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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 |
3626
Cutter & Co Brokerage
Ballwin,
Missouri
| USD 269 M | -USD 23.8 M | -8% | 4.8% | 40.4% | 240 | 10.42% | 3.3 |
|
| 3627 |
3627
Rock Point Advisors
Burlington,
Vermont
| USD 269 M | -USD 23.8 M | -8% | 8.53% | 82.8% | 101 | 11.88% | 4.4 |
|
| 3628 |
3628
Stokes Capital Advisors
Greenwood,
South Carolina
| USD 269 M | -USD 17.1 M | -6% | 5.31% | 61.3% | 83 | 6.02% | 3 |
|
| 3629 |
3629
Redmond Asset Management
Henrico,
Virginia
| USD 269 M | -USD 9.9 M | -4% | 3.1% | 68.2% | 187 | 8.56% | 3.9 |
|
| 3630 |
3630
Hudson Edge Investment Partners
Jersey City,
New Jersey
| USD 269 M | -USD 5.71 M | -2% | 3.78% | 67.9% | 152 | 15.79% | 3.9 |
|
| 3631 |
3631
Xcel Wealth Management
Holly Hill,
Florida
| USD 269 M | -USD 5.78 M | -2% | 5.32% | 98.8% | 127 | 11.02% | 2.5 |
|
| 3632 |
3632
Rollins Financial
Atlanta,
Georgia
| USD 268 M | -USD 16 M | -6% | 5% | – | 117 | 20.51% | 1.3 |
|
| 3633 |
3633
Bloom Tree Partners
New York
| USD 268 M | -USD 158 M | -37% | 1.61% | 20.4% | 137 | 49.64% | 1.2 |
|
| 3634 |
3634
Great Point Wealth Advisors
Boston,
Massachusetts
| USD 268 M | -USD 14.1 M | -5% | 7.23% | – | 67 | 7.46% | 2.2 |
|
| 3635 |
OFCM
3635
One Fin Capital Management
San Francisco,
California
| USD 268 M | -USD 19.7 M | -7% | 4.44% | 92% | 40 | 57.5% | 0.5 |
|
| 3636 |
3636
Allied Investment Advisors
Billings,
Montana
| USD 268 M | -USD 10.7 M | -4% | 5.92% | 68.4% | 57 | 7.02% | 3.6 |
|
| 3637 |
3637
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| USD 268 M | -USD 3.57 M | -1% | 4.96% | 62.3% | 112 | 16.07% | 4.4 |
|
| 3638 |
3638
Eclipse Ventures
Palo Alto,
California
| USD 268 M | +USD 51.2 M | +24% | 85.8% | – | 3 | 0% | 0.8 |
|
| 3639 |
3639
Ribbit Capital GP II
Palo Alto,
California
| USD 268 M | +USD 49.8 M | +23% | 22.9% | – | 1 | 0% | 0.8 |
|
| 3640 |
3640
Windsor Capital Management
Phoenix,
Arizona
| USD 267 M | -USD 13.2 M | -5% | 4.33% | 49.1% | 118 | 8.47% | 5.8 |
|
| 3641 |
3641
Orchard Capital Management
Chicago,
Illinois
| USD 267 M | -USD 52.8 M | -16% | 1.57% | 140% | 53 | 9.43% | 1.3 |
|
| 3642 |
KMWM
3642
Keudell/Morrison Wealth Management
Salem,
Oregon
| USD 267 M | -USD 7.98 M | -3% | 6.55% | – | 182 | 10.44% | 2.5 |
|
| 3643 |
BDWCC
3643
B&D White Capital Company
Lakeway,
Texas
| USD 267 M | +USD 32.3 M | +14% | 7.78% | 38.1% | 67 | 37.31% | 0.7 |
|
| 3644 |
3644
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| USD 267 M | -USD 38.9 M | -13% | 4.79% | 86.1% | 206 | 9.22% | 5.9 |
|
| 3645 |
3645
Liberty Capital Management
Birmingham,
Michigan
| USD 267 M | -USD 13.9 M | -5% | 4.75% | – | 135 | 5.19% | 5.4 |
|
| 3646 |
3646
Adams Wealth Management
Logan,
Utah
| USD 267 M | +USD 3.27 M | +1% | 3.54% | 105% | 92 | 29.35% | 1.7 |
|
| 3647 |
3647
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| USD 267 M | -USD 23.6 M | -8% | 3.6% | 111% | 597 | 76.55% | 4.3 |
|
| 3648 |
3648
Athyrium Capital Management
New York
| USD 267 M | +USD 29.2 M | +12% | 16.8% | 25.1% | 11 | 9.09% | 1 |
|
| 3649 |
3649
Elequin Capital
New York
| USD 267 M | -USD 170 M | -39% | 5.61% | 52.4% | 746 | 68.77% | 0.2 |
|
| 3650 |
3650
Financial & Tax Architects
St Louis,
Missouri
| USD 267 M | +USD 2.84 M | +1% | 4.02% | 50.2% | 83 | 30.12% | 1.1 |
|