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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7576 |
CRW
7576
Clarity Retirement & Wealth
New Bedford,
Massachusetts
| USD 145 M | +USD 20.9 M | +17% | 11.4% | – | 33 | 21.21% | 0.4 |
|
| 7577 |
MCM
7577
Magnolia Capital Management
Cold Spring,
New York
| USD 145 M | -USD 3.41 M | -2% | 16.5% | 85.9% | 77 | 6.49% | 4.3 |
|
| 7578 |
SIM
7578
SWP Investment Management
Independence,
Ohio
| USD 145 M | +USD 10.9 M | +8% | 10.1% | – | 50 | 22% | 1 |
|
| 7579 |
PCGDR
7579
Pangea Capital Gestao de Recursos
Rio De Janeiro,
| USD 145 M | +USD 13.3 M | +10% | 5.29% | 54.4% | 11 | 18.18% | 1.4 |
|
| 7580 |
EPCA
7580
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| USD 145 M | +USD 14.8 M | +11% | 16.8% | 119% | 49 | 16.33% | 2.2 |
|
| 7581 |
GWM
7581
Gilpin Wealth Management
Denver,
Colorado
| USD 145 M | +USD 18.4 M | +15% | 20.2% | – | 1,112 | 14.48% | 0.4 |
|
| 7582 |
JE
7582
Jacobs Equity
Draper,
Utah
| USD 145 M | +USD 33 M | +29% | 13.9% | – | 126 | 20.63% | 0.4 |
|
| 7583 |
PWAM
7583
Pinnacle West Asset Management
Casper,
Wyoming
| USD 145 M | -USD 2.41 M | -2% | 20.8% | 100% | 116 | 12.07% | 2.9 |
|
| 7584 |
SIP
7584
Snowwater Investment Partners
Fairfield,
Connecticut
| USD 145 M | +USD 38.6 M | +36% | 23.6% | – | 102 | 16.67% | 0.4 |
|
| 7585 |
CG
7585
Clifford Group
Wayland,
Massachusetts
| USD 145 M | +USD 14.8 M | +11% | 15.6% | 67.9% | 91 | 17.58% | 2.3 |
|
| 7586 |
PRTG
7586
Post Resch Tallon Group
Pittsford,
New York
| USD 145 M | +USD 20.9 M | +17% | 15.8% | – | 145 | 22.07% | 1 |
|
| 7587 |
WSA
7587
Warm Springs Advisors
Larkspur,
California
| USD 145 M | +USD 26.8 M | +23% | 30.5% | – | 54 | 27.78% | 1.1 |
|
| 7588 |
NFP
7588
NorthLanding Financial Partners
Rochester,
New York
| USD 145 M | +USD 20.5 M | +17% | 10.9% | 54.7% | 45 | 8.89% | 2.9 |
|
| 7589 |
SO
7589
Sierra Ocean
Ripon,
California
| USD 144 M | +USD 22.7 M | +19% | 16.9% | – | 73 | 19.18% | 1.1 |
|
| 7590 |
RBDF
7590
Robert B. Daugherty Foundation
Omaha,
Nebraska
| USD 144 M | +USD 44.4 M | +44% | 44.6% | – | 1 | 0% | 0.5 |
|
| 7591 |
BA
7591
Blueline Advisors
Exeter,
New Hampshire
| USD 144 M | +USD 15.4 M | +12% | 8.07% | – | 262 | 20.61% | 0.4 |
|
| 7592 |
BHWM
7592
Beacon Hill Wealth Management
Victoria,
| USD 144 M | – | – | 8.26% | – | 27 | – | 0 |
|
| 7593 |
BAWC
7593
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
| USD 144 M | +USD 12.2 M | +9% | 9.3% | 58.2% | 84 | 7.14% | 2.5 |
|
| 7594 |
MBAML
7594
Marble Bar Asset Management LLP
London,
| USD 144 M | +USD 42.3 M | +42% | 6.22% | – | 49 | 53.06% | 0.2 |
|
| 7595 |
OIA
7595
Oakmont Investment Advisors
Pittsburgh,
Pennsylvania
| USD 144 M | +USD 34.8 M | +32% | 36.5% | – | 131 | 37.4% | 0.3 |
|
| 7596 |
AZ
7596
Aquamarine Zurich
Zurich,
Switzerland
| USD 144 M | +USD 8.79 M | +6% | 6.65% | 74.8% | 7 | 0% | 3.8 |
|
| 7597 |
SCGDR
7597
Sharp Capital Gestora de Recursos
Rio De Janeiro,
Brazil
| USD 144 M | -USD 47.9 M | -25% | 7.75% | 61.4% | 7 | 14.29% | 1.6 |
|
| 7598 |
COFSG
7598
Carbahal Olsen Financial Services Group
Davis,
California
| USD 144 M | +USD 18.9 M | +15% | 15.9% | – | 42 | 16.67% | 1.2 |
|
| 7599 |
PF
7599
PlanWiser Financial
Colorado Springs,
Colorado
| USD 144 M | +USD 5.77 M | +4% | 10.1% | – | 51 | 9.8% | 1 |
|
| 7600 |
YAVAPFMC
7600
Yahav Achim Ve Achayot - Provident Funds Management Company
Tel-Aviv,
Israel
| USD 144 M | +USD 90 M | +167% | 39% | 201% | 44 | 50% | 0.7 |
|