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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
Genesee Capital Advisors
Auburn,
New York
| USD 147 M | +USD 5.89 M | +4% | 7.1% | 107% | 99 | 24.24% | 1.1 |
|
| 5527 |
5527
Yorktown Energy Partners VIII
New York
| USD 147 M | +USD 40.9 M | +39% | 0.45% | 15.2% | 3 | 33.33% | 3.1 |
|
| 5528 |
FIM
5528
FWL Investment Management
Dallas,
Texas
| USD 147 M | +USD 10.9 M | +8% | 5.66% | 165% | 82 | 48.78% | 1.3 |
|
| 5529 |
5529
Beacon Investment Advisors
Gaithersburg,
Maryland
| USD 146 M | +USD 9.35 M | +7% | 5.85% | 96.4% | 132 | 7.58% | 0.5 |
|
| 5530 |
RMSCM
5530
R.M. Sincerbeaux Capital Management
New York
| USD 146 M | +USD 2.74 M | +2% | 4.4% | 76.4% | 43 | 0% | 7.8 |
|
| 5531 |
5531
Granite FO LLC
Bedford,
New Hampshire
| USD 146 M | -USD 15.9 M | -10% | 6.11% | 112% | 214 | 20.56% | 0.4 |
|
| 5532 |
5532
Oslo Asset Management AS
Oslo,
Norway
| USD 146 M | +USD 77.3 M | +112% | 2.34% | 82.7% | 15 | 46.67% | 1.3 |
|
| 5533 |
5533
Greenstone Partners & Co
Larkspur,
California
| USD 146 M | +USD 14 M | +11% | 14.8% | 527% | 11 | 9.09% | 1.8 |
|
| 5534 |
5534
Nierenberg Investment Management Company
Camas,
Washington
| USD 146 M | +USD 13.5 M | +10% | 15.6% | 135% | 38 | 21.05% | 1.6 |
|
| 5535 |
5535
Decatur Capital Management
Decatur,
Georgia
| USD 146 M | +USD 13.4 M | +10% | 14.4% | 135% | 63 | 17.46% | 3.3 |
|
| 5536 |
5536
Aletheian Wealth Advisors
Bellevue,
Washington
| USD 146 M | +USD 32.8 M | +29% | 5% | – | 79 | 20.25% | 1 |
|
| 5537 |
5537
Lodestone Wealth Management
Spokane,
Washington
| USD 146 M | +USD 16.2 M | +13% | 5.72% | 87.1% | 136 | 14.71% | 0.4 |
|
| 5538 |
5538
Hassell Wealth Management
Houma,
Louisiana
| USD 146 M | +USD 9.6 M | +7% | 4.16% | 49.7% | 20 | 0% | 0.5 |
|
| 5539 |
5539
Albert D. Mason Inc
Boston,
Massachusetts
| USD 146 M | +USD 1.73 M | +1% | 4.05% | 82% | 162 | 6.79% | 4.9 |
|
| 5540 |
5540
EWA LLC
Pittsbugh,
Pennsylvania
| USD 146 M | +USD 11.4 M | +8% | 4.76% | 102% | 99 | 19.19% | 0.2 |
|
| 5541 |
5541
Sowa Financial Group
Lincoln,
Rhode Island
| USD 146 M | +USD 6.19 M | +4% | 4.72% | 77.7% | 35 | 5.71% | 2.9 |
|
| 5542 |
5542
Ergawealth Advisors
Oak Brook,
Illinois
| USD 146 M | +USD 23 M | +19% | 5.02% | 50% | 53 | 24.53% | 0.4 |
|
| 5543 |
5543
Independent Order of Foresters
Toronto,
Ontario, Canada
| USD 146 M | +USD 10.6 M | +8% | 7.34% | 66.3% | 17 | 0% | 2.2 |
|
| 5544 |
5544
Virginia Wealth Management Group
Virginia Beach,
Virginia
| USD 146 M | -USD 34.8 k | -0% | 2.4% | 49.4% | 75 | 9.33% | 1.3 |
|
| 5545 |
5545
Straight Path Wealth Management
Jenison,
Michigan
| USD 146 M | +USD 20 M | +16% | 8.89% | 70.4% | 83 | 19.28% | 0.9 |
|
| 5546 |
OCP
5546
OCO Capital Partners
New York
| USD 146 M | +USD 17.7 M | +14% | 20.7% | 679% | 3 | 0% | 2.3 |
|
| 5547 |
5547
GGV Capital
Menlo Park,
California
| USD 146 M | -USD 42.6 M | -23% | 39.1% | 49.3% | 11 | 18.18% | 1.3 |
|
| 5548 |
5548
Retirement Financial Solutions
Knoxville,
Tennessee
| USD 146 M | +USD 19.7 M | +16% | 5.13% | 52.5% | 34 | 8.82% | 0.4 |
|
| 5549 |
5549
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
| USD 146 M | +USD 12.6 M | +9% | 10.1% | – | 109 | 10.09% | 1.5 |
|
| 5550 |
5550
MRA Advisory Group
Parsippany,
New Jersey
| USD 145 M | +USD 6.71 M | +5% | 2.39% | 86.8% | 151 | 21.19% | 1.2 |
|