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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5551 |
5551
Delta Capital Management
Red Bank,
New Jersey
| USD 145 M | +USD 3.19 M | +2% | 4.27% | 129% | 90 | 4.44% | 5.7 |
|
| 5552 |
AIM
5552
Athena Investment Management
Orinda,
California
| USD 145 M | +USD 6.26 M | +5% | 5.33% | 80.6% | 139 | 2.88% | 1.1 |
|
| 5553 |
5553
AUA Capital Management
Camp Hill,
Pennsylvania
| USD 145 M | -USD 2.82 M | -2% | 6.07% | 70.2% | 88 | 9.09% | 5.6 |
|
| 5554 |
5554
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| USD 145 M | +USD 3.57 M | +3% | 5.01% | 61.1% | 121 | 6.61% | 6.1 |
|
| 5555 |
5555
Webs Creek Capital Management
Dallas,
Texas
| USD 145 M | +USD 1.93 M | +1% | 2.07% | 133% | 15 | 53.33% | 0.3 |
|
| 5556 |
5556
O'Connor Financial Group
Quincy,
Illinois
| USD 145 M | +USD 12 M | +9% | 2.57% | 44.9% | 54 | 12.96% | 0.2 |
|
| 5557 |
5557
Sykon Capital
Harrison,
New York
| USD 145 M | – | – | 4.48% | 63.7% | 53 | – | 0 |
|
| 5558 |
5558
Cahill Wealth Management
Portage,
Michigan
| USD 145 M | +USD 9.46 M | +7% | 6.61% | 24.7% | 47 | 0% | 1 |
|
| 5559 |
FP
5559
Factorial Partners
Mt. Kisco,
New York
| USD 145 M | +USD 12.1 M | +9% | 10.8% | 88.7% | 96 | 17.71% | 2.6 |
|
| 5560 |
TIM
5560
Timelo Investment Management
Aurora,
Ontario, Canada
| USD 145 M | +USD 43.1 M | +42% | 12.4% | 104% | 46 | 65.22% | 0.6 |
|
| 5561 |
5561
Herbst Group
Westport,
Connecticut
| USD 145 M | +USD 3.18 M | +2% | 8.88% | 142% | 76 | 11.84% | 1.2 |
|
| 5562 |
5562
Robbins Farley
Bedford,
New Hampshire
| USD 145 M | -USD 5.16 M | -3% | 10.3% | 106% | 206 | 26.21% | 1.3 |
|
| 5563 |
5563
Activest Wealth Management
Aventure,
Florida
| USD 145 M | -USD 11.3 M | -7% | 6.01% | 117% | 445 | 63.37% | 0.6 |
|
| 5564 |
5564
Chronos Wealth Management
Clearwater,
Florida
| USD 145 M | +USD 11.3 M | +8% | 11.7% | 92.3% | 37 | 8.11% | 3 |
|
| 5565 |
MA
5565
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| USD 145 M | +USD 5.87 M | +4% | 10.5% | 166% | 68 | 5.88% | 6.8 |
|
| 5566 |
5566
Norris Financial Group
Greenville,
South Carolina
| USD 144 M | +USD 8.02 M | +6% | 5.98% | 142% | 76 | 30.26% | 1.4 |
|
| 5567 |
5567
Claris Advisors
St. Louis,
Missouri
| USD 144 M | +USD 9.5 M | +7% | 4.48% | 65.7% | 45 | 11.11% | 1.1 |
|
| 5568 |
5568
Wealth Quarterback
Toms River,
New Jersey
| USD 144 M | +USD 26.6 M | +23% | 5.58% | 109% | 133 | 18.8% | 2.3 |
|
| 5569 |
5569
EnCap Energy Capital Fund VIII
Houston,
Texas
| USD 144 M | +USD 8.08 M | +6% | 6.91% | 6.16% | 3 | 0% | 1.3 |
|
| 5570 |
5570
Tree Line Advisors
Central,
Hong Kong
| USD 144 M | +USD 15.9 M | +12% | 5.06% | 670% | 6 | 50% | 1.5 |
|
| 5571 |
5571
Affinia Financial Group
Burlington,
Massachusetts
| USD 144 M | +USD 9.2 M | +7% | 6% | 37.5% | 38 | 18.42% | 1.9 |
|
| 5572 |
5572
Consilium Wealth Advisory
Richardson,
Texas
| USD 144 M | +USD 27 M | +23% | 8.6% | 126% | 85 | 16.47% | 1.2 |
|
| 5573 |
5573
Argus Investors Counsel
New York
| USD 144 M | +USD 12.3 M | +9% | 8.73% | 132% | 101 | 12.87% | 4.9 |
|
| 5574 |
5574
Elevatus Welath Management
Victor,
New York
| USD 144 M | – | – | 9.63% | 270% | 51 | – | 0 |
|
| 5575 |
5575
Beam Wealth Advisors
Covington,
Louisiana
| USD 144 M | +USD 44.4 M | +45% | 3.84% | 59.7% | 112 | 19.64% | 2.2 |
|