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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
KRC
2851
Kingdom Ridge Capital
White Plains,
New York
| USD 205 M | -USD 35.6 M | -15% | 1.97% | 51.6% | 29 | 58.62% | 0.6 |
|
| 2852 |
2852
Telos Capital Management
San Diego,
California
| USD 205 M | +USD 13.8 M | +7% | 2.38% | 71.1% | 148 | 11.49% | 2.1 |
|
| 2853 |
MWP
2853
Moller Wealth Partners
| USD 204 M | +USD 33.9 M | +20% | 4.28% | 44.1% | 42 | 14.29% | 2.3 |
|
| 2854 |
RA
2854
RiverPark Advisors
New York
| USD 204 M | -USD 8.53 M | -4% | 2.45% | 87.5% | 56 | 7.14% | 1.8 |
|
| 2855 |
KIC
2855
Keating Investment Counselors
Delray Beach,
Florida
| USD 204 M | -USD 508 k | -0.2% | 4.35% | 50% | 65 | 12.31% | 2.4 |
|
| 2856 |
PWAP
2856
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
| USD 204 M | +USD 15.9 M | +8% | 1.7% | 58.5% | 117 | 1.71% | 2.4 |
|
| 2857 |
CBN
2857
Cadence Bank NA
Houston,
Texas
| USD 203 M | +USD 9.34 M | +5% | 4.36% | 33.3% | 141 | 13.48% | 2.1 |
|
| 2858 |
CWM
2858
Confluence Wealth Management
Portland,
Oregon
| USD 203 M | -USD 17.5 M | -8% | 1.42% | 31.9% | 141 | 12.77% | 1.3 |
|
| 2859 |
2859
Perella Weinberg Partners Capital Management
New York
| USD 203 M | -USD 32.5 M | -14% | 3.99% | 1.52% | 83 | 74.7% | 0.4 |
|
| 2860 |
CFSG
2860
Community Financial Services Group
Newport,
Vermont
| USD 203 M | -USD 1.47 M | -0.7% | 2.03% | – | 68 | 16.18% | 2.3 |
|
| 2861 |
WMG
2861
WESCAP Management Group
Glendale,
California
| USD 203 M | +USD 3.96 M | +2% | 1.03% | 45.7% | 59 | 11.86% | 0.4 |
|
| 2862 |
RSVP
2862
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| USD 202 M | +USD 7.94 M | +4% | 2.35% | 81.8% | 60 | 5% | 2.5 |
|
| 2863 |
BHTS
2863
Bar Harbor Trust Services
Ellsworth,
Maine
| USD 202 M | +USD 27.7 M | +16% | 7.71% | 86.4% | 84 | 8.33% | 1.7 |
|
| 2864 |
CWA
2864
Cypress Wealth Advisors
San Francisco,
California
| USD 202 M | -USD 16.1 M | -7% | 3.81% | 29.3% | 214 | 16.82% | 0.8 |
|
| 2865 |
BFIC
2865
Bedell Frazier Investment Counselling
Walnut Creek,
California
| USD 202 M | +USD 8.53 M | +4% | 0.75% | 72.5% | 55 | 40% | 1.5 |
|
| 2866 |
IIM
2866
Ipswich Investment Management
Beverly,
Massachusetts
| USD 202 M | -USD 7.88 M | -4% | 4.02% | 104% | 397 | 66.75% | 2.2 |
|
| 2867 |
PAS
2867
Partnervest Advisory Services
Santa Barbara,
California
| USD 202 M | +USD 10.8 M | +6% | 2.32% | 45.1% | 207 | 14.49% | 1.4 |
|
| 2868 |
2868
Front Street Capital Management
Missoula,
Montana
| USD 202 M | – | – | 1.4% | 316% | 65 | – | 0 |
|
| 2869 |
HC
2869
Hillman Company
Pittsburgh,
Pennsylvania
| USD 202 M | +USD 21.3 M | +12% | 1.47% | 134% | 13 | 15.38% | 1 |
|
| 2870 |
AC
2870
Adelphi Capital
London,
United Kingdom
| USD 202 M | -USD 72.3 M | -26% | 13.6% | – | 3 | 33.33% | 1 |
|
| 2871 |
RIG
2871
Renaissance Investment Group
Lenox,
Massachusetts
| USD 202 M | +USD 2.75 M | +1% | 1.51% | 99.6% | 78 | 2.56% | 2.3 |
|
| 2872 |
PAM
2872
Pagoda Asset Management
New York
| USD 201 M | -USD 41.4 M | -17% | 4.18% | – | 29 | 65.52% | 0.2 |
|
| 2873 |
TFF
2873
The Family Firm
Bethesda,
Maryland
| USD 201 M | +USD 4.24 M | +2% | 3.04% | 40.2% | 119 | 13.45% | 1.2 |
|
| 2874 |
CA
2874
Claar Advisors
New York
| USD 201 M | +USD 8.7 M | +5% | 2.56% | 65.5% | 39 | 51.28% | 0.8 |
|
| 2875 |
PCP
2875
Proprium Capital Partners
Stamford,
Connecticut
| USD 201 M | -USD 49.7 M | -20% | 0.04% | 6.09% | 3 | 33.33% | 1.3 |
|