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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7301 |
FCM
7301
Flagship Capital Management
Media,
Pennsylvania
| USD 158 M | +USD 22.3 M | +16% | 17% | – | 50 | 4% | 0.5 |
|
| 7302 |
SCM
7302
Superstring Capital Management
New York
| USD 158 M | +USD 18.4 M | +13% | 40.7% | – | 43 | 44.19% | 0.6 |
|
| 7303 |
SWM
7303
Schwallier Wealth Management
Grand Rapids,
Michigan
| USD 158 M | +USD 21.4 M | +16% | 11.4% | – | 73 | 26.03% | 1.1 |
|
| 7304 |
MA
7304
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| USD 158 M | +USD 3.37 M | +2% | 17.7% | 166% | 48 | 4.17% | 8.5 |
|
| 7305 |
BA
7305
Brightwater Advisory
Tampa,
Florida
| USD 158 M | +USD 7.07 M | +5% | 11% | – | 61 | 4.92% | 2.2 |
|
| 7306 |
KAM
7306
Kopion Asset Management
Mckinney,
Texas
| USD 158 M | +USD 29.7 M | +23% | 27.1% | 80.5% | 21 | 4.76% | 4.1 |
|
| 7307 |
KCA
7307
Kastel Capital Advisors
Wellesley,
Massachusetts
| USD 158 M | -USD 4.79 M | -3% | 7.22% | – | 60 | 13.33% | 0.5 |
|
| 7308 |
SWM
7308
Seed Wealth Management
Evanston,
Illinois
| USD 158 M | +USD 12.6 M | +9% | 11.1% | 58.4% | 109 | 18.35% | 2.5 |
|
| 7309 |
RWP
7309
Ridgeline Wealth Planning
Centerville,
Ohio
| USD 158 M | +USD 20.9 M | +15% | 16.7% | – | 55 | 10.91% | 1.1 |
|
| 7310 |
CAG
7310
Centerpoint Advisory Group
Overland Park,
Kansas
| USD 158 M | +USD 24.9 M | +19% | 18.3% | – | 120 | 12.5% | 1.2 |
|
| 7311 |
TC
7311
Town Capital
Bel Air,
Maryland
| USD 158 M | +USD 34 M | +28% | 14.4% | – | 88 | 36.36% | 0.4 |
|
| 7312 |
APW
7312
Aurora Private Wealth
Rockaway,
New Jersey
| USD 158 M | +USD 17.1 M | +12% | 18.9% | – | 195 | 23.59% | 2.8 |
|
| 7313 |
LDNAM
7313
Lepercq De Neuflize Asset Management
New York
| USD 158 M | +USD 19.6 M | +14% | 14.5% | – | 37 | 29.73% | 0.4 |
|
| 7314 |
BCI
7314
Blue Capital Inc
Omaha,
Nebraska
| USD 158 M | +USD 4.41 M | +3% | 14.4% | – | 153 | 50.33% | 0.5 |
|
| 7315 |
AWMG
7315
ADG Wealth Management Group
Metairie,
Louisiana
| USD 158 M | +USD 12.8 M | +9% | 10.6% | – | 54 | 31.48% | 1 |
|
| 7316 |
SFSG
7316
Sound Financial Strategies Group
Madison,
Mississippi
| USD 157 M | +USD 11 M | +7% | 9.56% | 26.4% | 127 | 17.32% | 1.5 |
|
| 7317 |
CM
7317
CM Management
Gulf Breeze,
Florida
| USD 157 M | +USD 37.8 M | +32% | 22.9% | 110% | 84 | 30.95% | 1.9 |
|
| 7318 |
PTFIS
7318
Pekao Towarzystwo Funduszy Inwestycyjnych SA
Warsaw,
| USD 157 M | +USD 23.1 M | +17% | 20.2% | – | 93 | 22.58% | 0.4 |
|
| 7319 |
DFS
7319
Demming Financial Services
Aurora,
Ohio
| USD 157 M | +USD 19.6 M | +14% | 12.2% | – | 42 | 14.29% | 0.4 |
|
| 7320 |
GA
7320
Gagnon Advisors
New York
| USD 157 M | +USD 21.3 M | +16% | 31.5% | 129% | 26 | 26.92% | 4.8 |
|
| 7321 |
AIG
7321
Abbington Investment Group
Westport,
Connecticut
| USD 157 M | -USD 14.8 M | -9% | 8.02% | – | 55 | 12.73% | 0.6 |
|
| 7322 |
BGAI
7322
Bruce G. Allen Investments
Denver,
Colorado
| USD 157 M | +USD 4.07 M | +3% | 9.28% | – | 1,124 | 11.3% | 2.1 |
|
| 7323 |
QGA
7323
Q Global Advisors
Fort Worth,
Texas
| USD 157 M | +USD 43.5 M | +38% | 17.8% | 79% | 52 | 13.46% | 1.9 |
|
| 7324 |
PM
7324
Penbrook Management
New York
| USD 157 M | +USD 24.7 M | +19% | 24.8% | 107% | 104 | 13.46% | 5.6 |
|
| 7325 |
AFW
7325
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
| USD 157 M | +USD 22.4 M | +17% | 20.9% | – | 190 | 30% | 0.9 |
|