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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 |
7276
Willner & Heller
Encino,
California
| USD 160 M | +USD 25.5 M | +19% | 30.8% | 131% | 172 | 10.47% | 2.9 |
|
| 7277 |
7277
AMG Asset Management Group
Cartersville,
Georgia
| USD 160 M | +USD 30.8 M | +24% | 21.5% | – | 94 | 17.02% | 0.3 |
|
| 7278 |
7278
LDIC Inc
Toronto,
| USD 160 M | – | – | 10.8% | – | 25 | – | 0 |
|
| 7279 |
7279
Aubrey Capital Management
Edinburgh,
United Kingdom
| USD 160 M | -USD 26.5 M | -14% | 30.6% | 319% | 64 | 60.94% | 0.7 |
|
| 7280 |
7280
Avant Capital
Lafayette,
Louisiana
| USD 160 M | +USD 17.4 M | +12% | 14.1% | – | 87 | 13.79% | 3 |
|
| 7281 |
7281
Kagan Cocozza Asset Management
Mickleton,
New Jersey
| USD 160 M | +USD 17.5 M | +12% | 10.1% | – | 70 | 5.71% | 1.3 |
|
| 7282 |
7282
Papamarkou Wellner Asset Management
New York
| USD 159 M | -USD 4.27 M | -3% | 9.08% | – | 91 | 23.08% | 1.2 |
|
| 7283 |
7283
Sagace Wealth Management
St. Petersburg,
Florida
| USD 159 M | +USD 10.2 M | +7% | 7.94% | – | 72 | 4.17% | 1.4 |
|
| 7284 |
7284
Clark & Stuart Inc
Portland,
Maine
| USD 159 M | +USD 11 M | +7% | 9.09% | – | 57 | 14.04% | 1.2 |
|
| 7285 |
7285
Center for Wealth Management Advisory
Milford,
Ohio
| USD 159 M | +USD 20.4 M | +15% | 18.4% | – | 68 | 17.65% | 0.4 |
|
| 7286 |
7286
Round Hill Asset Management
Pasadena,
California
| USD 159 M | +USD 6.58 M | +4% | 5.63% | 43.2% | 63 | 3.17% | 5.7 |
|
| 7287 |
7287
ABS Investment Management
Greenwich,
Connecticut
| USD 159 M | – | – | 29% | – | 111 | – | 0 |
|
| 7288 |
7288
ABS Direct Equity Fund
Stamford,
Connecticut
| USD 159 M | +USD 28.3 M | +22% | 29% | – | 151 | 54.3% | 0.4 |
|
| 7289 |
7289
Constant Guidance Financial
Attleboro Falls,
Massachusetts
| USD 159 M | +USD 14.6 M | +10% | 9.26% | 79.6% | 75 | 54.67% | 0.6 |
|
| 7290 |
7290
Argosy-Lionbridge Management
New York
| USD 159 M | +USD 16.6 M | +12% | 9.04% | – | 21 | 38.1% | 0.5 |
|
| 7291 |
7291
46 Peaks LLC
Newtown,
Pennsylvania
| USD 159 M | +USD 21.7 M | +16% | 9.97% | – | 30 | 30% | 0.4 |
|
| 7292 |
7292
Opulen Financial Group
Arlington,
Virginia
| USD 159 M | +USD 16.9 M | +12% | 12.2% | – | 120 | 8.33% | 1.2 |
|
| 7293 |
SWM
7293
SpringVest Wealth Management
Dallas,
Texas
| USD 159 M | +USD 12.6 M | +9% | 7.52% | – | 76 | 14.47% | 1.2 |
|
| 7294 |
JAIC
7294
Josh Arnold Investment Consultant
Edina,
Minnesota
| USD 159 M | +USD 42 M | +36% | 108% | 272% | 25 | 64% | 0.7 |
|
| 7295 |
7295
Marvin & Palmer Associates
Wilmington,
Delaware
| USD 159 M | +USD 75.4 M | +90% | 46.2% | 392% | 37 | 67.57% | 0.4 |
|
| 7296 |
7296
Morrissey Wealth Management
North Haven,
Connecticut
| USD 159 M | – | – | 9.73% | – | 30 | – | 0 |
|
| 7297 |
7297
Jacobs Asset Management
New York
| USD 159 M | -USD 8.14 M | -5% | 13.6% | 114% | 31 | 35.48% | 2.5 |
|
| 7298 |
JWM
7298
JP Wealth Management
Mt. Pleasant,
South Carolina
| USD 159 M | +USD 11.4 M | +8% | 13% | – | 15 | 6.67% | 1.3 |
|
| 7299 |
7299
Comprehensive Money Management Services
Coral Gables,
Florida
| USD 159 M | +USD 6.41 M | +4% | 3.91% | – | 207 | 10.14% | 1.3 |
|
| 7300 |
7300
Lakeside Advisors
Seattle,
Washington
| USD 159 M | +USD 9 M | +6% | 7.7% | 83.7% | 69 | 11.59% | 3.6 |
|