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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5626 |
5626
Raffles Associates
New York
| USD 118 M | +USD 19.3 M | +20% | 7.33% | 50% | 51 | 37.25% | 1.8 |
|
| 5627 |
5627
Counterpoint Mutual Funds
San Diego,
California
| USD 117 M | – | – | 1.5% | 74.3% | 159 | – | 0 |
|
| 5628 |
5628
Zeit Capital
Greenwood Village,
Colorado
| USD 117 M | +USD 7.94 M | +7% | 5.86% | 56.5% | 40 | 5% | 0.5 |
|
| 5629 |
RGM
5629
ROAM Global Management
New York
| USD 117 M | -USD 19.2 M | -14% | 3.55% | – | 14 | 57.14% | 0.2 |
|
| 5630 |
5630
Beacon Financial Strategies
Raleigh,
North Carolina
| USD 117 M | – | – | 4.22% | 54.2% | 32 | – | 0 |
|
| 5631 |
5631
Prairiewood Capital
Fargo,
North Dakota
| USD 117 M | +USD 8.11 M | +7% | 5.37% | 42.6% | 71 | 15.49% | 0.4 |
|
| 5632 |
EFEM
5632
Eos Focused Equity Management
New York
| USD 117 M | +USD 7.39 M | +7% | 9.79% | 55.7% | 33 | 15.15% | 1 |
|
| 5633 |
FA
5633
Financial Advantage
Columbia,
Maryland
| USD 117 M | +USD 1.21 M | +1% | 4.34% | 24.3% | 134 | 13.43% | 2.7 |
|
| 5634 |
5634
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| USD 117 M | +USD 4.92 M | +4% | 6.64% | 96.8% | 337 | 5.34% | 0.2 |
|
| 5635 |
CNFG
5635
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
| USD 117 M | +USD 4.84 M | +4% | 6.11% | 52.6% | 76 | 7.89% | 4.3 |
|
| 5636 |
MFG
5636
Monumental Financial Group
Rockville,
Maryland
| USD 117 M | +USD 12.2 M | +12% | 5.16% | 18.2% | 114 | 68.42% | 0.1 |
|
| 5637 |
5637
Susquehanna International Securities
Dublin,
Ireland
| USD 117 M | -USD 48.8 M | -29% | 32.1% | 2.8% | 21 | 71.43% | 0.6 |
|
| 5638 |
5638
MRA Advisory Group
Parsippany,
New Jersey
| USD 117 M | +USD 10.4 M | +10% | 5.71% | 86.8% | 130 | 23.85% | 0.4 |
|
| 5639 |
5639
Terra Nova Asset Management
New York
| USD 116 M | +USD 3.3 M | +3% | 11.1% | 172% | 92 | 11.96% | 1.6 |
|
| 5640 |
WIM
5640
Wilen Investment Management
Bonita Springs,
Florida
| USD 116 M | +USD 3.5 M | +3% | 4.98% | 79.9% | 59 | 6.78% | 5.3 |
|
| 5641 |
5641
Platt Investment Counsel
Lake Mary,
Florida
| USD 116 M | +USD 4.53 M | +4% | 4.88% | 62.9% | 17 | 17.65% | 0.4 |
|
| 5642 |
5642
University of Massachusetts Foundation
Newton,
Massachusetts
| USD 116 M | +USD 41 M | +54% | 6% | 53.6% | 5 | 40% | 1.1 |
|
| 5643 |
5643
Peak Financial Advisors
Denver,
Colorado
| USD 116 M | -USD 2.35 M | -2% | 6.97% | 40.1% | 86 | 36.05% | 0.3 |
|
| 5644 |
5644
KLK Capital Management
Los Angeles,
California
| USD 116 M | – | – | 4.21% | – | 57 | – | 0 |
|
| 5645 |
5645
Apis Capital Advisors
New York
| USD 116 M | +USD 6.13 M | +6% | 54% | 1,532% | 53 | 50.94% | 0.6 |
|
| 5646 |
5646
Precision Wealth Strategies
Saint Louis,
Missouri
| USD 116 M | +USD 12.3 M | +12% | 6.54% | 106% | 123 | 37.4% | 0.3 |
|
| 5647 |
MWM
5647
MTC Wealth Management
Tampa,
Florida
| USD 116 M | -USD 120 M | -51% | 4.85% | 30.5% | 14 | 14.29% | 0.3 |
|
| 5648 |
5648
Center For Asset Management
Palm Beach Gardens,
Florida
| USD 116 M | +USD 11.6 M | +11% | 4.65% | 66.6% | 108 | 29.63% | 0.4 |
|
| 5649 |
5649
Beam Wealth Advisors
Covington,
Louisiana
| USD 116 M | +USD 3.72 M | +3% | 5.96% | 59.7% | 149 | 14.77% | 1 |
|
| 5650 |
5650
Credit Capital Investments
Livingston,
New Jersey
| USD 116 M | +USD 26.9 M | +30% | 5.93% | 500% | 34 | 35.29% | 1.2 |
|