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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5851 |
5851
Immersion
Aventura,
Florida
| USD 197 M | +USD 34.6 M | +21% | 9.81% | – | 10 | 20% | 0.3 |
|
| 5852 |
IMC
5852
Inherent Management Corp
New York
| USD 197 M | +USD 33 M | +20% | 11.9% | – | 11 | 9.09% | 0.4 |
|
| 5853 |
5853
Sterneck Capital Management
Kansas City,
Missouri
| USD 197 M | +USD 12.1 M | +7% | 6.56% | 61.5% | 108 | 15.74% | 4.6 |
|
| 5854 |
5854
Core Wealth Partners
Santa Rosa,
California
| USD 197 M | +USD 25.1 M | +15% | 9.49% | 63.8% | 188 | 17.55% | 1.5 |
|
| 5855 |
5855
Buttonwood Financial Group
Kansas City,
Missouri
| USD 197 M | +USD 26.4 M | +15% | 10.5% | 77.9% | 32 | 18.75% | 1.7 |
|
| 5856 |
PK
5856
Pflug Koory
Omaha,
Nebraska
| USD 197 M | +USD 17.4 M | +10% | 4.7% | – | 424 | 10.85% | 6 |
|
| 5857 |
5857
Kaizen Financial Strategies
Campbell,
California
| USD 197 M | +USD 23.5 M | +14% | 13.3% | 126% | 159 | 18.24% | 2 |
|
| 5858 |
5858
Catawba River Capital
Lake Wylie,
South Carolina
| USD 197 M | +USD 32.3 M | +20% | 15.9% | 89.5% | 21 | 23.81% | 2.7 |
|
| 5859 |
5859
Penney Financial
Houston,
Texas
| USD 197 M | +USD 44.5 M | +29% | 7.05% | 54.8% | 44 | 20.45% | 1.1 |
|
| 5860 |
5860
Galilei Investment Office
London,
United Kingdom
| USD 197 M | +USD 12 M | +7% | 9.21% | – | 29 | 13.79% | 0.4 |
|
| 5861 |
5861
Friday Financial
Dubuque,
Iowa
| USD 197 M | +USD 29.4 M | +18% | 8.81% | – | 86 | 17.44% | 0.4 |
|
| 5862 |
IF
5862
Integrity Financial
Cheyenne,
Wyoming
| USD 197 M | +USD 20.1 M | +11% | 9.58% | 66.3% | 298 | 7.72% | 2 |
|
| 5863 |
II
5863
Ironclad Investments
Maitland,
Florida
| USD 196 M | +USD 18.7 M | +11% | 10.5% | – | 3 | 0% | 1.5 |
|
| 5864 |
5864
Forte Asset Management
Bedford,
New York
| USD 196 M | -USD 2.27 M | -1% | 7.63% | 57.7% | 72 | 16.67% | 1.9 |
|
| 5865 |
5865
EPIQ Partners
Minneapolis,
Minnesota
| USD 196 M | +USD 6.7 M | +4% | 6.12% | 49.6% | 74 | 2.7% | 3.6 |
|
| 5866 |
5866
CHB Investment Group
New Hope,
Pennsylvania
| USD 196 M | +USD 7.98 M | +4% | 3.87% | – | 88 | 37.5% | 0.6 |
|
| 5867 |
5867
Sitrin Capital Management
Century City,
California
| USD 196 M | +USD 10.7 M | +6% | 14.4% | 139% | 42 | 2.38% | 4.1 |
|
| 5868 |
5868
Atlantic Investment Management
New York
| USD 196 M | +USD 17 M | +9% | 6.46% | 28.8% | 12 | 33.33% | 0.8 |
|
| 5869 |
5869
Constitution Capital
Shelton,
Connecticut
| USD 196 M | +USD 15.4 M | +9% | 13.6% | 91.1% | 61 | 9.84% | 3.3 |
|
| 5870 |
5870
Bernzott Capital Advisors
Camarillo,
California
| USD 196 M | -USD 7.25 M | -4% | 1.57% | 46.6% | 38 | 13.16% | 3.1 |
|
| 5871 |
5871
Optivise Advisory Services
Franklin,
Tennessee
| USD 196 M | +USD 17.5 M | +10% | 8.65% | – | 221 | 18.55% | 0.7 |
|
| 5872 |
WA1
5872
Wimmer Associates 1
Pasadena,
California
| USD 196 M | +USD 6.02 M | +3% | 7.7% | 78.9% | 109 | 2.75% | 7.1 |
|
| 5873 |
5873
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| USD 196 M | +USD 19.3 M | +11% | 6.8% | 74.4% | 152 | 11.18% | 3 |
|
| 5874 |
5874
White Mountains Insurance Group
Hanover,
New Hampshire
| USD 196 M | -USD 90.4 M | -32% | 18.5% | 105% | 2 | 50% | 4.5 |
|
| 5875 |
5875
PCG Wealth Advisors
Overland Park,
Kansas
| USD 196 M | -USD 91.1 M | -32% | 11.1% | 87% | 138 | 39.13% | 2.2 |
|