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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8351 |
PLFS
8351
Provident Living Financial Services
Lehi,
Utah
| USD 101 M | +USD 10.8 M | +12% | 15.3% | – | 50 | 4% | 0.5 |
|
| 8352 |
RFL
8352
RD Finance Ltd
Limassol,
Cyprus
| USD 101 M | +USD 13.2 M | +15% | 9.37% | – | 39 | 56.41% | 0.4 |
|
| 8353 |
MFC
8353
Miramar Fiduciary Corp
Reno,
Nevada
| USD 101 M | -USD 20.8 M | -17% | 6.99% | – | 5 | 0% | 4.5 |
|
| 8354 |
SHU
8354
SBI Holdings USA
Santa Clara,
California
| USD 101 M | -USD 52.9 M | -34% | 34.4% | – | 1 | 0% | 0.5 |
|
| 8355 |
SIRP
8355
Shelter Insurance Retirement Plan
Columbia,
Missouri
| USD 101 M | +USD 10.9 M | +12% | 12.4% | 60.5% | 8 | 0% | 5.7 |
|
| 8356 |
TFG
8356
Turner Financial Group
Pace,
Florida
| USD 101 M | – | – | 31.7% | – | 112 | – | 0 |
|
| 8357 |
CC
8357
Cederberg Capital
London,
United Kingdom
| USD 100 M | -USD 86 M | -46% | 75.7% | 273% | 12 | 25% | 1.8 |
|
| 8358 |
AM
8358
Ampfield Management
New York
| USD 100 M | +USD 19.4 M | +24% | 17.2% | 56.9% | 5 | 0% | 2 |
|
| 8359 |
SIC
8359
Sage Investment Counsel
Franklin,
Tennessee
| USD 100 M | +USD 9.7 M | +11% | 10.6% | – | 137 | 15.33% | 1.2 |
|
| 8360 |
APA
8360
Aspen Private Advisors
Sioux Falls,
South Dakota
| USD 100 M | – | – | 10.6% | – | 7 | – | 0 |
|
| 8361 |
APGDR
8361
Absoluto Partners Gestao de Recursos
Leblon, Rio De Janeiro, Rj,
Brazil
| USD 100 M | +USD 13 M | +15% | 6.4% | 78.7% | 4 | 50% | 2.3 |
|
| 8362 |
GC
8362
Guilbault Capital
Metairie,
Louisiana
| USD 100 M | +USD 8.31 M | +9% | 9.96% | – | 76 | 15.79% | 0.4 |
|
| 8363 |
HWM
8363
HFG Wealth Management
The Woodlands,
Texas
| USD 99.4 M | -USD 82.3 M | -45% | 5.75% | 45.9% | 54 | 29.63% | 2.1 |
|
| 8364 |
BWM
8364
Benson Wealth Management
Ooltewah, Tn,
Tennessee
| USD 99.4 M | +USD 26.3 M | +36% | 17.6% | – | 391 | 15.6% | 0.4 |
|
| 8365 |
AM
8365
Account Management
Boxford,
Massachusetts
| USD 99 M | +USD 7.74 M | +8% | 14.6% | 87.4% | 23 | 4.35% | 5.2 |
|
| 8366 |
PFM
8366
Professional Financial Management
Appleton,
Wisconsin
| USD 98.6 M | +USD 2.54 M | +3% | 1.3% | – | 26 | 19.23% | 0.4 |
|
| 8367 |
FNWA
8367
Financial Network Wealth Advisors
Murray,
Utah
| USD 98.5 M | +USD 818 k | +0.8% | 8.2% | – | 895 | 17.88% | 1.3 |
|
| 8368 |
MAM
8368
Montchanin Asset Management
Montchanin,
Delaware
| USD 98.1 M | +USD 4.08 M | +4% | 18.3% | – | 64 | 18.75% | 2.2 |
|
| 8369 |
PWM
8369
Puff Wealth Management
Haddonfield,
New Jersey
| USD 98.1 M | – | – | 13.2% | – | 77 | – | 1 |
|
| 8370 |
ZWA
8370
Zinnia Wealth Advisory
Ocala,
Florida
| USD 98.1 M | +USD 8.72 M | +10% | 16.3% | – | 109 | 22.94% | 0.4 |
|
| 8371 |
DHC
8371
Drum Hill Capital
Westport,
Connecticut
| USD 98 M | -USD 10.9 M | -10% | 1.11% | – | 49 | 14.29% | 1.3 |
|
| 8372 |
EAP
8372
Elevation Advisory Partners
Orlando,
Florida
| USD 97.7 M | -USD 9.45 M | -9% | 26.1% | – | 101 | 56.44% | 0.2 |
|
| 8373 |
WI
8373
Wedgewood Investors
Erie,
Pennsylvania
| USD 97.4 M | +USD 10.1 M | +12% | 15.8% | – | 112 | 13.39% | 7.2 |
|
| 8374 |
SPWM
8374
Schrum Private Wealth Management
St. Augustine,
Florida
| USD 97.3 M | -USD 33.7 M | -26% | 10.6% | 60.9% | 139 | 30.94% | 3.5 |
|
| 8375 |
LHCM
8375
Lloyd Harbor Capital Management
Cold Spring Harbor,
New York
| USD 97.2 M | -USD 147 M | -60% | 9.41% | 144% | 35 | 74.29% | 0.6 |
|