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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
SGL Investment Advisors
Missoula,
Montana
| USD 195 M | – | – | 7.33% | – | 106 | – | 0 |
|
| 5552 |
5552
Blue Barn Wealth
Orem,
Utah
| USD 195 M | +USD 15.2 M | +8% | 4.95% | 46.4% | 163 | 19.63% | 1.7 |
|
| 5553 |
5553
Dunhill Financial
London,
United Kingdom
| USD 195 M | +USD 33.6 M | +21% | 5.8% | 58.6% | 982 | 24.34% | 0.6 |
|
| 5554 |
5554
Bellevue Asset Management
Bellevue,
Washington
| USD 195 M | +USD 13.6 M | +8% | 3.71% | 56.7% | 472 | 4.87% | 3.8 |
|
| 5555 |
5555
Chartist Inc
Seal Beach,
California
| USD 195 M | +USD 1.84 M | +1% | 11.9% | – | 28 | 10.71% | 5.8 |
|
| 5556 |
5556
Davidson Trust Company
Seattle,
Washington
| USD 195 M | +USD 49.5 M | +34% | 7.05% | 77% | 159 | 13.21% | 3 |
|
| 5557 |
5557
New Potomac Partners
Bethesda,
Maryland
| USD 195 M | +USD 11.7 M | +6% | 5.39% | 37.2% | 152 | 45.39% | 2.3 |
|
| 5558 |
DVF
5558
Discovery Value Fund
Singapore
| USD 195 M | -USD 2.18 M | -1% | 24.4% | 210% | 5 | 40% | 1.7 |
|
| 5559 |
5559
Kessler Investment Group
Columbus,
Indiana
| USD 195 M | +USD 9.34 M | +5% | 12% | 251% | 207 | 14.98% | 2.6 |
|
| 5560 |
PCM
5560
Perritt Capital Management
Chicago,
Illinois
| USD 195 M | +USD 11.4 M | +6% | 7.41% | 80.9% | 331 | 12.69% | 3.4 |
|
| 5561 |
5561
Applied Capital
Little Rock,
Arkansas
| USD 194 M | +USD 20.2 M | +12% | 6.02% | 52.6% | 47 | 21.28% | 1.8 |
|
| 5562 |
LJCM
5562
Lee Johnson Capital Management
Fort Worth,
Texas
| USD 194 M | -USD 1.5 M | -0.8% | 3.02% | 118% | 37 | 67.57% | 0.8 |
|
| 5563 |
5563
Brookmont Capital Management
Dallas,
Texas
| USD 194 M | +USD 11.6 M | +6% | 9.21% | 32.2% | 57 | 7.02% | 6.5 |
|
| 5564 |
5564
Peak Financial Advisors
Denver,
Colorado
| USD 194 M | +USD 20.2 M | +12% | 3.51% | 39.1% | 93 | 43.01% | 1.1 |
|
| 5565 |
5565
First City Capital Management
Savannah,
Georgia
| USD 194 M | +USD 16.4 M | +9% | 7.57% | 86.4% | 166 | 7.23% | 5.9 |
|
| 5566 |
5566
Dravo Bay
Rehoboth Beach,
Delaware
| USD 194 M | +USD 14.3 M | +8% | 5.7% | 45.2% | 55 | 29.09% | 1.9 |
|
| 5567 |
5567
venBio Partners
San Francisco,
California
| USD 194 M | -USD 37.2 M | -16% | 1.26% | 564% | 7 | 28.57% | 2.2 |
|
| 5568 |
5568
Interactive Financial Advisors
New Lenox,
Illinois
| USD 194 M | +USD 12.8 M | +7% | 6.32% | 47.6% | 89 | 3.37% | 6.3 |
|
| 5569 |
MA
5569
Menlo Advisors
Menlo Park,
California
| USD 194 M | +USD 14.1 M | +8% | 8.46% | 108% | 33 | 15.15% | 5.8 |
|
| 5570 |
5570
Baugh & Associates
Atlanta,
Georgia
| USD 194 M | +USD 1.53 M | +0.8% | 6.99% | 98.8% | 41 | 7.32% | 5 |
|
| 5571 |
5571
Flagship Private Wealth
Woburn,
Massachusetts
| USD 194 M | +USD 25.2 M | +15% | 5.4% | 62.7% | 103 | 12.62% | 2.3 |
|
| 5572 |
FFA
5572
Florida Financial Advisors
Tampa,
Florida
| USD 194 M | +USD 27.2 M | +16% | 5.5% | – | 180 | 23.33% | 0.5 |
|
| 5573 |
5573
Fogel Capital Management
Stuart,
Florida
| USD 194 M | +USD 6.1 M | +3% | 4.48% | – | 40 | 5% | 0.6 |
|
| 5574 |
5574
Adalta Capital Management
New York
| USD 194 M | +USD 10 M | +5% | 6.95% | 80.4% | 103 | 9.71% | 3.8 |
|
| 5575 |
5575
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| USD 194 M | +USD 207 k | +0.1% | 7.97% | 151% | 124 | 25% | 1.8 |
|