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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3701 |
MLIC
3701
Mandatum Life Insurance Company
Helsinki,
Finland
| USD 540 M | +USD 95.4 M | +21% | 19.5% | 95.9% | 94 | 14.89% | 4.9 |
|
| 3702 |
RPWA
3702
Regent Peak Wealth Advisors
Atlanta,
Georgia
| USD 540 M | +USD 49.8 M | +10% | 17.1% | – | 232 | 19.4% | 3.2 |
|
| 3703 |
NQWM
3703
Northwest Quadrant Wealth Management
Bend,
Oregon
| USD 540 M | +USD 58.9 M | +12% | 10.7% | 45.6% | 77 | 12.99% | 4.8 |
|
| 3704 |
DF
3704
DecisionPoint Financial
Mesa,
Arizona
| USD 540 M | +USD 76 M | +16% | 9.74% | 43.3% | 1,474 | 57.94% | 0.7 |
|
| 3705 |
ACM
3705
Aljian Capital Management
Carson City,
Nevada
| USD 540 M | +USD 52.9 M | +11% | 17.5% | 146% | 143 | 14.69% | 2.6 |
|
| 3706 |
MWM
3706
Mascoma Wealth Management
Hanover,
New Hampshire
| USD 539 M | +USD 55.5 M | +11% | 9.11% | 40% | 636 | 23.27% | 3 |
|
| 3707 |
GA
3707
GoalVest Advisory
New York
| USD 539 M | +USD 27.1 M | +5% | 16.3% | 94.8% | 568 | 33.63% | 1.9 |
|
| 3708 |
AFIA
3708
America First Investment Advisors
Omaha,
Nebraska
| USD 539 M | +USD 2.38 M | +0.4% | 2.63% | 78.2% | 46 | 13.04% | 8.6 |
|
| 3709 |
KWS
3709
Keystone Wealth Services
Palm Desert,
California
| USD 539 M | +USD 70.9 M | +15% | 19.3% | 80.1% | 335 | 14.63% | 1.9 |
|
| 3710 |
MIM
3710
Manitou Investment Management
Toronto,
Ontario, Canada
| USD 538 M | +USD 32.3 M | +6% | 9.96% | 69.3% | 53 | 11.32% | 4 |
|
| 3711 |
RCP
3711
Reverence Capital Partners
New York
| USD 538 M | +USD 63.7 M | +13% | 13.4% | 5.38% | 1 | 0% | 2.3 |
|
| 3712 |
AW
3712
Avion Wealth
The Woodlands,
Texas
| USD 537 M | +USD 53.5 M | +11% | 9.33% | 45.4% | 1,840 | 20.27% | 2.2 |
|
| 3713 |
BWA
3713
Basecamp Wealth Advisors
Bellevue,
Washington
| USD 537 M | +USD 54.1 M | +11% | 18.8% | – | 2,015 | 9.68% | 0.4 |
|
| 3714 |
FCM
3714
Firestone Capital Management
Coral Gables,
Florida
| USD 537 M | +USD 56.8 M | +12% | 10.1% | 51.6% | 174 | 11.49% | 3.9 |
|
| 3715 |
SLC
3715
Second Line Capital
Metairie,
Louisiana
| USD 537 M | +USD 9.04 M | +2% | 11.3% | – | 198 | 17.68% | 1.6 |
|
| 3716 |
MHR
3716
Matthew Hamilton Rosenberg
| USD 537 M | +USD 48.7 M | +10% | 9.81% | 52% | 818 | 5.5% | 4.4 |
|
| 3717 |
SAS
3717
Stelac Advisory Services
New York
| USD 537 M | +USD 42.3 M | +9% | 16.8% | 84.9% | 183 | 19.13% | 3.1 |
|
| 3718 |
HL
3718
HeadInvest LLC
Portland,
Maine
| USD 536 M | +USD 48.7 M | +10% | 14.2% | 59.1% | 235 | 11.91% | 6.4 |
|
| 3719 |
WMG
3719
WESCAP Management Group
Glendale,
California
| USD 536 M | +USD 28.2 M | +6% | 6.3% | 45.7% | 109 | 3.67% | 5.5 |
|
| 3720 |
MWP
3720
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| USD 535 M | +USD 33.3 M | +7% | 6.99% | 69.3% | 51 | 7.84% | 6.7 |
|
| 3721 |
SDAM
3721
Shulman DeMeo Asset Management
Lake Success,
New York
| USD 535 M | +USD 64.1 M | +14% | 15.7% | 79.3% | 149 | 8.05% | 3.2 |
|
| 3722 |
1WCM
3722
12 West Capital Management
New York
| USD 535 M | -USD 57.7 M | -10% | 26.1% | 169% | 22 | 27.27% | 3 |
|
| 3723 |
CWM
3723
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| USD 534 M | +USD 42.8 M | +9% | 11.4% | 48.8% | 415 | 9.4% | 5.7 |
|
| 3724 |
SCP
3724
SailingStone Capital Partners
Houston,
Texas
| USD 534 M | +USD 94 M | +21% | 1.79% | 152% | 21 | 28.57% | 3 |
|
| 3725 |
BCM
3725
Brigade Capital Management
New York
| USD 534 M | -USD 272 M | -34% | 15.6% | 42.7% | 23 | 56.52% | 1.7 |
|