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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 |
3651
Engrave Wealth Partners
The Woodlands,
Texas
| USD 288 M | +USD 74.1 M | +35% | 10% | 39.9% | 75 | 30.67% | 1.3 |
|
| 3652 |
3652
Roberts, Glore & Co
Deerfield,
Illinois
| USD 288 M | +USD 8.27 M | +3% | 9.27% | 72.3% | 198 | 9.09% | 5.2 |
|
| 3653 |
CH
3653
Canton Hathaway
Providence,
Rhode Island
| USD 288 M | +USD 13.7 M | +5% | 10.9% | 87.8% | 241 | 9.96% | 2.3 |
|
| 3654 |
OM
3654
Opaleye Management
Boston,
Massachusetts
| USD 288 M | +USD 45.4 M | +19% | 25.1% | 748% | 53 | 45.28% | 1.5 |
|
| 3655 |
HA
3655
Hamel Associates
Chatham,
New Jersey
| USD 287 M | +USD 34.7 M | +14% | 11.3% | 50.6% | 86 | 15.12% | 5 |
|
| 3656 |
AWAM
3656
Appian Way Asset Management
New York
| USD 287 M | +USD 59.1 M | +26% | 16.8% | 49.4% | 38 | 73.68% | 0.4 |
|
| 3657 |
3657
Packer & Co
Cottesloe,
Australia
| USD 287 M | +USD 36.2 M | +14% | 18.4% | – | 3 | 0% | 3.1 |
|
| 3658 |
3658
East Coast Asset Management
Essex,
Massachusetts
| USD 287 M | +USD 30.7 M | +12% | 8.27% | 167% | 64 | 1.56% | 7.9 |
|
| 3659 |
3659
Intellectus Partners
San Francisco,
California
| USD 287 M | +USD 6.1 M | +2% | 6.7% | 157% | 276 | 9.78% | 2.7 |
|
| 3660 |
WA
3660
WealthTrust Axiom
Wayne,
Pennsylvania
| USD 287 M | +USD 24.3 M | +9% | 13% | 125% | 262 | 10.69% | 5.2 |
|
| 3661 |
3661
Texas Treasury Safekeeping Trust Company
Austin,
Texas
| USD 287 M | -USD 576 k | -0.2% | 0.76% | 43.7% | 7 | 28.57% | 1.2 |
|
| 3662 |
3662
SignalPoint Asset Management
Springfield,
Missouri
| USD 287 M | +USD 24.4 M | +9% | 8.85% | 36% | 229 | 13.54% | 4.8 |
|
| 3663 |
3663
Financial Consulate
Hunt Valley,
Maryland
| USD 286 M | +USD 49.4 M | +21% | 9.14% | 61.4% | 138 | 16.67% | 3.5 |
|
| 3664 |
3664
Sloy Dahl & Holst
Vancouver,
Washington
| USD 286 M | -USD 187 M | -40% | 25% | 132% | 81 | 25.93% | 1.8 |
|
| 3665 |
3665
Kabouter Management
Chicago,
Illinois
| USD 286 M | +USD 103 M | +56% | 12.7% | 12.9% | 13 | 30.77% | 0.9 |
|
| 3666 |
3666
Bank of Stockton
Stockton,
California
| USD 286 M | +USD 27.7 M | +11% | 8.74% | 99.2% | 117 | 8.55% | 5.7 |
|
| 3667 |
3667
Eldridge Investment Advisors
Manchester,
New Hampshire
| USD 286 M | +USD 27.9 M | +11% | 6.81% | 50.9% | 143 | 15.38% | 2.8 |
|
| 3668 |
3668
First Wilshire Securities Management
Pasadena,
California
| USD 286 M | +USD 38.7 M | +16% | 14.4% | 135% | 90 | 11.11% | 4 |
|
| 3669 |
3669
Insight Advisors
Newtown,
Pennsylvania
| USD 286 M | +USD 31.3 M | +12% | 6.08% | 74% | 334 | 20.36% | 1.4 |
|
| 3670 |
3670
Parkside Advisors
Berkeley,
California
| USD 286 M | +USD 23.2 M | +9% | 5.83% | 36.7% | 85 | 32.94% | 3.1 |
|
| 3671 |
3671
Myriad Asset Management US
West Palm Beach,
Florida
| USD 286 M | -USD 151 M | -35% | 0.15% | – | 34 | 64.71% | 0.3 |
|
| 3672 |
3672
LJI Wealth Management
Indianapolis,
Indiana
| USD 285 M | – | – | 4.83% | 68.8% | 149 | – | 0 |
|
| 3673 |
3673
Milestone Investment Advisors
Middleton,
Wisconsin
| USD 285 M | – | – | 6.87% | 52.8% | 121 | – | 0 |
|
| 3674 |
3674
Sapphire Ventures
Austin,
Texas
| USD 285 M | -USD 26.3 M | -8% | 1.9% | 27.9% | 10 | 0% | 1.5 |
|
| 3675 |
3675
B&I Capital
Zurich,
Switzerland
| USD 285 M | +USD 31.7 M | +13% | 7.09% | 30.5% | 27 | 7.41% | 1.5 |
|