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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3251 |
SAM
3251
Sequent Asset Management
Houston,
Texas
| USD 156 M | +USD 5.05 M | +3% | 0.28% | 51.3% | 60 | 13.33% | 2.3 |
|
| 3252 |
CIM
3252
Cetera Investment Management
El Segundo,
California
| USD 156 M | -USD 14.2 M | -8% | 3.05% | – | 119 | 11.76% | 0.7 |
|
| 3253 |
3253
Fifth Third Securities
Cincinnati,
Ohio
| USD 155 M | +USD 23.1 M | +17% | 1.92% | 58.9% | 84 | 21.43% | 0.4 |
|
| 3254 |
3254
Tarbox Family Office
Newport Beach,
California
| USD 155 M | +USD 15.8 M | +11% | 3.57% | 60.5% | 597 | 6.03% | 2.2 |
|
| 3255 |
NJBEST
3255
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
| USD 155 M | +USD 6.54 M | +4% | 4.07% | 42% | 220 | 35.45% | 1.2 |
|
| 3256 |
CLA
3256
Cranberry Lake Advisors
Houston,
Texas
| USD 155 M | +USD 1.09 M | +0.7% | 4.4% | 31.5% | 18 | 33.33% | 2.7 |
|
| 3257 |
3257
Kavar Capital Partners Group
Leawood,
Kansas
| USD 155 M | -USD 162 k | -0.1% | 1.29% | 77.2% | 104 | 10.58% | 2.1 |
|
| 3258 |
QI
3258
Quotient Investors
New York
| USD 155 M | -USD 57.2 M | -27% | 5.21% | 24.9% | 233 | 38.2% | 1.3 |
|
| 3259 |
RCP
3259
RPM Capital Partners
New York
| USD 154 M | +USD 9.21 M | +6% | 7.77% | – | 1 | 0% | 3.3 |
|
| 3260 |
3260
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| USD 154 M | +USD 6.16 M | +4% | 3.24% | 55% | 33 | 12.12% | 0.6 |
|
| 3261 |
3261
Inspirion Wealth Advisors
Libertyville,
Illinois
| USD 154 M | +USD 1.17 M | +0.8% | 2.88% | 52.5% | 62 | 4.84% | 1.4 |
|
| 3262 |
CCM
3262
Concourse Capital Management
Atlanta,
Georgia
| USD 154 M | -USD 7.02 M | -4% | 13.1% | 107% | 75 | 33.33% | 0.6 |
|
| 3263 |
KA
3263
Kerrisdale Advisers
Miami,
Florida
| USD 154 M | -USD 216 M | -58% | 1.27% | 78.8% | 42 | 73.81% | 0.6 |
|
| 3264 |
3264
Dakota Wealth Management
Palm Beach Gardens,
Florida
| USD 154 M | +USD 5.3 M | +4% | 2.82% | 112% | 54 | 5.56% | 1.5 |
|
| 3265 |
WAP
3265
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| USD 154 M | +USD 12 M | +8% | 2.38% | 60.4% | 150 | 21.33% | 0.2 |
|
| 3266 |
3266
Affinity Wealth Management
Wilmington,
Delaware
| USD 154 M | +USD 7.08 M | +5% | 1.52% | 116% | 70 | 34.29% | 1.3 |
|
| 3267 |
3267
Cahill Financial Advisors
Edina,
Minnesota
| USD 154 M | +USD 10.5 M | +7% | 2.99% | 55.9% | 127 | 9.45% | 1.9 |
|
| 3268 |
LCM
3268
Liberty Capital Management
Birmingham,
Michigan
| USD 154 M | +USD 5.62 M | +4% | 1.09% | – | 255 | 60% | 1 |
|
| 3269 |
FSA
3269
Financial Sense Advisors
San Diego,
California
| USD 154 M | -USD 24.4 M | -14% | 1.2% | 152% | 93 | 34.41% | 1.1 |
|
| 3270 |
AACA
3270
American Assets Capital Advisers
San Diego,
California
| USD 153 M | -USD 2.09 M | -1% | 0.9% | 73.5% | 36 | 16.67% | 1.2 |
|
| 3271 |
BCM
3271
BHZ Capital Management
San Jose,
California
| USD 153 M | +USD 15.1 M | +11% | 9.5% | 3.24% | 112 | 38.39% | 0.4 |
|
| 3272 |
3272
Quadrant Capital Group
Cincinnati,
Ohio
| USD 153 M | +USD 7.91 M | +5% | 4.43% | 105% | 2,231 | 10.04% | 0.9 |
|
| 3273 |
3273
O'Brien Wealth Partners
Waltham,
Massachusetts
| USD 153 M | +USD 9.8 M | +7% | 3.09% | 56.7% | 31 | 0% | 0.7 |
|
| 3274 |
FCPV
3274
FS Capital Partners VI
Los Angeles,
California
| USD 153 M | +USD 37.1 M | +32% | 32% | – | 1 | 0% | 1.8 |
|
| 3275 |
PCMI
3275
Princeton Capital Management Inc
Princeton,
New Jersey
| USD 153 M | +USD 7.91 M | +5% | 6.94% | 57.9% | 78 | 6.41% | 2.2 |
|