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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6976 |
6976
Dougherty Wealth Advisers
Wayzata,
Minnesota
| USD 129 M | +USD 3.14 M | +2% | 0.74% | 76.1% | 113 | 7.08% | 5 |
|
| 6977 |
6977
Impact Investors
San Francisco,
California
| USD 129 M | – | – | 1.63% | – | 90 | – | 0 |
|
| 6978 |
6978
Mission Hills Financial Advisory
San Diego,
California
| USD 129 M | +USD 11.3 M | +10% | 2.02% | – | 35 | 11.43% | 0.2 |
|
| 6979 |
6979
Clark Wealth Partners
O'fallon,
Illinois
| USD 129 M | – | – | 0.33% | – | 528 | – | 0 |
|
| 6980 |
6980
Foundation Wealth Management (Missouri)
Clayton,
Missouri
| USD 129 M | -USD 3 M | -2% | 1.15% | 74.9% | 47 | 12.77% | 1.4 |
|
| 6981 |
6981
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
| USD 129 M | -USD 67.6 M | -34% | 1.98% | 88.8% | 15 | 60% | 2.6 |
|
| 6982 |
6982
Traction Financial Partners
Encampment,
Wyoming
| USD 129 M | +USD 1.21 M | +0.9% | 0.5% | – | 60 | 10% | 0.9 |
|
| 6983 |
6983
FWG Investments
Lexington,
Kentucky
| USD 129 M | +USD 13 M | +11% | 0.91% | 67.5% | 140 | 23.57% | 0.7 |
|
| 6984 |
RA
6984
Rovida Advisors
Fort Lauderdale,
Florida
| USD 129 M | -USD 189 M | -60% | 0.54% | 24.8% | 26 | 65.38% | 0.8 |
|
| 6985 |
6985
Aspetuck Financial Management
Westport,
Connecticut
| USD 128 M | – | – | 2.74% | – | 201 | – | 0 |
|
| 6986 |
6986
Inman Jager Wealth Management
Hattiesburg,
Mississippi
| USD 128 M | – | – | 1.3% | – | 80 | – | 0 |
|
| 6987 |
6987
Mount Vernon Associates
Baltimore,
Maryland
| USD 128 M | +USD 2.27 M | +2% | 6.07% | 136% | 53 | 5.66% | 7.7 |
|
| 6988 |
6988
Coordinated Financial Services
Denver,
Colorado
| USD 128 M | – | – | 0.91% | – | 135 | – | 0.7 |
|
| 6989 |
6989
RCF Management
Denver,
Colorado
| USD 128 M | – | – | 1.34% | – | 1 | – | 0 |
|
| 6990 |
6990
Canandaigua National Trust of Florida
Canandaigua,
New York
| USD 128 M | +USD 11.8 M | +10% | 1.48% | – | 116 | 19.83% | 0.2 |
|
| 6991 |
LI
6991
Latash Investments
Anchorage,
Alaska
| USD 128 M | +USD 19.5 M | +18% | 22.5% | 110% | 17 | 5.88% | 4.4 |
|
| 6992 |
6992
C.V. Starr & Co
New York
| USD 128 M | – | – | 1.74% | – | 6 | – | 1.9 |
|
| 6993 |
6993
Bush Investment Group
Valdosta,
Georgia
| USD 128 M | +USD 3.06 M | +2% | 0.21% | – | 33 | 6.06% | 0.8 |
|
| 6994 |
TA
6994
TPG Advisors
Northfield,
Illinois
| USD 128 M | +USD 101 k | +0.1% | 1.42% | – | 91 | 5.49% | 0.5 |
|
| 6995 |
6995
LRT Capital Management
Austin,
Texas
| USD 128 M | +USD 20.4 M | +19% | 2.26% | 76.2% | 105 | 40.95% | 1.1 |
|
| 6996 |
6996
Paragon Capital Management (Utah)
Provo,
Utah
| USD 128 M | -USD 7.71 M | -6% | 3.1% | 72.3% | 86 | 45.35% | 1.3 |
|
| 6997 |
6997
Applied Fundamental Research
Cambridge,
Massachusetts
| USD 128 M | -USD 23.6 M | -16% | 12.4% | 44.6% | 13 | 15.38% | 2.7 |
|
| 6998 |
CCA
6998
Cypress Capital Advisors
Franklin,
Tennessee
| USD 128 M | – | – | 0.39% | – | 61 | – | 0 |
|
| 6999 |
6999
Salus Financial Advisors
Colorado Springs,
Colorado
| USD 128 M | – | – | 0.34% | – | 33 | – | 0 |
|
| 7000 |
7000
Virtus Investment Advisers
Hartford,
Connecticut
| USD 128 M | +USD 468 k | +0.4% | 6.27% | 172% | 414 | 31.88% | 0.8 |
|