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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6476 |
6476
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| USD 171 M | -USD 80.3 M | -32% | 7.99% | 70.9% | 509 | 3.34% | 0.2 |
|
| 6477 |
6477
Echo45 Advisors
Walnut Creek,
California
| USD 171 M | +USD 12 M | +8% | 6.35% | 53.6% | 61 | 19.67% | 2.3 |
|
| 6478 |
6478
Melfa Wealth Management
Westborough,
Massachusetts
| USD 171 M | +USD 12.3 M | +8% | 6.59% | 42.9% | 207 | 9.18% | 2.1 |
|
| 6479 |
6479
McGinn Penninger Investment Management
Alexandria,
Virginia
| USD 171 M | +USD 12.5 M | +8% | 6.89% | 51.9% | 39 | 12.82% | 3 |
|
| 6480 |
SMP
6480
Santa Monica Partners
Palm Beach Gardens,
Florida
| USD 170 M | -USD 1.06 M | -0.6% | 0.22% | 102% | 13 | 0% | 5.6 |
|
| 6481 |
6481
RF&L Wealth Management
Acton,
Massachusetts
| USD 170 M | +USD 15.2 M | +10% | 7.39% | 73.8% | 61 | 4.92% | 2.4 |
|
| 6482 |
6482
Insight Inv LLC
El Segundo,
California
| USD 170 M | +USD 21.2 M | +14% | 10.2% | 139% | 121 | 11.57% | 2.8 |
|
| 6483 |
HIA
6483
Harvest Investment Advisors
Tallahassee,
Florida
| USD 170 M | +USD 14.8 M | +10% | 7.94% | 78.3% | 59 | 1.69% | 2.1 |
|
| 6484 |
6484
4J Wealth Management
Alexandria,
Virginia
| USD 170 M | +USD 22.2 M | +15% | 7.7% | 74.7% | 98 | 8.16% | 3 |
|
| 6485 |
6485
Holos Integrated Wealth
Kennett Square,
Pennsylvania
| USD 170 M | +USD 3.64 M | +2% | 4.29% | – | 311 | 2.89% | 0.7 |
|
| 6486 |
6486
Binnacle Investments
Urbandale,
Iowa
| USD 170 M | +USD 16.2 M | +11% | 5.99% | – | 957 | 21.11% | 0.4 |
|
| 6487 |
6487
Forest Hill Capital
Little Rock,
Arkansas
| USD 170 M | +USD 29 M | +21% | 21.2% | 112% | 37 | 2.7% | 3.8 |
|
| 6488 |
6488
Beckerman Institutional
Ocean Grove,
New Jersey
| USD 170 M | +USD 19.3 M | +13% | 6.4% | – | 118 | 11.02% | 0.8 |
|
| 6489 |
6489
Monument Group Wealth Advisors
Concord,
Massachusetts
| USD 170 M | +USD 11 M | +7% | 7.17% | 68.6% | 54 | 16.67% | 1.4 |
|
| 6490 |
6490
Birch Financial Group
Keene,
New Hampshire
| USD 170 M | +USD 44.7 M | +36% | 7.96% | – | 136 | 19.12% | 0.5 |
|
| 6491 |
6491
BankPlus Wealth Management
Jackson,
Mississippi
| USD 170 M | +USD 19.1 M | +13% | 6.29% | – | 109 | 8.26% | 0.7 |
|
| 6492 |
6492
CNA Financial
Chicago,
Illinois
| USD 170 M | -USD 25.1 M | -13% | 1.71% | 48.6% | 15 | 26.67% | 1.4 |
|
| 6493 |
6493
Hara Capital
Bellevue,
Washington
| USD 170 M | +USD 8.35 M | +5% | 12.2% | 65.4% | 341 | 17.3% | 1.2 |
|
| 6494 |
6494
Attessa Capital
Tucson,
Arizona
| USD 170 M | +USD 13.4 M | +9% | 6.66% | – | 39 | 20.51% | 0.6 |
|
| 6495 |
6495
Ategra Capital Management
Vienna,
Virginia
| USD 170 M | +USD 43.2 M | +34% | 7.41% | 114% | 27 | 25.93% | 2 |
|
| 6496 |
6496
Beacon Financial Strategies
Raleigh,
North Carolina
| USD 169 M | +USD 10.3 M | +6% | 5.56% | 54.2% | 42 | 11.9% | 3.2 |
|
| 6497 |
6497
Camelot Portfolios
Maumee,
Ohio
| USD 169 M | +USD 2.11 M | +1% | 7.06% | 41.3% | 221 | 14.48% | 3.1 |
|
| 6498 |
6498
Rockbridge Capital Management
Alexandria,
Virginia
| USD 169 M | -USD 6.26 M | -4% | 3.59% | – | 29 | 6.9% | 0.6 |
|
| 6499 |
6499
Vienna Insurance Group
Warsaw,
Poland
| USD 169 M | +USD 10.3 M | +6% | 14.1% | 188% | 93 | 77.42% | 2.1 |
|
| 6500 |
6500
Central Asset Investments & Management Holdings
Hong Kong
| USD 169 M | +USD 26.3 M | +18% | 35.6% | 3,210% | 67 | 47.76% | 0.8 |
|