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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
FNY Investment Advisers
New York
| USD 280 M | +USD 51.2 M | +22% | 35.9% | 386% | 1,149 | 51.09% | 0.7 |
|
| 5502 |
SLA
5502
Silver Lake Advisory
Cottonwood Heights,
Utah
| USD 280 M | +USD 27.8 M | +11% | 17.6% | 76.7% | 110 | 7.27% | 4.7 |
|
| 5503 |
5503
Bayshore Asset Management
Coral Gables,
Florida
| USD 280 M | +USD 28.6 M | +11% | 12.1% | 66.1% | 52 | 23.08% | 2.6 |
|
| 5504 |
5504
Orange County Employees Retirement System
Santa Ana,
California
| USD 280 M | +USD 40.9 M | +17% | 9.95% | – | 2 | 0% | 0.5 |
|
| 5505 |
5505
Keener Financial Planning
Keller,
Texas
| USD 280 M | +USD 41.6 M | +17% | 13.7% | – | 63 | 11.11% | 2.1 |
|
| 5506 |
MFC
5506
Mechanics Financial Corp
Mansfield,
Ohio
| USD 280 M | +USD 40.8 M | +17% | 18.1% | 81.6% | 302 | 25.17% | 2.7 |
|
| 5507 |
5507
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| USD 279 M | +USD 32.5 M | +13% | 12.7% | 58.7% | 57 | 12.28% | 5 |
|
| 5508 |
5508
Invenio Wealth Partners
Coral Gables,
Florida
| USD 279 M | +USD 27.3 M | +11% | 12.5% | 55.5% | 96 | 14.58% | 2 |
|
| 5509 |
5509
REDW Wealth
Albuquerque,
New Mexico
| USD 279 M | +USD 28.4 M | +11% | 12% | 59.1% | 106 | 8.49% | 4.5 |
|
| 5510 |
5510
Roubaix Capital
Denver,
Colorado
| USD 279 M | +USD 64.6 M | +30% | 43.6% | 174% | 71 | 69.01% | 0.4 |
|
| 5511 |
MAS
5511
Madden Advisory Services
Jacksonville,
Florida
| USD 279 M | +USD 25 M | +10% | 11.3% | 52.3% | 110 | 1.82% | 5.9 |
|
| 5512 |
YP
5512
YANKCOM Partnership
Yankton,
South Dakota
| USD 279 M | +USD 35.6 M | +15% | 12.2% | – | 388 | 25.77% | 1.2 |
|
| 5513 |
5513
Campbell Capital Management
Miami,
Florida
| USD 279 M | +USD 69.6 M | +33% | 35.1% | – | 40 | 30% | 2.3 |
|
| 5514 |
5514
Ruggaard & Associates
Hudson,
Ohio
| USD 279 M | +USD 26.3 M | +10% | 10.1% | 47.6% | 132 | 10.61% | 2.4 |
|
| 5515 |
5515
Altman Advisors
Chicago,
Illinois
| USD 279 M | +USD 37.4 M | +15% | 20% | 127% | 97 | 24.74% | 2.6 |
|
| 5516 |
5516
Cresta Advisors
Laredo,
Texas
| USD 279 M | +USD 34.4 M | +14% | 12.8% | 66.8% | 55 | 5.45% | 2.6 |
|
| 5517 |
5517
Optimize Financial
Laguna Hills,
California
| USD 278 M | +USD 75.1 M | +37% | 69.9% | – | 304 | 5.59% | 0.6 |
|
| 5518 |
5518
Yarger Wealth Strategies
Westerville,
Ohio
| USD 278 M | +USD 29.9 M | +12% | 14% | 55.1% | 141 | 15.6% | 2.2 |
|
| 5519 |
CIS
5519
Custom Index Systems
New York
| USD 278 M | +USD 48.7 M | +21% | 21.2% | – | 543 | 57.09% | 0.5 |
|
| 5520 |
5520
Shaker Investments
Cleveland,
Ohio
| USD 278 M | +USD 58.5 M | +27% | 41.4% | 205% | 103 | 35.92% | 2 |
|
| 5521 |
5521
Graney & King
Latham,
New York
| USD 278 M | +USD 92.7 M | +50% | 12.7% | – | 388 | 6.19% | 1.3 |
|
| 5522 |
5522
Quad-Cities Investment Group
Davenport,
Iowa
| USD 278 M | +USD 27.4 M | +11% | 11.1% | 67.3% | 220 | 14.09% | 4.1 |
|
| 5523 |
5523
Equity Wealth Partners
Independence,
Missouri
| USD 278 M | +USD 124 M | +80% | 13.1% | – | 110 | 31.82% | 0.5 |
|
| 5524 |
5524
Fearnley Asset Management
Oslo,
| USD 278 M | -USD 27.9 M | -9% | 11.3% | – | 21 | 33.33% | 0.4 |
|
| 5525 |
5525
SFG Wealth Management
Towson,
Maryland
| USD 278 M | +USD 35.2 M | +14% | 15.3% | 86.3% | 125 | 29.6% | 1.7 |
|