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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6501 |
MAM
6501
Marketfield Asset Management
New York
| USD 127 M | +USD 3.95 M | +3% | 11.8% | 61.5% | 37 | 13.51% | 3.8 |
|
| 6502 |
6502
ROI Financial Advisors
Beaverton,
Oregon
| USD 127 M | +USD 6.33 M | +5% | 15.5% | 165% | 65 | 7.69% | 0.2 |
|
| 6503 |
6503
Windham Capital Management
Boston,
Massachusetts
| USD 127 M | -USD 145 M | -53% | 5.72% | 8.3% | 88 | 54.55% | 3.7 |
|
| 6504 |
6504
Wealth Forward LLC
Fargo,
North Dakota
| USD 127 M | +USD 8.66 M | +7% | 4.82% | 48.8% | 32 | 9.38% | 0.2 |
|
| 6505 |
6505
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
| USD 127 M | +USD 6.43 M | +5% | 4.65% | 59.7% | 57 | 1.75% | 1.2 |
|
| 6506 |
6506
Wilson & Boucher Capital Management
Moraga,
California
| USD 127 M | +USD 8.18 M | +7% | 8.78% | 69.8% | 111 | 6.31% | 2 |
|
| 6507 |
6507
English Capital Management
Bloomfield Hills,
Michigan
| USD 127 M | +USD 10.7 M | +9% | 11% | – | 34 | 5.88% | 0.2 |
|
| 6508 |
6508
Aspect Partners
Fairfax,
Virginia
| USD 127 M | -USD 28.4 M | -18% | 5.31% | 66.7% | 572 | 8.92% | 0.2 |
|
| 6509 |
6509
Michael S. Ryan Inc
Latham,
New York
| USD 127 M | +USD 6.2 M | +5% | 5.36% | 63.3% | 54 | 22.22% | 0.6 |
|
| 6510 |
6510
Benchmark Investment Advisors
Chicago,
Illinois
| USD 127 M | +USD 18.8 M | +17% | 25% | – | 96 | 18.75% | 1.5 |
|
| 6511 |
6511
McDonough Capital Management
Orlando,
Florida
| USD 127 M | +USD 10.9 M | +9% | 10.8% | 98.1% | 44 | 2.27% | 2 |
|
| 6512 |
AI
6512
Arrien Investments
Boise,
Idaho
| USD 127 M | +USD 12.7 M | +11% | 4.77% | 46% | 42 | 19.05% | 0.7 |
|
| 6513 |
6513
Coalescence Partners Investment Management
New York
| USD 127 M | +USD 14.6 M | +13% | 7.76% | – | 21 | 42.86% | 0.3 |
|
| 6514 |
6514
Shorepath Capital Management
Park City,
Utah
| USD 127 M | +USD 13.8 M | +12% | 10% | – | 22 | 0% | 0.3 |
|
| 6515 |
AIFAIM
6515
American Institute for Advanced Investment Management
Scottsdale,
Arizona
| USD 127 M | +USD 13.3 M | +12% | 8.75% | 79.1% | 131 | 10.69% | 2.6 |
|
| 6516 |
6516
Paladin Advisory Group
Clive,
Iowa
| USD 126 M | +USD 5.32 M | +4% | 7.81% | 71.9% | 229 | 1.75% | 1 |
|
| 6517 |
6517
Efficient Frontier Advisors
Eastford,
Connecticut
| USD 126 M | +USD 7.31 M | +6% | 5.14% | – | 13 | 7.69% | 0.2 |
|
| 6518 |
6518
Thor Investment Management
Cincinnati,
Ohio
| USD 126 M | +USD 11.5 M | +10% | 5.17% | 122% | 49 | 16.33% | 0.2 |
|
| 6519 |
6519
Cottonwood Capital Advisors
Salt Lake City,
Utah
| USD 126 M | +USD 4.69 M | +4% | 8.67% | 79% | 129 | 15.5% | 1.5 |
|
| 6520 |
6520
Charter Research & Investment Group
Southport,
Connecticut
| USD 126 M | +USD 5.64 M | +5% | 8.49% | 82.3% | 90 | 11.11% | 6.1 |
|
| 6521 |
6521
Better Money Decisions
Santa Fe,
New Mexico
| USD 126 M | +USD 5.62 M | +5% | 4.97% | 32.7% | 69 | 15.94% | 2 |
|
| 6522 |
6522
Stonepine Capital Management
Bend,
Oregon
| USD 126 M | -USD 105 M | -45% | 15.1% | 231% | 24 | 50% | 1.1 |
|
| 6523 |
PWAM
6523
Pinnacle West Asset Management
Casper,
Wyoming
| USD 126 M | +USD 9.35 M | +8% | 9.91% | 100% | 106 | 6.6% | 0.9 |
|
| 6524 |
6524
Stadium Capital Management
New Canaan,
Connecticut
| USD 126 M | +USD 6.68 M | +6% | 10.3% | 10.9% | 12 | 41.67% | 1.3 |
|
| 6525 |
6525
Client First Investment Management
West Bend,
Wisconsin
| USD 126 M | +USD 23 M | +22% | 18.5% | 243% | 33 | 63.64% | 0.1 |
|