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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
Okabena Investment Services
Minneapolis,
Minnesota
| USD 524 M | +USD 9.6 M | +2% | 4.45% | 72.4% | 154 | 17.53% | 2.1 |
|
| 3552 |
3552
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| USD 524 M | -USD 11.5 M | -2% | 1.85% | 58.9% | 127 | 25.98% | 1.9 |
|
| 3553 |
3553
Prestige Wealth Management Group
Flemington,
New Jersey
| USD 524 M | +USD 5.86 M | +1% | 2.08% | 55.8% | 1,039 | 7.03% | 4.7 |
|
| 3554 |
3554
Machina Capital
Paris,
France
| USD 524 M | -USD 44.5 M | -8% | 0.65% | 34.8% | 432 | 48.38% | 0.5 |
|
| 3555 |
3555
TrueMark Investments
Chicago,
Illinois
| USD 523 M | -USD 51.9 M | -9% | 1.54% | – | 301 | 55.81% | 0.5 |
|
| 3556 |
3556
M. Kulyk & Associates
Decatur,
Georgia
| USD 523 M | +USD 31.1 M | +6% | 4.02% | 63.3% | 114 | 14.91% | 3 |
|
| 3557 |
3557
Dividend Assets Capital
Ridgeland,
South Carolina
| USD 523 M | -USD 47.1 M | -8% | 0.69% | 67.4% | 146 | 6.85% | 7.5 |
|
| 3558 |
3558
JMAC Enterprises
Newtown,
Pennsylvania
| USD 523 M | +USD 17.6 M | +3% | 2.12% | 68.5% | 125 | 6.4% | 2.6 |
|
| 3559 |
3559
Kirr Marbach & Co
Columbus,
Indiana
| USD 523 M | -USD 30.7 M | -6% | 1.05% | 121% | 60 | 8.33% | 4.1 |
|
| 3560 |
KC
3560
KCM Capital
Shawnee,
Kansas
| USD 523 M | – | – | 23.3% | – | 30 | – | 0 |
|
| 3561 |
3561
Blue Zone Wealth Advisors
Los Angeles,
California
| USD 523 M | +USD 22 M | +4% | 0.95% | 91.1% | 140 | 10.71% | 2.6 |
|
| 3562 |
CFMC
3562
Curbstone Financial Management Corp
Manchester,
New Hampshire
| USD 523 M | +USD 2.52 M | +0.5% | 2.53% | 69.6% | 222 | 15.32% | 6.8 |
|
| 3563 |
3563
Kapitalo Investimentos
Sao Paulo,
Brazil
| USD 523 M | -USD 14.6 M | -3% | 3.75% | 66.5% | 73 | 61.64% | 0.8 |
|
| 3564 |
3564
GoalVest Advisory
New York
| USD 522 M | +USD 50.4 M | +11% | 2.3% | 94.8% | 558 | 35.84% | 1.7 |
|
| 3565 |
3565
BCM Advisors
Lafayette,
Louisiana
| USD 522 M | +USD 24.9 M | +5% | 3.44% | 66.3% | 76 | 6.58% | 4.7 |
|
| 3566 |
3566
Talaria Asset Management
Melbourne,
Australia
| USD 522 M | -USD 33.9 M | -6% | 2.16% | – | 15 | 40% | 0.6 |
|
| 3567 |
3567
Seeds Investor
New York
| USD 522 M | +USD 47.8 M | +10% | 2.61% | – | 284 | 18.31% | 1.2 |
|
| 3568 |
3568
ESL Trust Services
Rochester,
New York
| USD 521 M | +USD 11.4 M | +2% | 1.98% | 53.9% | 327 | 27.52% | 1.4 |
|
| 3569 |
3569
Varenne Capital Partners
Paris,
France
| USD 521 M | -USD 5.82 M | -1% | 2.67% | 212% | 35 | 57.14% | 0.4 |
|
| 3570 |
3570
Alvarez & Marsal Private Wealth Partners
West Palm Beach,
Florida
| USD 521 M | – | – | 4.54% | – | 112 | – | 0 |
|
| 3571 |
3571
Great Diamond Partners
Portland,
Maine
| USD 520 M | +USD 4.1 M | +0.8% | 2.21% | 86.1% | 241 | 12.45% | 2.9 |
|
| 3572 |
3572
Financial Gravity Asset Management
Lakeway,
Texas
| USD 520 M | +USD 13.6 M | +3% | 0.86% | – | 1,059 | 32.77% | 2.2 |
|
| 3573 |
3573
Mattern Wealth Management
Lawrence,
Kansas
| USD 519 M | +USD 18.6 M | +4% | 2.15% | 62.2% | 162 | 7.41% | 3.9 |
|
| 3574 |
OCP
3574
OCO Capital Partners
New York
| USD 519 M | +USD 208 M | +67% | 11.4% | 679% | 7 | 71.43% | 0.8 |
|
| 3575 |
3575
Hazelview Securities
Toronto,
Ontario, Canada
| USD 519 M | -USD 11.5 M | -2% | 0.49% | – | 47 | 34.04% | 1.2 |
|