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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5826 |
5826
Bay Rivers Group
Williamsburg,
Virginia
| USD 100 M | -USD 12.3 M | -11% | 4.78% | 166% | 64 | 10.94% | 2.1 |
|
| 5827 |
5827
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| USD 100 M | -USD 1.5 M | -1% | 4.05% | 68.8% | 120 | 20.83% | 1.1 |
|
| 5828 |
5828
Doheny Asset Management
Los Angeles,
California
| USD 100 M | – | – | 3.51% | 135% | 73 | – | 5.8 |
|
| 5829 |
5829
Broadview Financial Management
Wauwatosa,
Wisconsin
| USD 100 M | -USD 7.42 M | -7% | 6.75% | 52.4% | 39 | 0% | 4 |
|
| 5830 |
5830
Silverhawk Asset Management
Scottsdale,
Arizona
| USD 100 M | -USD 8.28 M | -8% | 5.88% | – | 35 | 34.29% | 0.6 |
|
| 5831 |
5831
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| USD 100 M | -USD 7.72 M | -7% | 4.52% | 52.2% | 65 | 6.15% | 4.3 |
|
| 5832 |
5832
Jupiter Wealth Management
Glendale,
Colorado
| USD 100 M | -USD 10.1 M | -9% | 4.49% | 99.2% | 65 | 6.15% | 2.4 |
|
| 5833 |
AIP
5833
Alapocas Investment Partners
Beverly,
Massachusetts
| USD 100 M | -USD 1 M | -1% | 4.65% | 58.3% | 18 | 0% | 0.7 |
|
| 5834 |
5834
Dentgroup
Baton Rouge,
Louisiana
| USD 100 M | +USD 9.8 M | +11% | 5.05% | 53.6% | 96 | 20.83% | 0.6 |
|
| 5835 |
5835
Kite Lake Capital Management (UK)
London,
United Kingdom
| USD 100 M | +USD 9.13 M | +10% | 8.41% | 337% | 8 | 12.5% | 0.7 |
|
| 5836 |
5836
CBIZ Investment Advisory Services
Independence,
Ohio
| USD 100 M | -USD 992 M | -91% | 5.25% | 48.7% | 39 | 48.72% | 0.8 |
|
| 5837 |
5837
Greenstone Partners & Co
Larkspur,
California
| USD 100 M | +USD 5.66 M | +6% | 6.37% | 527% | 12 | 33.33% | 1.2 |
|
| 5838 |
5838
Warren Street Wealth Advisors
Newport Beach,
California
| USD 99.3 M | -USD 4.2 M | -4% | 6.82% | 84.6% | 57 | 12.28% | 0.6 |
|
| 5839 |
5839
Pring Turner Capital Group
Alamo,
California
| USD 99.3 M | -USD 4.9 M | -5% | 3.59% | 70.8% | 58 | 10.34% | 3.7 |
|
| 5840 |
5840
Washington Capital Management
Seattle,
Washington
| USD 99.3 M | -USD 4.72 M | -5% | 6.39% | 81.8% | 117 | 24.79% | 2.5 |
|
| 5841 |
5841
Comprehensive Wealth Management
Lynnwood,
Washington
| USD 99.2 M | -USD 16.7 M | -14% | 7.06% | 40.6% | 34 | 23.53% | 0.7 |
|
| 5842 |
5842
Arboretum Ventures
Ann Arbor,
Michigan
| USD 99.1 M | +USD 9.08 M | +10% | 11.1% | – | 3 | 0% | 0.8 |
|
| 5843 |
5843
LFS Asset Management
San Ramon,
California
| USD 99.1 M | -USD 23.9 M | -19% | 2.92% | – | 68 | 45.59% | 0.2 |
|
| 5844 |
EGVF
5844
ESA Global Value Fund
Grand Cayman,
Cayman Islands
| USD 99 M | -USD 5.99 M | -6% | 1.2% | – | 5 | 40% | 1.3 |
|
| 5845 |
5845
Tilia Fiduciary Partners
Wilmington,
North Carolina
| USD 99 M | -USD 5.8 M | -6% | 3.56% | 101% | 553 | 7.05% | 0.7 |
|
| 5846 |
SPAS
5846
Spectrum Planning & Advisory Services
San Diego,
California
| USD 98.9 M | +USD 3.01 M | +3% | 3.37% | – | 59 | 20.34% | 1 |
|
| 5847 |
5847
Charter Research & Investment Group
Southport,
Connecticut
| USD 98.9 M | -USD 11.1 M | -10% | 4.9% | 82.3% | 77 | 6.49% | 6.1 |
|
| 5848 |
5848
Global Assets Advisory
Orlando,
Florida
| USD 98.9 M | +USD 52.5 M | +113% | 3.03% | 95.9% | 161 | 69.57% | 0.1 |
|
| 5849 |
5849
Plotkin Financial Advisors
Chevy Chase,
Maryland
| USD 98.8 M | -USD 6.34 M | -6% | 6.25% | 95.3% | 72 | 12.5% | 1.8 |
|
| 5850 |
5850
Act Two Investors
Santa Cruz,
California
| USD 98.8 M | -USD 7.23 M | -7% | 3.79% | 53% | 28 | 25% | 2.6 |
|