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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3851 |
MCM
3851
McRae Capital Management
Morristown,
New Jersey
| USD 508 M | +USD 26 M | +5% | 11.6% | 78.2% | 116 | 11.21% | 6.1 |
|
| 3852 |
BFA
3852
Beacon Financial Advisory
Cleveland,
Ohio
| USD 508 M | +USD 65.1 M | +15% | 15.2% | 76.8% | 434 | 11.29% | 2.6 |
|
| 3853 |
IIC
3853
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| USD 508 M | +USD 36.6 M | +8% | 12.8% | 70.2% | 289 | 15.22% | 4.3 |
|
| 3854 |
REMPR
3854
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| USD 508 M | +USD 71.7 M | +16% | 11.3% | 62.3% | 129 | 4.65% | 5.3 |
|
| 3855 |
OPA
3855
Old Port Advisors
Portland,
Maine
| USD 508 M | +USD 73.2 M | +17% | 26.9% | 106% | 273 | 14.65% | 4.3 |
|
| 3856 |
LSA
3856
Liberty Street Advisors
New York
| USD 507 M | +USD 466 M | +1,124% | 2.43% | – | 6 | 66.67% | 0.2 |
|
| 3857 |
HIM
3857
HGC Investment Management
Toronto,
Ontario, Canada
| USD 507 M | +USD 55.2 M | +12% | 1.19% | 33.2% | 217 | 38.25% | 0.5 |
|
| 3858 |
LN
3858
Lightrock Netherlands
Utrecht,
Netherlands
| USD 506 M | +USD 38.4 M | +8% | 15.3% | – | 40 | 15% | 1.3 |
|
| 3859 |
UM
3859
Ulysses Management
New York
| USD 506 M | -USD 296 M | -37% | 18.1% | 51.8% | 52 | 51.92% | 2 |
|
| 3860 |
HA
3860
Herold Advisors
New York
| USD 506 M | +USD 50.6 M | +11% | 12.5% | 79.7% | 281 | 9.25% | 3.1 |
|
| 3861 |
KC
3861
Keenan Capital
Burlingame,
California
| USD 506 M | +USD 31.9 M | +7% | 11.3% | 110% | 12 | 33.33% | 3 |
|
| 3862 |
RWM
3862
Rialto Wealth Management
Syracuse,
New York
| USD 505 M | +USD 60 M | +13% | 10.7% | – | 2,018 | 18.43% | 1 |
|
| 3863 |
OL
3863
one8zero8 LLC
Greensboro,
North Carolina
| USD 505 M | +USD 56 M | +12% | 17.9% | – | 282 | 13.48% | 1.2 |
|
| 3864 |
EIA
3864
Eldridge Investment Advisors
Manchester,
New Hampshire
| USD 505 M | +USD 48.7 M | +11% | 11.8% | 50.9% | 169 | 12.43% | 4.2 |
|
| 3865 |
BIG
3865
Builder Investment Group
Atlanta,
Georgia
| USD 505 M | +USD 43.8 M | +9% | 10.2% | 153% | 112 | 13.39% | 2.7 |
|
| 3866 |
AWM
3866
Abound Wealth Management
Franklin,
Tennessee
| USD 504 M | +USD 63.8 M | +14% | 13.9% | 58.6% | 1,599 | 22.08% | 2.4 |
|
| 3867 |
JWM
3867
JPL Wealth Management
Highlands Ranch,
Colorado
| USD 504 M | +USD 69.1 M | +16% | 15.2% | – | 1,996 | 28.06% | 0.3 |
|
| 3868 |
TSWM
3868
Triangle Securities Wealth Management
Raleigh,
North Carolina
| USD 504 M | +USD 63.1 M | +14% | 15% | 83.6% | 221 | 10.41% | 6.4 |
|
| 3869 |
DI
3869
DDFG Inc
Thousand Oaks,
California
| USD 504 M | +USD 39.6 M | +9% | 9.12% | 56.3% | 94 | 10.64% | 2.5 |
|
| 3870 |
HBWM
3870
Hollow Brook Wealth Management
Katonah,
New York
| USD 504 M | +USD 112 M | +28% | 1.02% | 92.8% | 79 | 12.66% | 5 |
|
| 3871 |
WCM
3871
WealthBridge Capital Management
Westerville,
Ohio
| USD 503 M | +USD 69 M | +16% | 15.8% | 89.4% | 248 | 16.13% | 3.9 |
|
| 3872 |
SHWM
3872
Smith & Howard Wealth Management
Atlanta,
Georgia
| USD 503 M | +USD 40.6 M | +9% | 8.78% | 40.4% | 106 | 24.53% | 4.5 |
|
| 3873 |
BWCS
3873
Beirne Wealth Consulting Services
Shelton,
Connecticut
| USD 503 M | +USD 149 M | +42% | 12% | 75.4% | 112 | 15.18% | 4 |
|
| 3874 |
OC
3874
Oakmont Corp
Los Angeles,
California
| USD 503 M | -USD 24 M | -5% | 7.79% | 70.2% | 32 | 6.25% | 4.5 |
|
| 3875 |
CM
3875
CoreCommodity Management
Stamford,
Connecticut
| USD 502 M | -USD 36.2 M | -7% | 6.02% | 65.8% | 142 | 28.87% | 3.1 |
|