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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 |
6501
Paragon Financial Partners
Woodland Hills,
California
| USD 137 M | +USD 8.19 M | +6% | 6.6% | 90.6% | 85 | 3.53% | 2.3 |
|
| 6502 |
6502
Amitell Capital
Singapore
| USD 137 M | +USD 16.1 M | +13% | 9.44% | 196% | 50 | 40% | 1 |
|
| 6503 |
6503
Shorepath Capital Management
Park City,
Utah
| USD 137 M | +USD 6.6 M | +5% | 4.55% | – | 23 | 4.35% | 0.7 |
|
| 6504 |
6504
Longview Financial Advisors
Huntsville,
Alabama
| USD 136 M | +USD 4.99 M | +4% | 4.23% | 47.4% | 48 | 12.5% | 0.7 |
|
| 6505 |
CIG
6505
Cascade Investment Group
Colorado Springs,
Colorado
| USD 136 M | +USD 8.3 M | +6% | 6.98% | 93.2% | 135 | 8.89% | 1.4 |
|
| 6506 |
6506
13D Management
New York
| USD 136 M | -USD 666 k | -0.5% | 12.6% | 157% | 24 | 20.83% | 1.6 |
|
| 6507 |
6507
Pacific Financial Group
Bellevue,
Washington
| USD 136 M | -USD 4.76 M | -3% | 5.95% | 61.1% | 59 | 10.17% | 6.7 |
|
| 6508 |
6508
Cottonwood Capital Advisors
Salt Lake City,
Utah
| USD 136 M | +USD 8.26 M | +6% | 6.28% | 79% | 124 | 12.9% | 1.9 |
|
| 6509 |
BCM
6509
Beaumont Capital Management
Boston,
Massachusetts
| USD 136 M | +USD 8.29 M | +6% | 7.27% | 45.4% | 60 | 40% | 1.1 |
|
| 6510 |
6510
Campion Asset Management
Falls Church,
Virginia
| USD 136 M | +USD 8.99 M | +7% | 8.94% | 70.2% | 96 | 5.21% | 2.9 |
|
| 6511 |
6511
M3 Advisory Group
Needham Heights,
Massachusetts
| USD 136 M | +USD 14.7 M | +12% | 5.3% | – | 156 | 19.23% | 0.6 |
|
| 6512 |
6512
Patrick M. Sweeney & Associates
Libertyville,
Illinois
| USD 136 M | +USD 12.4 M | +10% | 6.48% | 90.4% | 151 | 7.95% | 0.7 |
|
| 6513 |
6513
Gerber LLC
Columbus,
Ohio
| USD 136 M | +USD 8.94 M | +7% | 8.65% | 137% | 97 | 6.19% | 0.7 |
|
| 6514 |
6514
Brightwater Advisory
Tampa,
Florida
| USD 136 M | +USD 6.42 M | +5% | 7.01% | – | 62 | 3.23% | 0.6 |
|
| 6515 |
6515
Newport Capital Group
Red Bank,
New Jersey
| USD 136 M | +USD 9.38 M | +7% | 5.84% | – | 58 | 18.97% | 0.9 |
|
| 6516 |
6516
Broadwater Capital
Boston,
Massachusetts
| USD 136 M | +USD 5.97 M | +5% | 7.15% | – | 239 | 0.84% | 0.7 |
|
| 6517 |
6517
Basepoint Wealth
Cedar Rapids,
Iowa
| USD 136 M | +USD 8.94 M | +7% | 9.94% | 113% | 117 | 10.26% | 2 |
|
| 6518 |
6518
Charter Research & Investment Group
Southport,
Connecticut
| USD 136 M | +USD 8.67 M | +7% | 7.96% | 82.3% | 85 | 5.88% | 6.6 |
|
| 6519 |
6519
Paragon Capital Management (Utah)
Provo,
Utah
| USD 136 M | +USD 4.49 M | +3% | 4.95% | 72.3% | 82 | 36.59% | 1.3 |
|
| 6520 |
6520
Paladin Advisory Group
Clive,
Iowa
| USD 136 M | +USD 7.29 M | +6% | 5.74% | 71.9% | 236 | 5.08% | 1.4 |
|
| 6521 |
MIM
6521
Meixler Investment Management
Show Low,
Arizona
| USD 136 M | +USD 4.92 M | +4% | 6.37% | 66.2% | 120 | 20.83% | 1.6 |
|
| 6522 |
6522
Thompson Davis & Co
Richmond,
Virginia
| USD 135 M | +USD 20.1 M | +17% | 16.1% | 188% | 138 | 26.09% | 2.3 |
|
| 6523 |
6523
Vienna Asset Management
Saratoga,
California
| USD 135 M | +USD 14.6 M | +12% | 5.59% | – | 56 | 39.29% | 1.1 |
|
| 6524 |
6524
SeaTown Holdings
Singapore
| USD 135 M | -USD 2.7 M | -2% | 8.82% | 220% | 16 | 31.25% | 1.6 |
|
| 6525 |
6525
Emergent Wealth Advisors
Williamsville,
New York
| USD 135 M | +USD 10.9 M | +9% | 6.31% | 74.2% | 120 | 19.17% | 0.6 |
|