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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8026 |
8026
Windsor Advisory Group
Columbus,
Ohio
| USD 112 M | -USD 940 k | -0.8% | 2.26% | 48.2% | 98 | 36.73% | 1.6 |
|
| 8027 |
8027
Robocap Asset Management
London,
United Kingdom
| USD 112 M | -USD 44.9 M | -29% | 2.24% | 274% | 27 | 14.81% | 2 |
|
| 8028 |
8028
FinArc Investments
Norwood,
Massachusetts
| USD 112 M | – | – | 3.54% | – | 57 | – | 0 |
|
| 8029 |
8029
Dougherty & Associates
Spring Hill,
Florida
| USD 112 M | – | – | 1.34% | – | 56 | – | 0 |
|
| 8030 |
8030
Tannin Capital
Charlotte,
North Carolina
| USD 112 M | – | – | 2.62% | – | 135 | – | 0 |
|
| 8031 |
8031
Up Capital Management
Roseville,
California
| USD 112 M | – | – | 3.13% | – | 24 | – | 0 |
|
| 8032 |
8032
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
| USD 112 M | +USD 3.32 M | +3% | 2.17% | – | 910 | 17.8% | 0.9 |
|
| 8033 |
8033
Armor Advisors
New York
| USD 112 M | -USD 67.7 M | -38% | 12% | 78.5% | 20 | 50% | 1.4 |
|
| 8034 |
8034
McLaughlin Asset Management
Danville,
Illinois
| USD 112 M | – | – | 5.24% | – | 91 | – | 0 |
|
| 8035 |
8035
Nan Fung Group Holdings
Kai Tak,
Hong Kong
| USD 112 M | +USD 52.1 M | +87% | 7.82% | 281% | 28 | 17.86% | 2 |
|
| 8036 |
8036
Dedeker Financial
St. Louis Park,
Minnesota
| USD 112 M | – | – | 7.31% | – | 55 | – | 0 |
|
| 8037 |
8037
Guardian Capital (Pennsylvania)
Wexford,
Pennsylvania
| USD 112 M | – | – | 1.68% | – | 88 | – | 0 |
|
| 8038 |
8038
Advocate Investing Services
Woodbine,
Maryland
| USD 112 M | – | – | 2.17% | – | 450 | – | 0 |
|
| 8039 |
8039
Torrey-Payne Wealth Management
Pasadena,
California
| USD 112 M | – | – | 1.76% | – | 39 | – | 0 |
|
| 8040 |
8040
Capital Developers
Greenville,
North Carolina
| USD 112 M | – | – | 1.57% | – | 50 | – | 0 |
|
| 8041 |
8041
Aldebaran Capital
Carmel,
Indiana
| USD 112 M | +USD 2.66 M | +2% | 5.32% | 80.4% | 36 | 11.11% | 2.2 |
|
| 8042 |
SNPAM
8042
St. Nicholas Private Asset Management
Jacksonville,
Florida
| USD 111 M | -USD 3.74 M | -3% | 1.71% | – | 38 | 5.26% | 1 |
|
| 8043 |
8043
Roxbury Financial
Mount Arlington,
New Jersey
| USD 111 M | +USD 3.15 M | +3% | 3.73% | – | 380 | 5.79% | 0.9 |
|
| 8044 |
8044
Minot DeBlois Advisors
Boston,
Massachusetts
| USD 111 M | +USD 971 k | +0.9% | 3.13% | – | 255 | 15.69% | 0.9 |
|
| 8045 |
8045
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
| USD 111 M | +USD 20.8 M | +23% | 6.63% | 34.5% | 32 | 18.75% | 3 |
|
| 8046 |
8046
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
| USD 111 M | +USD 3.09 M | +3% | 1.28% | – | 102 | 37.25% | 0.7 |
|
| 8047 |
D
8047
Drystone
Ivy,
Virginia
| USD 111 M | +USD 109 k | +0.1% | 2.71% | – | 18 | 5.56% | 3.6 |
|
| 8048 |
8048
Investors Portfolio Services
Puyallup,
Washington
| USD 111 M | – | – | 0.9% | – | 406 | – | 0 |
|
| 8049 |
8049
Avise Financial Cooperative
Los Angeles,
California
| USD 111 M | – | – | 2.49% | – | 94 | – | 0 |
|
| 8050 |
8050
Trustco Bank (New York)
Albany,
New York
| USD 111 M | -USD 141 k | -0.1% | 4.57% | 131% | 72 | 5.56% | 7.8 |
|