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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6126 |
6126
Vawter Financial
Columbus,
Ohio
| USD 116 M | +USD 17 M | +17% | 3.62% | 48% | 69 | 18.84% | 0.4 |
|
| 6127 |
6127
Buttonwood Financial Group
Kansas City,
Missouri
| USD 115 M | +USD 15.3 M | +15% | 5.71% | 77.9% | 30 | 40% | 0.6 |
|
| 6128 |
6128
Sterling Group Wealth Management
Pasadena,
California
| USD 115 M | +USD 9.5 M | +9% | 5.93% | 67.7% | 52 | 3.85% | 0.5 |
|
| 6129 |
6129
Investments & Financial Planning LLC
Lexington,
Kentucky
| USD 115 M | +USD 6.5 M | +6% | 6.15% | 63.6% | 37 | 8.11% | 1.4 |
|
| 6130 |
6130
Comprehensive Wealth Management
Lynnwood,
Washington
| USD 115 M | -USD 5.96 M | -5% | 0.76% | 36.9% | 39 | 30.77% | 1 |
|
| 6131 |
6131
Howard Wealth Management
Madison,
Connecticut
| USD 115 M | -USD 4.63 M | -4% | 6.58% | 60.3% | 109 | 7.34% | 1.8 |
|
| 6132 |
AMAL
6132
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| USD 115 M | +USD 10.6 M | +10% | 10.1% | 124% | 16 | 0% | 4.3 |
|
| 6133 |
MG
6133
Meditor Group
Hamilton,
Bermuda
| USD 115 M | -USD 10.4 M | -8% | 0.97% | 41.1% | 4 | 0% | 7.5 |
|
| 6134 |
6134
Arlington Capital Management
Arlington Heights,
Illinois
| USD 115 M | +USD 8.76 M | +8% | 0.09% | 154% | 111 | 37.84% | 0.3 |
|
| 6135 |
6135
JDM Financial Group
Austin,
Texas
| USD 115 M | +USD 6.57 M | +6% | 6.55% | 56.7% | 222 | 8.11% | 0.5 |
|
| 6136 |
6136
Cladis Investment Advisory
Billings,
Montana
| USD 115 M | +USD 3.78 M | +3% | 5.96% | 131% | 146 | 11.64% | 1.2 |
|
| 6137 |
6137
Regency Capital Management
Honolulu,
Hawaii
| USD 115 M | +USD 32.4 M | +39% | 6.97% | 92.1% | 48 | 45.83% | 0.9 |
|
| 6138 |
MSCM
6138
Marlin Sams Capital Management
New York
| USD 115 M | -USD 2.28 M | -2% | 1.94% | 53.1% | 1 | 0% | 1.3 |
|
| 6139 |
6139
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
| USD 115 M | +USD 17.8 M | +18% | 13.9% | 105% | 134 | 5.22% | 0.8 |
|
| 6140 |
6140
Wolff Financial Management
Kalamazoo,
Michigan
| USD 115 M | -USD 172 M | -60% | 1.46% | 56.7% | 100 | 65% | 3.5 |
|
| 6141 |
KC
6141
Kenfarb & Co
Ashland,
Kentucky
| USD 115 M | +USD 2.82 M | +3% | 5.87% | – | 216 | 2.31% | 1.3 |
|
| 6142 |
6142
Perkins Capital Management
Wayzata,
Minnesota
| USD 115 M | +USD 8.7 M | +8% | 21.8% | 303% | 101 | 7.92% | 4.3 |
|
| 6143 |
6143
NVP Associates
Menlo Park,
California
| USD 115 M | +USD 27.7 M | +32% | 43.4% | 953% | 10 | 20% | 0.4 |
|
| 6144 |
ECM
6144
Endurant Capital Management
San Mateo,
California
| USD 115 M | -USD 80.1 M | -41% | 7.56% | 18.4% | 65 | 70.77% | 0.8 |
|
| 6145 |
6145
Pinnacle Wealth Management Group
Plymouth,
Michigan
| USD 114 M | -USD 970 k | -0.8% | 3.18% | 64.3% | 106 | 16.04% | 1.6 |
|
| 6146 |
6146
Objective Capital Management
Pepper Pike,
Ohio
| USD 114 M | +USD 4.9 M | +4% | 8.03% | – | 103 | 11.65% | 1.3 |
|
| 6147 |
6147
SCF Partners
Houston,
Texas
| USD 114 M | -USD 60.3 M | -35% | 1.93% | 2.1% | 3 | 33.33% | 5.4 |
|
| 6148 |
6148
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
| USD 114 M | +USD 5.39 M | +5% | 4.43% | 59.7% | 59 | 5.08% | 0.5 |
|
| 6149 |
6149
Shearwater Capital
Denver,
Colorado
| USD 114 M | +USD 6.73 M | +6% | 4.31% | 74.4% | 38 | 0% | 1.3 |
|
| 6150 |
AIFAIM
6150
American Institute for Advanced Investment Management
Scottsdale,
Arizona
| USD 114 M | +USD 20.6 M | +22% | 6.96% | 72.8% | 118 | 16.1% | 2.3 |
|