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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8201 |
8201
Michael Brady & Co
Westlake,
Ohio
| USD 113 M | +USD 13.8 M | +14% | 13.4% | – | 58 | 6.9% | 0.5 |
|
| 8202 |
8202
Ally Bridge Group
New York
| USD 113 M | -USD 10.7 M | -9% | 16% | 844% | 39 | 66.67% | 0.4 |
|
| 8203 |
8203
Invested Advisors
State College,
Pennsylvania
| USD 113 M | +USD 14 M | +14% | 11.9% | – | 162 | 20.99% | 0.5 |
|
| 8204 |
8204
Lotus Asset Management
Nashville,
Tennessee
| USD 113 M | – | – | 15.9% | – | 43 | – | 0 |
|
| 8205 |
8205
Clear Point Advisors
Melville,
New York
| USD 113 M | -USD 16.2 M | -13% | 10.2% | 56.7% | 132 | 72.73% | 0.8 |
|
| 8206 |
8206
Objective Capital Management
Pepper Pike,
Ohio
| USD 113 M | +USD 13.5 M | +14% | 14% | – | 109 | 18.35% | 2.5 |
|
| 8207 |
8207
Ark Wealth Advisors
Yorba Linda,
California
| USD 113 M | +USD 11.7 M | +12% | 13% | – | 89 | 12.36% | 0.4 |
|
| 8208 |
TWS
8208
Thomas W. Smith
| USD 113 M | +USD 11.4 M | +11% | 41.9% | – | 5 | 0% | 9.9 |
|
| 8209 |
8209
OFC Financial Planning
Short Hills,
New Jersey
| USD 113 M | +USD 10.8 M | +11% | 12.8% | – | 60 | 13.33% | 1.4 |
|
| 8210 |
8210
Arbor Wealth Management (Arizona)
Tempe,
Arizona
| USD 113 M | +USD 11.1 M | +11% | 10.6% | – | 26 | 15.38% | 0.4 |
|
| 8211 |
8211
Broyhill Asset Management
Charlotte,
North Carolina
| USD 112 M | +USD 4.24 M | +4% | 8.5% | – | 80 | 11.25% | 1.1 |
|
| 8212 |
8212
Measured Risk Portfolios
San Diego,
California
| USD 112 M | +USD 21 M | +23% | 7.5% | – | 69 | 13.04% | 1.3 |
|
| 8213 |
ASCM
8213
Adkins Seale Capital Management
Shreveport,
Louisiana
| USD 112 M | +USD 11.1 M | +11% | 13.9% | – | 238 | 5.46% | 0.5 |
|
| 8214 |
8214
Vericrest Private Wealth
Newtown,
Pennsylvania
| USD 112 M | +USD 905 k | +0.8% | 11.9% | – | 46 | 19.57% | 2.3 |
|
| 8215 |
8215
Teucrium Investment Advisors
Burlington,
Vermont
| USD 112 M | -USD 16.6 M | -13% | 18.3% | – | 68 | 69.12% | 0.2 |
|
| 8216 |
8216
Chicago Capital Management
Chicago,
Illinois
| USD 112 M | -USD 8.41 M | -7% | 18.9% | 270% | 37 | 56.76% | 0.4 |
|
| 8217 |
8217
Emergence GP Partners
San Francisco,
California
| USD 112 M | +USD 800 k | +0.7% | 0.9% | – | 4 | 0% | 3.4 |
|
| 8218 |
8218
DWM Financial Group
Palatine,
Illinois
| USD 112 M | – | – | 4.32% | – | 40 | – | 1.1 |
|
| 8219 |
HIIL
8219
HS Investments IV Ltd
St Peter Port,
| USD 112 M | +USD 31.5 M | +39% | 39.6% | – | 2 | 0% | 0.4 |
|
| 8220 |
LCS
8220
Luma Capital SA
Luxembourg,
| USD 112 M | +USD 8.22 M | +8% | 9.26% | – | 12 | 0% | 0.5 |
|
| 8221 |
8221
Traub Capital Management
Needham,
Massachusetts
| USD 112 M | +USD 11.3 M | +11% | 15.9% | – | 145 | 19.31% | 0.8 |
|
| 8222 |
8222
Town Lane Management
New York
| USD 112 M | +USD 6.02 M | +6% | 14.6% | – | 4 | 25% | 0.5 |
|
| 8223 |
8223
Whitford Management
New York
| USD 112 M | +USD 14.1 M | +14% | 16.9% | 76.2% | 29 | 37.93% | 0.9 |
|
| 8224 |
B
8224
BennBridge
Edinburgh,
United Kingdom
| USD 112 M | -USD 8.14 M | -7% | 1.22% | – | 7 | 0% | 1.1 |
|
| 8225 |
8225
Banta Asset Management
Newport Beach,
California
| USD 112 M | +USD 12.5 M | +13% | 13.6% | – | 20 | 0% | 4.2 |
|