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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3626 |
CCC
3626
Chelsea Counsel Company
Los Angeles,
California
| USD 187 M | +USD 1.26 M | +0.7% | 2.94% | 106% | 77 | 7.79% | 4 |
|
| 3627 |
3627
Oak Grove Capital
North Hampton,
New Hampshire
| USD 187 M | +USD 28.2 M | +18% | 5.97% | 470% | 77 | 29.87% | 0.9 |
|
| 3628 |
3628
Pine Brook Road Advisors
Bedford,
New York
| USD 187 M | -USD 9.8 M | -5% | 0.57% | – | 3 | 0% | 0.8 |
|
| 3629 |
3629
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
| USD 187 M | +USD 94.4 M | +102% | 2.77% | 70.1% | 123 | 60.16% | 1 |
|
| 3630 |
3630
Wisconsin Capital Management
Madison,
Wisconsin
| USD 186 M | +USD 74.2 M | +66% | 6.63% | 153% | 65 | 29.23% | 2.6 |
|
| 3631 |
3631
JW Asset Management
Miami Beach,
Florida
| USD 186 M | -USD 8.68 M | -4% | 4.39% | 251% | 19 | 31.58% | 2 |
|
| 3632 |
3632
Financial Advisors Network
Tustin,
California
| USD 186 M | +USD 13.4 M | +8% | 2.79% | – | 106 | 9.43% | 1.4 |
|
| 3633 |
3633
Lumbard & Kellner
Hollis,
New Hampshire
| USD 186 M | +USD 6.41 M | +4% | 3.45% | 137% | 83 | 9.64% | 3.4 |
|
| 3634 |
3634
Falcon Point Capital
San Francisco,
California
| USD 186 M | +USD 2.38 M | +1% | 5.3% | 119% | 115 | 16.52% | 2.1 |
|
| 3635 |
3635
Selkirk Management
Chatham,
New Jersey
| USD 186 M | +USD 9.6 M | +5% | 7.36% | 245% | 18 | 0% | 4.1 |
|
| 3636 |
3636
Globe Life
Mckinney,
Texas
| USD 186 M | +USD 7.64 M | +4% | 3.7% | 60.1% | 1 | 0% | 2.5 |
|
| 3637 |
3637
Monument Capital Management
Alexandria,
Virginia
| USD 186 M | +USD 9.8 M | +6% | 3.44% | 170% | 91 | 14.29% | 1.1 |
|
| 3638 |
3638
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
| USD 185 M | +USD 19.3 M | +12% | 3.06% | 101% | 253 | 37.94% | 0.7 |
|
| 3639 |
3639
Vectors Research Management
New York
| USD 185 M | +USD 8.75 M | +5% | 3.65% | 67.3% | 448 | 5.58% | 0.6 |
|
| 3640 |
3640
Biltmore Family Office
Charlotte,
North Carolina
| USD 185 M | -USD 12.1 M | -6% | 3.12% | 78.1% | 168 | 21.43% | 1.2 |
|
| 3641 |
ACM
3641
Asymmetry Capital Management
San Francisco,
California
| USD 185 M | +USD 125 M | +209% | 0.76% | 300% | 37 | 51.35% | 0.7 |
|
| 3642 |
3642
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| USD 185 M | +USD 14.4 M | +8% | 4.7% | 103% | 35 | 2.86% | 3.2 |
|
| 3643 |
MAS
3643
Managed Account Services
Coconut Grove,
Florida
| USD 185 M | +USD 6.42 M | +4% | 1.74% | 32.4% | 88 | 6.82% | 1.7 |
|
| 3644 |
3644
Minot Capital
Broomfield,
Colorado
| USD 185 M | +USD 33.1 M | +22% | 2.95% | 19.6% | 9 | 11.11% | 0.4 |
|
| 3645 |
3645
VV Manager
Boston,
Massachusetts
| USD 184 M | -USD 70.4 M | -28% | 8.52% | – | 3 | 0% | 0.5 |
|
| 3646 |
MA
3646
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| USD 184 M | +USD 6.46 M | +4% | 3.88% | 166% | 87 | 4.6% | 4 |
|
| 3647 |
3647
Creative Financial Designs
Kokomo,
Indiana
| USD 184 M | +USD 17.4 M | +10% | 2.33% | 56.2% | 622 | 15.92% | 1.6 |
|
| 3648 |
3648
Paragon Wealth Strategies
Jacksonville,
Florida
| USD 184 M | +USD 11.8 M | +7% | 3.18% | 59.8% | 54 | 27.78% | 1.3 |
|
| 3649 |
3649
D. Scott Neal
Lexington,
Kentucky
| USD 184 M | -USD 7.08 M | -4% | 2.33% | 105% | 36 | 25% | 3 |
|
| 3650 |
3650
Soapstone Management
Bethesda,
Maryland
| USD 184 M | -USD 21 M | -10% | 7.16% | 30.3% | 19 | 5.26% | 1 |
|