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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7851 |
7851
First Growth Capital
Pikesville,
Maryland
| USD 132 M | +USD 21 M | +19% | 24% | – | 149 | 20.81% | 0.4 |
|
| 7852 |
7852
McCartney Wealth Management
Clayton,
Missouri
| USD 132 M | +USD 13.1 M | +11% | 10.5% | – | 66 | 3.03% | 0.5 |
|
| 7853 |
7853
Innovative Advisory Group
Lexington,
Massachusetts
| USD 132 M | +USD 10.1 M | +8% | 2.25% | – | 37 | 32.43% | 1.1 |
|
| 7854 |
7854
Quantedge Capital
Singapore
| USD 132 M | -USD 50.9 M | -28% | 12.9% | 110% | 69 | 55.07% | 1.3 |
|
| 7855 |
7855
Finward Bancorp
Munster,
Indiana
| USD 132 M | +USD 6.76 M | +5% | 12.6% | – | 112 | 11.61% | 1.3 |
|
| 7856 |
7856
Tortuga Wealth Management
Torrance,
California
| USD 132 M | +USD 24.9 M | +23% | 14.4% | – | 141 | 19.86% | 0.4 |
|
| 7857 |
7857
Kane Co Wealth Management
Johnston,
Iowa
| USD 132 M | +USD 13.2 M | +11% | 8.93% | – | 54 | 7.41% | 0.5 |
|
| 7858 |
7858
Kelsey Financial
Moorpark,
California
| USD 132 M | +USD 17.4 M | +15% | 14.2% | – | 68 | 11.76% | 0.4 |
|
| 7859 |
SGH
7859
Sivik Global Healthcare
Greenwich,
Connecticut
| USD 132 M | USD 0 | 0% | 10.1% | 83.8% | 34 | 0% | 2.6 |
|
| 7860 |
7860
Nest Investments
Conshohocken,
Pennsylvania
| USD 132 M | +USD 8.59 M | +7% | 5.41% | – | 34 | 14.71% | 0.4 |
|
| 7861 |
FCM
7861
Floyd Capital Management
Texarkana,
Texas
| USD 132 M | +USD 122 M | +1,240% | 14.8% | – | 1 | 0% | 1.5 |
|
| 7862 |
7862
Nan Fung Group Holdings
Kai Tak,
Hong Kong
| USD 131 M | +USD 10.2 M | +8% | 25.6% | 281% | 25 | 4% | 2.3 |
|
| 7863 |
7863
Waycross Investment Management
Bellingham,
Washington
| USD 131 M | +USD 26.6 M | +25% | 8.66% | 49.6% | 59 | 25.42% | 1.7 |
|
| 7864 |
UAML
7864
US Asset Management LLC
Pittsburgh,
Pennsylvania
| USD 131 M | +USD 15.9 M | +14% | 25.7% | – | 122 | 12.3% | 4.1 |
|
| 7865 |
7865
Emissary Wealth LLC
Hackensack,
New Jersey
| USD 131 M | +USD 24.6 M | +23% | 17.9% | – | 65 | 20% | 0.4 |
|
| 7866 |
7866
Larry Mathis Financial Planning
Phoenix,
Arizona
| USD 131 M | +USD 19.7 M | +18% | 15.2% | – | 196 | 43.88% | 0.3 |
|
| 7867 |
7867
Morgens Waterfall Vintiadis & Co
New York
| USD 131 M | +USD 50 M | +62% | 52.7% | 594% | 22 | 54.55% | 2.2 |
|
| 7868 |
7868
Eagle Wealth Advisors
Westport,
Connecticut
| USD 131 M | +USD 22.7 M | +21% | 36.3% | – | 109 | 18.35% | 0.4 |
|
| 7869 |
7869
Investors Portfolio Services
Puyallup,
Washington
| USD 131 M | +USD 23.1 M | +21% | 11.5% | – | 821 | 33.25% | 0.3 |
|
| 7870 |
7870
James Reed Financial Services
Cleveland,
Ohio
| USD 131 M | +USD 15.5 M | +13% | 14% | – | 19 | 10.53% | 2.3 |
|
| 7871 |
7871
Ramiah Investment Group
Brookfield,
Wisconsin
| USD 131 M | +USD 16.6 M | +14% | 20.5% | 62.2% | 95 | 46.32% | 2.1 |
|
| 7872 |
7872
Anabranch Capital Management
Stamford,
Connecticut
| USD 131 M | +USD 16 M | +14% | 5.1% | 139% | 5 | 0% | 5 |
|
| 7873 |
7873
Chesapeake Asset Management
New York
| USD 131 M | +USD 4.86 M | +4% | 17.9% | 153% | 405 | 26.67% | 2.5 |
|
| 7874 |
7874
Fulcrum Wealth Advisors
Bellevue,
Washington
| USD 131 M | +USD 10.1 M | +8% | 11.3% | – | 91 | 31.87% | 0.4 |
|
| 7875 |
7875
Provident Company of the Employees of the Hebrew University
Jerusalem,
Israel
| USD 131 M | +USD 67.4 M | +106% | 48.8% | – | 41 | 51.22% | 0.9 |
|