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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
3551
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| USD 395 M | +USD 20.8 M | +6% | 5.59% | 54.3% | 313 | 7.99% | 6 |
|
| 3552 |
HWM
3552
HFR Wealth Management
Niskayuna,
New York
| USD 395 M | +USD 26.4 M | +7% | 7.33% | 47.5% | 55 | 3.64% | 2.5 |
|
| 3553 |
3553
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| USD 395 M | +USD 34.4 M | +10% | 11.5% | 100% | 249 | 11.65% | 3.2 |
|
| 3554 |
HEC
3554
Hudson Executive Capital
New York
| USD 395 M | -USD 565 M | -59% | 13.8% | 127% | 4 | 0% | 4 |
|
| 3555 |
3555
Westwind Capital
Las Cruces,
New Mexico
| USD 395 M | +USD 28.2 M | +8% | 6.57% | 87.6% | 39 | 10.26% | 3.1 |
|
| 3556 |
3556
BCM Advisors
Lafayette,
Louisiana
| USD 395 M | +USD 14.2 M | +4% | 6.87% | 66.3% | 69 | 5.8% | 3.7 |
|
| 3557 |
LCM
3557
Lionstone Capital Management
New York
| USD 395 M | +USD 31.8 M | +9% | 11.1% | 74.1% | 12 | 0% | 4.2 |
|
| 3558 |
3558
Wright Investors Service
Shelton,
Connecticut
| USD 395 M | +USD 39.5 M | +11% | 13.6% | 161% | 162 | 23.46% | 4.1 |
|
| 3559 |
3559
GFG Capital
Miami,
Florida
| USD 394 M | +USD 20.9 M | +6% | 8.32% | 152% | 149 | 21.48% | 2.2 |
|
| 3560 |
3560
Burt Wealth Advisors
North Bethesda,
Maryland
| USD 394 M | +USD 44 M | +13% | 5.79% | 57.3% | 121 | 13.22% | 4.6 |
|
| 3561 |
3561
Benedict Financial Advisors
Atlanta,
Georgia
| USD 394 M | +USD 27.1 M | +7% | 7.54% | 72.4% | 130 | 7.69% | 5.6 |
|
| 3562 |
AIS
3562
AM Investment Strategies
Chattanooga,
Tennessee
| USD 394 M | +USD 39.7 M | +11% | 9.46% | 135% | 114 | 12.28% | 2.2 |
|
| 3563 |
BCA
3563
Bray Capital Advisors
Naples,
Florida
| USD 394 M | +USD 32.7 M | +9% | 11.3% | 36.6% | 263 | 1.9% | 5.7 |
|
| 3564 |
3564
Paradigm Asset Management
New York
| USD 394 M | +USD 16 M | +4% | 7.17% | 79.2% | 539 | 8.91% | 2.2 |
|
| 3565 |
3565
Clifford Capital Partners
Alpine,
Utah
| USD 394 M | +USD 6.06 M | +2% | 5.02% | 77.3% | 57 | 26.32% | 2.7 |
|
| 3566 |
3566
Grace & Mercy Foundation
New York
| USD 394 M | +USD 18.7 M | +5% | 15.2% | 67.6% | 21 | 4.76% | 1 |
|
| 3567 |
3567
CMH Wealth Management
Portsmouth,
New Hampshire
| USD 394 M | -USD 19 M | -5% | 7.16% | 88% | 46 | 8.7% | 4.2 |
|
| 3568 |
3568
Regent Peak Wealth Advisors
Atlanta,
Georgia
| USD 394 M | +USD 24.9 M | +7% | 7.89% | – | 180 | 12.22% | 2.7 |
|
| 3569 |
3569
Turim 21 Investimentos
Rio De Janeiro,
Brazil
| USD 393 M | +USD 80.4 M | +26% | 6.98% | 62.1% | 84 | 16.67% | 1.9 |
|
| 3570 |
3570
DoubleLine ETF Adviser
Tampa,
Florida
| USD 393 M | +USD 46.5 M | +13% | 8.45% | 51.6% | 245 | 37.55% | 0.5 |
|
| 3571 |
3571
Pettinga Financial Advisors
Evansville,
Indiana
| USD 393 M | +USD 19.8 M | +5% | 8.43% | 78.1% | 129 | 17.05% | 2.7 |
|
| 3572 |
OH
3572
Oikos Holdings
New York
| USD 392 M | +USD 26.5 M | +7% | 6.09% | 5.54% | 8 | 0% | 2.6 |
|
| 3573 |
3573
Key Financial Inc
West Chester,
Pennsylvania
| USD 392 M | +USD 26.3 M | +7% | 6.09% | 64.1% | 1,334 | 3.3% | 2.5 |
|
| 3574 |
3574
Searle & Co
Greenwich,
Connecticut
| USD 392 M | +USD 26.5 M | +7% | 9.85% | 108% | 168 | 8.33% | 4.6 |
|
| 3575 |
MAM
3575
Morse Asset Management
Darien,
Connecticut
| USD 392 M | +USD 52.2 M | +15% | 17.9% | 222% | 154 | 27.27% | 3.2 |
|