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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3076 |
3076
Roble Belko & Company
Sewickley,
Pennsylvania
| USD 191 M | +USD 4.01 M | +2% | 1.12% | 53.3% | 447 | 46.98% | 0.9 |
|
| 3077 |
3077
TCI Wealth Advisors
Tucson,
Arizona
| USD 191 M | +USD 6.8 M | +4% | 3.01% | 65% | 1,534 | 18.25% | 1.8 |
|
| 3078 |
SA
3078
Strategic Advisors
New York
| USD 191 M | +USD 12.1 M | +7% | 4.71% | 105% | 135 | 14.07% | 2.1 |
|
| 3079 |
AIP
3079
Ahrens Investment Partners
Lafayette,
Louisiana
| USD 191 M | – | – | 2.52% | 82.3% | 143 | – | 0 |
|
| 3080 |
3080
General Pension Society PZU Joint Stock
Warsaw,
Poland
| USD 190 M | +USD 8.07 M | +4% | 8.95% | 116% | 17 | 11.76% | 2.7 |
|
| 3081 |
FRM
3081
Fox Run Management
Greenwich,
Connecticut
| USD 190 M | +USD 20.7 M | +12% | 1.87% | 64% | 804 | 82.96% | 0.1 |
|
| 3082 |
CCC
3082
Chelsea Counsel Company
Los Angeles,
California
| USD 190 M | -USD 5.16 M | -3% | 1.31% | 106% | 89 | 5.62% | 3 |
|
| 3083 |
3083
RiverPark Advisors
New York
| USD 190 M | -USD 270 M | -59% | 2.37% | 87.5% | 58 | 6.9% | 2.1 |
|
| 3084 |
3084
Soma Equity Partners
San Francisco,
California
| USD 190 M | – | – | 0.29% | 151% | 13 | – | 0 |
|
| 3085 |
3085
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| USD 190 M | +USD 17.2 M | +10% | 5.48% | 91.5% | 108 | 20.37% | 0.7 |
|
| 3086 |
3086
HCR Wealth Advisors
Los Angeles,
California
| USD 189 M | – | – | 2.3% | 107% | 154 | – | 0 |
|
| 3087 |
3087
Alpha Omega Wealth Management
Richmond,
Virginia
| USD 189 M | +USD 63.5 M | +51% | 4.46% | 60.7% | 473 | 55.18% | 0.4 |
|
| 3088 |
AMCA
3088
Arthur M. Cohen & Associates
Northbrook,
Illinois
| USD 189 M | – | – | 3.43% | 110% | 96 | – | 1.8 |
|
| 3089 |
3089
Boyd Watterson Asset Management
Cleveland,
Ohio
| USD 189 M | -USD 15.5 M | -8% | 1.58% | 101% | 182 | 28.02% | 2.6 |
|
| 3090 |
ICRM
3090
Insight Capital Research & Management
Walnut Creek,
California
| USD 188 M | -USD 36.3 M | -16% | 8.15% | 287% | 152 | 67.11% | 0.4 |
|
| 3091 |
ICP
3091
IBIS Capital Partners
London,
United Kingdom
| USD 188 M | -USD 81.3 M | -30% | 1.23% | 35.1% | 19 | 47.37% | 1.4 |
|
| 3092 |
3092
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| USD 188 M | +USD 6.82 M | +4% | 3.12% | 92% | 149 | 11.41% | 2.1 |
|
| 3093 |
3093
HT Partners
Centerbrook,
Connecticut
| USD 188 M | +USD 13.7 M | +8% | 0.14% | 71.1% | 19 | 0% | 1.9 |
|
| 3094 |
3094
Toscafund Asset Management
London,
United Kingdom
| USD 188 M | +USD 53.1 M | +39% | 6.9% | 80.9% | 9 | 44.44% | 1.3 |
|
| 3095 |
3095
Eos Management LP
New York
| USD 188 M | +USD 30.5 M | +19% | 26.3% | 152% | 28 | 17.86% | 3 |
|
| 3096 |
3096
FSI Group
Cincinnati,
Ohio
| USD 188 M | +USD 6.66 M | +4% | 27.8% | 44.1% | 75 | 66.67% | 0.7 |
|
| 3097 |
3097
Tang Capital Management
San Diego,
California
| USD 188 M | -USD 53.6 M | -22% | 20.6% | 493% | 7 | 0% | 1.8 |
|
| 3098 |
3098
Circle Wealth Management
Summit,
New Jersey
| USD 187 M | – | – | 6.78% | 71.8% | 67 | – | 0 |
|
| 3099 |
3099
Capital Planning Advisors
Roseville,
California
| USD 187 M | -USD 28 k | -0% | 1.15% | 64.2% | 104 | 13.46% | 1.6 |
|
| 3100 |
BCM
3100
BlueMar Capital Management
Miami,
Florida
| USD 187 M | -USD 35.4 M | -16% | 21.5% | 27.4% | 89 | 62.92% | 0.4 |
|