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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6726 |
6726
Asia Research & Capital Management
Hong Kong
| USD 116 M | -USD 244 M | -68% | 0.56% | – | 4 | 25% | 0.3 |
|
| 6727 |
6727
Old North State Trust
Greensboro,
North Carolina
| USD 116 M | -USD 2.52 M | -2% | 4.94% | – | 133 | 3.76% | 4 |
|
| 6728 |
6728
RK Asset Management
Grosse Pointe Farms,
Michigan
| USD 116 M | -USD 7.07 M | -6% | 3.76% | 47.6% | 21 | 0% | 4.8 |
|
| 6729 |
6729
Insight Inv LLC
El Segundo,
California
| USD 116 M | +USD 513 k | +0.4% | 1.62% | 139% | 89 | 1.12% | 2.3 |
|
| 6730 |
6730
Stevard LLC
Chicago,
Illinois
| USD 116 M | +USD 4.79 M | +4% | 7.17% | – | 59 | 16.95% | 2.7 |
|
| 6731 |
HFAS
6731
Hummer Financial Advisory Services
Chicago,
Illinois
| USD 116 M | -USD 5.6 M | -5% | 0.9% | 71.8% | 109 | 9.17% | 3.5 |
|
| 6732 |
6732
Monetta Financial Services
Wheaton,
Illinois
| USD 116 M | +USD 4.93 M | +4% | 8.75% | 275% | 55 | 29.09% | 2.8 |
|
| 6733 |
6733
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| USD 116 M | -USD 5.02 M | -4% | 1.07% | 119% | 52 | 26.92% | 1.9 |
|
| 6734 |
6734
Alpha Financial Partners
Lexington,
Kentucky
| USD 116 M | +USD 5.63 M | +5% | 2.66% | 61.8% | 84 | 26.19% | 1 |
|
| 6735 |
6735
Thompson Davis & Co
Richmond,
Virginia
| USD 115 M | -USD 32.3 M | -22% | 13.6% | 188% | 140 | 33.57% | 2.4 |
|
| 6736 |
6736
NavPoint Financial
Prior Lake,
Minnesota
| USD 115 M | +USD 151 k | +0.1% | 2.83% | 58.5% | 45 | 2.22% | 0.5 |
|
| 6737 |
6737
Arlington Capital Management
Arlington Heights,
Illinois
| USD 115 M | -USD 5.13 M | -4% | 3.75% | 154% | 103 | 18.45% | 0.6 |
|
| 6738 |
6738
Davis Capital Management
Jacksonville,
Florida
| USD 115 M | +USD 2.92 M | +3% | 0.87% | – | 326 | 11.96% | 2.7 |
|
| 6739 |
6739
Sound Financial Strategies Group
Madison,
Mississippi
| USD 115 M | -USD 5.17 M | -4% | 1.67% | 26.4% | 106 | 50% | 0.8 |
|
| 6740 |
6740
ACAS LLC
Rancho Santa Fe,
California
| USD 115 M | +USD 11.5 M | +11% | 3.31% | – | 88 | 10.23% | 2.1 |
|
| 6741 |
6741
Seed Wealth Management
Evanston,
Illinois
| USD 115 M | +USD 10.2 M | +10% | 1.51% | 62% | 159 | 10.69% | 1.2 |
|
| 6742 |
HC
6742
Hoese & Co
Glencoe,
Minnesota
| USD 115 M | +USD 4.98 M | +5% | 2.21% | 51% | 158 | 21.52% | 2.5 |
|
| 6743 |
CWA
6743
Clearview Wealth Advisors
Salem,
Oregon
| USD 115 M | +USD 16.6 M | +17% | 1.63% | 45.2% | 125 | 40.8% | 2.3 |
|
| 6744 |
6744
OxenFree Capital
Satellite Beach,
Florida
| USD 115 M | +USD 5.06 M | +5% | 1.68% | 56.4% | 43 | 13.95% | 0.5 |
|
| 6745 |
6745
Applied Capital LLC
Hollywood,
Florida
| USD 114 M | -USD 8.35 M | -7% | 2.56% | 78.3% | 87 | 14.94% | 1.3 |
|
| 6746 |
6746
Dougherty Wealth Advisers
Wayzata,
Minnesota
| USD 114 M | +USD 1.42 M | +1% | 2.77% | 67.5% | 112 | 3.57% | 4.7 |
|
| 6747 |
APW
6747
Aurora Private Wealth
Rockaway,
New Jersey
| USD 114 M | -USD 1.44 M | -1% | 4.34% | – | 159 | 14.47% | 2.5 |
|
| 6748 |
TA
6748
TCM Advisors
Martinsburg,
West Virginia
| USD 114 M | -USD 150 M | -57% | 0.23% | 56.1% | 62 | 0% | 1.9 |
|
| 6749 |
6749
Alterna Wealth Management
Houston,
Texas
| USD 114 M | -USD 9.25 M | -7% | 3.23% | 48% | 114 | 24.56% | 2 |
|
| 6750 |
6750
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| USD 114 M | -USD 16.6 M | -13% | 0.11% | 38.4% | 11 | 18.18% | 2.3 |
|