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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6076 |
6076
Susquehanna International Securities
Dublin,
Ireland
| USD 138 M | +USD 20 M | +17% | 8.56% | 2.8% | 55 | 61.82% | 0.5 |
|
| 6077 |
IF
6077
Integrity Financial
Cheyenne,
Wyoming
| USD 138 M | +USD 5.72 M | +4% | 9.7% | 66.3% | 236 | 20.76% | 1.7 |
|
| 6078 |
6078
Aviso Wealth Management
Bellevue,
Washington
| USD 138 M | – | – | 13.9% | 153% | 147 | – | 0 |
|
| 6079 |
6079
Promethos Capital
Boston,
Massachusetts
| USD 138 M | – | – | 10.8% | – | 67 | – | 0 |
|
| 6080 |
AWM
6080
Aberdeen Wealth Management
Lake Bluff,
Illinois
| USD 138 M | +USD 5.12 M | +4% | 9% | 73.1% | 165 | 4.85% | 3.1 |
|
| 6081 |
CNFG
6081
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
| USD 138 M | +USD 9.43 M | +7% | 10.4% | 52.6% | 76 | 3.95% | 6.2 |
|
| 6082 |
6082
Seldon Capital
San Francisco,
California
| USD 138 M | +USD 21.6 M | +19% | 14.8% | 604% | 63 | 31.75% | 1.3 |
|
| 6083 |
6083
CMG Global Holdings
Plano,
Texas
| USD 138 M | +USD 20.6 M | +18% | 8.81% | 80.8% | 93 | 12.9% | 2.2 |
|
| 6084 |
6084
Wells Financial Advisors
Framingham,
Massachusetts
| USD 138 M | +USD 9.07 M | +7% | 9.26% | 58.9% | 67 | 7.46% | 2.3 |
|
| 6085 |
6085
Criterion Capital Advisors
Nashville,
Tennessee
| USD 138 M | – | – | 9.1% | – | 360 | – | 0 |
|
| 6086 |
6086
Soditic Asset Management
Tonbridge,
United Kingdom
| USD 138 M | +USD 7.83 M | +6% | 11.6% | 23.4% | 10 | 0% | 2.7 |
|
| 6087 |
6087
McGinn Penninger Investment Management
Alexandria,
Virginia
| USD 138 M | +USD 10.6 M | +8% | 14.2% | 51.9% | 26 | 3.85% | 2.6 |
|
| 6088 |
6088
Founders Capital Management (Texas)
Houston,
Texas
| USD 138 M | +USD 6.68 M | +5% | 8.83% | 131% | 410 | 9.02% | 3.7 |
|
| 6089 |
CP
6089
CPV Partners
Stamford,
Connecticut
| USD 138 M | -USD 18.4 M | -12% | 11% | 105% | 6 | 16.67% | 2.3 |
|
| 6090 |
6090
Client First Capital
San Diego,
California
| USD 138 M | -USD 565 k | -0.4% | 5.16% | 54.6% | 21 | 4.76% | 1.5 |
|
| 6091 |
6091
Aspen Wealth Strategies
Arvada,
Colorado
| USD 138 M | +USD 9.32 M | +7% | 10.6% | 65.8% | 83 | 15.66% | 0.8 |
|
| 6092 |
LA
6092
Lane & Associates
Moorestown,
New Jersey
| USD 137 M | +USD 13 M | +10% | 10.3% | – | 108 | 8.33% | 0.8 |
|
| 6093 |
WF
6093
Williams Financial
North Bennington,
Vermont
| USD 137 M | +USD 5.73 M | +4% | 7.68% | 33.1% | 30 | 0% | 1.2 |
|
| 6094 |
6094
Buttonwood Financial Group
Kansas City,
Missouri
| USD 137 M | +USD 357 k | +0.3% | 9.9% | 77.9% | 29 | 10.34% | 1 |
|
| 6095 |
6095
Significant Wealth Partners
Cary,
Illinois
| USD 137 M | – | – | 6.82% | – | 147 | – | 0 |
|
| 6096 |
6096
Hudson Canyon Capital Management
New York
| USD 137 M | +USD 15.1 M | +12% | 15.2% | 182% | 56 | 7.14% | 2.4 |
|
| 6097 |
6097
Ted Buchan & Co
San Diego,
California
| USD 137 M | +USD 12.8 M | +10% | 9.73% | 65.2% | 84 | 13.1% | 0.8 |
|
| 6098 |
6098
Lynx Capital Group
Beachwood,
Ohio
| USD 137 M | – | – | 11.9% | 65.6% | 81 | – | 0 |
|
| 6099 |
6099
Piedmont Capital Management (Montana)
Whitefish,
Montana
| USD 137 M | +USD 11.8 M | +9% | 11.2% | 94% | 50 | 12% | 1.8 |
|
| 6100 |
MA
6100
McBroom & Associates
Las Vegas,
Nevada
| USD 137 M | +USD 11.6 M | +9% | 14.2% | 148% | 36 | 8.33% | 1.7 |
|