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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3951 |
3951
O'Dell Group
Cincinnati,
Ohio
| USD 136 M | -USD 19.1 M | -12% | 13.8% | 72.2% | 47 | 27.66% | 1.3 |
|
| 3952 |
3952
Prestige Wealth Management Group
Flemington,
New Jersey
| USD 136 M | – | – | 10.9% | 55.8% | 1,320 | – | 0 |
|
| 3953 |
3953
Whitener Capital Management
Rocky Mount,
North Carolina
| USD 136 M | -USD 16.6 M | -11% | 12.9% | 113% | 498 | 9.84% | 0.4 |
|
| 3954 |
3954
JW Asset Management
Miami Beach,
Florida
| USD 136 M | -USD 49.6 M | -27% | 28.4% | 251% | 20 | 30% | 2.1 |
|
| 3955 |
3955
Red Mountain Capital Partners
Los Angeles,
California
| USD 136 M | -USD 35.7 M | -21% | 13% | 37.4% | 6 | 0% | 4.9 |
|
| 3956 |
3956
SC XII Management
Menlo Park,
California
| USD 136 M | -USD 81.5 M | -38% | 36% | 73.4% | 2 | 0% | 3.9 |
|
| 3957 |
3957
Virginia National Bank
Charlottesville,
Virginia
| USD 136 M | -USD 137 M | -50% | 17.1% | – | 120 | 20% | 0.2 |
|
| 3958 |
3958
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| USD 135 M | -USD 14.9 M | -10% | 13.6% | 62.2% | 62 | 14.52% | 1.3 |
|
| 3959 |
LB
3959
Landmark Bank
Columbia,
Missouri
| USD 135 M | -USD 27.7 M | -17% | 10.8% | – | 98 | 19.39% | 0.5 |
|
| 3960 |
3960
Oak Asset Management
Westlake Village,
California
| USD 135 M | -USD 29.8 M | -18% | 12.1% | 91.8% | 97 | 13.4% | 0.9 |
|
| 3961 |
SIG
3961
Schaller Investment Group
Winston Salem,
North Carolina
| USD 135 M | -USD 42.8 M | -24% | 12.5% | 21.9% | 40 | 20% | 4.1 |
|
| 3962 |
3962
Hillswick Asset Management
Stamford,
Connecticut
| USD 135 M | -USD 20.3 M | -13% | 11.6% | 40.2% | 13 | 0% | 3.9 |
|
| 3963 |
MCA
3963
Mercer Capital Advisers
Little Silver,
New Jersey
| USD 135 M | -USD 14.9 M | -10% | 8.47% | 59.6% | 243 | 10.7% | 3.4 |
|
| 3964 |
3964
Banco BTG Pactual
Rio De Janeiro,
Brazil
| USD 135 M | +USD 17.7 M | +15% | 15.7% | 135% | 75 | 72% | 0.3 |
|
| 3965 |
3965
Iron Gate Global Advisors
Nsl,
Utah
| USD 135 M | -USD 18.6 M | -12% | 14.3% | 106% | 252 | 75.4% | 0.9 |
|
| 3966 |
3966
Omega Fund Management
Boston,
Massachusetts
| USD 135 M | -USD 76.5 M | -36% | 30.6% | 106% | 14 | 0% | 2.4 |
|
| 3967 |
BOCM
3967
Bontempo Ohly Capital Management
Bethesda,
Maryland
| USD 135 M | -USD 15.3 M | -10% | 9.56% | 49.6% | 34 | 5.88% | 2.5 |
|
| 3968 |
3968
Arlington Capital Management
Arlington Heights,
Illinois
| USD 135 M | -USD 68.6 M | -34% | 19.6% | 154% | 34 | 73.53% | 0.1 |
|
| 3969 |
SLA
3969
Silver Lake Advisory
Cottonwood Heights,
Utah
| USD 135 M | -USD 29.8 M | -18% | 9.26% | 76.7% | 97 | 17.53% | 3.3 |
|
| 3970 |
3970
Uncommon Cents Investing
Janesville,
Wisconsin
| USD 135 M | -USD 24.8 M | -16% | 12.6% | 91.4% | 83 | 4.82% | 0.9 |
|
| 3971 |
3971
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
| USD 135 M | -USD 36.2 M | -21% | 11.5% | 70.1% | 93 | 24.73% | 1.8 |
|
| 3972 |
3972
Wolf Group Capital Advisors
Fairfax,
Virginia
| USD 134 M | -USD 18.8 M | -12% | 11.8% | 28.2% | 96 | 22.92% | 1.9 |
|
| 3973 |
3973
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| USD 134 M | -USD 14.5 M | -10% | 8.16% | 58.5% | 19 | 15.79% | 1.6 |
|
| 3974 |
3974
Liberty Wealth Management
Oakland,
California
| USD 134 M | – | – | 10.8% | 64.2% | 823 | – | 0 |
|
| 3975 |
3975
Resource Planning Group
Atlanta,
Georgia
| USD 134 M | +USD 6.01 M | +5% | 3.87% | 1.9% | 50 | 28% | 0.2 |
|