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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
Channing Global Advisors
Miami,
Florida
| USD 87.1 M | +USD 8.57 M | +11% | 11.4% | 131% | 49 | 20.41% | 0.8 |
|
| 6452 |
6452
Clark Financial Services Group
Chesterfield,
Missouri
| USD 87 M | -USD 8.02 M | -8% | 8.03% | 116% | 69 | 31.88% | 1.7 |
|
| 6453 |
6453
Regency Capital Management
Honolulu,
Hawaii
| USD 87 M | +USD 5.45 M | +7% | 5.05% | 92.1% | 37 | 16.22% | 1.2 |
|
| 6454 |
6454
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| USD 87 M | +USD 20.5 M | +31% | 7.84% | 64.9% | 129 | 61.24% | 0.7 |
|
| 6455 |
AIM
6455
Alerce Investment Management
Chicago,
Illinois
| USD 86.9 M | -USD 16.9 M | -16% | 7.11% | 25.1% | 7 | 14.29% | 2 |
|
| 6456 |
6456
Copperleaf Capital
Raleigh,
North Carolina
| USD 86.9 M | -USD 5.56 M | -6% | 6.27% | 102% | 84 | 39.29% | 1.4 |
|
| 6457 |
6457
Clay Northam Wealth Management
Huntington Beach,
California
| USD 86.8 M | +USD 6.71 M | +8% | 1.95% | 125% | 85 | 15.29% | 0.9 |
|
| 6458 |
6458
Horizon Family Wealth
Chicago,
Illinois
| USD 86.8 M | +USD 4.93 M | +6% | 7.87% | 68.6% | 62 | 24.19% | 0.8 |
|
| 6459 |
6459
American Asset Management
Boca Raton,
Florida
| USD 86.8 M | +USD 4.33 M | +5% | 5.41% | 42.5% | 13 | 53.85% | 3 |
|
| 6460 |
6460
Monetta Financial Services
Wheaton,
Illinois
| USD 86.8 M | -USD 1.07 M | -1% | 7.66% | 275% | 68 | 36.76% | 1.9 |
|
| 6461 |
6461
Ipsen Advisor Group
Little Rock,
Arkansas
| USD 86.8 M | – | – | 9.04% | – | 100 | – | 0 |
|
| 6462 |
6462
Diker Management
New York
| USD 86.7 M | +USD 9.11 M | +12% | 5.94% | 210% | 39 | 25.64% | 1.9 |
|
| 6463 |
6463
Delphia (USA)
Toronto,
Ontario, Canada
| USD 86.6 M | -USD 935 k | -1% | 10.5% | – | 387 | 57.36% | 0.4 |
|
| 6464 |
6464
KPS Global Asset Management (UK)
London,
United Kingdom
| USD 86.5 M | -USD 54 M | -38% | 15.3% | 373% | 5 | 0% | 2.6 |
|
| 6465 |
6465
Vanguard Capital Wealth Advisors
Denver,
Colorado
| USD 86.3 M | +USD 4.03 M | +5% | 6.83% | 234% | 133 | 26.32% | 2.5 |
|
| 6466 |
6466
McDonough Capital Management
Orlando,
Florida
| USD 86.3 M | -USD 1.05 M | -1% | 1.27% | 98.1% | 43 | 13.95% | 0.9 |
|
| 6467 |
6467
Apis Capital Advisors
New York
| USD 86.3 M | +USD 19.7 M | +30% | 21.3% | 1,532% | 32 | 37.5% | 1.1 |
|
| 6468 |
6468
Doheny Asset Management
Los Angeles,
California
| USD 86.2 M | -USD 13.6 M | -14% | 11.1% | 135% | 76 | 15.79% | 6.1 |
|
| 6469 |
6469
4J Wealth Management
Alexandria,
Virginia
| USD 86.1 M | +USD 7.96 M | +10% | 4.04% | 68.2% | 78 | 14.1% | 1.4 |
|
| 6470 |
6470
Worth Financial Advisory Group
Charlotte,
North Carolina
| USD 86.1 M | – | – | 8.15% | 93.3% | 106 | – | 0 |
|
| 6471 |
6471
Lansing Management
New York
| USD 86 M | +USD 5.51 M | +7% | 10.4% | 76.9% | 10 | 40% | 2.6 |
|
| 6472 |
6472
First Community Trust
Dubuque,
Iowa
| USD 85.9 M | +USD 12.6 M | +17% | 10.7% | 128% | 318 | 8.18% | 0.9 |
|
| 6473 |
6473
CTC Capital Management
Chicago,
Illinois
| USD 85.9 M | -USD 39.1 M | -31% | 9.94% | – | 188 | 86.17% | 0.1 |
|
| 6474 |
6474
Flower City Capital
Pittsford,
New York
| USD 85.9 M | +USD 17.9 M | +26% | 7.48% | 69.5% | 30 | 23.33% | 0.8 |
|
| 6475 |
6475
Vawter Financial
Columbus,
Ohio
| USD 85.8 M | – | – | 6.62% | 48% | 48 | – | 0 |
|