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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6601 |
6601
Gallo Partners
Bloomfield,
New Jersey
| USD 153 M | +USD 2.54 M | +2% | 18.3% | – | 87 | 80.46% | 0.1 |
|
| 6602 |
6602
Lummis Asset Management
Fort Worth,
Texas
| USD 153 M | +USD 8.86 M | +6% | 7.24% | – | 165 | 5.45% | 1.3 |
|
| 6603 |
6603
Boyar Asset Management
New York
| USD 153 M | +USD 14.9 M | +11% | 12.2% | 75.5% | 82 | 9.76% | 7.2 |
|
| 6604 |
6604
SummerHaven Investment Management
Stamford,
Connecticut
| USD 153 M | +USD 9.5 M | +7% | 11.7% | 150% | 195 | 2.05% | 1.8 |
|
| 6605 |
6605
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| USD 153 M | +USD 4.39 M | +3% | 4.06% | 41.2% | 54 | 3.7% | 2.5 |
|
| 6606 |
MKW
6606
Mullaney, Keating & Wright
Middletown,
Connecticut
| USD 153 M | +USD 4.29 M | +3% | 2.05% | – | 61 | 6.56% | 0.9 |
|
| 6607 |
6607
Prodigy Asset Management
Omaha,
Nebraska
| USD 153 M | +USD 28.9 M | +23% | 5.64% | – | 24 | 8.33% | 0.4 |
|
| 6608 |
6608
Richmond Brothers
Jackson,
Michigan
| USD 153 M | -USD 5.51 M | -3% | 7.51% | 77.2% | 33 | 15.15% | 1.6 |
|
| 6609 |
6609
Two West Capital Advisors
Overland Park,
Kansas
| USD 153 M | +USD 32.9 M | +28% | 7.33% | – | 95 | 21.05% | 0.7 |
|
| 6610 |
MA
6610
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| USD 153 M | +USD 11.9 M | +8% | 12.2% | 166% | 57 | 5.26% | 7.8 |
|
| 6611 |
6611
HMV Wealth Advisors
Shreveport,
Louisiana
| USD 153 M | +USD 26.5 M | +21% | 8.65% | – | 90 | 23.33% | 0.4 |
|
| 6612 |
6612
Pacific Wealth Strategies Group
Santa Barbara,
California
| USD 152 M | +USD 17.9 M | +13% | 10.9% | 75.5% | 64 | 25% | 3.6 |
|
| 6613 |
6613
Lloyd Harbor Capital Management
Cold Spring Harbor,
New York
| USD 152 M | +USD 16 M | +12% | 36.4% | 144% | 25 | 56% | 0.6 |
|
| 6614 |
6614
RiverGlades Family Offices
Naples,
Florida
| USD 152 M | +USD 13.5 M | +10% | 7.55% | – | 90 | 13.33% | 4.1 |
|
| 6615 |
6615
Axis Wealth Partners
East Providence,
Rhode Island
| USD 152 M | +USD 16.9 M | +12% | 6.56% | – | 152 | 11.18% | 0.4 |
|
| 6616 |
6616
Leigh Baldwin & Co
Cazenovia,
New York
| USD 152 M | +USD 27.8 M | +22% | 11.9% | – | 192 | 17.19% | 0.4 |
|
| 6617 |
6617
Financially Speaking
Greenwood Village,
Colorado
| USD 152 M | +USD 16.4 M | +12% | 7.54% | – | 180 | 65.56% | 0.2 |
|
| 6618 |
SA
6618
Stonebridge Advisors
Wilton,
Connecticut
| USD 152 M | +USD 5.96 M | +4% | 1.59% | 3.35% | 4 | 25% | 2.6 |
|
| 6619 |
6619
Define Financial
San Diego,
California
| USD 152 M | +USD 20.5 M | +16% | 7.58% | – | 37 | 10.81% | 0.4 |
|
| 6620 |
6620
Guerra Pan Advisors
Montclair,
New Jersey
| USD 152 M | +USD 24.2 M | +19% | 19.2% | 149% | 117 | 14.53% | 2.5 |
|
| 6621 |
6621
Jericho Financial
Westerville,
Ohio
| USD 152 M | +USD 14 M | +10% | 15.6% | – | 41 | 0% | 0.5 |
|
| 6622 |
6622
Infini Capital Management
Central,
Hong Kong
| USD 152 M | +USD 52.1 M | +52% | 7.09% | – | 25 | 56% | 0.3 |
|
| 6623 |
6623
Palouse Capital Management
Spokane,
Washington
| USD 152 M | +USD 5.07 M | +3% | 3.92% | 67.8% | 146 | 19.18% | 2.4 |
|
| 6624 |
6624
Lepercq De Neuflize Asset Management
New York
| USD 152 M | +USD 48.3 M | +47% | 10.1% | – | 16 | 50% | 0.4 |
|
| 6625 |
6625
Sectoral Asset Management
Montreal,
Quebec, Canada
| USD 151 M | +USD 23 M | +18% | 3.78% | 168% | 109 | 36.7% | 2.3 |
|