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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3651 |
TCPWM
3651
Traverso Chambers Private Wealth Management
Santa Rosa,
California
| USD 335 M | -USD 1.76 M | -0.5% | 1.89% | 16.4% | 112 | 6.25% | 2.8 |
|
| 3652 |
3652
BCWM LLC
Overland Park,
Kansas
| USD 335 M | -USD 4.43 M | -1% | 2.68% | – | 62 | 8.06% | 3.8 |
|
| 3653 |
3653
Ratio Wealth Group
Denver,
Colorado
| USD 335 M | +USD 2.83 M | +0.9% | 4.38% | – | 63 | 19.05% | 1 |
|
| 3654 |
3654
Nepsis Inc
Minneapolis,
Minnesota
| USD 335 M | -USD 9.7 M | -3% | 0.17% | 131% | 34 | 26.47% | 2.6 |
|
| 3655 |
3655
Intellectus Partners
San Francisco,
California
| USD 335 M | -USD 57.3 M | -15% | 5.33% | 157% | 289 | 24.91% | 2.5 |
|
| 3656 |
3656
SeaBridge Investment Advisors
Summit,
New Jersey
| USD 335 M | +USD 22.6 M | +7% | 3.69% | 139% | 149 | 14.77% | 4.4 |
|
| 3657 |
3657
Insight Advisors
Newtown,
Pennsylvania
| USD 334 M | -USD 5.41 M | -2% | 3.93% | 74% | 355 | 22.82% | 1 |
|
| 3658 |
3658
Burt Wealth Advisors
North Bethesda,
Maryland
| USD 333 M | +USD 27.2 M | +9% | 2.12% | 57.3% | 105 | 18.1% | 4.8 |
|
| 3659 |
3659
JFG Wealth Management
Denver,
Colorado
| USD 333 M | +USD 66.1 M | +25% | 3.96% | 65.2% | 62 | 62.9% | 1 |
|
| 3660 |
3660
Advisor Resource Council
Dallas,
Texas
| USD 333 M | -USD 952 M | -74% | 3.42% | 74.7% | 586 | 65.53% | 0.6 |
|
| 3661 |
3661
Helikon Investments
London,
United Kingdom
| USD 333 M | +USD 18.1 M | +6% | 21.7% | 282% | 6 | 33.33% | 0.6 |
|
| 3662 |
3662
CRA Financial Services
Northfield,
New Jersey
| USD 332 M | -USD 3.94 M | -1% | 3.63% | 91.9% | 220 | 12.27% | 2.1 |
|
| 3663 |
MJP
3663
Michael J. Puzo
| USD 332 M | -USD 21.8 M | -6% | 2.98% | 90.3% | 85 | 11.76% | 5.6 |
|
| 3664 |
3664
All-Stars Investment
Hong Kong
| USD 332 M | -USD 96.5 M | -23% | 20.4% | 30.1% | 4 | 25% | 0.3 |
|
| 3665 |
3665
Laffer Tengler Investments
Nashville,
Tennessee
| USD 332 M | -USD 14.3 M | -4% | 1.66% | 96.5% | 431 | 13.46% | 1.2 |
|
| 3666 |
FNBOMD
3666
First National Bank of Mount Dora
Mount Dora,
Florida
| USD 332 M | -USD 7.26 M | -2% | 0.93% | 96.2% | 134 | 8.96% | 4.1 |
|
| 3667 |
3667
Kathryn A. Hall
| USD 332 M | -USD 102 M | -23% | 16% | 95.2% | 53 | 5.66% | 2.3 |
|
| 3668 |
3668
Bar Harbor Trust Services
Ellsworth,
Maine
| USD 331 M | -USD 42.1 M | -11% | 0.82% | 86.4% | 145 | 15.86% | 2.8 |
|
| 3669 |
3669
Odey Asset Management Group
London,
United Kingdom
| USD 331 M | -USD 6.56 M | -2% | 9.29% | 259% | 76 | 65.79% | 1.6 |
|
| 3670 |
3670
Cobalt Capital Management
Short Hills,
New Jersey
| USD 331 M | -USD 44 M | -12% | 11.4% | 235% | 57 | 59.65% | 0.5 |
|
| 3671 |
3671
JAT Capital Management
Greenwich,
Connecticut
| USD 331 M | -USD 4.74 M | -1% | 19.5% | 734% | 53 | 71.7% | 0.1 |
|
| 3672 |
3672
Hedeker Wealth
Lincolnshire,
Illinois
| USD 330 M | -USD 14.2 M | -4% | 3.99% | 161% | 99 | 32.32% | 2.5 |
|
| 3673 |
3673
Timber Creek Capital Management
Boston,
Massachusetts
| USD 330 M | -USD 5.84 M | -2% | 0.71% | 139% | 133 | 12.78% | 4.7 |
|
| 3674 |
FVCM
3674
F&V Capital Management
Boca Raton,
Florida
| USD 330 M | +USD 31.9 M | +11% | 9.34% | 123% | 68 | 17.65% | 4 |
|
| 3675 |
3675
Sage Rhino Capital
Menlo Park,
California
| USD 330 M | -USD 27.3 M | -8% | 5.34% | 93.9% | 236 | 11.02% | 2 |
|