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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7276 |
CGF
7276
Constant Guidance Financial
Attleboro Falls,
Massachusetts
| USD 159 M | +USD 14.6 M | +10% | 9.26% | 79.6% | 75 | 54.67% | 0.6 |
|
| 7277 |
ALM
7277
Argosy-Lionbridge Management
New York
| USD 159 M | +USD 16.6 M | +12% | 9.04% | – | 21 | 38.1% | 0.5 |
|
| 7278 |
4PL
7278
46 Peaks LLC
Newtown,
Pennsylvania
| USD 159 M | +USD 21.7 M | +16% | 9.97% | – | 30 | 30% | 0.4 |
|
| 7279 |
OFG
7279
Opulen Financial Group
Arlington,
Virginia
| USD 159 M | +USD 16.9 M | +12% | 12.2% | – | 120 | 8.33% | 1.2 |
|
| 7280 |
SWM
7280
SpringVest Wealth Management
Dallas,
Texas
| USD 159 M | +USD 12.6 M | +9% | 7.52% | – | 76 | 14.47% | 1.2 |
|
| 7281 |
JAIC
7281
Josh Arnold Investment Consultant
Edina,
Minnesota
| USD 159 M | +USD 42 M | +36% | 108% | 272% | 25 | 64% | 0.7 |
|
| 7282 |
MPA
7282
Marvin & Palmer Associates
Wilmington,
Delaware
| USD 159 M | +USD 75.4 M | +90% | 46.2% | 392% | 37 | 67.57% | 0.4 |
|
| 7283 |
MWML
7283
Morrissey Wealth Management, LLC
North Haven,
Connecticut
| USD 159 M | – | – | 9.73% | – | 30 | – | 0 |
|
| 7284 |
JAM
7284
Jacobs Asset Management
New York
| USD 159 M | -USD 8.14 M | -5% | 13.6% | 114% | 31 | 35.48% | 2.5 |
|
| 7285 |
JWM
7285
JP Wealth Management
Mt. Pleasant,
South Carolina
| USD 159 M | +USD 11.4 M | +8% | 13% | – | 15 | 6.67% | 1.3 |
|
| 7286 |
CMMS
7286
Comprehensive Money Management Services
Coral Gables,
Florida
| USD 159 M | +USD 6.41 M | +4% | 3.91% | – | 207 | 10.14% | 1.3 |
|
| 7287 |
LA
7287
Lakeside Advisors
Seattle,
Washington
| USD 159 M | +USD 9 M | +6% | 7.7% | 63.2% | 69 | 11.59% | 3.6 |
|
| 7288 |
SG
7288
Stanich Group
Montauk,
New York
| USD 159 M | +USD 27.6 M | +21% | 18.4% | – | 55 | 20% | 1.1 |
|
| 7289 |
SFC
7289
Swisher Financial Concepts
Westerville,
Ohio
| USD 159 M | -USD 20 M | -11% | 12% | – | 112 | 13.39% | 1.4 |
|
| 7290 |
BWLSA
7290
Blue Water Life Science Advisors
Larkspur,
California
| USD 159 M | +USD 34 M | +27% | 64.1% | 503% | 10 | 10% | 2.3 |
|
| 7291 |
ACP
7291
Argyle Capital Partners
Los Angeles,
California
| USD 159 M | +USD 19.9 M | +14% | 9.59% | – | 185 | 17.84% | 1.1 |
|
| 7292 |
CW
7292
Cooksen Wealth
The Woodlands,
Texas
| USD 159 M | +USD 21 M | +15% | 14.7% | 70.7% | 45 | 0% | 2.4 |
|
| 7293 |
AC
7293
Agman Capital
Omaha,
Nebraska
| USD 159 M | +USD 33 M | +26% | 28.9% | – | 19 | 5.26% | 0.5 |
|
| 7294 |
OI
7294
Overlook Investments
Grand Cayman,
Cayman Islands
| USD 159 M | -USD 60.8 M | -28% | 10% | – | 2 | 50% | 0.5 |
|
| 7295 |
OC
7295
Oppenheimer & Close
New York
| USD 159 M | -USD 107 k | -0.1% | 5.43% | 149% | 61 | 14.75% | 4.3 |
|
| 7296 |
AWA
7296
AGH Wealth Advisors
Wichita,
Kansas
| USD 158 M | +USD 22.6 M | +17% | 19.7% | – | 137 | 16.06% | 1.1 |
|
| 7297 |
BTC
7297
Bank & Trust Company
Litchfield,
Illinois
| USD 158 M | +USD 10 M | +7% | 12.2% | – | 310 | 4.19% | 1.8 |
|
| 7298 |
VFIA
7298
Virtus Fixed Income Advisers
Hartford,
Connecticut
| USD 158 M | +USD 35.9 M | +29% | 0.44% | – | 85 | 4.71% | 0.2 |
|
| 7299 |
CCA
7299
Collaborative Capital Advisors
New York
| USD 158 M | – | – | 11.7% | – | 83 | – | 0 |
|
| 7300 |
SF
7300
Seek First
Campbell,
California
| USD 158 M | +USD 16.5 M | +12% | 18.6% | – | 67 | 13.43% | 1 |
|