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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7376 |
DIS
7376
Diversified Investment Strategies
Baton Rouge,
Louisiana
| USD 155 M | -USD 1.97 M | -1% | 2.58% | 93.8% | 56 | 8.93% | 5.6 |
|
| 7377 |
7377
Tide Cove Capital Partners
San Diego,
California
| USD 155 M | +USD 7.62 M | +5% | 9.77% | – | 13 | 0% | 1.3 |
|
| 7378 |
7378
Entruity Wealth
Bakersfield,
California
| USD 155 M | +USD 7.23 M | +5% | 4.98% | – | 59 | 30.51% | 1 |
|
| 7379 |
7379
Asset Planning Inc
Cypress,
California
| USD 154 M | +USD 13.8 M | +10% | 14.7% | – | 341 | 14.37% | 1.2 |
|
| 7380 |
7380
Outbound Financial Inc
Boulder,
Colorado
| USD 154 M | +USD 21 M | +16% | 8.2% | – | 46 | 8.7% | 0.9 |
|
| 7381 |
7381
Blalock Williams
Alexander City,
Alabama
| USD 154 M | +USD 24.9 M | +19% | 20.1% | – | 165 | 19.39% | 1 |
|
| 7382 |
7382
Entrust Financial
Wayne,
Pennsylvania
| USD 154 M | +USD 11.2 M | +8% | 13.1% | – | 464 | 10.99% | 0.4 |
|
| 7383 |
MWM
7383
M3 Wealth Management
Cincinnati,
Ohio
| USD 154 M | +USD 24.2 M | +19% | 14.1% | – | 36 | 5.56% | 0.5 |
|
| 7384 |
7384
Oasis Advisors
Forest City,
Iowa
| USD 154 M | -USD 355 M | -70% | 13.2% | – | 240 | 90% | 0.2 |
|
| 7385 |
7385
Greenhaven Road Investment Management
Greenwich,
Connecticut
| USD 154 M | +USD 8.67 M | +6% | 14% | 70.2% | 21 | 38.1% | 2.4 |
|
| 7386 |
7386
Lionshead Wealth Management
New York
| USD 154 M | +USD 18.3 M | +13% | 16.3% | – | 121 | 18.18% | 1.1 |
|
| 7387 |
7387
Mustico Financial Group
Elmira,
New York
| USD 154 M | +USD 10.8 M | +8% | 10.8% | – | 51 | 13.73% | 0.7 |
|
| 7388 |
7388
LRT Capital Management
Austin,
Texas
| USD 154 M | +USD 46.8 M | +44% | 28.3% | 76.2% | 118 | 69.49% | 0.8 |
|
| 7389 |
MAM
7389
Maytree Asset Management
Hong Kong
| USD 154 M | +USD 12.5 M | +9% | 150% | 441% | 49 | 69.39% | 0.2 |
|
| 7390 |
7390
Macco Financial Group
Green Bay,
Wisconsin
| USD 154 M | +USD 21.9 M | +17% | 13.6% | – | 23 | 13.04% | 0.4 |
|
| 7391 |
HC
7391
Hoese & Co
Glencoe,
Minnesota
| USD 154 M | +USD 19.2 M | +14% | 10.4% | 51% | 188 | 30.85% | 2.4 |
|
| 7392 |
7392
Bluegrass Capital Partners
Palm Beach,
Florida
| USD 154 M | +USD 15.1 M | +11% | 13.3% | 60.1% | 11 | 9.09% | 3.4 |
|
| 7393 |
7393
Safir Wealth Advisors
Greenland,
New Hampshire
| USD 154 M | +USD 15.6 M | +11% | 10.7% | 52.1% | 20 | 20% | 3.7 |
|
| 7394 |
7394
SageOak Financial
Tulsa,
Oklahoma
| USD 154 M | +USD 11.4 M | +8% | 7.75% | – | 38 | 10.53% | 1.2 |
|
| 7395 |
7395
AllStreet Capital Advisors
Los Angeles,
California
| USD 154 M | +USD 18.5 M | +14% | 10.5% | – | 68 | 7.35% | 0.5 |
|
| 7396 |
AC
7396
Anson Capital
Tyrone,
Georgia
| USD 154 M | +USD 7.54 M | +5% | 6.55% | 50.5% | 97 | 11.34% | 2.3 |
|
| 7397 |
GFG
7397
Genesis Financial Group
Paramus,
New Jersey
| USD 154 M | -USD 4.61 M | -3% | 28.8% | – | 130 | 43.85% | 0.3 |
|
| 7398 |
OP
7398
Orvieto Partners
Boston,
Massachusetts
| USD 154 M | +USD 36.8 M | +31% | 13.4% | – | 54 | 33.33% | 0.9 |
|
| 7399 |
7399
Illumine Investment Management
Poulsbo,
Washington
| USD 154 M | +USD 23.5 M | +18% | 30.7% | – | 102 | 90.2% | 0 |
|
| 7400 |
7400
bLong Financial
Memphis,
Tennessee
| USD 154 M | +USD 21.3 M | +16% | 30.9% | – | 82 | 9.76% | 1.2 |
|