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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8151 |
EP
8151
Elkhorn Partners
Omaha,
Nebraska
| USD 117 M | -USD 40.4 M | -26% | 3.73% | 32.2% | 58 | 31.03% | 4.1 |
|
| 8152 |
8152
Wisconsin Wealth Advisors
Sun Prairie,
Wisconsin
| USD 117 M | +USD 15 M | +15% | 20.8% | – | 92 | 10.87% | 1.2 |
|
| 8153 |
8153
V.M. Manning & Co
Greenville,
South Carolina
| USD 117 M | – | – | 17.7% | – | 53 | – | 0.8 |
|
| 8154 |
8154
Advisory Advocates
Grand Rapids,
Michigan
| USD 117 M | +USD 18.7 M | +19% | 16.7% | – | 199 | 25.13% | 0.4 |
|
| 8155 |
8155
Minot DeBlois Advisors
Boston,
Massachusetts
| USD 116 M | +USD 6.24 M | +6% | 8.13% | – | 261 | 21.46% | 1.1 |
|
| 8156 |
8156
Members Capital Advisors Inc
Madison,
Wisconsin
| USD 116 M | – | – | 1.09% | – | 7 | – | 2.3 |
|
| 8157 |
8157
Kitching Partners
Conshohocken,
Pennsylvania
| USD 116 M | +USD 7.69 M | +7% | 6.97% | 45.8% | 46 | 26.09% | 1.5 |
|
| 8158 |
8158
WealthSpring Partners
Long Beach,
California
| USD 116 M | +USD 7.38 M | +7% | 8.8% | – | 75 | 9.33% | 2.7 |
|
| 8159 |
8159
Teca Partners
Austin,
Texas
| USD 116 M | -USD 28.7 M | -20% | 3.4% | 66% | 11 | 36.36% | 1.7 |
|
| 8160 |
PCMN
8160
Paradigm Capital Management (Nevada)
Reno,
Nevada
| USD 116 M | +USD 7.11 M | +7% | 7.28% | – | 67 | 14.93% | 2.9 |
|
| 8161 |
8161
Accuvest Global Advisors
Provo,
Utah
| USD 116 M | +USD 8.98 M | +8% | 9.21% | 163% | 92 | 53.26% | 0.9 |
|
| 8162 |
MS
8162
Monetary Solutions
Dayton,
Ohio
| USD 116 M | +USD 12.6 M | +12% | 11.9% | – | 403 | 22.58% | 0.4 |
|
| 8163 |
8163
CDM Financial Counseling Services
Norwich,
Connecticut
| USD 116 M | +USD 11.5 M | +11% | 19.4% | – | 82 | 8.54% | 0.5 |
|
| 8164 |
8164
J.M. Arbour
Gardiner,
Maine
| USD 116 M | +USD 11.9 M | +11% | 13% | – | 143 | 24.48% | 0.4 |
|
| 8165 |
8165
OakTrust Wealth Advisors
Wilton,
Connecticut
| USD 116 M | +USD 6.18 M | +6% | 3.39% | – | 74 | 14.86% | 0.4 |
|
| 8166 |
8166
SFI Advisors
Montclair,
New Jersey
| USD 116 M | +USD 20.7 M | +22% | 24.4% | 95.9% | 56 | 16.07% | 2.6 |
|
| 8167 |
ACA
8167
Alpha Capital Advisors
Bangor,
Maine
| USD 116 M | +USD 10.8 M | +10% | 12.4% | – | 34 | 5.88% | 0.5 |
|
| 8168 |
8168
Stembrook Asset Management
Red Bank,
New Jersey
| USD 116 M | +USD 13.7 M | +13% | 14.1% | – | 52 | 9.62% | 0.5 |
|
| 8169 |
8169
Vistica Wealth Advisors
Carlsbad,
California
| USD 116 M | +USD 15.2 M | +15% | 12.5% | – | 55 | 12.73% | 0.4 |
|
| 8170 |
8170
Pacific Capital Partners
London,
| USD 116 M | +USD 14.2 M | +14% | 24.6% | 61.4% | 48 | 37.5% | 0.3 |
|
| 8171 |
8171
Jefferson Bridge Capital
Nashville,
Tennessee
| USD 115 M | +USD 14.7 M | +15% | 22.4% | – | 54 | 3.7% | 0.5 |
|
| 8172 |
8172
Investment Insight Wealth Management
North Massapequa,
New York
| USD 115 M | +USD 22.7 M | +24% | 26.9% | – | 44 | 18.18% | 0.4 |
|
| 8173 |
8173
John Boyer Inc
Tampa,
Florida
| USD 115 M | +USD 15.3 M | +15% | 15.8% | – | 42 | 9.52% | 0.7 |
|
| 8174 |
8174
Bluebird Wealth Management
Medfield,
Massachusetts
| USD 115 M | +USD 17.7 M | +18% | 30.6% | – | 97 | 28.87% | 0.3 |
|
| 8175 |
8175
Vision Financial Markets
Stamford,
Connecticut
| USD 115 M | +USD 12.8 M | +12% | 11.3% | – | 439 | 9.11% | 1.3 |
|