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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5951 |
5951
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| USD 117 M | -USD 894 k | -0.8% | 3.96% | 96.8% | 361 | 6.65% | 1.7 |
|
| 5952 |
WCM
5952
W Capital Management
New York
| USD 117 M | +USD 11.8 M | +11% | 12% | – | 4 | 0% | 1.1 |
|
| 5953 |
5953
Resolute Wealth Strategies
Jackson,
Mississippi
| USD 117 M | – | – | 10.8% | 105% | 87 | – | 0 |
|
| 5954 |
5954
Cook Wealth
Raleigh,
North Carolina
| USD 117 M | +USD 13.7 M | +13% | 4.8% | 7.36% | 52 | 25% | 0.9 |
|
| 5955 |
5955
Velan Capital Investment Management
Alpharetta,
Georgia
| USD 117 M | +USD 4.12 M | +4% | 52.6% | 2,395% | 42 | 59.52% | 0.4 |
|
| 5956 |
5956
Medina Value Partners
Los Angeles,
California
| USD 117 M | -USD 12.3 M | -9% | 5.17% | 80% | 19 | 57.89% | 0.3 |
|
| 5957 |
DRD
5957
Dennis R. Delaney
| USD 117 M | +USD 5.56 M | +5% | 5.98% | 84.3% | 51 | 3.92% | 5.5 |
|
| 5958 |
5958
Consilium Wealth Advisory
Richardson,
Texas
| USD 117 M | -USD 19.3 k | -0% | 8.03% | 126% | 78 | 7.69% | 1.1 |
|
| 5959 |
MSCM
5959
Marlin Sams Capital Management
New York
| USD 117 M | +USD 8.05 M | +7% | 1.96% | 53.1% | 1 | 0% | 1 |
|
| 5960 |
5960
My Personal CFO LLC
Vancouver,
Washington
| USD 117 M | +USD 8.8 M | +8% | 9.89% | 83.4% | 898 | 91.87% | 0.9 |
|
| 5961 |
5961
Arrowroot Family Office
Marina Del Rey,
California
| USD 117 M | – | – | 6.94% | – | 116 | – | 0 |
|
| 5962 |
5962
Impala Asset Management
Palm Beach,
Florida
| USD 117 M | -USD 62 M | -35% | 8.93% | 62.6% | 33 | 57.58% | 1.2 |
|
| 5963 |
5963
Plustick Management
Charlottesville,
Virginia
| USD 117 M | -USD 10.2 M | -8% | 6.56% | 1,667% | 24 | 33.33% | 0.7 |
|
| 5964 |
MAM
5964
Marketfield Asset Management
New York
| USD 117 M | +USD 12.2 M | +12% | 1.32% | 61.5% | 39 | 15.38% | 3.4 |
|
| 5965 |
5965
Wealthspan Partners
Davenport,
Iowa
| USD 117 M | +USD 7.13 M | +6% | 5.03% | 65% | 75 | 10.67% | 1.1 |
|
| 5966 |
5966
Altai Capital Management
West Hollywood,
California
| USD 117 M | +USD 9.03 M | +8% | 22.3% | 24.9% | 5 | 0% | 2.3 |
|
| 5967 |
5967
Autumn Glory Partners
Dallas,
Texas
| USD 117 M | -USD 70.2 M | -37% | 1.23% | 76% | 185 | 43.78% | 0.9 |
|
| 5968 |
5968
Geneva Partners
Lake Geneva,
Wisconsin
| USD 117 M | +USD 11 M | +10% | 10.8% | 417% | 69 | 34.78% | 2.1 |
|
| 5969 |
5969
FFG Retirement Advisors
Centennial,
Colorado
| USD 117 M | +USD 7.15 M | +7% | 4.29% | 43.4% | 42 | 26.19% | 0.2 |
|
| 5970 |
S2L
5970
Sparta 24 Ltd
Tirat Hacarmel,
Israel
| USD 117 M | +USD 675 k | +0.6% | 11.8% | 86% | 18 | 27.78% | 0.2 |
|
| 5971 |
5971
First Bancorp
Damariscotta,
Maine
| USD 117 M | -USD 2.35 M | -2% | 3.69% | 80.3% | 115 | 7.83% | 1.6 |
|
| 5972 |
5972
Horizon Financial Services
Winston Salem,
North Carolina
| USD 117 M | +USD 960 k | +0.8% | 4.47% | 42.6% | 52 | 1.92% | 1.7 |
|
| 5973 |
5973
Northern Capital Management (Washington)
Spokane,
Washington
| USD 117 M | +USD 12.6 M | +12% | 6.24% | 90.9% | 43 | 13.95% | 1.7 |
|
| 5974 |
5974
Porter White Investment Advisors
Birmingham,
Alabama
| USD 117 M | +USD 3.65 M | +3% | 3.24% | 58% | 21 | 4.76% | 0.2 |
|
| 5975 |
5975
Ferguson Shapiro
Decatur,
Georgia
| USD 117 M | -USD 23.2 M | -17% | 5.49% | 42.7% | 39 | 35.9% | 1.1 |
|