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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2401 |
2401
Stanley-Laman Group
Berwyn,
Pennsylvania
| USD 407 M | -USD 38.3 M | -9% | 5.38% | 114% | 282 | 29.08% | 1.5 |
|
| 2402 |
2402
B. Riley Wealth Management
Memphis,
Tennessee
| USD 407 M | – | – | 6.84% | 32.2% | 328 | – | 1 |
|
| 2403 |
2403
Lee Financial
Dallas,
Texas
| USD 407 M | -USD 17.5 M | -4% | 2.29% | 75% | 832 | 47.6% | 1.3 |
|
| 2404 |
2404
KLCM Advisors
Milwaukee,
Wisconsin
| USD 407 M | +USD 27.3 M | +7% | 7.69% | 122% | 107 | 16.82% | 2.6 |
|
| 2405 |
2405
Stairway Partners
Chicago,
Illinois
| USD 406 M | -USD 975 k | -0.2% | 2.77% | 48.1% | 10 | 10% | 4.5 |
|
| 2406 |
2406
Perigon Wealth Management
San Francisco,
California
| USD 406 M | +USD 73.3 M | +22% | 9.32% | 104% | 275 | 30.18% | 2.1 |
|
| 2407 |
2407
Camden National Bank
Camden,
Maine
| USD 406 M | +USD 26.5 M | +7% | 6.97% | 48.8% | 109 | 5.5% | 1.2 |
|
| 2408 |
2408
Cobalt Capital Management
Short Hills,
New Jersey
| USD 405 M | -USD 43.1 M | -10% | 5.85% | 235% | 56 | 55.36% | 0.6 |
|
| 2409 |
2409
Roundview Capital
Princeton,
New Jersey
| USD 405 M | +USD 23.7 M | +6% | 7% | 77.7% | 223 | 7.62% | 2.9 |
|
| 2410 |
2410
Accredited Investors
Edina,
Minnesota
| USD 405 M | +USD 18.1 M | +5% | 5.82% | 74% | 140 | 22.14% | 2.7 |
|
| 2411 |
2411
Ropes Wealth Advisors
Boston,
Massachusetts
| USD 405 M | +USD 34.7 M | +9% | 7.84% | 71% | 609 | 20.03% | 2.3 |
|
| 2412 |
2412
Laffer Tengler Investments
Nashville,
Tennessee
| USD 404 M | +USD 12.7 M | +3% | 5.12% | 96.5% | 207 | 13.53% | 1.4 |
|
| 2413 |
2413
Columbus Macro
New Castle,
Pennsylvania
| USD 404 M | +USD 19 M | +5% | 2.73% | 48.7% | 130 | 13.85% | 0.6 |
|
| 2414 |
2414
Verdence Capital Advisors
Hunt Valley,
Maryland
| USD 403 M | -USD 8.01 M | -2% | 6.21% | 97.1% | 306 | 18.3% | 0.7 |
|
| 2415 |
AC
2415
Asturias Capital
New York
| USD 403 M | -USD 85.5 M | -17% | 7% | 94.2% | 32 | 59.38% | 0.4 |
|
| 2416 |
2416
Capstone Financial Advisors
Downers Grove,
Illinois
| USD 402 M | +USD 69.3 M | +21% | 5.46% | 54.5% | 92 | 10.87% | 2.5 |
|
| 2417 |
2417
Otter Creek Advisors
Palm Beach Gardens,
Florida
| USD 402 M | -USD 70.8 M | -15% | 8.2% | 173% | 88 | 43.18% | 0.8 |
|
| 2418 |
2418
MV Capital Management
Bethesda,
Maryland
| USD 402 M | +USD 16.6 M | +4% | 4.16% | 67.6% | 385 | 17.92% | 2.4 |
|
| 2419 |
2419
Empirical Finance
Havertown,
Pennsylvania
| USD 402 M | +USD 7.22 M | +2% | 2.26% | 124% | 174 | 32.76% | 0.6 |
|
| 2420 |
2420
Longfellow Investment Management
Boston,
Massachusetts
| USD 402 M | -USD 53.3 M | -12% | 2.11% | 45.9% | 130 | 41.54% | 0.5 |
|
| 2421 |
2421
Academy Capital Management
Waco,
Texas
| USD 400 M | -USD 2.57 M | -0.6% | 6.07% | 71.2% | 40 | 15% | 3 |
|
| 2422 |
2422
Sprott Inc
Toronto,
Ontario, Canada
| USD 400 M | -USD 88.2 M | -18% | 7.13% | 203% | 103 | 18.45% | 2.4 |
|
| 2423 |
2423
BHZ Capital Management
San Jose,
California
| USD 400 M | +USD 50 M | +14% | 4% | 3.24% | 135 | 14.07% | 1.5 |
|
| 2424 |
2424
LVZ Inc
Holland,
Michigan
| USD 400 M | +USD 5.7 M | +1% | 3.39% | 52.9% | 82 | 25.61% | 1.6 |
|
| 2425 |
2425
Bremer Trust National Association
St. Cloud,
Minnesota
| USD 399 M | +USD 36.3 M | +10% | 6.39% | 31.2% | 273 | 8.79% | 3.1 |
|