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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3476 |
KMWM
3476
Keudell/Morrison Wealth Management
Salem,
Oregon
| USD 312 M | +USD 44.4 M | +17% | 8.14% | – | 195 | 16.41% | 2.5 |
|
| 3477 |
3477
CMH Wealth Management
Portsmouth,
New Hampshire
| USD 312 M | +USD 38.8 M | +14% | 6.61% | 88% | 54 | 25.93% | 3.2 |
|
| 3478 |
3478
WrapManager Inc
Mill Valley,
California
| USD 311 M | +USD 15.2 M | +5% | 7.02% | 64.6% | 306 | 23.53% | 2.9 |
|
| 3479 |
3479
Moller Wealth Partners
| USD 311 M | +USD 33.7 M | +12% | 8.44% | 44.1% | 49 | 6.12% | 6.1 |
|
| 3480 |
3480
Cypress Wealth Services
Palm Desert,
California
| USD 311 M | +USD 17.1 M | +6% | 6.38% | 82.7% | 242 | 11.57% | 1.5 |
|
| 3481 |
3481
SC XII Management
Menlo Park,
California
| USD 311 M | -USD 35.6 M | -10% | 10.3% | 73.4% | 1 | 0% | 2.3 |
|
| 3482 |
3482
Tucker Asset Management
Littleton,
Colorado
| USD 311 M | +USD 4.25 M | +1% | 1.49% | 71.6% | 943 | 14.63% | 0.9 |
|
| 3483 |
3483
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| USD 311 M | +USD 52.8 M | +20% | 13.6% | 85.6% | 141 | 24.11% | 4.1 |
|
| 3484 |
3484
TenCore Partners
New York
| USD 310 M | -USD 46.1 M | -13% | 5.23% | 50.4% | 13 | 15.38% | 2.3 |
|
| 3485 |
3485
Callan Family Office
Radnor,
Pennsylvania
| USD 310 M | – | – | 10.2% | 93.4% | 102 | – | 0 |
|
| 3486 |
PT
3486
Plimoth Trust
Plymouth,
Massachusetts
| USD 310 M | +USD 20.8 M | +7% | 10.3% | 110% | 162 | 4.32% | 4.2 |
|
| 3487 |
3487
Pacifica Capital Investments
Leander,
Texas
| USD 310 M | +USD 46.1 M | +17% | 16.6% | 70.4% | 20 | 5% | 5.7 |
|
| 3488 |
3488
Finepoint Capital
Boston,
Massachusetts
| USD 309 M | +USD 5.24 M | +2% | 2.31% | 27.4% | 61 | 34.43% | 0.8 |
|
| 3489 |
JC
3489
Joho Capital
New York
| USD 309 M | -USD 48.6 M | -14% | 7.76% | 80.2% | 18 | 38.89% | 1.6 |
|
| 3490 |
3490
Princeton Global Asset Management
Princeton,
New Jersey
| USD 309 M | +USD 22 M | +8% | 9.43% | 110% | 603 | 10.61% | 2.5 |
|
| 3491 |
3491
Riversedge Advisors
Wilmington,
Delaware
| USD 309 M | +USD 32.2 M | +12% | 8.03% | 71.3% | 77 | 19.48% | 2 |
|
| 3492 |
3492
Institutional Venture Management XV
Menlo Park,
California
| USD 309 M | -USD 36.1 M | -10% | 5.63% | 116% | 7 | 14.29% | 1.4 |
|
| 3493 |
3493
Punch Card Management
Winter Park,
Florida
| USD 309 M | +USD 8 M | +3% | 4.21% | 41% | 4 | 0% | 3.8 |
|
| 3494 |
3494
Delta Investment Management
San Francisco,
California
| USD 309 M | +USD 77.4 M | +33% | 6.78% | 65.8% | 186 | 14.52% | 1.7 |
|
| 3495 |
3495
SMI Advisory Services
Columbus,
Indiana
| USD 309 M | +USD 1.08 M | +0.4% | 3.84% | 80.7% | 41 | 12.2% | 0.9 |
|
| 3496 |
AFS
3496
Annapolis Financial Services
Annapolis,
Maryland
| USD 309 M | +USD 36.1 M | +13% | 8.75% | 15% | 556 | 25.72% | 1.5 |
|
| 3497 |
3497
tru Independence
Portland,
Oregon
| USD 308 M | +USD 25.4 M | +9% | 13.1% | 67.4% | 178 | 39.33% | 1.6 |
|
| 3498 |
3498
Studio Investment Management
Chicago,
Illinois
| USD 308 M | +USD 30.6 M | +11% | 10.7% | 51.3% | 212 | 25% | 0.7 |
|
| 3499 |
3499
JFG Wealth Management
Denver,
Colorado
| USD 308 M | +USD 9.8 M | +3% | 9.31% | 65.2% | 49 | 40.82% | 1.5 |
|
| 3500 |
3500
Pensionfund Sabic
Sittard,
Netherlands
| USD 308 M | +USD 23.9 M | +8% | 9.39% | 63.6% | 213 | 15.02% | 3.8 |
|