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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5601 |
5601
Audent Global Asset Management
West Hollywood,
California
| USD 138 M | +USD 19.2 M | +16% | 2.72% | 112% | 69 | 24.64% | 1 |
|
| 5602 |
5602
ELCO Management
New York
| USD 138 M | +USD 251 k | +0.2% | 0.77% | 98.3% | 144 | 15.97% | 3.4 |
|
| 5603 |
5603
Tranquilli Financial Advisor
Clinton,
New Jersey
| USD 138 M | -USD 2.81 M | -2% | 2.62% | 55.1% | 105 | 21.9% | 1.4 |
|
| 5604 |
5604
FinDec Wealth Services
Stockton,
California
| USD 138 M | -USD 4.54 M | -3% | 3.51% | 52.7% | 46 | 6.52% | 0.7 |
|
| 5605 |
5605
Phoenix Asset Management Partners
London,
| USD 138 M | -USD 17 M | -11% | 10.1% | 139% | 13 | 7.69% | 0.7 |
|
| 5606 |
5606
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| USD 138 M | -USD 2.36 M | -2% | 3.38% | 74.4% | 130 | 6.15% | 2 |
|
| 5607 |
5607
AUA Capital Management
Camp Hill,
Pennsylvania
| USD 138 M | -USD 6.98 M | -5% | 3.42% | 70.2% | 81 | 7.41% | 5.9 |
|
| 5608 |
5608
Albert D. Mason Inc
Boston,
Massachusetts
| USD 138 M | -USD 7.74 M | -5% | 2.63% | 83.4% | 160 | 4.38% | 5.1 |
|
| 5609 |
5609
Client First Capital
San Diego,
California
| USD 138 M | +USD 3.49 M | +3% | 2.38% | 54.6% | 22 | 9.09% | 1.4 |
|
| 5610 |
5610
Evolution Advisers
Richmond,
Virginia
| USD 138 M | -USD 3.58 M | -3% | 3.75% | 40.8% | 167 | 15.57% | 1.6 |
|
| 5611 |
5611
Shore Point Advisors
Brielle,
New Jersey
| USD 138 M | -USD 2.02 M | -1% | 3.1% | 54.6% | 50 | 4% | 1.2 |
|
| 5612 |
5612
Clarus Group
Houston,
Texas
| USD 138 M | +USD 748 k | +0.5% | 0.69% | 67.5% | 119 | 12.61% | 1.8 |
|
| 5613 |
5613
Leverty Financial Group
Hudson,
Wisconsin
| USD 138 M | +USD 514 k | +0.4% | 4.1% | 57.3% | 31 | 12.9% | 1.3 |
|
| 5614 |
5614
Applied Fundamental Research
Cambridge,
Massachusetts
| USD 138 M | -USD 21.9 M | -14% | 11.1% | 44.6% | 13 | 23.08% | 2 |
|
| 5615 |
5615
Coulter & Justus Financial Services
Knoxville,
Tennessee
| USD 138 M | -USD 9.9 M | -7% | 1.13% | – | 46 | 17.39% | 1 |
|
| 5616 |
5616
Dravo Bay
Rehoboth Beach,
Delaware
| USD 137 M | +USD 1.4 M | +1% | 4.05% | 45.2% | 43 | 2.33% | 1.5 |
|
| 5617 |
BWIA
5617
Bryant Woods Investment Advisors
Getzville,
New York
| USD 137 M | -USD 3.24 M | -2% | 4.19% | 74.4% | 47 | 19.15% | 1.4 |
|
| 5618 |
5618
Hassell Wealth Management
Houma,
Louisiana
| USD 137 M | -USD 8.51 M | -6% | 3.16% | 49.7% | 22 | 13.64% | 0.7 |
|
| 5619 |
5619
Northstar Advisory Group
Northfield,
New Jersey
| USD 137 M | -USD 15.7 M | -10% | 3.01% | 141% | 105 | 30.48% | 1 |
|
| 5620 |
AIP
5620
Alapocas Investment Partners
Beverly,
Massachusetts
| USD 137 M | +USD 226 k | +0.2% | 0.85% | 50% | 18 | 0% | 1.7 |
|
| 5621 |
5621
Gunma Bank
Gunma,
Japan
| USD 137 M | -USD 10.4 M | -7% | 5.63% | 24.5% | 28 | 14.29% | 1.6 |
|
| 5622 |
5622
Horizons Wealth Management
Asheville,
North Carolina
| USD 137 M | -USD 3.8 M | -3% | 3.51% | – | 216 | 15.28% | 1.1 |
|
| 5623 |
ORC
5623
O'Rourke & Company
Boston,
Massachusetts
| USD 137 M | -USD 5.49 M | -4% | 2.48% | 71.9% | 138 | 6.52% | 1.5 |
|
| 5624 |
5624
Econ Financial Services
Harrisburg,
Pennsylvania
| USD 137 M | -USD 4.47 M | -3% | 4.51% | 16.9% | 112 | 62.5% | 0.5 |
|
| 5625 |
5625
Buttonwood Financial Group
Kansas City,
Missouri
| USD 137 M | +USD 21.6 M | +19% | 3.15% | 77.9% | 30 | 23.33% | 0.7 |
|