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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5676 |
VC
5676
VarCov Co
Darien,
Connecticut
| USD 263 M | -USD 4.85 M | -2% | 19.4% | – | 599 | 80.63% | 0.1 |
|
| 5677 |
IAG
5677
Investmark Advisory Group
Shelton,
Connecticut
| USD 263 M | +USD 29.7 M | +13% | 12.5% | 65.1% | 154 | 11.69% | 2.8 |
|
| 5678 |
HWMC
5678
Heritage Wealth Management (California)
San Diego,
California
| USD 263 M | +USD 81.9 M | +45% | 13.5% | – | 104 | 13.46% | 1.8 |
|
| 5679 |
KAM
5679
Krensavage Asset Management
New York
| USD 263 M | +USD 7.53 M | +3% | 7.69% | 124% | 20 | 10% | 2.4 |
|
| 5680 |
AIA
5680
Alternative Investment Advisors
Maitland,
Florida
| USD 263 M | +USD 33.8 M | +15% | 15.6% | 70.2% | 92 | 32.61% | 1.3 |
|
| 5681 |
CCM
5681
Cambridge Capital Management
O'fallon,
Illinois
| USD 263 M | +USD 30.9 M | +13% | 11.3% | – | 48 | 10.42% | 1.9 |
|
| 5682 |
HP
5682
Haven Private
Orlando,
Florida
| USD 263 M | +USD 33.4 M | +15% | 12.1% | – | 182 | 14.84% | 1.1 |
|
| 5683 |
BCM
5683
Birmingham Capital Management
Birmingham,
Alabama
| USD 263 M | +USD 25.9 M | +11% | 18.2% | 103% | 92 | 5.43% | 9.9 |
|
| 5684 |
5SA
5684
5th Street Advisors
Southport,
Connecticut
| USD 263 M | +USD 30.7 M | +13% | 9.66% | 47.5% | 58 | 12.07% | 1.5 |
|
| 5685 |
PCA
5685
Purkiss Capital Advisors
Ridgefield,
Connecticut
| USD 263 M | +USD 35.2 M | +15% | 13% | – | 198 | 19.7% | 1 |
|
| 5686 |
FF
5686
Financial Futures
Brielle,
New Jersey
| USD 263 M | +USD 35 M | +15% | 11.2% | 48.5% | 84 | 19.05% | 2.2 |
|
| 5687 |
MPW
5687
Melone Private Wealth
Auburn Hills,
Michigan
| USD 263 M | +USD 17.7 M | +7% | 8.35% | 30.4% | 61 | 6.56% | 3.2 |
|
| 5688 |
MWM
5688
Massachusetts Wealth Management
North Andover,
Massachusetts
| USD 262 M | +USD 31.8 M | +14% | 21.4% | 106% | 99 | 2.02% | 2.6 |
|
| 5689 |
FAG
5689
Fortitude Advisory Group
Gig Harbor,
Washington
| USD 262 M | +USD 39.4 M | +18% | 25% | 142% | 252 | 16.27% | 2.6 |
|
| 5690 |
MWM
5690
MOKAN Wealth Management
Overland Park,
Kansas
| USD 262 M | +USD 35.8 M | +16% | 20.5% | – | 126 | 38.1% | 1 |
|
| 5691 |
EWS
5691
Eagle Wealth Strategies
West Deptford,
New Jersey
| USD 262 M | +USD 33.7 M | +15% | 17.5% | – | 126 | 15.87% | 1.7 |
|
| 5692 |
WAM
5692
Werlinich Asset Management
Stamford,
Connecticut
| USD 262 M | +USD 55.5 M | +27% | 49.1% | 232% | 62 | 16.13% | 3.5 |
|
| 5693 |
TLCM
5693
Twin Lakes Capital Management
Redwood Shores,
California
| USD 262 M | +USD 41.6 M | +19% | 33.7% | 131% | 223 | 8.52% | 3.9 |
|
| 5694 |
EF
5694
Exeter Financial
Scottsdale,
Arizona
| USD 261 M | +USD 16.5 M | +7% | 8.85% | 59.1% | 103 | 6.8% | 5.9 |
|
| 5695 |
SBCM
5695
Silverberg Bernstein Capital Management
Armonk,
New York
| USD 261 M | +USD 79.5 M | +44% | 56% | 133% | 71 | 5.63% | 2 |
|
| 5696 |
FAM
5696
Fairtree Asset Management
Bellville, Cape Town,
South Africa
| USD 261 M | +USD 43.1 M | +20% | 11% | – | 104 | 15.38% | 0.9 |
|
| 5697 |
NI
5697
NYL Investors
New York
| USD 261 M | -USD 3.83 M | -1% | 3.95% | 12.7% | 31 | 6.45% | 5.7 |
|
| 5698 |
NFG
5698
Northbridge Financial Group
Tampa,
Florida
| USD 261 M | +USD 28.4 M | +12% | 18.6% | – | 188 | 12.23% | 0.4 |
|
| 5699 |
HFS
5699
Horizon Financial Services
Winston Salem,
North Carolina
| USD 261 M | +USD 34.5 M | +15% | 10.9% | 39.5% | 610 | 38.52% | 1 |
|
| 5700 |
BW
5700
Bravera Wealth
Bismarck,
North Dakota
| USD 261 M | +USD 38.7 M | +17% | 13.5% | – | 418 | 17.7% | 0.5 |
|