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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 |
5501
Verisail Partners
Chamblee,
Georgia
| USD 236 M | +USD 227 k | +0.1% | 4.85% | – | 35 | 34.29% | 0.7 |
|
| 5502 |
5502
Shira Ridge Wealth Management
Larkspur,
California
| USD 236 M | +USD 16.7 M | +8% | 7.47% | 72.8% | 89 | 11.24% | 1.9 |
|
| 5503 |
5503
Independence Asset Advisors
Wynnewood,,
Pennsylvania
| USD 236 M | +USD 74.9 M | +47% | 2.19% | 20.3% | 19 | 10.53% | 0.7 |
|
| 5504 |
CSA
5504
Cottage Street Advisors
Marion,
Massachusetts
| USD 235 M | +USD 43.2 M | +22% | 8.25% | 95.8% | 143 | 20.28% | 2.3 |
|
| 5505 |
5505
Bull Oak Capital
San Diego,
California
| USD 235 M | +USD 16 M | +7% | 6.22% | 62.1% | 34 | 11.76% | 1.1 |
|
| 5506 |
5506
New England Capital Financial Advisors
Meriden,
Connecticut
| USD 235 M | +USD 16.8 M | +8% | 6.37% | 58.3% | 440 | 9.09% | 2.2 |
|
| 5507 |
5507
St. Johns Investment Management
Jacksonville,
Florida
| USD 235 M | +USD 17.5 M | +8% | 8.98% | 91.9% | 214 | 10.28% | 6 |
|
| 5508 |
5508
WD Rutherford
Portland,
Oregon
| USD 235 M | +USD 17.7 M | +8% | 10.8% | 189% | 97 | 25.77% | 3.3 |
|
| 5509 |
5509
Cora Capital Advisors
Marlton,
New Jersey
| USD 235 M | +USD 10.5 M | +5% | 7.54% | 80.3% | 120 | 10.83% | 1.9 |
|
| 5510 |
5510
Panview Capital
Hong Kong
| USD 235 M | -USD 79.2 M | -25% | 49.8% | – | 13 | 61.54% | 0.4 |
|
| 5511 |
5511
Investors Asset Management of Georgia
Atlanta,
Georgia
| USD 235 M | +USD 18.9 M | +9% | 7.58% | 118% | 182 | 8.79% | 6.5 |
|
| 5512 |
ML
5512
MTCO Ltd
Nassau,
| USD 235 M | – | – | 3.32% | – | 2 | – | 0 |
|
| 5513 |
5513
JNE Partners
London,
United Kingdom
| USD 235 M | -USD 13.7 M | -6% | 6.52% | 100% | 9 | 22.22% | 1.4 |
|
| 5514 |
5514
Quad-Cities Investment Group
Davenport,
Iowa
| USD 235 M | +USD 14.7 M | +7% | 6.86% | 67.3% | 194 | 7.73% | 4 |
|
| 5515 |
LP
5515
LGL Partners
Philadelphia,
Pennsylvania
| USD 235 M | +USD 9.5 M | +4% | 7.58% | 68.9% | 59 | 6.78% | 4.5 |
|
| 5516 |
5516
Krensavage Asset Management
New York
| USD 235 M | +USD 45.8 M | +24% | 26.6% | 124% | 18 | 22.22% | 2.6 |
|
| 5517 |
5517
Brogan Financial
Knoxville,
Tennessee
| USD 235 M | +USD 10.8 M | +5% | 5.08% | 46.4% | 63 | 7.94% | 1.8 |
|
| 5518 |
5518
Pavion Blue Capital
Newport Beach,
California
| USD 235 M | +USD 9.46 M | +4% | 5.93% | 77.6% | 106 | 8.49% | 4.3 |
|
| 5519 |
5519
Continuum Wealth Advisors
Saratoga Springs,
New York
| USD 235 M | +USD 26.3 M | +13% | 6.92% | 69% | 72 | 18.06% | 1.6 |
|
| 5520 |
WIA
5520
Wetzel Investment Advisors
Indianapolis,
Indiana
| USD 234 M | +USD 15.7 M | +7% | 6.89% | 72.2% | 136 | 14.71% | 1.4 |
|
| 5521 |
5521
Ridgepath Capital Management
Knoxville,
Tennessee
| USD 234 M | +USD 16.7 M | +8% | 6.15% | 73.5% | 52 | 17.31% | 1.2 |
|
| 5522 |
AFA
5522
Alta Fundamental Advisers
New York
| USD 234 M | +USD 39.2 M | +20% | 22.3% | 340% | 32 | 46.88% | 1.7 |
|
| 5523 |
5523
Meros Investment Management
Dallas,
Texas
| USD 234 M | +USD 23.5 M | +11% | 13% | 102% | 45 | 13.33% | 2 |
|
| 5524 |
SC
5524
Schulhoff & Co
Cincinnati,
Ohio
| USD 234 M | +USD 8.81 M | +4% | 6.55% | 51.8% | 137 | 2.92% | 8 |
|
| 5525 |
BWA
5525
BlueChip Wealth Advisors
Milton,
Georgia
| USD 234 M | +USD 9.6 M | +4% | 6.65% | 62.2% | 192 | 31.77% | 1.1 |
|