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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 |
RCM
7576
RMR Capital Management
Tustin,
California
| USD 145 M | +USD 6.79 M | +5% | 5.95% | 57% | 78 | 6.41% | 2 |
|
| 7577 |
7577
Schubert & Co
Mckinney,
Texas
| USD 145 M | +USD 22.4 M | +18% | 12% | 47.3% | 87 | 26.44% | 1.9 |
|
| 7578 |
7578
Cushing Capital Partners
Delafield,
Wisconsin
| USD 145 M | +USD 15.1 M | +12% | 7.16% | – | 101 | 6.93% | 1.1 |
|
| 7579 |
7579
McLaughlin Asset Management
Danville,
Illinois
| USD 145 M | +USD 40.6 M | +39% | 27.7% | – | 103 | 18.45% | 0.4 |
|
| 7580 |
7580
Global Trust Wealth Management
West Palm Beach,
Florida
| USD 145 M | +USD 12.8 M | +10% | 11.2% | – | 87 | 18.39% | 0.5 |
|
| 7581 |
7581
Anchor Capital Management Group
Aliso Viejo,
California
| USD 145 M | +USD 1.3 M | +0.9% | 20.8% | – | 16 | 6.25% | 1.3 |
|
| 7582 |
7582
LightSquare Wealth Management
Bingham Farms,
Michigan
| USD 145 M | +USD 11.6 M | +9% | 15.1% | – | 110 | 21.82% | 0.2 |
|
| 7583 |
7583
Dara Capital US
Miami,
Florida
| USD 145 M | +USD 39.6 M | +38% | 56.8% | – | 143 | 39.86% | 0.4 |
|
| 7584 |
7584
VUB Generali dochodkova spravcovska spolocnost
Bratislava,
| USD 145 M | +USD 18.2 M | +14% | 24.7% | – | 91 | 0% | 0.5 |
|
| 7585 |
7585
Clarity Retirement & Wealth
New Bedford,
Massachusetts
| USD 145 M | +USD 20.9 M | +17% | 11.4% | – | 33 | 21.21% | 0.4 |
|
| 7586 |
MCM
7586
Magnolia Capital Management
Cold Spring,
New York
| USD 145 M | -USD 3.41 M | -2% | 16.5% | 85.9% | 77 | 6.49% | 4.3 |
|
| 7587 |
7587
SWP Investment Management
Independence,
Ohio
| USD 145 M | +USD 10.9 M | +8% | 10.1% | – | 50 | 22% | 1 |
|
| 7588 |
7588
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 |
|
| 7589 |
7589
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| USD 145 M | +USD 14.8 M | +11% | 16.8% | 119% | 49 | 16.33% | 2.2 |
|
| 7590 |
7590
Gilpin Wealth Management
Denver,
Colorado
| USD 145 M | +USD 18.4 M | +15% | 20.2% | – | 1,112 | 14.48% | 0.4 |
|
| 7591 |
7591
Jacobs Equity
Draper,
Utah
| USD 145 M | +USD 30.5 M | +27% | 13.9% | – | 126 | 20.63% | 0.4 |
|
| 7592 |
PWAM
7592
Pinnacle West Asset Management
Casper,
Wyoming
| USD 145 M | -USD 2.41 M | -2% | 20.8% | 100% | 116 | 12.07% | 2.9 |
|
| 7593 |
7593
Snowwater Investment Partners
Fairfield,
Connecticut
| USD 145 M | +USD 38.6 M | +36% | 23.6% | – | 102 | 16.67% | 0.4 |
|
| 7594 |
7594
Clifford Group
Wayland,
Massachusetts
| USD 145 M | +USD 14.8 M | +11% | 15.6% | 67.9% | 91 | 17.58% | 2.3 |
|
| 7595 |
7595
Post Resch Tallon Group
Pittsford,
New York
| USD 145 M | +USD 20.9 M | +17% | 15.8% | – | 145 | 22.07% | 1 |
|
| 7596 |
WSA
7596
Warm Springs Advisors
Larkspur,
California
| USD 145 M | +USD 26.8 M | +23% | 30.5% | – | 54 | 27.78% | 1.1 |
|
| 7597 |
7597
NorthLanding Financial Partners
Rochester,
New York
| USD 145 M | +USD 20.5 M | +17% | 10.9% | 54.7% | 45 | 8.89% | 2.9 |
|
| 7598 |
7598
Sierra Ocean
Ripon,
California
| USD 144 M | +USD 22.7 M | +19% | 16.9% | – | 73 | 19.18% | 1.1 |
|
| 7599 |
RBDF
7599
Robert B. Daugherty Foundation
Omaha,
Nebraska
| USD 144 M | +USD 44.4 M | +44% | 44.6% | – | 1 | 0% | 0.5 |
|
| 7600 |
7600
Blueline Advisors
Exeter,
New Hampshire
| USD 144 M | +USD 15.4 M | +12% | 8.07% | – | 262 | 20.61% | 0.4 |
|