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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5501 |
MAS
5501
Madden Advisory Services
Jacksonville,
Florida
| USD 279 M | +USD 25 M | +10% | 11.3% | 52.3% | 110 | 1.82% | 5.9 |
|
| 5502 |
YP
5502
YANKCOM Partnership
Yankton,
South Dakota
| USD 279 M | +USD 35.6 M | +15% | 12.2% | – | 388 | 25.77% | 1.2 |
|
| 5503 |
CCM
5503
Campbell Capital Management
Miami,
Florida
| USD 279 M | +USD 69.6 M | +33% | 35.1% | – | 40 | 30% | 2.3 |
|
| 5504 |
RA
5504
Ruggaard & Associates
Hudson,
Ohio
| USD 279 M | +USD 26.3 M | +10% | 10.1% | 47.6% | 132 | 10.61% | 2.4 |
|
| 5505 |
AA
5505
Altman Advisors
Chicago,
Illinois
| USD 279 M | +USD 37.4 M | +15% | 20% | 127% | 97 | 24.74% | 2.6 |
|
| 5506 |
CA
5506
Cresta Advisors
Laredo,
Texas
| USD 279 M | +USD 34.4 M | +14% | 12.8% | 66.8% | 55 | 5.45% | 2.6 |
|
| 5507 |
OF
5507
Optimize Financial
Laguna Hills,
California
| USD 278 M | +USD 75.1 M | +37% | 69.9% | – | 304 | 5.59% | 0.6 |
|
| 5508 |
YWS
5508
Yarger Wealth Strategies
Westerville,
Ohio
| USD 278 M | +USD 29.9 M | +12% | 14% | 55.1% | 141 | 15.6% | 2.2 |
|
| 5509 |
CIS
5509
Custom Index Systems
New York
| USD 278 M | +USD 48.7 M | +21% | 21.2% | – | 543 | 57.09% | 0.5 |
|
| 5510 |
SI
5510
Shaker Investments
Cleveland,
Ohio
| USD 278 M | +USD 58.5 M | +27% | 41.4% | 205% | 103 | 35.92% | 2 |
|
| 5511 |
GK
5511
Graney & King
Latham,
New York
| USD 278 M | +USD 92.7 M | +50% | 12.7% | – | 388 | 6.19% | 1.3 |
|
| 5512 |
QCIG
5512
Quad-Cities Investment Group
Davenport,
Iowa
| USD 278 M | +USD 27.4 M | +11% | 11.1% | 67.3% | 220 | 14.09% | 4.1 |
|
| 5513 |
EWP
5513
Equity Wealth Partners
Independence,
Missouri
| USD 278 M | +USD 124 M | +80% | 13.1% | – | 110 | 31.82% | 0.5 |
|
| 5514 |
FIA
5514
FNY Investment Advisers
New York
| USD 278 M | +USD 49.4 M | +22% | 35.5% | 357% | 1,149 | 51.09% | 0.7 |
|
| 5515 |
FAM
5515
Fearnley Asset Management
Oslo,
| USD 278 M | -USD 27.9 M | -9% | 11.3% | – | 21 | 33.33% | 0.4 |
|
| 5516 |
SWM
5516
SFG Wealth Management
Towson,
Maryland
| USD 278 M | +USD 35.2 M | +14% | 15.3% | 82.1% | 125 | 29.6% | 1.7 |
|
| 5517 |
FFG
5517
Forum Finance Group
Geneva,
| USD 278 M | +USD 93.5 M | +51% | 14.2% | – | 364 | 17.31% | 0.2 |
|
| 5518 |
ACM
5518
Ananym Capital Management
New York
| USD 278 M | +USD 15.8 M | +6% | 20.1% | – | 11 | 36.36% | 0.9 |
|
| 5519 |
USPCM
5519
Union Square Park Capital Management
New York
| USD 278 M | +USD 102 M | +58% | 28.9% | 75.8% | 83 | 57.83% | 0.7 |
|
| 5520 |
RPCONE
5520
Retirement Planning Company of New England
Warwick,
Rhode Island
| USD 278 M | +USD 32.1 M | +13% | 22% | 125% | 272 | 13.24% | 3.1 |
|
| 5521 |
VOMP
5521
Vision One Management Partners
Miami,
Florida
| USD 278 M | +USD 45.7 M | +20% | 20.6% | – | 10 | 30% | 1 |
|
| 5522 |
HA
5522
Hanover Advisors
Seneca,
South Carolina
| USD 278 M | +USD 31.6 M | +13% | 12.7% | – | 130 | 15.38% | 1.7 |
|
| 5523 |
CI
5523
Cordant Inc
Portland,
Oregon
| USD 278 M | +USD 31.3 M | +13% | 12% | 47% | 353 | 72.24% | 0.9 |
|
| 5524 |
ICMM
5524
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
| USD 278 M | +USD 40.5 M | +17% | 19.7% | – | 64 | 12.5% | 1.4 |
|
| 5525 |
OFA
5525
Onyx Financial Advisors
Idaho Falls,
Idaho
| USD 278 M | +USD 36.7 M | +15% | 11.1% | 52.5% | 18 | 0% | 2.5 |
|