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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3751 |
TA
3751
Teramo Advisors
Naples,
Florida
| USD 529 M | +USD 54.9 M | +12% | 14.6% | 72.1% | 4 | 0% | 4.4 |
|
| 3752 |
FFIC
3752
First Fiduciary Investment Counsel
Cleveland,
Ohio
| USD 529 M | +USD 32.1 M | +6% | 5.9% | 48.1% | 77 | 16.88% | 4.6 |
|
| 3753 |
KMWM
3753
Keudell/Morrison Wealth Management
Salem,
Oregon
| USD 529 M | +USD 40.2 M | +8% | 12.5% | – | 271 | 13.65% | 3.6 |
|
| 3754 |
GPP
3754
Great Point Partners
Greenwich,
Connecticut
| USD 529 M | +USD 94 M | +22% | 27.3% | 710% | 54 | 44.44% | 0.4 |
|
| 3755 |
CCG
3755
Clearlake Capital Group
Santa Monica,
California
| USD 529 M | -USD 152 M | -22% | 22% | 47.3% | 6 | 0% | 4.3 |
|
| 3756 |
VAMG
3756
Voisard Asset Management Group
Grand Rapids,
Michigan
| USD 529 M | +USD 59.8 M | +13% | 13.2% | 50.5% | 116 | 14.66% | 1.6 |
|
| 3757 |
CWM
3757
Compass Wealth Management
Guilford,
Connecticut
| USD 528 M | +USD 124 M | +31% | 16.4% | 102% | 168 | 55.95% | 1.3 |
|
| 3758 |
PCMC
3758
Paragon Capital Management (Colorado)
Denver,
Colorado
| USD 528 M | +USD 52 M | +11% | 18.7% | 109% | 260 | 37.69% | 2.8 |
|
| 3759 |
SWM
3759
Silverlake Wealth Management
Williston,
Vermont
| USD 528 M | +USD 48.7 M | +10% | 11.7% | 64.5% | 414 | 13.77% | 2.3 |
|
| 3760 |
WCCM
3760
Webs Creek Capital Management
Dallas,
Texas
| USD 528 M | -USD 49.6 M | -9% | 5.53% | 133% | 15 | 20% | 1 |
|
| 3761 |
AA
3761
Auxano Advisors
Bellevue,
Washington
| USD 528 M | +USD 26.5 M | +5% | 11.2% | 85.4% | 220 | 15.45% | 2.7 |
|
| 3762 |
GWSA
3762
Global Wealth Strategies & Associates
Denver,
Colorado
| USD 528 M | +USD 121 M | +30% | 15.4% | 68.7% | 539 | 82.75% | 2.4 |
|
| 3763 |
YLHM
3763
Yelin Lapidot Holdings Management
Tel Aviv,
Israel
| USD 527 M | +USD 47.3 M | +10% | 18.8% | 122% | 89 | 11.24% | 2.3 |
|
| 3764 |
NYLIC
3764
New York Life Insurance Company
New York
| USD 527 M | +USD 36.7 M | +7% | 15.2% | 61.5% | 6 | 50% | 6.3 |
|
| 3765 |
PIA
3765
Pinion Investment Advisors
Wichita,
Kansas
| USD 527 M | +USD 98.6 M | +23% | 14.5% | 75.4% | 218 | 22.94% | 2.8 |
|
| 3766 |
ACM
3766
Altrius Capital Management
New Bern,
North Carolina
| USD 526 M | +USD 24 M | +5% | 3.06% | 43.8% | 92 | 8.7% | 2.8 |
|
| 3767 |
MC
3767
Merck & Co
Rahway,
New Jersey
| USD 526 M | +USD 177 M | +51% | 62.4% | – | 14 | 7.14% | 1.3 |
|
| 3768 |
H2CM
3768
H/2 Credit Manager
Stamford,
Connecticut
| USD 526 M | +USD 26.7 M | +5% | 40.5% | 97.4% | 19 | 15.79% | 3.3 |
|
| 3769 |
UC
3769
Unio Capital
Princeton,
New Jersey
| USD 526 M | +USD 59.8 M | +13% | 18.8% | 97.8% | 22 | 18.18% | 4.3 |
|
| 3770 |
3770
Shah Capital Management
Raleigh,
North Carolina
| USD 526 M | +USD 4.99 M | +1% | 11.5% | 287% | 11 | 18.18% | 5.5 |
|
| 3771 |
WMA
3771
West Michigan Advisors
Holland,
Michigan
| USD 526 M | +USD 70.9 M | +16% | 22.8% | 86.6% | 353 | 32.58% | 1.8 |
|
| 3772 |
SCP
3772
Stevens Capital Partners
Omaha,
Nebraska
| USD 526 M | +USD 110 M | +26% | 14.8% | 68.8% | 168 | 31.55% | 1.4 |
|
| 3773 |
BHPW
3773
Beverly Hills Private Wealth
Beverly Hills,
California
| USD 525 M | -USD 75.4 M | -13% | 10.6% | 80% | 369 | 36.86% | 2.4 |
|
| 3774 |
DAM
3774
Decagon Asset Management
London,
United Kingdom
| USD 525 M | +USD 139 M | +36% | 10.8% | – | 125 | 55.2% | 0.3 |
|
| 3775 |
A
3775
Alongside
Austin,
Texas
| USD 525 M | – | – | 9.6% | – | 190 | – | 0.2 |
|