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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6301 |
6301
Cosner Financial Group
Windsor,
Colorado
| USD 196 M | +USD 10 M | +5% | 0.84% | 56.1% | 38 | 5.26% | 1.9 |
|
| 6302 |
6302
Piedmont Capital Management (Montana)
Whitefish,
Montana
| USD 196 M | +USD 6.45 M | +3% | 3.81% | 94% | 53 | 1.89% | 2.8 |
|
| 6303 |
6303
Torren Management
San Diego,
California
| USD 196 M | – | – | 3% | – | 1,474 | – | 0 |
|
| 6304 |
6304
Apricus Wealth
Beaufort,
South Carolina
| USD 196 M | +USD 10.4 M | +6% | 5.11% | 80.6% | 133 | 13.53% | 2.4 |
|
| 6305 |
6305
Braeburn Wealth Management
Muskegon,
Michigan
| USD 196 M | – | – | 4.47% | – | 84 | – | 0 |
|
| 6306 |
6306
KM Capital Management
Austin,
Texas
| USD 196 M | -USD 20.6 M | -10% | 2.58% | 60.8% | 55 | 20% | 1.8 |
|
| 6307 |
6307
STAR Financial Bank
Fort Wayne,
Indiana
| USD 196 M | +USD 26.6 M | +16% | 1.47% | 53.4% | 125 | 20% | 1.9 |
|
| 6308 |
6308
TenCore Partners
New York
| USD 196 M | -USD 30 M | -13% | 2.26% | 78.4% | 14 | 14.29% | 3.4 |
|
| 6309 |
6309
Forest Hill Capital
Little Rock,
Arkansas
| USD 196 M | +USD 25.7 M | +15% | 15.1% | 132% | 39 | 15.38% | 4 |
|
| 6310 |
GRWP
6310
Green Ridge Wealth Planning
Montville,
New Jersey
| USD 196 M | – | – | 3.45% | – | 87 | – | 0 |
|
| 6311 |
6311
Level Wealth Management
Greensboro,
North Carolina
| USD 196 M | +USD 5.56 M | +3% | 1.31% | – | 64 | 10.94% | 0.8 |
|
| 6312 |
6312
Tudor Financial
Dayton,
Ohio
| USD 195 M | +USD 7.17 M | +4% | 2.62% | – | 147 | 8.84% | 1.1 |
|
| 6313 |
6313
Omni 360 Wealth
Plainsboro,
New Jersey
| USD 195 M | +USD 16.9 M | +9% | 1.97% | 59.9% | 131 | 10.69% | 1.5 |
|
| 6314 |
6314
HealthCor Partners Management
Charleston,
South Carolina
| USD 195 M | -USD 30.2 M | -13% | 0% | – | 1 | 0% | 0.3 |
|
| 6315 |
AIM
6315
Athena Investment Management
Orinda,
California
| USD 195 M | +USD 3.22 M | +2% | 2.46% | 80.6% | 160 | 6.25% | 3.1 |
|
| 6316 |
6316
BostonPremier Wealth
Hanover,
Massachusetts
| USD 195 M | -USD 6.19 M | -3% | 2.63% | – | 74 | 8.11% | 0.8 |
|
| 6317 |
6317
Aufman Associates
Sewickley,
Pennsylvania
| USD 195 M | +USD 17.5 M | +10% | 3.93% | 141% | 69 | 7.25% | 3.3 |
|
| 6318 |
6318
Ring Mountain Capital
Tiburon,
California
| USD 195 M | +USD 14.5 M | +8% | 6.16% | – | 107 | 15.89% | 0.9 |
|
| 6319 |
6319
Symphony Financial Services
Akron,
Ohio
| USD 195 M | +USD 9.26 M | +5% | 1.23% | – | 108 | 12.96% | 1.1 |
|
| 6320 |
6320
Lancaster Investment Management
London,
United Kingdom
| USD 195 M | -USD 38.3 M | -16% | 4.33% | 0.78% | 9 | 22.22% | 1.5 |
|
| 6321 |
6321
Note Advisors
Buffalo,
New York
| USD 195 M | +USD 26.8 M | +16% | 1.73% | – | 88 | 12.5% | 0.9 |
|
| 6322 |
IMC
6322
Inherent Management Corp
New York
| USD 195 M | +USD 20.5 M | +12% | 5.2% | – | 9 | 22.22% | 0.8 |
|
| 6323 |
6323
Peninsula Asset Management
Bradenton,
Florida
| USD 195 M | +USD 82.7 k | +0% | 2.59% | 44.1% | 46 | 8.7% | 8.5 |
|
| 6324 |
6324
Cape Ann Savings Bank
Glocuster,
Massachusetts
| USD 195 M | +USD 7.54 M | +4% | 4.19% | 72.7% | 115 | 11.3% | 4.9 |
|
| 6325 |
JKA
6325
Jones Kertz & Associates
Blaine,
Minnesota
| USD 195 M | – | – | 6.08% | – | 63 | – | 0 |
|