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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2576 |
2576
Bleichroeder LP
New York
| USD 479 M | -USD 5.04 M | -1% | 1.54% | 202% | 98 | 6.12% | 1.7 |
|
| 2577 |
2577
Raub Brock Capital Management
Larkspur,
California
| USD 479 M | -USD 44.7 M | -9% | 3.42% | 54.7% | 69 | 14.49% | 2.6 |
|
| 2578 |
2578
Miller Investment Management
West Conshohocken,
Pennsylvania
| USD 479 M | -USD 7.18 M | -1% | 4.32% | 60.2% | 94 | 8.51% | 4.9 |
|
| 2579 |
2579
Sourcerock Group
Denver,
Colorado
| USD 479 M | -USD 22.3 M | -4% | 3.22% | 59.1% | 28 | 39.29% | 0.6 |
|
| 2580 |
CPH
2580
C Partners Holding
Zurich,
Switzerland
| USD 479 M | -USD 53 M | -10% | 7.77% | 25.6% | 19 | 10.53% | 3.7 |
|
| 2581 |
2581
Wealth Architects
Mountain View,
California
| USD 478 M | -USD 34 M | -7% | 6.37% | 80.1% | 190 | 13.16% | 4.4 |
|
| 2582 |
2582
Focused Wealth Management
Newburgh,
New York
| USD 477 M | -USD 72.7 M | -13% | 5.19% | 73.9% | 1,111 | 13.32% | 3.9 |
|
| 2583 |
2583
Regal Partners
Sydney, NSW,
Australia
| USD 477 M | -USD 112 M | -19% | 2.4% | 146% | 41 | 39.02% | 1.3 |
|
| 2584 |
2584
Absher Wealth Management
Chapel Hill,
North Carolina
| USD 476 M | -USD 37.9 M | -7% | 5.64% | 54.5% | 50 | 2% | 2.5 |
|
| 2585 |
2585
Austin Private Wealth
Austin,
Texas
| USD 476 M | +USD 24.4 M | +5% | 5.6% | 62.3% | 151 | 17.88% | 1.6 |
|
| 2586 |
2586
Sapience Investments
Newport Beach,
California
| USD 476 M | -USD 57.4 M | -11% | 4.83% | 54.9% | 86 | 8.14% | 3.1 |
|
| 2587 |
2587
Ropes Wealth Advisors
Boston,
Massachusetts
| USD 476 M | -USD 10.3 M | -2% | 5.42% | 71% | 284 | 16.9% | 5 |
|
| 2588 |
2588
Redwood Investment Management
Scottsdale,
Arizona
| USD 476 M | -USD 118 M | -20% | 4.2% | 62.5% | 306 | 58.82% | 1 |
|
| 2589 |
2589
Knightsbridge Asset Management
Newport Beach,
California
| USD 476 M | -USD 27.8 M | -6% | 4.54% | 150% | 136 | 25% | 1.5 |
|
| 2590 |
2590
NTV Asset Management
Charleston,
West Virginia
| USD 475 M | -USD 35.8 M | -7% | 5.05% | 110% | 251 | 6.77% | 5.3 |
|
| 2591 |
2591
JGP Wealth Management
Bend,
Oregon
| USD 475 M | -USD 20 M | -4% | 4.8% | 87.8% | 147 | 6.8% | 3 |
|
| 2592 |
2592
Smith Anglin Financial
Dallas,
Texas
| USD 475 M | +USD 133 M | +39% | 4.21% | 52.8% | 153 | 23.53% | 1.2 |
|
| 2593 |
KCM
2593
Kynam Capital Management
Princeton,
New Jersey
| USD 475 M | +USD 83 M | +21% | 20.1% | 320% | 42 | 30.95% | 0.5 |
|
| 2594 |
CL
2594
CIM LLC
Albany,
New York
| USD 474 M | -USD 7.38 M | -2% | 1.49% | 108% | 168 | 23.81% | 3.4 |
|
| 2595 |
2595
Cahill Financial Advisors
Edina,
Minnesota
| USD 474 M | +USD 3.96 M | +0.8% | 5.96% | 55.9% | 223 | 11.66% | 4.1 |
|
| 2596 |
2596
Sloy Dahl & Holst
Vancouver,
Washington
| USD 474 M | +USD 54.7 M | +13% | 13% | 132% | 81 | 16.05% | 1.6 |
|
| 2597 |
2597
Brio Consultants
San Francisco,
California
| USD 473 M | +USD 32.7 M | +7% | 5.29% | 42.7% | 104 | 35.58% | 1.6 |
|
| 2598 |
2598
Sunbelt Securities
Houston,
Texas
| USD 473 M | +USD 200 k | +0% | 4.62% | 83.5% | 460 | 11.96% | 2.7 |
|
| 2599 |
2599
Donor Advised Charitable Giving
San Francisco,
California
| USD 473 M | -USD 105 M | -18% | 18% | 365% | 42 | 11.9% | 2.1 |
|
| 2600 |
T
2600
TCWP
Beachwood,
Ohio
| USD 472 M | +USD 1.93 M | +0.4% | 5.38% | – | 302 | 25.5% | 0.6 |
|