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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
3301
Oakwood Capital Management
Los Angeles,
California
| USD 388 M | +USD 48.3 M | +14% | 8.62% | 72.7% | 62 | 9.68% | 2.7 |
|
| 3302 |
SG
3302
Swarthmore Group
Philadelphia,
Pennsylvania
| USD 387 M | +USD 21.4 M | +6% | 8.3% | 44.2% | 50 | 32% | 1.3 |
|
| 3303 |
3303
3G Capital Partners
New York
| USD 387 M | +USD 118 M | +44% | 19% | 351% | 19 | 31.58% | 0.9 |
|
| 3304 |
3304
Abundance Wealth Counselors
State College,
Pennsylvania
| USD 387 M | -USD 15.3 M | -4% | 5.92% | 107% | 384 | 74.74% | 1 |
|
| 3305 |
WCA
3305
Windsor Creek Advisors
Bethel,
Vermont
| USD 387 M | +USD 6.16 M | +2% | 6.05% | 48.3% | 211 | 39.34% | 0.9 |
|
| 3306 |
ECM
3306
EagleClaw Capital Management
Boston,
Massachusetts
| USD 387 M | +USD 38.7 M | +11% | 8.19% | 104% | 140 | 12.14% | 4.4 |
|
| 3307 |
3307
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| USD 386 M | -USD 23.1 M | -6% | 6.68% | 61.5% | 143 | 9.79% | 1.7 |
|
| 3308 |
3308
Elk River Wealth Management
Denver,
Colorado
| USD 386 M | +USD 34.9 M | +10% | 7.54% | 81.8% | 127 | 5.51% | 0.5 |
|
| 3309 |
22CM
3309
20/20 Capital Management
Costa Mesa,
California
| USD 386 M | +USD 40.7 M | +12% | 6.26% | – | 171 | 12.28% | 1.1 |
|
| 3310 |
3310
One Day In July LLC
Burlington,
Vermont
| USD 386 M | +USD 46.5 M | +14% | 5.55% | 43.1% | 70 | 12.86% | 1.3 |
|
| 3311 |
3311
Cowen Investment Management
New York
| USD 385 M | +USD 127 M | +49% | 2.15% | 1.87% | 237 | 36.29% | 0.3 |
|
| 3312 |
3312
Atalaya Capital Management
New York
| USD 385 M | -USD 94.3 M | -20% | 0.22% | 7.46% | 441 | 61.9% | 0.2 |
|
| 3313 |
ACM
3313
Aquilo Capital Management
San Francisco,
California
| USD 385 M | -USD 169 M | -30% | 3.38% | 6.84% | 17 | 11.76% | 1.5 |
|
| 3314 |
3314
Tetrad Corporation
Omaha,
Nebraska
| USD 385 M | +USD 27.1 M | +8% | 7.63% | 45.6% | 3 | 0% | 8 |
|
| 3315 |
3315
Gibson Capital
Wexford,
Pennsylvania
| USD 385 M | +USD 26.7 M | +7% | 8.3% | 67.2% | 43 | 11.63% | 4.6 |
|
| 3316 |
SA
3316
Strategic Advisors
New York
| USD 385 M | +USD 39.9 M | +12% | 10% | 106% | 174 | 12.64% | 3.3 |
|
| 3317 |
SL
3317
SWF LLC
Omaha,
Nebraska
| USD 384 M | +USD 30.5 M | +9% | 8.68% | 87.4% | 3 | 0% | 2.5 |
|
| 3318 |
3318
Surevest
Los Angeles,
California
| USD 384 M | +USD 53 M | +16% | 7.27% | 24.6% | 100 | 9% | 1.6 |
|
| 3319 |
3319
YorkBridge Wealth Partners
New York
| USD 383 M | +USD 44.6 M | +13% | 9.25% | 36.5% | 252 | 7.14% | 2.5 |
|
| 3320 |
3320
Marino Stram & Associates
Braintree,
Massachusetts
| USD 383 M | +USD 127 M | +50% | 9.25% | 72.2% | 302 | 74.83% | 0.7 |
|
| 3321 |
BCM
3321
Bayesian Capital Management
Brooklyn,
New York
| USD 383 M | -USD 51.9 M | -12% | 5.6% | 107% | 731 | 76.88% | 0.2 |
|
| 3322 |
3322
Chandler Asset Management
San Diego,
California
| USD 383 M | +USD 30.7 M | +9% | 5.17% | 35.6% | 20 | 15% | 3 |
|
| 3323 |
SPC
3323
Stony Point Capital
New York
| USD 383 M | +USD 71 M | +23% | 12.7% | 208% | 42 | 45.24% | 0.6 |
|
| 3324 |
MTC
3324
Matrix Trust Company
Denver,
Colorado
| USD 382 M | +USD 16.2 M | +4% | 6.09% | 51.4% | 21 | 9.52% | 1.8 |
|
| 3325 |
NG
3325
Northstar Group
New York
| USD 382 M | +USD 27.5 M | +8% | 6.7% | 63.9% | 154 | 6.49% | 4 |
|