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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6526 |
6526
Steinberg Asset Management
New York
| USD 128 M | +USD 9.8 M | +8% | 13% | 130% | 44 | 4.55% | 3.9 |
|
| 6527 |
6527
Foundation Wealth Management (Missouri)
Clayton,
Missouri
| USD 128 M | +USD 4.94 M | +4% | 2.61% | 74.9% | 46 | 17.39% | 1.1 |
|
| 6528 |
6528
Mork Capital Management
Healdsburg,
California
| USD 128 M | -USD 5.04 M | -4% | 3.82% | 61.9% | 109 | 3.67% | 2.9 |
|
| 6529 |
6529
Thor Investment Management
Cincinnati,
Ohio
| USD 127 M | +USD 1.18 M | +0.9% | 1.08% | 122% | 44 | 2.27% | 0.5 |
|
| 6530 |
6530
Forbes Financial Planning
East Greenwich,
Rhode Island
| USD 127 M | +USD 11.1 M | +10% | 1.01% | 46.7% | 32 | 15.63% | 1.7 |
|
| 6531 |
6531
Eschler Asset Management
London,
United Kingdom
| USD 127 M | -USD 27.4 M | -18% | 1.02% | 274% | 110 | 63.64% | 0.7 |
|
| 6532 |
6532
Campion Asset Management
Falls Church,
Virginia
| USD 127 M | -USD 2.14 M | -2% | 0.75% | 70.2% | 101 | 5.94% | 2.7 |
|
| 6533 |
6533
Gerber LLC
Columbus,
Ohio
| USD 127 M | +USD 8.01 M | +7% | 1.35% | 137% | 101 | 8.91% | 0.5 |
|
| 6534 |
6534
Twin Securities
New York
| USD 127 M | +USD 26.8 M | +27% | 1.93% | 506% | 19 | 63.16% | 0.2 |
|
| 6535 |
6535
Custom Portfolio Group
Englewood,
Colorado
| USD 127 M | +USD 5.58 M | +5% | 1.8% | – | 242 | 4.55% | 0.5 |
|
| 6536 |
6536
Charter Research & Investment Group
Southport,
Connecticut
| USD 127 M | +USD 816 k | +0.6% | 3.01% | 82.3% | 84 | 3.57% | 6.6 |
|
| 6537 |
6537
Lauer Wealth
Valparaiso,
Indiana
| USD 127 M | +USD 11.7 M | +10% | 2.51% | 89.4% | 48 | 18.75% | 0.9 |
|
| 6538 |
SFC
6538
Sprinkle Financial Consultants
Littleton,
Colorado
| USD 127 M | +USD 9.7 M | +8% | 1.69% | 64.1% | 71 | 15.49% | 0.4 |
|
| 6539 |
6539
Taika Capital
Sunny Isles Beach,
Florida
| USD 127 M | -USD 67.4 M | -35% | 7.23% | 68.3% | 65 | 60% | 0.4 |
|
| 6540 |
6540
Howard Wealth Management
Madison,
Connecticut
| USD 127 M | +USD 3.82 M | +3% | 3.21% | 60.3% | 106 | 14.15% | 2.5 |
|
| 6541 |
6541
Terra Nova Asset Management
New York
| USD 127 M | +USD 1.21 M | +1% | 5.28% | 172% | 86 | 6.98% | 3.1 |
|
| 6542 |
6542
Spring Capital Management
Amarillo,
Texas
| USD 127 M | -USD 6.02 M | -5% | 2.73% | 73.6% | 34 | 26.47% | 2.2 |
|
| 6543 |
6543
Basepoint Wealth
Cedar Rapids,
Iowa
| USD 127 M | -USD 6.2 M | -5% | 3.78% | 113% | 116 | 5.17% | 1.8 |
|
| 6544 |
6544
Ehrlich Financial Group
Laguna Niguel,
California
| USD 127 M | +USD 7.9 M | +7% | 1.91% | 56.2% | 118 | 31.36% | 0.4 |
|
| 6545 |
6545
Discipline Wealth Solutions
Greenville,
South Carolina
| USD 127 M | +USD 18.7 M | +17% | 0.19% | 45.9% | 29 | 34.48% | 0.3 |
|
| 6546 |
6546
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| USD 127 M | +USD 1.33 M | +1% | 1.4% | 38.5% | 59 | 10.17% | 2.6 |
|
| 6547 |
6547
Syntax Research
Boca Raton,
Florida
| USD 126 M | -USD 4.53 M | -3% | 1.74% | 42.9% | 177 | 5.65% | 0.7 |
|
| 6548 |
6548
Horizons Wealth Management
Asheville,
North Carolina
| USD 126 M | -USD 26.2 M | -17% | 0.44% | – | 187 | 9.09% | 1.7 |
|
| 6549 |
6549
Sippican Capital Advisors
Boston,
Massachusetts
| USD 126 M | -USD 2.23 M | -2% | 0.49% | 81.1% | 123 | 15.45% | 5 |
|
| 6550 |
6550
Newport Capital Group
Red Bank,
New Jersey
| USD 126 M | – | – | 1.24% | – | 50 | – | 0.8 |
|