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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
Shulman DeMeo Asset Management
Lake Success,
New York
| USD 353 M | +USD 53.3 M | +18% | 10.8% | 79.3% | 138 | 9.42% | 1.9 |
|
| 3652 |
CPH
3652
C Partners Holding
Zurich,
Switzerland
| USD 353 M | -USD 9.6 M | -3% | 13.8% | 25.6% | 18 | 16.67% | 4.7 |
|
| 3653 |
3653
Bank of New Hampshire
Laconia,
New Hampshire
| USD 352 M | +USD 18.9 M | +6% | 9.69% | 96.5% | 499 | 4.61% | 1.9 |
|
| 3654 |
MM
3654
Meridian Management
Little Rock,
Arkansas
| USD 352 M | +USD 45.2 M | +15% | 10% | 57.8% | 105 | 18.1% | 4.5 |
|
| 3655 |
3655
Cypress Capital
Franklin,
Tennessee
| USD 352 M | +USD 10.5 M | +3% | 5.56% | 43.6% | 83 | 8.43% | 2.3 |
|
| 3656 |
SXL
3656
Summit X LLC
Chesterfield,
Missouri
| USD 352 M | +USD 36.5 M | +12% | 9.52% | 62.9% | 197 | 11.68% | 3.4 |
|
| 3657 |
3657
Progressive Investment Management
Lake Oswego,
Oregon
| USD 351 M | +USD 43.6 M | +14% | 15.6% | 139% | 66 | 16.67% | 4.4 |
|
| 3658 |
3658
Blankinship & Foster
Solana Beach,
California
| USD 351 M | +USD 48.9 M | +16% | 9.32% | 67.1% | 69 | 18.84% | 3.6 |
|
| 3659 |
3659
Presilium Private Wealth
Radnor,
Pennsylvania
| USD 351 M | +USD 36.8 M | +12% | 8.55% | 45.9% | 73 | 23.29% | 0.7 |
|
| 3660 |
3660
Nepsis Inc
Minneapolis,
Minnesota
| USD 351 M | +USD 24.7 M | +8% | 15.1% | 131% | 29 | 6.9% | 3.9 |
|
| 3661 |
RM
3661
Rudius Management
New York
| USD 351 M | +USD 168 M | +92% | 0.69% | 8.92% | 7 | 0% | 1.8 |
|
| 3662 |
3662
Legacy Financial Strategies
Overland Park,
Kansas
| USD 351 M | +USD 39.6 M | +13% | 10.8% | 76.7% | 81 | 9.88% | 3 |
|
| 3663 |
3663
Burt Wealth Advisors
North Bethesda,
Maryland
| USD 350 M | +USD 24.7 M | +8% | 8.15% | 57.3% | 109 | 9.17% | 4.9 |
|
| 3664 |
3664
Engrave Wealth Partners
The Woodlands,
Texas
| USD 350 M | +USD 25 M | +8% | 4.35% | 39.9% | 82 | 17.07% | 1.7 |
|
| 3665 |
3665
Financial Strategies Group
Okemos,
Michigan
| USD 350 M | +USD 32.7 M | +10% | 8.89% | 44.9% | 82 | 14.63% | 2.5 |
|
| 3666 |
3666
Cliffwater
Marina Del Rey,
California
| USD 350 M | +USD 44.4 M | +15% | 7.22% | 29.4% | 27 | 18.52% | 4.9 |
|
| 3667 |
FSA
3667
Financial Services Advisory
Rockville,
Maryland
| USD 350 M | +USD 145 M | +71% | 10.2% | 82.5% | 72 | 59.72% | 0.6 |
|
| 3668 |
3668
RIT Capital Partners
London,
United Kingdom
| USD 350 M | -USD 49.7 M | -12% | 5.11% | 71.4% | 14 | 21.43% | 0.8 |
|
| 3669 |
3669
RB Capital Management
Reno,
Nevada
| USD 349 M | +USD 28.3 M | +9% | 11.9% | 79.4% | 180 | 8.33% | 4.1 |
|
| 3670 |
3670
GE Investment Management
Norwalk,
Connecticut
| USD 349 M | – | – | 5.66% | – | 3 | – | 0 |
|
| 3671 |
3671
Charles-Lim Capital
Central,
Hong Kong
| USD 349 M | -USD 83.7 M | -19% | 8% | 4.44% | 8 | 37.5% | 2.8 |
|
| 3672 |
3672
Harbor Group
Bedford,
New Hampshire
| USD 349 M | +USD 171 M | +97% | 10.3% | 43% | 82 | 20.73% | 1.6 |
|
| 3673 |
3673
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| USD 349 M | +USD 26.6 M | +8% | 9.16% | 49.3% | 52 | 7.69% | 6.7 |
|
| 3674 |
3674
REDW Wealth
Albuquerque,
New Mexico
| USD 349 M | +USD 24.3 M | +7% | 9.59% | 59.1% | 155 | 10.32% | 3.2 |
|
| 3675 |
3675
JFG Wealth Management
Denver,
Colorado
| USD 348 M | +USD 42.1 M | +14% | 8.68% | 65.2% | 82 | 59.76% | 0.8 |
|