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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6751 |
6751
Kestrel Investment Management
San Mateo,
California
| USD 167 M | -USD 8.94 M | -5% | 2.85% | 99.8% | 44 | 20.45% | 1.9 |
|
| 6752 |
6752
Members Wealth
Media,
Pennsylvania
| USD 167 M | +USD 7.71 M | +5% | 2.97% | – | 116 | 11.21% | 1.3 |
|
| 6753 |
6753
Farrell Financial
Orchard Park,
New York
| USD 167 M | -USD 2.19 M | -1% | 1.78% | 57.8% | 79 | 10.13% | 1.7 |
|
| 6754 |
PWP
6754
Pursue Wealth Partners
Clayton,
California
| USD 167 M | -USD 38.4 M | -19% | 5.65% | 108% | 117 | 24.79% | 2.3 |
|
| 6755 |
6755
Triavera Capital
Larkspur,
California
| USD 167 M | -USD 41.9 M | -20% | 8.98% | – | 18 | 11.11% | 1.1 |
|
| 6756 |
6756
Grafton Street Partners
North Palm Beach,
Florida
| USD 167 M | -USD 36.9 M | -18% | 19.3% | – | 13 | 23.08% | 1.5 |
|
| 6757 |
6757
Andrews Lucia Wealth Management
Danville,
California
| USD 167 M | -USD 938 k | -0.6% | 0.85% | 64% | 35 | 5.71% | 2.9 |
|
| 6758 |
6758
Montaka Global
Sydney,
| USD 167 M | -USD 44 M | -21% | 16.9% | – | 22 | 18.18% | 0.2 |
|
| 6759 |
6759
Lummis Asset Management
Fort Worth,
Texas
| USD 167 M | +USD 4.69 M | +3% | 5.44% | – | 201 | 11.44% | 1.5 |
|
| 6760 |
6760
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
| USD 167 M | -USD 8.93 M | -5% | 4.92% | 88.8% | 8 | 0% | 2.9 |
|
| 6761 |
6761
ROI Financial Advisors
Beaverton,
Oregon
| USD 167 M | -USD 6.89 M | -4% | 1.31% | 165% | 69 | 10.14% | 1.7 |
|
| 6762 |
6762
Ariston Services Group
San Diego,
California
| USD 167 M | -USD 3.34 M | -2% | 0.84% | 71.7% | 74 | 94.59% | 0 |
|
| 6763 |
6763
Del-Sette Capital Management
Schenectady,
New York
| USD 167 M | +USD 5.07 M | +3% | 7.09% | 112% | 59 | 33.9% | 2.2 |
|
| 6764 |
6764
Jacobs Asset Management
New York
| USD 167 M | -USD 12.5 M | -7% | 1.59% | 114% | 34 | 23.53% | 2.5 |
|
| 6765 |
6765
Empirical Capital Management
Hendersonville,
Tennessee
| USD 167 M | +USD 14.8 M | +10% | 5.52% | 205% | 15 | 26.67% | 2.7 |
|
| 6766 |
6766
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
| USD 167 M | -USD 32.2 M | -16% | 3.97% | 58.3% | 58 | 15.52% | 3.2 |
|
| 6767 |
6767
Mustard Seed Financial
Magnolia,
Arkansas
| USD 167 M | +USD 7.8 M | +5% | 0.54% | 59.2% | 94 | 10.64% | 1.8 |
|
| 6768 |
SV
6768
Stilwell Value
New York
| USD 167 M | -USD 14.5 M | -8% | 5.71% | 87.9% | 26 | 11.54% | 5 |
|
| 6769 |
6769
Sterling Investment Management
Tucson,
Arizona
| USD 167 M | -USD 9.6 M | -5% | 1.46% | 45.3% | 75 | 21.33% | 4.2 |
|
| 6770 |
6770
Caitlin John
Brighton,
Michigan
| USD 167 M | +USD 14 M | +9% | 0.35% | – | 1,016 | 16.83% | 0.6 |
|
| 6771 |
6771
Millstone Evans Group
Boulder,
Colorado
| USD 167 M | -USD 3.33 M | -2% | 1.63% | – | 884 | 6.22% | 1.1 |
|
| 6772 |
6772
Ames National Corp
Ames,
Iowa
| USD 167 M | -USD 4.16 M | -2% | 0.93% | – | 70 | 10% | 1.1 |
|
| 6773 |
6773
White Wing Wealth Management
The Wodlands,
Texas
| USD 167 M | -USD 899 k | -0.5% | 1.61% | – | 37 | 5.41% | 1.5 |
|
| 6774 |
6774
Brown Shipley & Co
London,
United Kingdom
| USD 167 M | -USD 20.4 M | -11% | 8.06% | 125% | 82 | 19.51% | 2.2 |
|
| 6775 |
BWM
6775
BCO Wealth Management
Carlsbad,
New Mexico
| USD 166 M | +USD 3.41 M | +2% | 0% | – | 42 | 2.38% | 1 |
|