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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
Castle Rock Wealth Management
Walnut Creek,
California
| USD 366 M | +USD 36.2 M | +11% | 10.3% | 115% | 244 | 12.3% | 2.3 |
|
| 3727 |
3727
Crestview Partners III
New York
| USD 366 M | +USD 64.4 M | +21% | 29.5% | 51.2% | 3 | 0% | 2.9 |
|
| 3728 |
3728
Mount Lucas Management
Newtown,
Pennsylvania
| USD 366 M | +USD 18.3 M | +5% | 9.7% | 109% | 146 | 4.11% | 0.7 |
|
| 3729 |
3729
Cypress Capital
Franklin,
Tennessee
| USD 366 M | +USD 14.2 M | +4% | 4.83% | 43.6% | 83 | 13.25% | 2.4 |
|
| 3730 |
3730
Mint Tower Capital Management
Amsterdam,
Netherlands
| USD 366 M | -USD 72.6 M | -17% | 0.79% | 40% | 250 | 48% | 0.7 |
|
| 3731 |
CWAG
3731
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| USD 365 M | +USD 46.5 M | +15% | 7.23% | 76.1% | 102 | 17.65% | 2.9 |
|
| 3732 |
3732
IAM Advisory
Easton,
Pennsylvania
| USD 365 M | +USD 46.6 M | +15% | 7.79% | 74.5% | 110 | 19.09% | 1.3 |
|
| 3733 |
3733
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| USD 365 M | +USD 69.6 M | +24% | 15.9% | 240% | 72 | 37.5% | 2.5 |
|
| 3734 |
3734
Northwest Wealth Management
Spencer,
Iowa
| USD 365 M | +USD 32.8 M | +10% | 6.35% | 68.2% | 172 | 6.98% | 3.3 |
|
| 3735 |
AC
3735
AMS Capital
Sao Paulo,
Brazil
| USD 365 M | +USD 97.2 M | +36% | 12.3% | 63.1% | 22 | 31.82% | 0.7 |
|
| 3736 |
3736
Progressive Investment Management
Lake Oswego,
Oregon
| USD 365 M | +USD 13.1 M | +4% | 8.91% | 139% | 62 | 11.29% | 4.2 |
|
| 3737 |
3737
REAP Financial Group
Austin,
Texas
| USD 364 M | +USD 21.3 M | +6% | 5.48% | 63% | 687 | 19.65% | 0.2 |
|
| 3738 |
3738
KPP Advisory Services
Louisville,
Kentucky
| USD 364 M | +USD 250 M | +220% | 9.31% | 87.9% | 246 | 50.81% | 0.2 |
|
| 3739 |
3739
NVWM LLC
Yardley,
Pennsylvania
| USD 364 M | +USD 30.7 M | +9% | 11.4% | 119% | 644 | 40.22% | 2.2 |
|
| 3740 |
3740
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| USD 364 M | +USD 31.1 M | +9% | 6.8% | 62.3% | 134 | 12.69% | 4.3 |
|
| 3741 |
3741
SR One Capital Management
Wayne,
Pennsylvania
| USD 364 M | +USD 126 M | +53% | 36.5% | 656% | 6 | 16.67% | 1.4 |
|
| 3742 |
3742
SignalPoint Asset Management
Springfield,
Missouri
| USD 364 M | +USD 24.8 M | +7% | 10.5% | 36% | 254 | 13.39% | 5.1 |
|
| 3743 |
3743
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| USD 364 M | +USD 14.9 M | +4% | 5.28% | 49.3% | 53 | 7.55% | 6.8 |
|
| 3744 |
3744
McDonald Partners
Cleveland,
Ohio
| USD 364 M | +USD 26.7 M | +8% | 9.29% | 102% | 244 | 9.02% | 2 |
|
| 3745 |
3745
Financial & Tax Architects
St Louis,
Missouri
| USD 363 M | +USD 25.4 M | +8% | 5.56% | 50.2% | 101 | 24.75% | 1.6 |
|
| 3746 |
3746
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| USD 363 M | +USD 47 M | +15% | 7.8% | 70.2% | 271 | 18.08% | 3.3 |
|
| 3747 |
3747
Origin Asset Management
London,
United Kingdom
| USD 363 M | -USD 10.3 M | -3% | 2% | 59.3% | 19 | 57.89% | 1.4 |
|
| 3748 |
3748
ECP ControlCo
Summit,
New Jersey
| USD 363 M | -USD 97.9 M | -21% | 14.6% | 42.5% | 8 | 12.5% | 2.6 |
|
| 3749 |
3749
Palo Duro Investment Partners
Chicago,
Illinois
| USD 363 M | +USD 55.3 M | +18% | 19.8% | 62.8% | 11 | 9.09% | 0.7 |
|
| 3750 |
3750
Gifford Fong Associates
Lafayette,
California
| USD 363 M | -USD 107 M | -23% | 17.3% | 180% | 140 | 9.29% | 5.4 |
|