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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3726 |
3726
Tillar-Wenstrup Advisors
Centerville,
Ohio
| USD 103 M | -USD 4.74 M | -4% | 5.47% | 27.4% | 44 | 29.55% | 0.7 |
|
| 3727 |
3727
Squarepoint
New York
| USD 103 M | – | – | 7.15% | 77.6% | 185 | – | 0 |
|
| 3728 |
JPTCCM
3728
J.P. Turner & Co Capital Management
Atlanta,
Georgia
| USD 103 M | – | – | 3.1% | – | 200 | – | 0 |
|
| 3729 |
BOCM
3729
Bontempo Ohly Capital Management
Bethesda,
Maryland
| USD 103 M | – | – | 2.36% | 49.6% | 27 | – | 0 |
|
| 3730 |
3730
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| USD 103 M | +USD 45.3 M | +78% | 2.98% | – | 131 | 27.48% | 1.1 |
|
| 3731 |
QAM
3731
Quantres Asset Management
Cayman,
Cayman Islands
| USD 103 M | +USD 4.06 M | +4% | 1.52% | 11% | 267 | 83.52% | 0.1 |
|
| 3732 |
3732
Central Asset Investments & Management Holdings
Hong Kong
| USD 103 M | -USD 62.9 M | -38% | 6.65% | 3,210% | 39 | 38.46% | 0.6 |
|
| 3733 |
KG
3733
Karamaan Group
New York
| USD 103 M | -USD 13.4 M | -12% | 0.42% | – | 25 | 24% | 1 |
|
| 3734 |
SWM
3734
Strategic Wealth Management
Kirkland,
Washington
| USD 103 M | +USD 6.68 M | +7% | 4.25% | 52.8% | 65 | 55.38% | 0.5 |
|
| 3735 |
3735
Wheatland Advisors
Lancaster,
Pennsylvania
| USD 103 M | +USD 2.55 M | +3% | 3.09% | 30.5% | 89 | 4.49% | 0.9 |
|
| 3736 |
3736
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| USD 102 M | – | – | 4.51% | 70.3% | 31 | – | 0 |
|
| 3737 |
3737
AllSquare Wealth Management
Albany,
New York
| USD 102 M | – | – | 0.38% | 62.4% | 325 | – | 0 |
|
| 3738 |
LSCM
3738
LaSalle Street Capital Management
Chicago,
Illinois
| USD 102 M | – | – | 6.22% | 30.5% | 75 | – | 0 |
|
| 3739 |
3739
Willow Creek Wealth Management
Sebastopol,
California
| USD 102 M | – | – | 1.81% | 36.5% | 15 | – | 0 |
|
| 3740 |
3740
Crescent Capital Group
Los Angeles,
California
| USD 102 M | -USD 6.97 M | -6% | 1.19% | 7.88% | 20 | 50% | 1 |
|
| 3741 |
3741
Axel Capital Management
New York
| USD 102 M | +USD 1.95 M | +2% | 6.57% | 194% | 40 | 20% | 0.9 |
|
| 3742 |
3742
FS Capital Partners V
Los Angeles,
California
| USD 102 M | +USD 17 M | +20% | 20% | 89.8% | 1 | 0% | 1.5 |
|
| 3743 |
3743
Peak Ten Capital
New York
| USD 102 M | – | – | 7.01% | – | 54 | – | 0.4 |
|
| 3744 |
SSCM
3744
Summit Street Capital Management
New York
| USD 102 M | – | – | 4.01% | 217% | 36 | – | 0 |
|
| 3745 |
3745
Bernicke Wealth Management
Altoona,
Wisconsin
| USD 102 M | – | – | 2.13% | – | 45 | – | 0 |
|
| 3746 |
GRP
3746
Geologic Resource Partners
Boston,
Massachusetts
| USD 101 M | -USD 44.3 M | -30% | 14.1% | – | 14 | 21.43% | 1.1 |
|
| 3747 |
3747
Cable Hill Partners
Portland,
Oregon
| USD 101 M | – | – | 6.78% | 20.3% | 719 | – | 0 |
|
| 3748 |
BGA
3748
Belmont Global Advisors
Dallas,
Texas
| USD 101 M | -USD 26.3 M | -21% | 18.5% | 81% | 154 | 50% | 0.5 |
|
| 3749 |
3749
Point72 Hong Kong
Hong Kong
| USD 101 M | -USD 79.8 M | -44% | 3.01% | 396% | 744 | 66.4% | 0.1 |
|
| 3750 |
3750
Empirical Capital Management
Hendersonville,
Tennessee
| USD 101 M | – | – | 9.36% | – | 27 | – | 0 |
|