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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6551 |
6551
Chiron Capital Management
Tallahassee,
Florida
| USD 115 M | -USD 1.31 M | -1% | 8.13% | – | 125 | 16.8% | 1.7 |
|
| 6552 |
6552
Valley Brook Capital Group
Venetia,
Pennsylvania
| USD 115 M | +USD 13.6 M | +13% | 11.3% | 122% | 116 | 14.66% | 2.4 |
|
| 6553 |
6553
Clearfield Capital Management
New York
| USD 115 M | +USD 14.7 M | +15% | 9.79% | 421% | 12 | 83.33% | 0.2 |
|
| 6554 |
6554
Thor Investment Management
Cincinnati,
Ohio
| USD 115 M | – | – | 9.07% | 122% | 47 | – | 0 |
|
| 6555 |
6555
Kingdom Financial Group
Peoria,
Arizona
| USD 115 M | +USD 8.57 M | +8% | 7.81% | 49.9% | 84 | 25% | 0.4 |
|
| 6556 |
CMS
6556
Capital Market Strategies
Palm Beach Gardens,
Florida
| USD 115 M | +USD 14.4 M | +14% | 12% | 120% | 152 | 9.21% | 0.8 |
|
| 6557 |
TIM
6557
Timelo Investment Management
Aurora,
Ontario, Canada
| USD 115 M | +USD 38.5 M | +51% | 62.6% | 104% | 31 | 58.06% | 0.3 |
|
| 6558 |
6558
Wheelhouse Advisory Group
St. Louis,
Missouri
| USD 115 M | – | – | 10.7% | 67.9% | 37 | – | 0 |
|
| 6559 |
GA
6559
Gagnon Advisors
New York
| USD 114 M | -USD 5.06 M | -4% | 8.65% | 129% | 30 | 20% | 5.1 |
|
| 6560 |
6560
In-Depth Partners
Miami,
Florida
| USD 114 M | +USD 8.46 M | +8% | 13% | 157% | 13 | 7.69% | 2 |
|
| 6561 |
6561
swisspartners Advisors
Zurich,
Switzerland
| USD 114 M | +USD 761 k | +0.7% | 16.6% | 73.2% | 30 | 10% | 2.6 |
|
| 6562 |
6562
Virginia Wealth Management Group
Virginia Beach,
Virginia
| USD 114 M | -USD 33.4 M | -23% | 8.35% | 49.4% | 71 | 26.76% | 1.8 |
|
| 6563 |
OF
6563
Outfitter Financial
Brunswick,
Maine
| USD 114 M | +USD 8.2 M | +8% | 10.2% | 97.6% | 77 | 5.19% | 2.6 |
|
| 6564 |
6564
Signature Wealth Management Partners
Montvale,
New Jersey
| USD 114 M | +USD 12 M | +12% | 11.7% | 97.9% | 101 | 13.86% | 2.3 |
|
| 6565 |
6565
Envision Financial Planning
Memphis,
Tennessee
| USD 114 M | +USD 13.2 M | +13% | 8.54% | 32.1% | 31 | 25.81% | 0.2 |
|
| 6566 |
6566
Blue Water Life Science Advisors
Larkspur,
California
| USD 114 M | +USD 8.24 M | +8% | 15.5% | 503% | 10 | 40% | 1.3 |
|
| 6567 |
6567
Richardson Financial Services
Medway,
Massachusetts
| USD 114 M | – | – | 9.9% | 77.4% | 377 | – | 0 |
|
| 6568 |
6568
International City Management Association Retirement Corp
Washington,
District of Columbia
| USD 114 M | +USD 728 k | +0.6% | 10.5% | 48.1% | 6 | 0% | 1 |
|
| 6569 |
6569
Terra Nova Asset Management
New York
| USD 114 M | +USD 4.21 M | +4% | 12.7% | 172% | 94 | 21.28% | 2.8 |
|
| 6570 |
6570
Slocum, Gordon & Co
Newport,
Rhode Island
| USD 114 M | -USD 879 k | -0.8% | 4.94% | 65.3% | 157 | 22.29% | 0.8 |
|
| 6571 |
6571
Plan Group Financial
Oklahoma City,
Oklahoma
| USD 114 M | -USD 24.9 M | -18% | 8.24% | 63.4% | 82 | 26.83% | 0.6 |
|
| 6572 |
6572
Accel Growth Fund IV Associates
Palo Alto,
California
| USD 114 M | +USD 9.32 M | +9% | 45.2% | 61.4% | 1 | 0% | 2.5 |
|
| 6573 |
AI
6573
Arrien Investments
Boise,
Idaho
| USD 114 M | +USD 7.83 M | +7% | 9.76% | 46% | 38 | 18.42% | 0.6 |
|
| 6574 |
6574
KPP Advisory Services
Louisville,
Kentucky
| USD 114 M | -USD 189 M | -62% | 11.6% | 87.9% | 230 | 51.3% | 0.2 |
|
| 6575 |
6575
LWM Advisory Services
Plantation,
Florida
| USD 114 M | +USD 20.5 M | +22% | 10.6% | 64.9% | 154 | 53.25% | 1.4 |
|