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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5801 |
5801
Newport Capital Group
Red Bank,
New Jersey
| USD 133 M | -USD 1.53 M | -1% | 3.86% | – | 60 | 3.33% | 1.2 |
|
| 5802 |
5802
Foresite Capital Management II
Larkspur,
California
| USD 133 M | -USD 130 M | -49% | 48.9% | 66.2% | 2 | 50% | 2.5 |
|
| 5803 |
CNFG
5803
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
| USD 133 M | +USD 1.26 M | +1% | 0% | 52.6% | 77 | 1.3% | 4.8 |
|
| 5804 |
5804
Ulland Investment Advisors
Minneapolis,
Minnesota
| USD 133 M | -USD 23.4 M | -15% | 6.64% | 161% | 278 | 24.46% | 0.2 |
|
| 5805 |
FCFC
5805
First Citizens Financial Corp
Mason City,
Iowa
| USD 133 M | -USD 3.6 M | -3% | 3.4% | 72.9% | 108 | 7.41% | 1.8 |
|
| 5806 |
5806
Piedmont Capital Management (Montana)
Whitefish,
Montana
| USD 133 M | +USD 5.86 M | +5% | 0.79% | 94% | 50 | 28% | 0.9 |
|
| 5807 |
5807
Indie Asset Partners
Carmel,
Indiana
| USD 133 M | -USD 4.68 M | -3% | 2.18% | 119% | 133 | 12.03% | 1.5 |
|
| 5808 |
5808
Benchmark Investment Advisors
Chicago,
Illinois
| USD 133 M | +USD 11.7 M | +10% | 6.05% | – | 161 | 44.72% | 0.1 |
|
| 5809 |
LAI
5809
Legal Advantage Investments
Los Altos Hills,
California
| USD 133 M | -USD 14.4 M | -10% | 8.55% | 116% | 85 | 15.29% | 1 |
|
| 5810 |
5810
Robbins Farley
Bedford,
New Hampshire
| USD 133 M | -USD 2.44 M | -2% | 6.42% | 106% | 193 | 40.93% | 0.6 |
|
| 5811 |
5811
Pinnacle Wealth Management Group
Plymouth,
Michigan
| USD 133 M | -USD 2.02 M | -1% | 0.96% | 64.3% | 136 | 25% | 0.6 |
|
| 5812 |
5812
New Vernon Capital Holdings II
Morristown,
New Jersey
| USD 133 M | -USD 78.6 M | -37% | 5.47% | 114% | 19 | 31.58% | 1.7 |
|
| 5813 |
5813
Agincourt Capital Management
Richmond,
Virginia
| USD 133 M | -USD 2.61 M | -2% | 5.27% | 0.36% | 4 | 0% | 0.3 |
|
| 5814 |
5814
Tanager Wealth Management
Goring On Thames,
United Kingdom
| USD 133 M | +USD 262 k | +0.2% | 4.57% | 53.4% | 43 | 11.63% | 0.2 |
|
| 5815 |
5815
William Allan Corp
Fort Collins,
Colorado
| USD 133 M | -USD 7.98 M | -6% | 5.88% | 94.2% | 94 | 52.13% | 0.2 |
|
| 5816 |
WIM
5816
Wilen Investment Management
Bonita Springs,
Florida
| USD 133 M | +USD 1.62 M | +1% | 13.7% | 79.9% | 96 | 10.42% | 3.6 |
|
| 5817 |
5817
RiverGlades Family Offices
Naples,
Florida
| USD 133 M | -USD 5.49 M | -4% | 2.66% | – | 85 | 8.24% | 2.3 |
|
| 5818 |
5818
Lakeside Advisors
Seattle,
Washington
| USD 132 M | -USD 3.12 M | -2% | 1.01% | 83.7% | 59 | 8.47% | 0.2 |
|
| 5819 |
5819
MKT Advisors
Escondido,
California
| USD 132 M | +USD 4.8 M | +4% | 2.9% | 55.5% | 155 | 16.13% | 0.2 |
|
| 5820 |
5820
Morton Brown Family Wealth
Allentown,
Pennsylvania
| USD 132 M | +USD 1.84 M | +1% | 4.39% | 54.5% | 232 | 38.36% | 0.2 |
|
| 5821 |
5821
Trustees of The University of Pennsylvania
Philaldelphia,
Pennsylvania
| USD 132 M | -USD 113 M | -46% | 10.6% | – | 6 | 16.67% | 0.2 |
|
| 5822 |
5822
W Advisors LLC
Germantown,
Tennessee
| USD 132 M | -USD 1.87 M | -1% | 1.68% | 73.8% | 120 | 21.67% | 0.2 |
|
| 5823 |
WF
5823
Williams Financial
North Bennington,
Vermont
| USD 132 M | -USD 281 k | -0.2% | 4.04% | 33.1% | 36 | 16.67% | 1 |
|
| 5824 |
5824
Red Tortoise LLC
Atlanta,
Georgia
| USD 132 M | -USD 12.4 M | -9% | 4.58% | 43.7% | 67 | 7.46% | 0.5 |
|
| 5825 |
5825
Piper Sandler & Co
Minneapolis,
Minnesota
| USD 132 M | -USD 6.67 M | -5% | 3.75% | 0.04% | 42 | 69.05% | 0.2 |
|