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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8451 |
8451
Professional Financial Management
Appleton,
Wisconsin
| USD 88.2 M | – | – | 1.38% | – | 21 | – | 0 |
|
| 8452 |
8452
Wedgewood Investors
Erie,
Pennsylvania
| USD 87.8 M | -USD 3.39 M | -4% | 2.71% | – | 107 | 3.74% | 7.5 |
|
| 8453 |
8453
Meadowbrook Wealth Management
Garden City,
New York
| USD 87.6 M | -USD 8.57 M | -9% | 2.45% | – | 88 | 29.55% | 0.2 |
|
| 8454 |
8454
Northern Financial Advisors
Bloomfield Hills,
Michigan
| USD 87.5 M | -USD 103 M | -54% | 2.61% | 120% | 125 | 30.4% | 2.7 |
|
| 8455 |
8455
Ishara Investments
Los Angeles,
California
| USD 87.5 M | – | – | 85.4% | – | 38 | – | 0 |
|
| 8456 |
8456
Wiser Advisor Group
Phoenix,
Arizona
| USD 87.4 M | +USD 7.02 M | +9% | 4.55% | – | 256 | 12.11% | 0.5 |
|
| 8457 |
8457
E6 Portfolios
Midvale,
Utah
| USD 87.4 M | – | – | 0.93% | – | 57 | – | 0 |
|
| 8458 |
8458
Verdad Advisers
Boston,
Massachusetts
| USD 87.4 M | – | – | 9.54% | – | 104 | – | 0.4 |
|
| 8459 |
8459
Englebert Financial Advisers
Allentown,
Pennsylvania
| USD 87.4 M | – | – | 1.08% | – | 53 | – | 0 |
|
| 8460 |
8460
Fundamenta Capital
Montevideo,
| USD 87.3 M | – | – | 59.8% | – | 5 | – | 0 |
|
| 8461 |
KL
8461
Khall LLC
San Francisco,
California
| USD 86.8 M | – | – | 19.7% | – | 1 | – | 0 |
|
| 8462 |
8462
Bristlecone Value Partners
Los Angeles,
California
| USD 86.7 M | – | – | 2.43% | – | 36 | – | 0 |
|
| 8463 |
8463
PMG Family Office
Plano,
Texas
| USD 86.5 M | -USD 2.96 M | -3% | 0.4% | – | 102 | 8.82% | 0.2 |
|
| 8464 |
8464
APEIRON Capital Ltd
Hong Kong
| USD 86.5 M | -USD 124 M | -59% | 8.17% | 362% | 10 | 70% | 0.9 |
|
| 8465 |
8465
Colter Lewis Investment Partners
Greenwich,
Connecticut
| USD 86.5 M | – | – | 2.71% | – | 97 | – | 0 |
|
| 8466 |
8466
Magma Venture Partners General Partner
Tel Aviv,
Israel
| USD 86.4 M | -USD 12.6 M | -13% | 12.7% | 4.7% | 3 | 33.33% | 4 |
|
| 8467 |
8467
Stadium Capital Management
New Canaan,
Connecticut
| USD 86.3 M | -USD 7.23 M | -8% | 11.5% | 10.9% | 7 | 14.29% | 2.5 |
|
| 8468 |
ASM
8468
AI-Squared Management
Hong Kong
| USD 86.1 M | -USD 9.9 M | -10% | 12.1% | – | 27 | 59.26% | 0.3 |
|
| 8469 |
8469
Evolutionary Tree Capital Management
Alexandria,
Virginia
| USD 86.1 M | -USD 5.61 M | -6% | 0.96% | 139% | 30 | 16.67% | 1.9 |
|
| 8470 |
8470
Good Harbor Advisors
Gloucester,
Massachusetts
| USD 85.9 M | – | – | 1.6% | – | 72 | – | 0 |
|
| 8471 |
FF
8471
Formulate Financial
Boca Raton,
Florida
| USD 85.3 M | +USD 4.67 M | +6% | 2.08% | – | 30 | 16.67% | 0.2 |
|
| 8472 |
8472
Miller Financial Services
Marshall,
Michigan
| USD 85.3 M | -USD 1.24 M | -1% | 2.14% | – | 127 | 21.26% | 0.8 |
|
| 8473 |
8473
Index Venture Associates III
St. Helier, Channel Islands,
Jersey
| USD 85.2 M | – | – | 19.7% | – | 1 | – | 0 |
|
| 8474 |
8474
Xena Financial Planning
Portland,
Oregon
| USD 85.2 M | – | – | 2.39% | – | 35 | – | 0 |
|
| 8475 |
8475
FSR Wealth Management
Elmhurst,
Illinois
| USD 85.1 M | +USD 682 k | +0.8% | 1.21% | – | 42 | 28.57% | 0.6 |
|