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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7626 |
7626
Hutchinson Financial Advisors
Glen Allen,
Virginia
| USD 102 M | +USD 12.5 M | +14% | 6.85% | – | 67 | 13.43% | 0.2 |
|
| 7627 |
7627
SWP Investment Management
Independence,
Ohio
| USD 102 M | +USD 17.2 M | +20% | 11.2% | – | 49 | 22.45% | 0.4 |
|
| 7628 |
CIA
7628
Cape Investment Advisory
Mcdonough,
Georgia
| USD 102 M | -USD 172 M | -63% | 5.43% | 72.5% | 1,230 | 36.1% | 1.7 |
|
| 7629 |
7629
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| USD 102 M | +USD 1.02 M | +1% | 10.6% | 65.5% | 66 | 24.24% | 1.7 |
|
| 7630 |
7630
Superstring Capital Management
New York
| USD 102 M | +USD 17 M | +20% | 56.4% | – | 52 | 63.46% | 0.5 |
|
| 7631 |
7631
Seven Six Capital Management
New York
| USD 101 M | -USD 8.58 M | -8% | 4.48% | – | 26 | 7.69% | 0.6 |
|
| 7632 |
7632
BG Investment Services
Hagatna,
Guam
| USD 101 M | +USD 21.4 M | +27% | 7.01% | – | 48 | 20.83% | 1.2 |
|
| 7633 |
7633
Clarion Wealth Managment Partners
Fairfax,
Virginia
| USD 101 M | +USD 10 M | +11% | 9.1% | – | 84 | 5.95% | 0.2 |
|
| 7634 |
7634
Partners Wealth Management
Carmel By The Sea,
California
| USD 101 M | +USD 13.5 M | +15% | 6.06% | – | 136 | 25.74% | 0.6 |
|
| 7635 |
7635
Mann Financial Group
Detroit Lakes,
Minnesota
| USD 101 M | – | – | 5.98% | – | 32 | – | 0 |
|
| 7636 |
7636
Centerbridge Partners
New York
| USD 101 M | -USD 332 M | -77% | 7.32% | 15.9% | 6 | 33.33% | 2.3 |
|
| 7637 |
7637
Traub Capital Management
Needham,
Massachusetts
| USD 101 M | -USD 6.97 M | -6% | 7.46% | – | 564 | 78.19% | 0.2 |
|
| 7638 |
7638
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
| USD 101 M | +USD 13 M | +15% | 6.44% | – | 111 | 10.81% | 0.8 |
|
| 7639 |
7639
American Wealth Advisors
Johns Creek,
Georgia
| USD 101 M | – | – | 6.34% | – | 134 | – | 0 |
|
| 7640 |
7640
OFC Financial Planning
Short Hills,
New Jersey
| USD 101 M | +USD 6.8 M | +7% | 11% | – | 56 | 3.57% | 0.7 |
|
| 7641 |
PCMN
7641
Paradigm Capital Management (Nevada)
Reno,
Nevada
| USD 101 M | -USD 318 k | -0.3% | 6% | – | 64 | 12.5% | 2.5 |
|
| 7642 |
7642
Putney Financial Group
San Rafael,
California
| USD 101 M | +USD 1.77 M | +2% | 13.5% | – | 294 | 74.15% | 0.7 |
|
| 7643 |
7643
Otter Creek Advisors
Palm Beach Gardens,
Florida
| USD 101 M | -USD 40.4 M | -29% | 8.1% | 173% | 46 | 52.17% | 0.9 |
|
| 7644 |
PBK
7644
Peoples Bank (Kansas)
Pratt,
Kansas
| USD 101 M | -USD 48.4 M | -32% | 7.75% | 74.5% | 121 | 20.66% | 1.8 |
|
| 7645 |
7645
MKD Wealth Coaches
Troy,
Michigan
| USD 100 M | +USD 5.53 M | +6% | 6.72% | – | 26 | 3.85% | 3.6 |
|
| 7646 |
7646
John Boyer Inc
Tampa,
Florida
| USD 100 M | – | – | 8.39% | – | 38 | – | 0 |
|
| 7647 |
7647
Portus Wealth Advisors
Charlotte,
North Carolina
| USD 100 M | – | – | 9.6% | – | 52 | – | 0 |
|
| 7648 |
7648
Unified Investment Management
Atlanta,
Georgia
| USD 100 M | +USD 6.94 M | +7% | 7.73% | – | 139 | 12.23% | 0.6 |
|
| 7649 |
7649
Cruiser Capital Advisors
Stamford,
Connecticut
| USD 100 M | -USD 125 M | -56% | 25.4% | 192% | 64 | 34.38% | 1.6 |
|
| 7650 |
7650
Provident Company of the Employees of the Hebrew University
Jerusalem,
Israel
| USD 100 M | -USD 253 k | -0.3% | 4.41% | – | 32 | 6.25% | 1.1 |
|