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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
ACM
3576
Aljian Capital Management
Carson City,
Nevada
| USD 455 M | +USD 34.4 M | +8% | 14.2% | 146% | 124 | 8.06% | 2 |
|
| 3577 |
3577
Parkside Advisors
Berkeley,
California
| USD 455 M | +USD 39.8 M | +10% | 7.88% | 36.7% | 91 | 13.19% | 4.3 |
|
| 3578 |
CPH
3578
C Partners Holding
Zurich,
Switzerland
| USD 455 M | +USD 71.8 M | +19% | 6.9% | 25.6% | 12 | 0% | 5.1 |
|
| 3579 |
3579
Broadleaf Partners
Hudson,
Ohio
| USD 454 M | +USD 72.3 M | +19% | 23.5% | 180% | 83 | 6.02% | 3.9 |
|
| 3580 |
3580
Atlas Legacy Advisors
Los Angeles,
California
| USD 454 M | +USD 60.3 M | +15% | 10.5% | – | 187 | 12.83% | 0.5 |
|
| 3581 |
3581
Periscope Capital
Toronto,
Ontario, Canada
| USD 454 M | +USD 223 M | +97% | 3.12% | 28.8% | 298 | 52.35% | 0.6 |
|
| 3582 |
3582
Wealth Dimensions Group
Cincinnati,
Ohio
| USD 454 M | +USD 34.8 M | +8% | 6.88% | 57.1% | 175 | 9.14% | 3.1 |
|
| 3583 |
3583
Bell Asset Management
Melbourne,
Australia
| USD 454 M | -USD 90 M | -17% | 11.3% | 45.3% | 71 | 19.72% | 3.8 |
|
| 3584 |
CSNH
3584
Crow's Nest Holdings
Richmond,
Virginia
| USD 453 M | +USD 49.3 M | +12% | 13.8% | 103% | 9 | 11.11% | 1.8 |
|
| 3585 |
3585
Knightsbridge Asset Management
Newport Beach,
California
| USD 453 M | +USD 63.7 M | +16% | 9.84% | 150% | 157 | 23.57% | 2.4 |
|
| 3586 |
3586
Moller Wealth Partners
| USD 453 M | +USD 48.5 M | +12% | 6.35% | 44.1% | 73 | 15.07% | 5.5 |
|
| 3587 |
3587
Clare Market Investments
Dallas,
Texas
| USD 453 M | +USD 73.4 M | +19% | 18.1% | – | 165 | 30.91% | 2.7 |
|
| 3588 |
3588
Curran Financial Partners
Daniel Island,
South Carolina
| USD 453 M | +USD 45.2 M | +11% | 5.92% | 49.4% | 126 | 25.4% | 2.1 |
|
| 3589 |
3589
Asset Allocation Strategies
Farmington,
Michigan
| USD 452 M | +USD 50.6 M | +13% | 7.79% | 58.1% | 144 | 18.75% | 1.3 |
|
| 3590 |
3590
High Falls Advisors
Rochester,
New York
| USD 452 M | +USD 26 M | +6% | 8.19% | 56.9% | 153 | 25.49% | 2.8 |
|
| 3591 |
AWAM
3591
Appian Way Asset Management
New York
| USD 452 M | +USD 5.26 M | +1% | 15.7% | 49.4% | 39 | 53.85% | 0.6 |
|
| 3592 |
3592
Advyzon Investment Management
Lisle,
Illinois
| USD 452 M | +USD 169 M | +60% | 10.2% | – | 400 | 33.5% | 0.3 |
|
| 3593 |
IAM
3593
Infinitum Asset Management
Fort Lauderdale,
Florida
| USD 452 M | +USD 139 M | +44% | 19.5% | – | 32 | 31.25% | 0.3 |
|
| 3594 |
3594
Net Worth Advisory Group
Sandy,
Utah
| USD 451 M | +USD 133 M | +42% | 7.18% | – | 454 | 25.33% | 0.6 |
|
| 3595 |
KMWM
3595
Keudell/Morrison Wealth Management
Salem,
Oregon
| USD 451 M | +USD 26.7 M | +6% | 5.28% | – | 245 | 17.96% | 3.5 |
|
| 3596 |
3596
Okabena Investment Services
Minneapolis,
Minnesota
| USD 450 M | +USD 53.1 M | +13% | 10.2% | 72.4% | 134 | 12.69% | 1.9 |
|
| 3597 |
3597
Allegheny Financial Group
Pittsburgh,
Pennsylvania
| USD 450 M | +USD 60.3 M | +15% | 6.2% | 71.1% | 258 | 14.34% | 2.4 |
|
| 3598 |
3598
Jackson Square Capital
San Francisco,
California
| USD 450 M | +USD 143 M | +46% | 24.1% | 423% | 167 | 33.53% | 2.3 |
|
| 3599 |
3599
Mission Creek Capital Partners
San Francisco,
California
| USD 450 M | +USD 38.2 M | +9% | 11.3% | 138% | 206 | 6.8% | 3.7 |
|
| 3600 |
3600
Stordahl Capital Management
Greenwood Village,
Colorado
| USD 450 M | +USD 28.5 M | +7% | 7.48% | 54% | 64 | 10.94% | 4.6 |
|