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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
Northern Capital Management (Washington)
Spokane,
Washington
| USD 132 M | +USD 14.8 M | +13% | 7.51% | 80% | 42 | 7.14% | 1.9 |
|
| 5827 |
5827
Wallace Advisory Group
Lafayette,
California
| USD 131 M | -USD 7.6 k | -0% | 4.3% | 50.9% | 174 | 0.57% | 0.5 |
|
| 5828 |
5828
Broadmark Asset Management
San Francisco,
California
| USD 131 M | +USD 65.5 M | +99% | 8.28% | 39.6% | 2 | 50% | 0.3 |
|
| 5829 |
5829
Covestor
London,
United Kingdom
| USD 131 M | +USD 16.6 M | +14% | 5.89% | 136% | 2,852 | 7.96% | 1.2 |
|
| 5830 |
5830
Avory & Company
Miami,
Florida
| USD 131 M | -USD 14 M | -10% | 1.94% | 74.9% | 40 | 35% | 1.1 |
|
| 5831 |
5831
Bancreek Capital Management
Santa Monica,
California
| USD 131 M | +USD 12.5 M | +11% | 7.44% | 33.6% | 21 | 9.52% | 1.4 |
|
| 5832 |
5832
Chicago Wealth Management
Chicago,
Illinois
| USD 131 M | +USD 5.35 M | +4% | 5.96% | 134% | 50 | 34% | 1.4 |
|
| 5833 |
5833
Aurora Investment Managers
Naples,
Florida
| USD 131 M | +USD 15.9 M | +14% | 16.9% | 74.4% | 51 | 15.69% | 1.7 |
|
| 5834 |
5834
Blue Investment Partners
Alamo,
California
| USD 131 M | +USD 31.9 M | +32% | 11.6% | – | 32 | 18.75% | 0.4 |
|
| 5835 |
5835
Worth Asset Management
Dallas,
Texas
| USD 131 M | -USD 609 k | -0.5% | 3.37% | 115% | 548 | 28.83% | 0.9 |
|
| 5836 |
5836
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| USD 131 M | -USD 53.3 M | -29% | 6.15% | 79.6% | 239 | 45.19% | 1.1 |
|
| 5837 |
5837
Infusive Asset Management
New York
| USD 131 M | +USD 16.2 M | +14% | 9.16% | 33.8% | 17 | 23.53% | 1.6 |
|
| 5838 |
5838
BCK Capital Management
Stamford,
Connecticut
| USD 131 M | +USD 16 M | +14% | 4.5% | 161% | 97 | 58.76% | 0.6 |
|
| 5839 |
5839
Financial Council
Towson,
Maryland
| USD 131 M | +USD 8.38 M | +7% | 8.03% | 80% | 74 | 12.16% | 1.1 |
|
| 5840 |
5840
Fee-Only Financial Planning
Okatie,
South Carolina
| USD 131 M | +USD 7.83 M | +6% | 6.54% | 72.6% | 44 | 6.82% | 0.5 |
|
| 5841 |
5841
Tactive Advisors
Jacksonville,
Florida
| USD 131 M | -USD 3.62 M | -3% | 12.3% | – | 83 | 53.01% | 0.2 |
|
| 5842 |
5842
XXEC Inc
Tulsa,
Oklahoma
| USD 131 M | +USD 5.67 M | +5% | 6.62% | 19.3% | 25 | 12% | 1.7 |
|
| 5843 |
5843
Diamant Asset Management
Ridgefield,
Connecticut
| USD 131 M | +USD 8.84 M | +7% | 7.83% | 66.9% | 66 | 0% | 4.5 |
|
| 5844 |
5844
Lauterbach Financial Advisors
El Paso,
Texas
| USD 131 M | +USD 7.07 M | +6% | 5.36% | 76.5% | 61 | 1.64% | 1.1 |
|
| 5845 |
5845
Southern Capital Advisors
Jackson,
Tennessee
| USD 131 M | -USD 4.29 M | -3% | 5.06% | 66.8% | 81 | 23.46% | 1 |
|
| 5846 |
5846
Gould Capital
Tacoma,
Washington
| USD 131 M | +USD 985 k | +0.8% | 4.04% | 60.1% | 205 | 7.8% | 1.4 |
|
| 5847 |
5847
Mudita Advisors
London,
United Kingdom
| USD 131 M | +USD 19 M | +17% | 2.11% | 143% | 18 | 16.67% | 1.2 |
|
| 5848 |
5848
Nine Masts Capital
Central,
Hong Kong
| USD 131 M | +USD 36.2 M | +38% | 1.25% | 88.1% | 36 | 25% | 0.6 |
|
| 5849 |
5849
William Allan Corp
Fort Collins,
Colorado
| USD 131 M | +USD 4.64 M | +4% | 6.42% | 94.2% | 50 | 8% | 1.3 |
|
| 5850 |
KC
5850
Kades & Cheifetz
Berwyn,
Pennsylvania
| USD 130 M | +USD 3.59 M | +3% | 3.13% | – | 77 | 3.9% | 0.5 |
|