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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5776 |
5776
McLean Asset Management
Tysons,
Virginia
| USD 135 M | -USD 124 M | -48% | 3.03% | 64.3% | 139 | 13.67% | 1 |
|
| 5777 |
5777
Econ Financial Services
Harrisburg,
Pennsylvania
| USD 135 M | -USD 586 k | -0.4% | 6.17% | 16.9% | 212 | 42.45% | 0.5 |
|
| 5778 |
PM
5778
Parametrica Management
Wanchai,
Hong Kong
| USD 135 M | +USD 34.3 M | +34% | 10.6% | 584% | 256 | 87.5% | 0.1 |
|
| 5779 |
5779
Broadview Financial Management
Wauwatosa,
Wisconsin
| USD 135 M | -USD 5.36 M | -4% | 5.42% | 52.4% | 50 | 6% | 3.3 |
|
| 5780 |
5780
Arrow Investment Advisors
Laurel,
Maryland
| USD 135 M | -USD 6.17 M | -4% | 3.27% | 36.3% | 103 | 37.86% | 1.1 |
|
| 5781 |
5781
Ally Bridge Group
New York
| USD 135 M | -USD 151 M | -53% | 10.5% | 844% | 31 | 35.48% | 0.7 |
|
| 5782 |
5782
Riverview Trust Company
Vancouver,
Washington
| USD 135 M | -USD 35.6 M | -21% | 4.97% | 87.6% | 721 | 67.68% | 0.9 |
|
| 5783 |
5783
General Equity Holdings
Brooklyn,
New York
| USD 135 M | -USD 32.8 M | -20% | 22.2% | 775% | 16 | 37.5% | 0.6 |
|
| 5784 |
5784
Cahill Wealth Management
Portage,
Michigan
| USD 135 M | – | – | 3.69% | 24.7% | 41 | – | 0 |
|
| 5785 |
5785
Prosperity Consulting Group
Owings Mills,
Maryland
| USD 135 M | +USD 1.39 M | +1% | 3.64% | 66.8% | 101 | 10.89% | 0.2 |
|
| 5786 |
5786
Buttonwood Financial Group
Kansas City,
Missouri
| USD 135 M | – | – | 1.98% | 77.9% | 19 | – | 0 |
|
| 5787 |
5787
Cohen Investment Advisors
Bedford,
New Hampshire
| USD 135 M | -USD 5.75 M | -4% | 2.14% | 90.6% | 80 | 3.75% | 1.2 |
|
| 5788 |
5788
Fairbanks Capital Management
Rancho Santa Fe,
California
| USD 134 M | -USD 3.2 M | -2% | 1.24% | 81.3% | 52 | 5.77% | 3.1 |
|
| 5789 |
5789
Davidson Trust Company
Seattle,
Washington
| USD 134 M | -USD 11.1 M | -8% | 2.3% | 77% | 131 | 9.92% | 1.8 |
|
| 5790 |
5790
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| USD 134 M | -USD 11.1 M | -8% | 0.24% | 61% | 96 | 9.38% | 4.5 |
|
| 5791 |
5791
Savior LLC
Wellesley Hills,
Massachusetts
| USD 134 M | -USD 2711 M | -95% | 2.38% | 82.8% | 207 | 20.77% | 1.6 |
|
| 5792 |
5792
Aurora Investment Managers
Naples,
Florida
| USD 134 M | +USD 29.9 M | +29% | 8.3% | 74.4% | 52 | 53.85% | 0.8 |
|
| 5793 |
5793
Kellner Capital
New York
| USD 134 M | -USD 84.2 M | -39% | 11.7% | 390% | 48 | 77.08% | 0.2 |
|
| 5794 |
5794
IMPACTfolio
Denver,
Colorado
| USD 134 M | +USD 20.2 M | +18% | 7.05% | 51.2% | 58 | 34.48% | 0.2 |
|
| 5795 |
5795
Acute Investment Advisory
Mesa,
Arizona
| USD 134 M | -USD 3 M | -2% | 3.34% | 15% | 69 | 65.22% | 0.1 |
|
| 5796 |
5796
Marlowe Partners
New York
| USD 134 M | -USD 42.4 M | -24% | 8.75% | 16.3% | 10 | 30% | 1.7 |
|
| 5797 |
TPWM
5797
Twelve Points Wealth Management
Concord,
Massachusetts
| USD 134 M | +USD 10.4 M | +8% | 2.41% | 50.7% | 188 | 20.74% | 0.2 |
|
| 5798 |
5798
Boyd Wealth Management
Sacramento,
California
| USD 134 M | -USD 3.99 M | -3% | 5.41% | 56.8% | 43 | 16.28% | 0.2 |
|
| 5799 |
5799
Tatro Capital
Lexington,
Kentucky
| USD 134 M | -USD 5.54 M | -4% | 4.56% | – | 103 | 28.16% | 1.4 |
|
| 5800 |
5800
Delphia (USA)
Toronto,
Ontario, Canada
| USD 134 M | +USD 39.4 M | +42% | 3.03% | – | 425 | 61.41% | 0.1 |
|