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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5701 |
FRM
5701
Fox Run Management
Greenwich,
Connecticut
| USD 110 M | +USD 54.5 M | +98% | 6.67% | 64% | 472 | 88.77% | 0.1 |
|
| 5702 |
5702
ADE LLC
Baltimore,
Maryland
| USD 110 M | +USD 9.11 M | +9% | 5.38% | 52.2% | 270 | 18.15% | 0.4 |
|
| 5703 |
5703
AWH Capital
Dallas,
Texas
| USD 110 M | +USD 8.05 M | +8% | 18.5% | 183% | 34 | 26.47% | 1.2 |
|
| 5704 |
5704
Navigation Wealth Management
Fort Collins,
Colorado
| USD 110 M | +USD 13.3 M | +14% | 3.74% | 9.65% | 91 | 40.66% | 0.2 |
|
| 5705 |
5705
CFS Investment Advisory Services
Totowa,
New Jersey
| USD 110 M | – | – | 6.08% | 59.7% | 27 | – | 0.2 |
|
| 5706 |
SFMG
5706
Sage Financial Management Group
Mclean,
Virginia
| USD 110 M | -USD 20.2 M | -16% | 6.08% | 47.3% | 123 | 78.05% | 0.5 |
|
| 5707 |
5707
CNO Financial Group
Carmel,
Indiana
| USD 110 M | -USD 15.3 M | -12% | 0.91% | – | 14 | 57.14% | 0.8 |
|
| 5708 |
5708
Essex Private Wealth Management
Topsfield,
Massachusetts
| USD 110 M | +USD 4.74 M | +5% | 6.15% | 29.3% | 66 | 7.58% | 1.3 |
|
| 5709 |
5709
Mount Vernon Associates
Baltimore,
Maryland
| USD 109 M | +USD 7.38 M | +7% | 7.88% | 136% | 57 | 1.75% | 5 |
|
| 5710 |
5710
Farley Capital
New York
| USD 109 M | +USD 6.76 M | +7% | 5.12% | 105% | 19 | 21.05% | 3.8 |
|
| 5711 |
5711
Dean Capital Management
Overland Park,
Kansas
| USD 109 M | -USD 39.1 M | -26% | 1.85% | 89.7% | 87 | 26.44% | 0.9 |
|
| 5712 |
5712
Tsai Capital
New York
| USD 109 M | +USD 7.66 M | +8% | 7.96% | 29.2% | 18 | 0% | 0.4 |
|
| 5713 |
HPM
5713
Hudson Portfolio Management
Garrison,
New York
| USD 109 M | +USD 4.95 M | +5% | 5.48% | – | 103 | 13.59% | 0.2 |
|
| 5714 |
5714
Heartland Bank & Trust
Bloomington,
Illinois
| USD 109 M | -USD 771 k | -0.7% | 11.5% | 105% | 162 | 62.96% | 0.3 |
|
| 5715 |
AWM
5715
Aberdeen Wealth Management
Lake Bluff,
Illinois
| USD 108 M | -USD 17.3 M | -14% | 7.67% | 73.1% | 160 | 28.13% | 1.3 |
|
| 5716 |
HFAS
5716
Hummer Financial Advisory Services
Chicago,
Illinois
| USD 108 M | +USD 5.32 M | +5% | 6.32% | 71.8% | 110 | 9.09% | 1.2 |
|
| 5717 |
5717
Oppenheimer & Close
New York
| USD 108 M | +USD 19.1 M | +22% | 11% | 149% | 58 | 13.79% | 3.4 |
|
| 5718 |
5718
L2 Asset Management
Wayland,
Massachusetts
| USD 108 M | +USD 10.8 M | +11% | 6.84% | 128% | 107 | 34.58% | 0.7 |
|
| 5719 |
5719
JD Financial Services
Carlisle,
Pennsylvania
| USD 108 M | +USD 28.9 M | +37% | 4.58% | – | 47 | 36.17% | 0.4 |
|
| 5720 |
5720
Greenhouse Wealth Management
Westport,
Connecticut
| USD 108 M | +USD 7.02 M | +7% | 7.45% | 87.2% | 53 | 5.66% | 0.5 |
|
| 5721 |
5721
17 Capital Partners
Pheonix,
Arizona
| USD 108 M | – | – | 10.1% | – | 99 | – | 0 |
|
| 5722 |
5722
Piper Sandler & Co
Minneapolis,
Minnesota
| USD 108 M | -USD 12.8 M | -11% | 0.02% | 0.05% | 18 | 16.67% | 0.4 |
|
| 5723 |
5723
Tenret Company
Tampa,
Florida
| USD 108 M | – | – | 5% | – | 25 | – | 0 |
|
| 5724 |
5724
Opal Wealth Advisors
Jericho,
New York
| USD 107 M | +USD 15.5 M | +17% | 7.73% | 62.3% | 94 | 22.34% | 0.4 |
|
| 5725 |
5725
Aristotle Pacific Capital
Newport Beach,
California
| USD 107 M | -USD 46.8 M | -30% | 3.24% | 1.84% | 22 | 22.73% | 0.5 |
|