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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3101 |
SF
3101
Symphony Financial
Houston,
Texas
| USD 408 M | +USD 1.03 M | +0.3% | 3.03% | 95.7% | 191 | 21.99% | 2.2 |
|
| 3102 |
3102
NBW Capital
Boston,
Massachusetts
| USD 408 M | -USD 20.3 M | -5% | 0.2% | 86% | 117 | 15.38% | 3.6 |
|
| 3103 |
3103
Bayberry Capital Partners
New York
| USD 408 M | -USD 90.6 M | -18% | 4.07% | 99.7% | 18 | 11.11% | 1.1 |
|
| 3104 |
3104
Nelson Capital Management
Menlo Park,
California
| USD 408 M | +USD 20.6 M | +5% | 1.65% | 121% | 97 | 12.37% | 5.5 |
|
| 3105 |
3105
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| USD 407 M | -USD 25.5 M | -6% | 3.1% | 71.4% | 131 | 14.5% | 4.5 |
|
| 3106 |
3106
Vise Technologies
New York
| USD 407 M | -USD 6.14 M | -1% | 1.54% | – | 369 | 18.43% | 1.1 |
|
| 3107 |
YLHM
3107
Yelin Lapidot Holdings Management
Tel Aviv,
Israel
| USD 407 M | – | – | 3.8% | 144% | 80 | – | 0 |
|
| 3108 |
3108
Skaana Management
Brooklyn,
New York
| USD 407 M | -USD 48.6 M | -11% | 2.83% | 269% | 250 | 36% | 0.5 |
|
| 3109 |
3109
Horst & Graben Wealth Management
Portland,
Oregon
| USD 407 M | -USD 12.7 M | -3% | 4.32% | 62.2% | 143 | 15.38% | 2.4 |
|
| 3110 |
3110
Eagle Strategies
New York
| USD 406 M | -USD 5.07 M | -1% | 3.37% | 77.7% | 189 | 11.11% | 1.1 |
|
| 3111 |
3111
Bleichroeder LP
New York
| USD 406 M | -USD 87 M | -18% | 9.26% | 202% | 86 | 17.44% | 2.6 |
|
| 3112 |
3112
Prestige Wealth Management Group
Flemington,
New Jersey
| USD 406 M | -USD 16.5 M | -4% | 3.82% | 55.8% | 1,099 | 8.28% | 3.2 |
|
| 3113 |
3113
Rowlandmiller & Partners
Atlanta,
Georgia
| USD 405 M | -USD 17.8 M | -4% | 2.54% | 84% | 184 | 7.07% | 5.5 |
|
| 3114 |
3114
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| USD 405 M | -USD 12.9 M | -3% | 1.6% | 86.8% | 144 | 6.25% | 3.4 |
|
| 3115 |
NM
3115
Newtyn Management
New York
| USD 405 M | -USD 18.1 M | -4% | 5.2% | 52% | 51 | 19.61% | 1.6 |
|
| 3116 |
3116
JMAC Enterprises
Newtown,
Pennsylvania
| USD 405 M | +USD 643 k | +0.2% | 2.29% | 68.5% | 176 | 11.36% | 1.4 |
|
| 3117 |
3117
Equitec Proprietary Markets
Chicago,
Illinois
| USD 405 M | +USD 73.6 M | +22% | 6.92% | 352% | 159 | 52.2% | 0.9 |
|
| 3118 |
JCP
3118
JB Capital Partners
Armonk,
New York
| USD 405 M | -USD 61.7 M | -13% | 0.2% | 142% | 77 | 1.3% | 2.2 |
|
| 3119 |
3119
Colonial Trust
Spartanburg,
South Carolina
| USD 405 M | -USD 12.8 M | -3% | 2.28% | 75.5% | 993 | 9.77% | 0.7 |
|
| 3120 |
CFMC
3120
Curbstone Financial Management Corp
Manchester,
New Hampshire
| USD 404 M | -USD 15.2 M | -4% | 2.74% | 69.6% | 184 | 4.35% | 6.5 |
|
| 3121 |
FA
3121
Financial Advisors
Andover,
Massachusetts
| USD 404 M | -USD 15.7 M | -4% | 3.24% | 71.5% | 80 | 10% | 3.5 |
|
| 3122 |
3122
Icon Advisers
Greenwood Village,
Colorado
| USD 404 M | +USD 10.1 M | +3% | 0.93% | 114% | 178 | 21.35% | 2 |
|
| 3123 |
3123
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| USD 403 M | -USD 23.5 M | -6% | 2.74% | – | 147 | 8.16% | 4 |
|
| 3124 |
3124
SOA Wealth Advisors
New York
| USD 402 M | -USD 24.7 M | -6% | 4.82% | 79.1% | 968 | 5.79% | 2.4 |
|
| 3125 |
3125
Martel Wealth Advisors
Vancouver,
Washington
| USD 402 M | -USD 10.5 M | -3% | 3.34% | 43.4% | 54 | 7.41% | 3.6 |
|