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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5751 |
5751
RPD Fund Management
New York
| USD 187 M | -USD 59 M | -24% | 11% | – | 9 | 33.33% | 0.2 |
|
| 5752 |
5752
Chronos Wealth Management
Clearwater,
Florida
| USD 186 M | -USD 9.35 M | -5% | 0.44% | 92.3% | 44 | 18.18% | 3.9 |
|
| 5753 |
5753
Sterling Group Wealth Management
Pasadena,
California
| USD 186 M | -USD 6.29 M | -3% | 2.48% | 75.9% | 65 | 12.31% | 0.8 |
|
| 5754 |
5754
Element Wealth
Ridgeland,
Mississippi
| USD 186 M | -USD 4.83 M | -3% | 0.69% | 59.6% | 300 | 48.67% | 3.3 |
|
| 5755 |
5755
Hansen & Associates Financial Group
Roseville,
California
| USD 186 M | -USD 9.8 M | -5% | 0.24% | – | 20 | 90% | 0.8 |
|
| 5756 |
5756
Dalton Investments
Las Vegas,
Nevada
| USD 186 M | -USD 6.23 M | -3% | 0.94% | 125% | 27 | 18.52% | 3.4 |
|
| 5757 |
5757
Mid-American Wealth Advisory Group
Kansas City,
Missouri
| USD 186 M | +USD 16.3 M | +10% | 1.1% | 14.4% | 52 | 25% | 1.2 |
|
| 5758 |
5758
One Wealth Capital Management
Scottsdale,
Arizona
| USD 186 M | -USD 10.7 M | -5% | 4.35% | – | 120 | 20.83% | 0.2 |
|
| 5759 |
5759
SK Wealth Management
Providence,
Rhode Island
| USD 186 M | -USD 10.1 M | -5% | 3.21% | – | 78 | 15.38% | 0.5 |
|
| 5760 |
5760
American Financial & Tax Strategies
New York
| USD 186 M | -USD 6.96 M | -4% | 0.54% | 46.9% | 92 | 3.26% | 1.2 |
|
| 5761 |
5761
State Insurance Fund
New York
| USD 186 M | -USD 11.9 M | -6% | 6% | 77.9% | 1 | 0% | 1.3 |
|
| 5762 |
5762
Burns Matteson Capital Management
Corning,
New York
| USD 186 M | +USD 7.67 M | +4% | 1.94% | 137% | 201 | 32.84% | 1.4 |
|
| 5763 |
5763
Fogel Capital Management
Stuart,
Florida
| USD 186 M | -USD 13.1 M | -7% | 0.53% | 122% | 50 | 30% | 0.9 |
|
| 5764 |
5764
IVC Wealth Advisors
Silverdale,
Pennsylvania
| USD 186 M | +USD 7.17 M | +4% | 1.61% | 81.9% | 167 | 12.57% | 2.8 |
|
| 5765 |
VCM
5765
Viewpoint Capital Management
Seattle,
Washington
| USD 186 M | -USD 4.59 M | -2% | 2.38% | 127% | 141 | 4.26% | 2.7 |
|
| 5766 |
5766
1492 Capital Management
Milwaukee,
Wisconsin
| USD 186 M | -USD 24.4 M | -12% | 5.96% | 332% | 130 | 30% | 1.6 |
|
| 5767 |
5767
Blue Square Asset Management
New York
| USD 186 M | -USD 14.8 M | -7% | 4.28% | 117% | 70 | 10% | 2 |
|
| 5768 |
5768
Concorde Asset Management
Ann Arbor,
Michigan
| USD 186 M | -USD 5.99 M | -3% | 1.67% | – | 199 | 20.6% | 2.1 |
|
| 5769 |
5769
Bond Capital Management
San Francisco,
California
| USD 186 M | -USD 46.9 M | -20% | 15.7% | 47.5% | 5 | 0% | 3 |
|
| 5770 |
5770
Bastion Asset Management
Montreal,
Canada
| USD 186 M | +USD 34.9 M | +23% | 5.26% | – | 72 | 62.5% | 0.1 |
|
| 5771 |
AFC
5771
AFT Forsyth & Company
West Palm Beach,
Florida
| USD 186 M | -USD 18.3 M | -9% | 6.88% | 135% | 128 | 3.13% | 7.4 |
|
| 5772 |
5772
KM Capital Management
Austin,
Texas
| USD 186 M | -USD 7.63 M | -4% | 2.08% | 60.8% | 60 | 35% | 1.2 |
|
| 5773 |
GCM
5773
Granby Capital Management
Miami Beach,
Florida
| USD 186 M | -USD 7.51 M | -4% | 0.15% | 50% | 22 | 18.18% | 1.9 |
|
| 5774 |
LA
5774
Lane & Associates
Moorestown,
New Jersey
| USD 186 M | -USD 8.01 M | -4% | 1.99% | – | 124 | 9.68% | 1.7 |
|
| 5775 |
5775
Financial Council
Towson,
Maryland
| USD 186 M | -USD 8.53 M | -4% | 3.78% | 88.6% | 93 | 8.6% | 2.2 |
|