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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7326 |
7326
Sound Financial Strategies Group
Madison,
Mississippi
| USD 157 M | +USD 11 M | +7% | 9.56% | 27.1% | 127 | 17.32% | 1.5 |
|
| 7327 |
CM
7327
CM Management
Gulf Breeze,
Florida
| USD 157 M | +USD 37.8 M | +32% | 22.9% | 110% | 84 | 30.95% | 1.9 |
|
| 7328 |
7328
Pekao Towarzystwo Funduszy Inwestycyjnych SA
Warsaw,
| USD 157 M | +USD 23.1 M | +17% | 20.2% | – | 93 | 22.58% | 0.4 |
|
| 7329 |
7329
Demming Financial Services
Aurora,
Ohio
| USD 157 M | +USD 19.6 M | +14% | 12.2% | – | 42 | 14.29% | 0.4 |
|
| 7330 |
GA
7330
Gagnon Advisors
New York
| USD 157 M | +USD 21.3 M | +16% | 31.5% | 129% | 26 | 26.92% | 4.8 |
|
| 7331 |
7331
Abbington Investment Group
Westport,
Connecticut
| USD 157 M | -USD 14.8 M | -9% | 8.02% | – | 55 | 12.73% | 0.6 |
|
| 7332 |
7332
Bruce G. Allen Investments
Denver,
Colorado
| USD 157 M | +USD 4.07 M | +3% | 9.28% | – | 1,124 | 11.3% | 2.1 |
|
| 7333 |
QGA
7333
Q Global Advisors
Fort Worth,
Texas
| USD 157 M | +USD 43.5 M | +38% | 17.8% | 79% | 52 | 13.46% | 1.9 |
|
| 7334 |
7334
Penbrook Management
New York
| USD 157 M | +USD 24.7 M | +19% | 24.8% | 107% | 104 | 13.46% | 5.6 |
|
| 7335 |
7335
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
| USD 157 M | +USD 22.4 M | +17% | 20.9% | – | 190 | 30% | 0.9 |
|
| 7336 |
7336
Authentikos Wealth Advisory
Morgan Hill,
California
| USD 157 M | +USD 8.55 M | +6% | 16% | 43.5% | 79 | 20.25% | 1.1 |
|
| 7337 |
7337
Mosaic Financial Group
Chicago,
Illinois
| USD 156 M | +USD 15.5 M | +11% | 13.1% | – | 140 | 14.29% | 1.7 |
|
| 7338 |
BCM
7338
Bayesian Capital Management
Brooklyn,
New York
| USD 156 M | +USD 74.4 M | +91% | 7.46% | 107% | 328 | 90.24% | 0 |
|
| 7339 |
7339
Mork Capital Management
Healdsburg,
California
| USD 156 M | +USD 15.5 M | +11% | 17.7% | 61.9% | 106 | 4.72% | 3.5 |
|
| 7340 |
7340
Atlantic Family Wealth
Coral Gables,
Florida
| USD 156 M | +USD 17.9 M | +13% | 11% | – | 67 | 16.42% | 1 |
|
| 7341 |
7341
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| USD 156 M | -USD 378 k | -0.2% | 3.15% | 83.3% | 106 | 7.55% | 4.8 |
|
| 7342 |
HSM
7342
H Squared Management
New York
| USD 156 M | +USD 47.7 M | +44% | 25.1% | – | 18 | 38.89% | 0.3 |
|
| 7343 |
FWM
7343
FMA Wealth Management
Duxbury,
Massachusetts
| USD 156 M | +USD 5.83 M | +4% | 8.04% | 40.8% | 43 | 13.95% | 1.9 |
|
| 7344 |
7344
Polaris Investment Advisors
Framingham,
Massachusetts
| USD 156 M | +USD 19 M | +14% | 15.9% | – | 79 | 12.66% | 0.4 |
|
| 7345 |
7345
Cyrus Capital Partners
New York
| USD 156 M | -USD 40.1 M | -20% | 4.91% | 163% | 7 | 57.14% | 0.9 |
|
| 7346 |
7346
WLTH Capital Management
Chandler,
Arizona
| USD 156 M | +USD 28.4 M | +22% | 7.01% | – | 30 | 16.67% | 0.4 |
|
| 7347 |
APW
7347
Allied Private Wealth
Boca Raton,
Florida
| USD 156 M | – | – | 12.9% | – | 906 | – | 0 |
|
| 7348 |
7348
Michels Family Financial
Fort Worth,
Texas
| USD 156 M | +USD 17.3 M | +12% | 12.4% | – | 156 | 16.03% | 1.2 |
|
| 7349 |
7349
Harpswell Capital Advisors
Yarmouth,
Maine
| USD 156 M | +USD 21.5 M | +16% | 10.1% | – | 47 | 25.53% | 0.5 |
|
| 7350 |
7350
AlpenGlobal Capital
Tahoe City,
California
| USD 156 M | -USD 1.3 M | -0.8% | 7.74% | – | 36 | 2.78% | 1.3 |
|