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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3976 |
3976
Benin Management Corp
Wilton,
Connecticut
| USD 247 M | +USD 6.99 M | +3% | 8.57% | 91.7% | 98 | 8.16% | 6.8 |
|
| 3977 |
3977
Manchester Global Management
London,
United Kingdom
| USD 247 M | – | – | 5.98% | 156% | 19 | – | 0 |
|
| 3978 |
3978
Affiance Financial
St. Louis Park,
Minnesota
| USD 247 M | +USD 69.3 M | +39% | 7.49% | 57.8% | 444 | 71.17% | 1.2 |
|
| 3979 |
3979
Pathway Financial Advisers
Auburn,
Indiana
| USD 247 M | – | – | 11.1% | 88.2% | 563 | – | 0 |
|
| 3980 |
3980
WealthOne
Albany,
New York
| USD 247 M | +USD 14.9 M | +6% | 5.95% | 23.4% | 126 | 22.22% | 2.3 |
|
| 3981 |
FCT
3981
Family Capital Trust
Peabody,
Massachusetts
| USD 247 M | +USD 28 M | +13% | 14.1% | 39.1% | 50 | 0% | 7.4 |
|
| 3982 |
3982
TIFF Advisory Services
Radnor,
Pennsylvania
| USD 246 M | +USD 4.92 M | +2% | 9.7% | 86.3% | 22 | 13.64% | 1 |
|
| 3983 |
3983
Crane Advisory
Fullerton,
California
| USD 246 M | +USD 51.6 M | +26% | 3.34% | 38.2% | 28 | 17.86% | 0.2 |
|
| 3984 |
3984
Steamboat Capital Partners
Rye,
New York
| USD 246 M | +USD 44.9 M | +22% | 36.8% | 280% | 35 | 37.14% | 1.7 |
|
| 3985 |
3985
Boltwood Capital Management
Walnut Creek,
California
| USD 246 M | +USD 27.9 M | +13% | 8.74% | 63% | 151 | 9.93% | 5.5 |
|
| 3986 |
ECM
3986
Endurant Capital Management
San Mateo,
California
| USD 246 M | -USD 60.8 M | -20% | 13.1% | 18.4% | 78 | 66.67% | 0.6 |
|
| 3987 |
3987
Beach Point Capital Management
Santa Monica,
California
| USD 246 M | -USD 48.9 M | -17% | 1.38% | 84.1% | 28 | 28.57% | 1.2 |
|
| 3988 |
3988
Whalerock Point Partners
Providence,
Rhode Island
| USD 246 M | +USD 18.4 M | +8% | 9.66% | 103% | 150 | 12% | 4.9 |
|
| 3989 |
3989
Summit Wealth & Retirement Planning
San Ramon,
California
| USD 246 M | -USD 5.32 M | -2% | 6.2% | 67.6% | 124 | 30.65% | 1.8 |
|
| 3990 |
3990
Perennial Investment Advisors
Los Angeles,
California
| USD 246 M | +USD 25.5 M | +12% | 8.02% | 84.3% | 231 | 16.02% | 1.7 |
|
| 3991 |
3991
Onyx Bridge Wealth Group
Tarrytown,
New York
| USD 246 M | +USD 26.6 M | +12% | 7.12% | 74.6% | 216 | 34.26% | 1.1 |
|
| 3992 |
3992
Hamilton Wealth
Encino,
California
| USD 246 M | +USD 9.15 M | +4% | 5.41% | 108% | 113 | 48.67% | 1 |
|
| 3993 |
3993
Wittenberg Investment Management
Carlisle,
Massachusetts
| USD 246 M | +USD 10.6 M | +5% | 8.17% | 89.9% | 88 | 9.09% | 4 |
|
| 3994 |
3994
Trustees of Dartmouth College
Hanover,
New Hampshire
| USD 245 M | – | – | 13.8% | 52.5% | 2 | – | 2.5 |
|
| 3995 |
3995
Biechele Royce Advisors
Fishers,
Indiana
| USD 245 M | +USD 32.6 M | +15% | 11.9% | 39.2% | 71 | 21.13% | 3.1 |
|
| 3996 |
3996
Warwick Investment Management
Bryan,
Texas
| USD 245 M | +USD 75.8 M | +45% | 8.14% | 69.9% | 97 | 60.82% | 0.4 |
|
| 3997 |
3997
Wealth Dimensions Group
Cincinnati,
Ohio
| USD 245 M | +USD 42.7 M | +21% | 8.05% | 63.6% | 132 | 11.36% | 1.7 |
|
| 3998 |
3998
Harbor Advisory Corp
Portsmouth,
New Hampshire
| USD 245 M | +USD 27.6 M | +13% | 7.05% | 63.2% | 79 | 10.13% | 2.7 |
|
| 3999 |
3999
James J. Burns & Company
Melville,
New York
| USD 245 M | +USD 19.6 M | +9% | 7.01% | 70.2% | 84 | 11.9% | 0.2 |
|
| 4000 |
4000
Financial Sense Advisors
San Diego,
California
| USD 244 M | +USD 7.8 M | +3% | 9.84% | 152% | 107 | 29.91% | 0.9 |
|