +USD 29.5 M | +15% | 25.1% | – | 42 | 11.9% | 0.8 |
|
| 5385 |
5385
Holistic Financial Partners
Indianapolis,
Indiana
| USD 228 M | +USD 21 M | +10% | 6.47% | 95.7% | 135 | 14.07% | 3.4 |
|
| 5386 |
5386
Decatur Capital Management
Decatur,
Georgia
| USD 228 M | +USD 35.6 M | +18% | 21.9% | 135% | 42 | 9.52% | 4 |
|
| 5387 |
5387
Curio Wealth
Annapolis,
Maryland
| USD 228 M | +USD 36.3 M | +19% | 6.99% | – | 409 | 16.38% | 0.4 |
|
| 5388 |
HIS
5388
Horizon Investment Services
Hammond,
Indiana
| USD 228 M | +USD 22.4 M | +11% | 19.1% | 250% | 130 | 21.54% | 3.2 |
|
| 5389 |
SCM
5389
Stonehill Capital Management
New York
| USD 228 M | -USD 100 M | -30% | 14.6% | 117% | 17 | 47.06% | 0.7 |
|
| 5390 |
5390
Luken Investment Analytics
Brentwood,
Tennessee
| USD 228 M | +USD 14.6 M | +7% | 8.66% | 47.6% | 153 | 7.19% | 2.9 |
|
| 5391 |
5391
Verde Servicos Internacionais
Sao Paulo,
Brazil
| USD 228 M | +USD 53.1 M | +30% | 19.4% | 130% | 50 | 66% | 0.4 |
|
| 5392 |
5392
Vantage Point Financial
Lisle,
Illinois
| USD 228 M | +USD 29.5 M | +15% | 9.35% | – | 153 | 17.65% | 0.4 |
|
| 5393 |
5393
Scholtz & Company
Stamford,
Connecticut
| USD 228 M | +USD 25.8 M | +13% | 15.2% | 89.2% | 54 | 9.26% | 2.2 |
|
| 5394 |
5394
MB, Levis & Associates
Center Valley,
Pennsylvania
| USD 228 M | +USD 12.2 M | +6% | 4.83% | 43.1% | 286 | 8.04% | 2.3 |
|
| 5395 |
5395
Vivid Wealth Management
West Des Moines,
Iowa
| USD 228 M | +USD 27.8 M | +14% | 18.3% | 107% | 67 | 16.42% | 1 |
|
| 5396 |
5396
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| USD 227 M | +USD 1.57 M | +0.7% | 12.3% | 103% | 45 | 13.33% | 4.8 |
|
| 5397 |
5397
HFM Investment Advisors
Glassboro,
New Jersey
| USD 227 M | +USD 21.3 M | +10% | 7.3% | – | 1,329 | 13.69% | 0.2 |
|
| 5398 |
5398
Lind Value II ApS
Aarhus C,
Denmark
| USD 227 M | +USD 1.98 M | +0.9% | 16.9% | – | 12 | 41.67% | 0.5 |
|
| 5399 |
5399
Powers Advisory Group
Highland,
Illinois
| USD 227 M | +USD 17.5 M | +8% | 5.01% | 49.8% | 116 | 8.62% | 2.5 |
|
| 5400 |
5400
Applied Capital
Little Rock,
Arkansas
| USD 227 M | +USD 23.5 M | +12% | 8.68% | 52.6% | 47 | 2.13% | 2.5 |
|