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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
Peregrine Investment Management
Toronto,
Ontario, Canada
| USD 172 M | – | – | 21% | – | 24 | – | 0 |
|
| 6127 |
6127
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
| USD 172 M | +USD 14.9 M | +9% | 5.61% | 133% | 147 | 18.37% | 1.8 |
|
| 6128 |
6128
Planning Directions
Glen Mills,
Pennsylvania
| USD 172 M | +USD 4.41 M | +3% | 0.49% | 46.3% | 82 | 7.32% | 3.4 |
|
| 6129 |
6129
Millington Financial Advisors
Naperville,
Illinois
| USD 172 M | +USD 11.9 M | +7% | 0.45% | 77.5% | 94 | 22.34% | 1.4 |
|
| 6130 |
6130
Decker Retirement Planning
Levi,
Utah
| USD 172 M | – | – | 14.5% | – | 597 | – | 0 |
|
| 6131 |
PCA
6131
Prospect Capital Advisors
Sausalito,
California
| USD 172 M | -USD 48.8 M | -22% | 9.09% | 202% | 31 | 29.03% | 3.1 |
|
| 6132 |
6132
Walker Financial Services
Bowling Green,
Kentucky
| USD 172 M | +USD 24.2 M | +16% | 2.78% | 20.8% | 33 | 12.12% | 1.5 |
|
| 6133 |
JKSF
6133
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
| USD 172 M | +USD 19.8 M | +13% | 11.7% | 30.8% | 7 | 57.14% | 1.2 |
|
| 6134 |
6134
Olistico Wealth
Tulsa,
Oklahoma
| USD 172 M | +USD 8.32 M | +5% | 3.93% | 108% | 322 | 7.14% | 0.9 |
|
| 6135 |
WAM
6135
Werlinich Asset Management
Stamford,
Connecticut
| USD 172 M | -USD 322 k | -0.2% | 0.95% | 232% | 63 | 9.52% | 2.8 |
|
| 6136 |
6136
Beacon Financial Planning
Hyannis,
Massachusetts
| USD 172 M | +USD 9.8 M | +6% | 1.7% | 74.3% | 49 | 12.24% | 1.3 |
|
| 6137 |
6137
Causey Wealth LLC
Greenwood Village,
Colorado
| USD 172 M | – | – | 3.69% | – | 68 | – | 0 |
|
| 6138 |
6138
Alcosta Capital Management
San Ramon,
California
| USD 172 M | +USD 4.2 M | +3% | 14% | 175% | 33 | 39.39% | 2.2 |
|
| 6139 |
BWM
6139
Bullock Wealth Management
Bloomington,
Indiana
| USD 171 M | +USD 5.57 M | +3% | 1.51% | 101% | 632 | 13.61% | 2.4 |
|
| 6140 |
6140
Legion Partners Asset Management
Los Angeles,
California
| USD 171 M | -USD 117 M | -41% | 9.7% | 206% | 13 | 46.15% | 3 |
|
| 6141 |
6141
Vienna Insurance Group
Warsaw,
Poland
| USD 171 M | -USD 63.5 M | -27% | 0.17% | 230% | 91 | 6.59% | 1.9 |
|
| 6142 |
HCM
6142
Helios Capital Management
Singapore
| USD 171 M | +USD 9.04 M | +6% | 8.18% | 124% | 50 | 8% | 2.2 |
|
| 6143 |
6143
Investidor Profissional Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 171 M | -USD 41.6 M | -20% | 3.43% | 51.8% | 30 | 33.33% | 2.1 |
|
| 6144 |
6144
Trivant Custom Portfolio Group
San Diego,
California
| USD 171 M | -USD 2.05 M | -1% | 2.23% | 86.1% | 206 | 21.36% | 1.2 |
|
| 6145 |
6145
Sapience Investments
Newport Beach,
California
| USD 171 M | -USD 30.9 M | -15% | 3.41% | 54.9% | 91 | 10.99% | 3.1 |
|
| 6146 |
6146
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| USD 171 M | -USD 6.69 M | -4% | 4.18% | 45.1% | 37 | 8.11% | 5.8 |
|
| 6147 |
6147
Friedenthal Financial
Marlton,
New Jersey
| USD 171 M | +USD 294 k | +0.2% | 9.41% | 105% | 336 | 55.36% | 1.3 |
|
| 6148 |
6148
Foresight Capital Management Advisors
Saline,
Michigan
| USD 171 M | +USD 2.54 M | +2% | 1.43% | 100% | 89 | 12.36% | 1.3 |
|
| 6149 |
6149
Pelham Capital
London,
United Kingdom
| USD 171 M | +USD 3.5 M | +2% | 2.78% | 135% | 15 | 46.67% | 1 |
|
| 6150 |
6150
New Millennium Group
Sandy,
Utah
| USD 171 M | +USD 16.3 M | +11% | 6.85% | 176% | 633 | 36.81% | 0.5 |
|