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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 |
3701
Cliffwater
Marina Del Rey,
California
| USD 371 M | +USD 21.3 M | +6% | 4.25% | 29.4% | 25 | 8% | 4.7 |
|
| 3702 |
3702
Milestone Investment Advisors
Middleton,
Wisconsin
| USD 371 M | +USD 26.6 M | +8% | 8.45% | 56.9% | 132 | 8.33% | 1.1 |
|
| 3703 |
3703
Morton Capital Management
Calabasas,
California
| USD 370 M | +USD 33.7 M | +10% | 6.68% | 75.4% | 108 | 11.11% | 1.6 |
|
| 3704 |
3704
Black Diamond Financial
Towson,
Maryland
| USD 370 M | -USD 19.2 k | -0% | 7.01% | 68.3% | 116 | 0.86% | 3.2 |
|
| 3705 |
3705
Pathway Financial Advisors
South Burlington,
Vermont
| USD 370 M | +USD 23.5 M | +7% | 6.58% | 52.7% | 174 | 8.62% | 3.3 |
|
| 3706 |
3706
Nepsis Inc
Minneapolis,
Minnesota
| USD 370 M | +USD 18.5 M | +5% | 10.6% | 131% | 30 | 13.33% | 4.1 |
|
| 3707 |
3707
Moller Wealth Partners
| USD 369 M | +USD 14.4 M | +4% | 3.68% | 44.1% | 52 | 5.77% | 6.5 |
|
| 3708 |
3708
Affiance Financial
St. Louis Park,
Minnesota
| USD 369 M | +USD 25.6 M | +7% | 6.49% | 57.8% | 104 | 13.46% | 5 |
|
| 3709 |
RS
3709
Retirement Solution
Redmond,
Washington
| USD 369 M | +USD 31.1 M | +9% | 9.3% | 77.3% | 45 | 20% | 1.8 |
|
| 3710 |
3710
IBEX Wealth Advisors
Bedminster,
New Jersey
| USD 369 M | -USD 91.2 M | -20% | 8.97% | 234% | 152 | 56.58% | 1.9 |
|
| 3711 |
3711
Cypress Asset Management
Houston,
Texas
| USD 369 M | +USD 36.3 M | +11% | 13.7% | 141% | 119 | 11.76% | 6.4 |
|
| 3712 |
3712
Altiora Financial Group
Lebanon,
Ohio
| USD 368 M | +USD 23.2 M | +7% | 5.32% | 41.1% | 84 | 14.29% | 0.8 |
|
| 3713 |
3713
Kadensa Capital
Central,
Hong Kong
| USD 368 M | -USD 28.4 M | -7% | 17.4% | 191% | 42 | 73.81% | 0.3 |
|
| 3714 |
3714
Shayne & Jacobs LLC
Nashville,
Tennessee
| USD 368 M | +USD 45.7 M | +14% | 14.5% | 79.4% | 97 | 8.25% | 2.7 |
|
| 3715 |
3715
Sierra Summit Advisors
Incline Village,
Nevada
| USD 368 M | +USD 24.7 M | +7% | 11.9% | 302% | 229 | 50.66% | 0.2 |
|
| 3716 |
3716
Juniper Capital Advisors
Houston,
Texas
| USD 367 M | +USD 29.5 M | +9% | 9.34% | – | 1 | 0% | 0.3 |
|
| 3717 |
3717
First Reserve GP XIII
Stamford,
Connecticut
| USD 367 M | +USD 45 M | +14% | 14% | 5.56% | 1 | 0% | 0.3 |
|
| 3718 |
3718
RS Crum Inc
Newport Beach,
California
| USD 367 M | +USD 42.7 M | +13% | 4.92% | 54.2% | 82 | 2.44% | 1.7 |
|
| 3719 |
BC
3719
Belmont Capital
Los Angeles,
California
| USD 367 M | +USD 132 M | +57% | 12.8% | 182% | 195 | 17.95% | 1.6 |
|
| 3720 |
3720
Whalerock Point Partners
Providence,
Rhode Island
| USD 367 M | +USD 43.1 M | +13% | 14.6% | 103% | 182 | 12.09% | 4.9 |
|
| 3721 |
CCM
3721
Contrarian Capital Management
Greenwich,
Connecticut
| USD 367 M | -USD 44.1 M | -11% | 5.74% | 29.4% | 34 | 23.53% | 2.3 |
|
| 3722 |
3722
Lodbrok Capital
London,
United Kingdom
| USD 366 M | +USD 25.5 M | +7% | 7.5% | 25.9% | 5 | 0% | 1.7 |
|
| 3723 |
3723
Optas LLC
Austin,
Texas
| USD 366 M | +USD 34.1 M | +10% | 11.5% | 118% | 218 | 14.22% | 2.3 |
|
| 3724 |
3724
Sage Advisory Services
Austin,
Texas
| USD 366 M | -USD 7.04 M | -2% | 5.68% | 37.8% | 53 | 11.32% | 2.7 |
|
| 3725 |
MM
3725
Meridian Management
Little Rock,
Arkansas
| USD 366 M | +USD 14.5 M | +4% | 6.54% | 65.3% | 102 | 6.86% | 4.4 |
|