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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5976 |
5976
Donald L. Hagan LLC
Sarasota,
Florida
| USD 204 M | +USD 3.43 M | +2% | 4.17% | 47.9% | 93 | 12.9% | 3.6 |
|
| 5977 |
5977
Peregrine Investment Management
Toronto,
Ontario, Canada
| USD 204 M | +USD 47.1 M | +30% | 32% | – | 26 | 34.62% | 0.6 |
|
| 5978 |
CE
5978
Cornerstone Enterprises
Appleton,
Wisconsin
| USD 203 M | +USD 17.6 M | +9% | 6.95% | 85.7% | 33 | 6.06% | 1.2 |
|
| 5979 |
5979
White Mountains Insurance Group
Hanover,
New Hampshire
| USD 203 M | +USD 7.68 M | +4% | 3.93% | 105% | 1 | 0% | 4.8 |
|
| 5980 |
5980
Cascade Wealth Advisors
Wenatchee,
Washington
| USD 203 M | +USD 26.1 M | +15% | 3.78% | – | 63 | 15.87% | 1 |
|
| 5981 |
MFG
5981
MTM Financial Group
Bethlehem,
Pennsylvania
| USD 203 M | +USD 18.7 M | +10% | 4.21% | 36.5% | 88 | 13.64% | 2 |
|
| 5982 |
5982
Beaconlight Capital
New York
| USD 203 M | +USD 27.5 M | +16% | 26.7% | 282% | 39 | 51.28% | 1.3 |
|
| 5983 |
5983
Rockingstone Advisors
Great Barrington,
Massachusetts
| USD 203 M | +USD 12.5 M | +7% | 6.36% | 114% | 108 | 3.7% | 2.2 |
|
| 5984 |
5984
Topel & Distasi Wealth Management
Berkeley,
California
| USD 203 M | +USD 11.9 M | +6% | 5.11% | 40% | 62 | 4.84% | 3.2 |
|
| 5985 |
5985
Breach Inlet Capital Management
Mt. Pleasant,
South Carolina
| USD 203 M | -USD 1.16 M | -0.6% | 3.12% | – | 10 | 30% | 1.1 |
|
| 5986 |
FCFC
5986
First Citizens Financial Corp
Mason City,
Iowa
| USD 202 M | +USD 20.5 M | +11% | 7.36% | 72.9% | 137 | 10.22% | 3.2 |
|
| 5987 |
5987
Plotkin Financial Advisors
Chevy Chase,
Maryland
| USD 202 M | +USD 21 M | +12% | 8.16% | 95.3% | 104 | 10.58% | 3.1 |
|
| 5988 |
5988
Pelham Capital
London,
United Kingdom
| USD 202 M | -USD 12.9 M | -6% | 6.61% | 135% | 18 | 44.44% | 1.2 |
|
| 5989 |
5989
5th Street Advisors
Southport,
Connecticut
| USD 202 M | +USD 603 k | +0.3% | 6.03% | 52.2% | 34 | 29.41% | 2.2 |
|
| 5990 |
5990
GS Investments
Minneapolis,
Minnesota
| USD 202 M | -USD 23.7 M | -11% | 5.7% | 94.1% | 119 | 7.56% | 4.3 |
|
| 5991 |
5991
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| USD 202 M | +USD 9.8 M | +5% | 7.08% | 45.1% | 40 | 10% | 6.2 |
|
| 5992 |
5992
Meritas Wealth Management
Larkspur,
California
| USD 202 M | +USD 20 M | +11% | 7.35% | 69.4% | 59 | 11.86% | 2 |
|
| 5993 |
WMS
5993
Wealth Management Strategies
Pittsburgh,
Pennsylvania
| USD 202 M | +USD 15.8 M | +9% | 5.75% | – | 42 | 14.29% | 0.7 |
|
| 5994 |
5994
Sterling Group Wealth Management
Pasadena,
California
| USD 202 M | +USD 21.2 M | +12% | 6.55% | 75.9% | 56 | 12.5% | 1.2 |
|
| 5995 |
5995
Lipe & Dalton
Syracuse,
New York
| USD 202 M | +USD 16.8 M | +9% | 11.2% | 101% | 96 | 9.38% | 6.3 |
|
| 5996 |
5996
Fairfield University
Fairfield,
Connecticut
| USD 202 M | +USD 20.7 M | +11% | 7.18% | 61.9% | 3 | 0% | 8.1 |
|
| 5997 |
DCM
5997
Dilation Capital Management
New York
| USD 202 M | +USD 14.1 M | +7% | 18.9% | – | 26 | 42.31% | 0.4 |
|
| 5998 |
TCM
5998
TAM Capital Management
Stamford,
Connecticut
| USD 202 M | +USD 74.7 M | +59% | 13.4% | 4.15% | 11 | 72.73% | 0.2 |
|
| 5999 |
5999
Massachusetts Wealth Management
North Andover,
Massachusetts
| USD 202 M | +USD 24.2 M | +14% | 8.73% | 110% | 98 | 6.12% | 2 |
|
| 6000 |
6000
BostonPremier Wealth
Hanover,
Massachusetts
| USD 201 M | +USD 21 M | +12% | 8.64% | – | 74 | 16.22% | 0.6 |
|