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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5526 |
5526
Members Capital Advisors Inc
Madison,
Wisconsin
| USD 138 M | -USD 601 k | -0.4% | 2.28% | – | 74 | 5.41% | 2.1 |
|
| 5527 |
VFG
5527
V2 Financial group
Naperville,
Illinois
| USD 138 M | +USD 12.4 M | +10% | 11.8% | 63.3% | 65 | 18.46% | 1.7 |
|
| 5528 |
5528
Cox Capital Management
Andover,
Massachusetts
| USD 138 M | -USD 15.3 M | -10% | 0.34% | 106% | 87 | 17.24% | 3.3 |
|
| 5529 |
SA
5529
Stonebridge Advisors
Wilton,
Connecticut
| USD 138 M | -USD 27.4 M | -17% | 0.16% | 0.03% | 5 | 40% | 0.9 |
|
| 5530 |
IGYL
5530
I.G.Y. Ltd
London,
United Kingdom
| USD 138 M | +USD 1.37 M | +1% | 11.1% | 80.5% | 3 | 0% | 3 |
|
| 5531 |
5531
Leading Edge Financial Planning
Knoxville,
Tennessee
| USD 138 M | +USD 22.6 M | +20% | 4.83% | 48.6% | 68 | 8.82% | 0.2 |
|
| 5532 |
5532
Sandy Cove Advisors
Hingham,
Massachusetts
| USD 138 M | +USD 13.9 M | +11% | 6.92% | 78% | 94 | 19.15% | 1 |
|
| 5533 |
5533
Jones Road Capital Management
New York
| USD 138 M | +USD 26.2 M | +23% | 18.7% | 88.5% | 54 | 42.59% | 0.9 |
|
| 5534 |
MJB
5534
Mark J. Bradley
| USD 138 M | +USD 25.4 M | +23% | 9.07% | – | 46 | 13.04% | 1.9 |
|
| 5535 |
5535
Berkeley Inc
Boise,
Idaho
| USD 138 M | +USD 5.34 M | +4% | 1.99% | 49.4% | 79 | 3.8% | 1.8 |
|
| 5536 |
LAM
5536
LifePro Asset Management
San Diego,
California
| USD 138 M | +USD 943 k | +0.7% | 3.13% | 49% | 106 | 1.89% | 1 |
|
| 5537 |
5537
S.A. Mason
Holland,
Michigan
| USD 138 M | +USD 4.91 M | +4% | 6.97% | 116% | 321 | 4.67% | 2.8 |
|
| 5538 |
5538
Flynn Zito Capital Management
Garden City,
New York
| USD 138 M | +USD 18 M | +15% | 6.57% | 109% | 80 | 12.5% | 0.6 |
|
| 5539 |
5539
Varde Management
Minneapolis,
Minnesota
| USD 138 M | -USD 105 M | -43% | 0.14% | 149% | 9 | 33.33% | 1.3 |
|
| 5540 |
5540
Mountaineer Partners Management
New York
| USD 138 M | +USD 32.3 M | +31% | 6.79% | 158% | 17 | 70.59% | 0.5 |
|
| 5541 |
5541
Muzinich & Co
New York
| USD 138 M | +USD 3.81 M | +3% | 1.58% | 13.5% | 68 | 42.65% | 4.1 |
|
| 5542 |
5542
ELCO Management
New York
| USD 138 M | +USD 4.5 M | +3% | 3.29% | 98.3% | 146 | 11.64% | 3.3 |
|
| 5543 |
5543
Choice Wealth Advisors
Waterville,
Maine
| USD 138 M | +USD 4.27 M | +3% | 6.38% | 60.3% | 26 | 15.38% | 0.7 |
|
| 5544 |
CM
5544
Crystalline Management
Montreal, Quebec,
Canada
| USD 137 M | -USD 61.5 M | -31% | 1.03% | – | 163 | 48.47% | 0.2 |
|
| 5545 |
5545
CoreFirst Bank & Trust
Topeka,
Kansas
| USD 137 M | +USD 5.56 M | +4% | 3.02% | 61.4% | 403 | 11.17% | 1.9 |
|
| 5546 |
5546
UG Investment Advisers
Taipei,
Taiwan
| USD 137 M | -USD 30.2 M | -18% | 12.5% | 183% | 26 | 26.92% | 0.8 |
|
| 5547 |
5547
Financial Freedom LLC
Cincinnati,
Ohio
| USD 137 M | -USD 11.5 M | -8% | 6.03% | 76.9% | 423 | 8.27% | 0.2 |
|
| 5548 |
5548
Pelion Inc
Salt Lake City,
Utah
| USD 137 M | -USD 26.9 M | -16% | 18.6% | 16.9% | 4 | 0% | 1.3 |
|
| 5549 |
5549
Concorde Financial
Dallas,
Texas
| USD 137 M | -USD 11.1 M | -7% | 0.4% | 81.3% | 59 | 45.76% | 0.8 |
|
| 5550 |
5550
Caldwell Sutter Capital
Sausalito,
California
| USD 137 M | +USD 23.8 M | +21% | 1.71% | 79.5% | 570 | 45.09% | 0.1 |
|