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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
Flynn Zito Capital Management
Garden City,
New York
| USD 101 M | -USD 80 M | -44% | 4.95% | 97.3% | 111 | 82.88% | 0.2 |
|
| 5802 |
5802
Velan Capital Investment Management
Alpharetta,
Georgia
| USD 101 M | +USD 2.24 M | +2% | 4.53% | 2,395% | 31 | 45.16% | 0.4 |
|
| 5803 |
BCM
5803
Beaumont Capital Management
Boston,
Massachusetts
| USD 101 M | -USD 20.4 M | -17% | 4.91% | 45.4% | 44 | 52.27% | 0.5 |
|
| 5804 |
5804
Keyframe Capital Partners
New York
| USD 101 M | – | – | 13% | 6.45% | 6 | – | 0 |
|
| 5805 |
CAM
5805
Crown Advisors Management
Larkspur,
California
| USD 101 M | -USD 7.98 M | -7% | 0.06% | 284% | 50 | 24% | 1.8 |
|
| 5806 |
5806
Apricus Wealth
Beaufort,
South Carolina
| USD 101 M | -USD 8.58 M | -8% | 2.32% | 78.8% | 81 | 6.17% | 0.7 |
|
| 5807 |
5807
Western Pacific Wealth Management
Lake Forest,
Illinois
| USD 101 M | -USD 1.84 M | -2% | 11.1% | 91.4% | 263 | 30.8% | 0.5 |
|
| 5808 |
JKSF
5808
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
| USD 101 M | +USD 5.84 M | +6% | 8.29% | 30.8% | 4 | 25% | 0.6 |
|
| 5809 |
5809
Hudson Canyon Capital Management
New York
| USD 101 M | -USD 3.06 M | -3% | 1.71% | 160% | 58 | 10.34% | 1.5 |
|
| 5810 |
5810
Aurora Investment Managers
Naples,
Florida
| USD 101 M | -USD 2.92 M | -3% | 0.53% | 74.4% | 51 | 3.92% | 1.2 |
|
| 5811 |
5811
Spotlight Asset Group
Oakbrook Terrace,
Illinois
| USD 101 M | – | – | 3.92% | – | 77 | – | 2.2 |
|
| 5812 |
5812
Altus Wealth Group
Colorado Springs,
Colorado
| USD 101 M | USD 0 | 0% | 4.94% | 76.7% | 109 | 0% | 1.6 |
|
| 5813 |
5813
Center For Asset Management
Palm Beach Gardens,
Florida
| USD 101 M | -USD 7.32 M | -7% | 5.71% | 66.6% | 119 | 19.33% | 1 |
|
| 5814 |
5814
Taylor & Morgan Wealth Management
Flint,
Michigan
| USD 100 M | -USD 4.99 M | -5% | 4.83% | 85.9% | 68 | 8.82% | 0.7 |
|
| 5815 |
RHDIC
5815
R.H. Dinel Investment Counsel
Los Angeles,
California
| USD 100 M | -USD 10.7 M | -10% | 7.12% | 55.9% | 52 | 1.92% | 6.8 |
|
| 5816 |
5816
Capital Impact Advisors
Boston,
Massachusetts
| USD 100 M | -USD 7.81 M | -7% | 3.65% | – | 238 | 5.46% | 1 |
|
| 5817 |
5817
Gouws Capital LLC
Charlotte,
North Carolina
| USD 100 M | -USD 4.93 M | -5% | 2.72% | 114% | 50 | 14% | 0.7 |
|
| 5818 |
5818
Apogem Capital
New York
| USD 100 M | -USD 10.2 M | -9% | 1.48% | – | 175 | 37.14% | 0.8 |
|
| 5819 |
5819
Pillar Wealth Advisors
West Chester,
Pennsylvania
| USD 100 M | +USD 2.07 M | +2% | 3.66% | 21.9% | 57 | 3.51% | 0.7 |
|
| 5820 |
5820
McClarren Financial Advisors
State College,
Pennsylvania
| USD 100 M | +USD 69.1 M | +221% | 4.88% | 63% | 337 | 90.21% | 0.2 |
|
| 5821 |
5821
Robinson Value Management
San Antonio,
Texas
| USD 100 M | -USD 7.62 M | -7% | 8.03% | 79.3% | 93 | 27.96% | 2.2 |
|
| 5822 |
5822
Bluesphere Advisors
East Norriton,
Pennsylvania
| USD 100 M | -USD 2.82 M | -3% | 5.51% | 105% | 82 | 14.63% | 1.5 |
|
| 5823 |
HAM
5823
Hedges Asset Management
Reno,
Nevada
| USD 100 M | -USD 5.71 M | -5% | 4.24% | – | 105 | 4.76% | 0.7 |
|
| 5824 |
5824
Riverwater Partners
Milwaukee,
Wisconsin
| USD 100 M | +USD 911 k | +0.9% | 1.59% | 110% | 215 | 24.65% | 0.4 |
|
| 5825 |
ACM
5825
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| USD 100 M | +USD 6.55 M | +7% | 25.3% | 1,745% | 7 | 71.43% | 0.1 |
|