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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6776 |
6776
Allen Wealth Management
Boone,
North Carolina
| USD 112 M | -USD 1.02 M | -0.9% | 0.69% | – | 58 | 1.72% | 0.5 |
|
| 6777 |
6777
Exome Asset Management
New York
| USD 112 M | -USD 4.46 M | -4% | 0.6% | – | 80 | 68.75% | 0.2 |
|
| 6778 |
6778
RenaissanceRe Holdings
Pembroke,
Bermuda
| USD 112 M | -USD 5.97 M | -5% | 4.95% | 40.8% | 3 | 0% | 4.5 |
|
| 6779 |
6779
Investment Partners Asset Management
Metuchen,
New Jersey
| USD 112 M | +USD 1.5 M | +1% | 3.93% | 86.1% | 139 | 5.04% | 0.5 |
|
| 6780 |
6780
Farley Capital
New York
| USD 112 M | +USD 5.77 M | +5% | 6.36% | 105% | 17 | 17.65% | 4.8 |
|
| 6781 |
6781
Capstone Capital
Henderson,
Nevada
| USD 112 M | -USD 3.87 M | -3% | 0.87% | 62.8% | 23 | 17.39% | 0.4 |
|
| 6782 |
6782
Marathon Asset Management (New York)
New York
| USD 112 M | -USD 105 M | -48% | 4.94% | 490% | 12 | 41.67% | 2 |
|
| 6783 |
6783
WFA of San Diego
San Diego,
California
| USD 112 M | – | – | 2.29% | – | 406 | – | 1.3 |
|
| 6784 |
6784
EMFO LLC
Weston,
Florida
| USD 112 M | +USD 2.45 M | +2% | 3.28% | 25.8% | 299 | 9.7% | 2.4 |
|
| 6785 |
6785
Aflac Inc
Columbus,
Georgia
| USD 112 M | +USD 8.15 M | +8% | 8.64% | 28.8% | 4 | 0% | 1.8 |
|
| 6786 |
6786
Perissos Private Wealth Management
Bethany,
Oklahoma
| USD 112 M | +USD 1.28 M | +1% | 3% | – | 87 | 17.24% | 0.2 |
|
| 6787 |
6787
Fingerlakes Wealth Management
Ithaca,
New York
| USD 111 M | +USD 7.88 M | +8% | 4.79% | 80.2% | 91 | 3.3% | 2.2 |
|
| 6788 |
6788
Hershey Financial Advisers
Lancaster,
Pennsylvania
| USD 111 M | – | – | 3.19% | – | 157 | – | 0 |
|
| 6789 |
6789
Fulcrum Equity Management
Plano,
Texas
| USD 111 M | +USD 26.6 M | +31% | 2.3% | 116% | 152 | 42.76% | 1.1 |
|
| 6790 |
6790
Kuhn & Co Investment Counsel
Chicago,
Illinois
| USD 111 M | +USD 5.06 M | +5% | 3.46% | – | 128 | 6.25% | 0.5 |
|
| 6791 |
MFC
6791
Miramar Fiduciary Corp
Reno,
Nevada
| USD 111 M | -USD 25.4 M | -19% | 0.33% | – | 6 | 16.67% | 2.5 |
|
| 6792 |
6792
Clearfield Capital Management
New York
| USD 111 M | -USD 6.69 M | -6% | 4.06% | 421% | 12 | 50% | 0.6 |
|
| 6793 |
BAWM
6793
Bennett Associates Wealth Management
Butler,
Pennsylvania
| USD 111 M | +USD 235 k | +0.2% | 0.2% | 51% | 48 | 35.42% | 0.4 |
|
| 6794 |
6794
Basso Capital Management
Stamford,
Connecticut
| USD 111 M | +USD 4.99 M | +5% | 2.74% | 85.5% | 78 | 14.1% | 1.1 |
|
| 6795 |
6795
Schrum Private Wealth Management
St. Augustine,
Florida
| USD 111 M | +USD 699 k | +0.6% | 2.33% | 60.9% | 133 | 6.02% | 1.8 |
|
| 6796 |
6796
Yarra Square Partners
New York
| USD 111 M | -USD 4.61 M | -4% | 10.2% | 55.9% | 26 | 34.62% | 1.5 |
|
| 6797 |
6797
Plustick Management
Charlottesville,
Virginia
| USD 111 M | +USD 5.83 M | +6% | 19.4% | 1,667% | 19 | 26.32% | 1.2 |
|
| 6798 |
6798
Sherrill & Hutchins Financial Advisory
Atlanta,
Georgia
| USD 111 M | +USD 1.01 M | +0.9% | 0.02% | 41.6% | 12 | 33.33% | 0.3 |
|
| 6799 |
UAML
6799
US Asset Management LLC
Pittsburgh,
Pennsylvania
| USD 111 M | -USD 317 k | -0.3% | 6.28% | – | 133 | 5.26% | 2.5 |
|
| 6800 |
6800
Upper Left Wealth Management
Tampa,
Florida
| USD 111 M | +USD 2.78 M | +3% | 0.01% | 52.7% | 61 | 4.92% | 1.9 |
|