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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6451 |
6451
Commons Capital
Needham,
Massachusetts
| USD 92.7 M | -USD 8.38 M | -8% | 5.53% | 137% | 216 | 17.13% | 0.2 |
|
| 6452 |
BVLP
6452
Bailey Value Limited Partnership
Danvers,
Massachusetts
| USD 92.6 M | -USD 11.4 M | -11% | 1.08% | – | 11 | 0% | 0.3 |
|
| 6453 |
6453
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
| USD 92.5 M | -USD 3.15 M | -3% | 1.93% | 111% | 75 | 10.67% | 0.2 |
|
| 6454 |
6454
WESPAC Advisors
Orinda,
California
| USD 92.4 M | -USD 57 M | -38% | 0.41% | 126% | 160 | 48.13% | 1 |
|
| 6455 |
KCM
6455
KRS Capital Management
Bloomfield,
Michigan
| USD 92.4 M | -USD 24.2 M | -21% | 7.23% | 272% | 400 | 71.5% | 0.3 |
|
| 6456 |
6456
Hellman Jordan Management Company
Quincy,
Massachusetts
| USD 92.2 M | +USD 8.88 M | +11% | 1.17% | 205% | 70 | 22.86% | 0.7 |
|
| 6457 |
6457
Sheares Healthcare Group
Singapore
| USD 92.2 M | -USD 53.6 M | -37% | 36.9% | – | 1 | 0% | 0.3 |
|
| 6458 |
6458
Dopkins Wealth Management
Williamsville,
New York
| USD 92.1 M | -USD 9.22 M | -9% | 3.8% | 64.4% | 39 | 5.13% | 0.2 |
|
| 6459 |
6459
Meadow Creek Wealth Advisors
Atlanta,
Georgia
| USD 92.1 M | -USD 13.9 M | -13% | 1.47% | – | 125 | 21.6% | 1.3 |
|
| 6460 |
6460
Tower Wealth Partners
Lewisburg,
Pennsylvania
| USD 92.1 M | -USD 6.61 M | -7% | 3.96% | 53.7% | 53 | 16.98% | 1 |
|
| 6461 |
6461
Syverson Strege & Co
West Des Moines,
Iowa
| USD 92 M | -USD 43 M | -32% | 3.62% | 66.8% | 342 | 17.25% | 1 |
|
| 6462 |
6462
1620 Investment Advisors
Plymouth,
Massachusetts
| USD 91.9 M | +USD 2.54 M | +3% | 3.79% | 68.9% | 124 | 4.84% | 0.2 |
|
| 6463 |
6463
Udine Wealth Management
Boca Raton,
Florida
| USD 91.7 M | -USD 5.13 M | -5% | 2.22% | 141% | 23 | 39.13% | 0.2 |
|
| 6464 |
6464
Teca Partners
Austin,
Texas
| USD 91.7 M | -USD 27.1 M | -23% | 16.2% | 66% | 16 | 43.75% | 0.2 |
|
| 6465 |
6465
Fidato Wealth
Middleburg Heights,
Ohio
| USD 91.7 M | -USD 2.28 M | -2% | 5.68% | 61.1% | 7 | 28.57% | 0.2 |
|
| 6466 |
6466
MU Investments Company
Tokyo,
Japan
| USD 91.6 M | -USD 7.58 M | -8% | 7.53% | 40.4% | 24 | 0% | 4.7 |
|
| 6467 |
7IH
6467
72 Investment Holdings
Stamford,
Connecticut
| USD 91.4 M | -USD 21.3 M | -19% | 14.1% | 1,556% | 6 | 0% | 0.6 |
|
| 6468 |
6468
Schubert & Co
Mckinney,
Texas
| USD 91.2 M | -USD 7.14 M | -7% | 1.89% | 47.3% | 1,447 | 5.39% | 0.2 |
|
| 6469 |
6469
J2 Capital Management
Troy,
Michigan
| USD 91.2 M | -USD 14 M | -13% | 1.35% | – | 117 | 23.08% | 0.2 |
|
| 6470 |
6470
Symetra Investment Management
Farmington,
Connecticut
| USD 91.2 M | +USD 20.9 M | +30% | 5.7% | 37.3% | 3 | 33.33% | 0.5 |
|
| 6471 |
6471
Kingsbury Capital Investment Advisors
Wilmette,
Illinois
| USD 90.8 M | – | – | 7.02% | – | 97 | – | 0 |
|
| 6472 |
6472
Sanctuary Wealth Management
Pocatello,
Idaho
| USD 90.8 M | -USD 3.16 M | -3% | 6.55% | – | 42 | 30.95% | 2 |
|
| 6473 |
6473
CenturyLink Investment Management
Denver,
Colorado
| USD 90.7 M | -USD 36.2 M | -29% | 4.88% | – | 1 | 0% | 0.3 |
|
| 6474 |
LP
6474
Lloyd Park
Wilmette,
Illinois
| USD 90.7 M | -USD 88.1 M | -49% | 4.56% | – | 111 | 55.86% | 0.2 |
|
| 6475 |
MAM
6475
Maytree Asset Management
Hong Kong
| USD 90.6 M | +USD 14.3 M | +19% | 28.9% | 402% | 20 | 45% | 0.2 |
|