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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7651 |
7651
Poinciana Advisors Group
Palm Beach Gardens,
Florida
| USD 98.7 M | – | – | 1.96% | – | 103 | – | 0 |
|
| 7652 |
7652
Corps Capital Advisors
Southlake,
Texas
| USD 98.6 M | – | – | 6.41% | – | 78 | – | 0 |
|
| 7653 |
7653
Stegent Equity Advisors
Houston,
Texas
| USD 98.5 M | +USD 7.99 M | +9% | 0.48% | 96.4% | 99 | 20.2% | 1.4 |
|
| 7654 |
7654
Chesapeake Capital Corp
Tampa,
Florida
| USD 98.5 M | -USD 11.5 M | -10% | 7.84% | – | 203 | 34.98% | 0.6 |
|
| 7655 |
7655
North Berkeley Wealth Management
Berkeley,
California
| USD 98.5 M | – | – | 2.15% | – | 68 | – | 0 |
|
| 7656 |
7656
Compass Planning Associates
Greenfield,
Massachusetts
| USD 98.5 M | – | – | 1.93% | – | 135 | – | 0 |
|
| 7657 |
7657
Dynamic Financial Group
Cedar Falls,
Iowa
| USD 98.5 M | – | – | 0.1% | – | 61 | – | 0 |
|
| 7658 |
7658
Alan B. Lancz & Associates
Toledo,
Ohio
| USD 98.4 M | -USD 10.6 M | -10% | 1.68% | – | 141 | 13.48% | 2.5 |
|
| 7659 |
7659
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| USD 98.4 M | -USD 1.88 M | -2% | 1.27% | 26.9% | 14 | 7.14% | 3.3 |
|
| 7660 |
7660
American Asset Management
Boca Raton,
Florida
| USD 98.4 M | +USD 5.78 M | +6% | 2.69% | 42.5% | 24 | 37.5% | 2 |
|
| 7661 |
B
7661
BennBridge
Edinburgh,
United Kingdom
| USD 98.3 M | – | – | 7.1% | – | 6 | – | 0 |
|
| 7662 |
7662
University of Pittsburgh
Pittsburgh,
Pennsylvania
| USD 98.3 M | -USD 7.42 M | -7% | 9.02% | 69.2% | 2 | 0% | 2 |
|
| 7663 |
7663
Evolutionary Tree Capital Management
Alexandria,
Virginia
| USD 98.3 M | -USD 1.55 M | -2% | 10.4% | 139% | 36 | 25% | 1.9 |
|
| 7664 |
7664
Mountain Hill Investment Partners
Atlantic Highlands,
New Jersey
| USD 98.2 M | – | – | 1.39% | – | 183 | – | 0 |
|
| 7665 |
7665
Affinity Wealth
Canton,
Ohio
| USD 98.2 M | – | – | 2.8% | – | 42 | – | 0 |
|
| 7666 |
7666
WinCap Financial
Boston,
Massachusetts
| USD 98.1 M | – | – | 0.81% | – | 74 | – | 0 |
|
| 7667 |
7667
Safe Harbor Fiduciary
Pensacola,
Florida
| USD 98.1 M | -USD 8.6 M | -8% | 0.47% | – | 222 | 14.86% | 0.2 |
|
| 7668 |
ASM
7668
AI-Squared Management
Hong Kong
| USD 98.1 M | -USD 99.4 M | -50% | 5.45% | – | 39 | 82.05% | 0.2 |
|
| 7669 |
7669
Ascent Capital Management
Bend,
Oregon
| USD 97.8 M | – | – | 2.2% | – | 60 | – | 0 |
|
| 7670 |
7670
Conquis Financial
Milbrae,
California
| USD 97.7 M | – | – | 1.76% | – | 199 | – | 0 |
|
| 7671 |
7671
Crescent Sterling
Metairie,
Louisiana
| USD 97.5 M | -USD 7.51 M | -7% | 3.23% | 68.6% | 79 | 7.59% | 1.7 |
|
| 7672 |
7672
Vista Finance
Clayton,
Missouri
| USD 97.4 M | +USD 23.6 M | +32% | 1.34% | 50.7% | 60 | 63.33% | 0.6 |
|
| 7673 |
7673
Merk Investments
Menlo Park,
California
| USD 97.4 M | -USD 8.21 M | -8% | 7.15% | 303% | 11 | 9.09% | 3.8 |
|
| 7674 |
7674
Breakout Capital Partners
New York
| USD 97.4 M | -USD 5.51 M | -5% | 10.9% | – | 8 | 0% | 0.7 |
|
| 7675 |
7675
HGI Capital Management
New York
| USD 97.2 M | -USD 17.4 M | -15% | 8.68% | 47% | 24 | 54.17% | 0.7 |
|