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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8276 |
8276
Silversmith Partners I GP
Boston,
Massachusetts
| USD 101 M | – | – | 28% | – | 1 | – | 0 |
|
| 8277 |
8277
IFC & Insurance Marketing
Auburn,
California
| USD 101 M | – | – | 1.06% | – | 759 | – | 0 |
|
| 8278 |
8278
Birchwood Financial Partners
Bloomington,
Minnesota
| USD 101 M | – | – | 2.1% | – | 352 | – | 0 |
|
| 8279 |
8279
Applied Fundamental Research
Cambridge,
Massachusetts
| USD 101 M | -USD 2.24 M | -2% | 13% | 44.6% | 11 | 18.18% | 3.1 |
|
| 8280 |
8280
Blom & Howell Financial Planning
Modesto,
California
| USD 101 M | – | – | 1.89% | – | 62 | – | 0 |
|
| 8281 |
RBDF
8281
Robert B. Daugherty Foundation
Omaha,
Nebraska
| USD 101 M | – | – | 3.76% | – | 1 | – | 0 |
|
| 8282 |
MPEM
8282
Marathon Partners Equity Management
New York
| USD 101 M | -USD 38.4 M | -28% | 2.68% | – | 19 | 26.32% | 2.1 |
|
| 8283 |
8283
Avanda Investment Management
Singapore
| USD 101 M | -USD 26.5 M | -21% | 1.39% | – | 31 | 9.68% | 1 |
|
| 8284 |
8284
Advisory Advocates
Grand Rapids,
Michigan
| USD 101 M | – | – | 1.21% | – | 168 | – | 0 |
|
| 8285 |
8285
Vistica Wealth Advisors
Carlsbad,
California
| USD 100 M | – | – | 3.56% | – | 45 | – | 0 |
|
| 8286 |
8286
Ankerstar Wealth
Leander,
Texas
| USD 100 M | – | – | 0.3% | – | 1,030 | – | 0 |
|
| 8287 |
8287
Smart Portfolios LLC
Seattle,
Washington
| USD 100 M | -USD 3.25 M | -3% | 1.04% | 41.3% | 108 | 13.89% | 2.3 |
|
| 8288 |
8288
Real Talk Capital
Franklin,
Tennessee
| USD 100 M | +USD 7.36 M | +8% | 1.35% | – | 104 | 25.96% | 0.8 |
|
| 8289 |
8289
AlphaCentric Advisors
San Juan,
Puerto Rico
| USD 100 M | – | – | 8.22% | – | 249 | – | 0.9 |
|
| 8290 |
8290
Benchmark Financial
Wilmington,
Delaware
| USD 100 M | – | – | 0.66% | – | 48 | – | 0 |
|
| 8291 |
8291
JMN Financial
New Albany,
Ohio
| USD 100 M | – | – | 5.34% | – | 193 | – | 0 |
|
| 8292 |
8292
Providence Financial Advisors
Overland Park,
Kansas
| USD 100 M | -USD 4.57 M | -4% | 3.89% | – | 57 | 21.05% | 0.2 |
|
| 8293 |
8293
Totem Point Management
New York
| USD 100 M | -USD 11.9 M | -11% | 7.47% | 577% | 19 | 47.37% | 1.4 |
|
| 8294 |
8294
J.M. Arbour
Gardiner,
Maine
| USD 100 M | – | – | 1.81% | – | 112 | – | 0 |
|
| 8295 |
8295
Michael Brady & Co
Westlake,
Ohio
| USD 100 M | – | – | 1.78% | – | 53 | – | 0 |
|
| 8296 |
8296
Fullerton Advisors
Danville,
California
| USD 100 M | – | – | 1.67% | – | 54 | – | 0 |
|
| 8297 |
8297
Portfolio Resources Advisor Group
Coral Gables,
Florida
| USD 100 M | – | – | 2.09% | – | 143 | – | 0 |
|
| 8298 |
8298
J. Team Financial
Abilene,
Texas
| USD 100 M | +USD 1.5 M | +2% | 1.19% | – | 96 | 21.88% | 0.2 |
|
| 8299 |
8299
XXEC Inc
Tulsa,
Oklahoma
| USD 100 M | -USD 18.5 M | -16% | 0.38% | 30.1% | 25 | 24% | 2.4 |
|
| 8300 |
8300
MKD Wealth Coaches
Troy,
Michigan
| USD 100 M | -USD 359 k | -0.4% | 2.03% | – | 27 | 3.7% | 3.7 |
|