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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5476 |
5476
Ergawealth Advisors
Oak Brook,
Illinois
| USD 222 M | +USD 20.4 M | +10% | 6.98% | 50% | 78 | 29.49% | 1.5 |
|
| 5477 |
5477
Maltin Wealth Management
Ridgewood,
New Jersey
| USD 222 M | +USD 9.3 M | +4% | 6.51% | 58.2% | 143 | 20.28% | 3.1 |
|
| 5478 |
5478
Beech Hill Advisors
New York
| USD 222 M | -USD 29.1 M | -12% | 13.6% | 105% | 101 | 7.92% | 4.9 |
|
| 5479 |
5479
Bandera Partners
New York
| USD 222 M | -USD 56.1 M | -20% | 5.41% | 55.4% | 18 | 22.22% | 4.5 |
|
| 5480 |
5480
Vestwell Advisors
New York
| USD 222 M | – | – | 8.9% | – | 30 | – | 0 |
|
| 5481 |
5481
Choice Wealth Advisors
Waterville,
Maine
| USD 221 M | +USD 29.4 M | +15% | 7.34% | 60.3% | 32 | 15.63% | 2.2 |
|
| 5482 |
5482
GE Investment Management
Norwalk,
Connecticut
| USD 221 M | +USD 21.9 M | +11% | 28.5% | – | 4 | 0% | 1.4 |
|
| 5483 |
5483
TenCore Partners
New York
| USD 221 M | +USD 30.9 M | +16% | 24.8% | 50.4% | 12 | 0% | 3.5 |
|
| 5484 |
WM
5484
Wishbone Management
Chicago,
Illinois
| USD 221 M | +USD 54.3 M | +33% | 22.8% | 58.7% | 5 | 40% | 0.6 |
|
| 5485 |
5485
Sustainable Insight Capital Management
New York
| USD 221 M | +USD 20 M | +10% | 15.4% | 150% | 83 | 46.99% | 1.7 |
|
| 5486 |
BOCM
5486
Bontempo Ohly Capital Management
Bethesda,
Maryland
| USD 221 M | +USD 13.5 M | +6% | 5.64% | 49.6% | 32 | 6.25% | 4.1 |
|
| 5487 |
5487
TCFG Wealth Management
Laguna Niguel,
California
| USD 221 M | +USD 21.5 M | +11% | 13.3% | – | 276 | 19.93% | 0.6 |
|
| 5488 |
DMKJ
5488
David M. Knott Jr
| USD 221 M | +USD 8.65 M | +4% | 12.8% | 169% | 93 | 18.28% | 2.1 |
|
| 5489 |
5489
Ararat Capital Management
Westport,
Connecticut
| USD 221 M | +USD 16.1 M | +8% | 14.2% | 99.2% | 21 | 33.33% | 1.5 |
|
| 5490 |
5490
Elios Financial Group
Westlake,
Ohio
| USD 220 M | +USD 17.8 M | +9% | 7.71% | – | 123 | 13.01% | 0.7 |
|
| 5491 |
5491
Greenfield Savings Bank
Greenfield,
Massachusetts
| USD 220 M | +USD 16.6 M | +8% | 10.5% | 108% | 151 | 7.95% | 2.4 |
|
| 5492 |
5492
Gainplan
Bloomfield Hills,
Michigan
| USD 220 M | +USD 66 M | +43% | 15.1% | 103% | 64 | 42.19% | 1.8 |
|
| 5493 |
5493
Fortress Private Ledger
Raleigh,
North Carolina
| USD 220 M | +USD 40.9 M | +23% | 21.6% | – | 197 | 17.26% | 0.4 |
|
| 5494 |
5494
Quad-Cities Investment Group
Davenport,
Iowa
| USD 220 M | +USD 17.4 M | +9% | 7.52% | 67.3% | 192 | 8.85% | 4 |
|
| 5495 |
5495
Everpar Advisors
Tulsa,
Oklahoma
| USD 220 M | +USD 31.7 M | +17% | 12.1% | – | 276 | 12.32% | 1.2 |
|
| 5496 |
5496
Azarias Capital Management
Berwyn,
Pennsylvania
| USD 220 M | +USD 39.5 M | +22% | 27.4% | 58.2% | 26 | 19.23% | 2 |
|
| 5497 |
5497
Walker Financial Services
Bowling Green,
Kentucky
| USD 220 M | +USD 29.2 M | +15% | 0.38% | 20.8% | 38 | 21.05% | 1.6 |
|
| 5498 |
5498
My Personal CFO LLC
Vancouver,
Washington
| USD 220 M | +USD 21.5 M | +11% | 9.47% | 83.4% | 92 | 5.43% | 2.5 |
|
| 5499 |
5499
Hutner Capital Management
Manchester,
Vermont
| USD 220 M | -USD 14.5 M | -6% | 1.26% | 52.2% | 48 | 8.33% | 6.8 |
|
| 5500 |
5500
Tull Financial Group
Chesapeake,
Virginia
| USD 220 M | +USD 48.1 M | +28% | 7.73% | – | 36 | 27.78% | 0.5 |
|