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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
InTrack Investment Management
South Burlington,
Vermont
| USD 167 M | +USD 18.6 M | +13% | 7.39% | 99.2% | 115 | 10.43% | 2.3 |
|
| 6527 |
6527
ROI Financial Advisors
Beaverton,
Oregon
| USD 167 M | +USD 10.2 M | +6% | 9.98% | 165% | 74 | 13.51% | 1.3 |
|
| 6528 |
6528
Worldly Partners Management
Needham,
Massachusetts
| USD 167 M | -USD 14.9 M | -8% | 3.76% | 19.2% | 3 | 0% | 2.8 |
|
| 6529 |
6529
Arbiter Partners Capital Management
New York
| USD 167 M | +USD 53.9 M | +47% | 14.6% | 378% | 43 | 37.21% | 2.8 |
|
| 6530 |
6530
EVR Research
Richmond,
Virginia
| USD 167 M | -USD 63 M | -27% | 18.8% | 165% | 41 | 63.41% | 0.6 |
|
| 6531 |
MG
6531
McHugh Group
Bratenahl,
Ohio
| USD 167 M | +USD 17.6 M | +12% | 10.1% | – | 81 | 17.28% | 0.6 |
|
| 6532 |
6532
Lynx Investment Advisory
Washington, Dc,
District of Columbia
| USD 167 M | +USD 14 M | +9% | 7.83% | – | 160 | 14.38% | 1 |
|
| 6533 |
6533
Walnut Level Capital
Denver,
Colorado
| USD 167 M | -USD 17.8 M | -10% | 2.47% | – | 45 | 26.67% | 1.2 |
|
| 6534 |
6534
Clearfield Capital Management
New York
| USD 167 M | +USD 37.3 M | +29% | 29.6% | 421% | 14 | 35.71% | 0.6 |
|
| 6535 |
6535
Certus Wealth Management
Redwood City,
California
| USD 167 M | +USD 11.8 M | +8% | 7.93% | – | 60 | 10% | 1.7 |
|
| 6536 |
6536
Swisher Financial Concepts
Westerville,
Ohio
| USD 167 M | +USD 11.9 M | +8% | 8.07% | – | 95 | 12.63% | 1 |
|
| 6537 |
6537
MGO Private Wealth
Irvine,
California
| USD 167 M | +USD 10.6 M | +7% | 6.03% | 51.5% | 69 | 14.49% | 1.9 |
|
| 6538 |
6538
Fischer Investment Strategies
Westlake Village,
California
| USD 167 M | +USD 17.7 M | +12% | 7.68% | 81% | 38 | 15.79% | 0.9 |
|
| 6539 |
MFFIA
6539
McIntyre, Freedman & Flynn Investment Advisers
Orleans,
Massachusetts
| USD 167 M | +USD 24.9 M | +18% | 10.5% | 136% | 84 | 21.43% | 1.8 |
|
| 6540 |
6540
Define Financial
San Diego,
California
| USD 167 M | +USD 14.9 M | +10% | 7.21% | – | 41 | 12.2% | 0.6 |
|
| 6541 |
6541
FPC Investment Advisory
Petaluma,
California
| USD 167 M | +USD 6.67 M | +4% | 4.98% | – | 28 | 0% | 1.3 |
|
| 6542 |
6542
Draper Asset Management
Smithtown,
New York
| USD 167 M | +USD 13.6 M | +9% | 17.6% | 187% | 45 | 33.33% | 1.5 |
|
| 6543 |
6543
Gimbal Financial
Carmel,
Indiana
| USD 167 M | +USD 3.76 M | +2% | 8.6% | – | 58 | 24.14% | 1 |
|
| 6544 |
6544
Greenhouse Wealth Management
Westport,
Connecticut
| USD 167 M | +USD 11.3 M | +7% | 8.85% | 87.2% | 61 | 6.56% | 3.4 |
|
| 6545 |
6545
Sterling Investment Management
Tucson,
Arizona
| USD 166 M | +USD 15.5 M | +10% | 4.99% | 45.3% | 67 | 17.91% | 4.5 |
|
| 6546 |
6546
LSP Investment Advisors
New York
| USD 166 M | +USD 27 M | +19% | 0.09% | 79.5% | 22 | 9.09% | 3.1 |
|
| 6547 |
6547
Hanlon Investment Management
Egg Harbor Township,
New Jersey
| USD 166 M | +USD 26.9 M | +19% | 7.9% | 80.6% | 212 | 34.43% | 1.6 |
|
| 6548 |
6548
Praetorian PR
Rincon,
Puerto Rico
| USD 166 M | +USD 58.3 M | +54% | 8.2% | 80.3% | 20 | 75% | 0.5 |
|
| 6549 |
6549
Wynnefield Capital
New York
| USD 166 M | -USD 3.15 M | -2% | 5.72% | 52.1% | 16 | 6.25% | 5.6 |
|
| 6550 |
6550
Eliot Finkel Investment Counsel
Beverly Hills,
California
| USD 166 M | +USD 11.1 M | +7% | 9.68% | 88.9% | 33 | 3.03% | 5.1 |
|