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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
4026
Chesapeake Wealth Management
Williamsburg,
Virginia
| USD 297 M | +USD 17.4 M | +6% | 8.19% | 65.9% | 207 | 8.7% | 2.8 |
|
| 4027 |
4027
Black Diamond Financial
Towson,
Maryland
| USD 297 M | +USD 88.7 M | +43% | 7.2% | 68.3% | 96 | 19.79% | 1.9 |
|
| 4028 |
GDWAM
4028
Gold Dragon Worldwide Asset Management
Central,
Hong Kong
| USD 297 M | +USD 79.8 M | +37% | 0.9% | – | 7 | 57.14% | 0.4 |
|
| 4029 |
4029
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
| USD 297 M | +USD 21.9 M | +8% | 8.26% | 64.1% | 200 | 4.5% | 3.7 |
|
| 4030 |
4030
Onyx Bridge Wealth Group
Tarrytown,
New York
| USD 297 M | +USD 30.4 M | +11% | 5.92% | 74.6% | 180 | 16.11% | 0.6 |
|
| 4031 |
4031
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| USD 297 M | +USD 22.7 M | +8% | 9.85% | 76.5% | 104 | 3.85% | 4.2 |
|
| 4032 |
4032
Northcape Wealth Management
Williamsville,
New York
| USD 297 M | – | – | 6.8% | 74% | 132 | – | 0 |
|
| 4033 |
4033
High Note Wealth
Deephaven,
Minnesota
| USD 296 M | +USD 19 M | +7% | 6.09% | 82.8% | 89 | 13.48% | 0.9 |
|
| 4034 |
4034
Goodman Advisory Group
Needham,
Massachusetts
| USD 296 M | – | – | 6.11% | 101% | 61 | – | 0 |
|
| 4035 |
4035
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| USD 296 M | +USD 24.3 M | +9% | 7.52% | 62.3% | 110 | 7.27% | 4 |
|
| 4036 |
4036
Trust Company of Oklahoma
Tulsa,
Oklahoma
| USD 296 M | +USD 16.3 M | +6% | 11.4% | 101% | 133 | 9.02% | 5 |
|
| 4037 |
4037
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| USD 295 M | +USD 21.9 M | +8% | 9.85% | 74% | 141 | 12.77% | 1.9 |
|
| 4038 |
4038
Asset Allocation & Management Company
Chicago,
Illinois
| USD 295 M | +USD 111 M | +60% | 6.16% | 58.5% | 116 | 68.1% | 0.5 |
|
| 4039 |
4039
Arlington Financial Advisors
Santa Barbara,
California
| USD 295 M | +USD 39.9 M | +16% | 6.66% | 67.6% | 85 | 34.12% | 1.9 |
|
| 4040 |
4040
Legacy Wealth Asset Management
Woodbury,
Minnesota
| USD 295 M | +USD 76.7 M | +35% | 3.2% | 116% | 331 | 15.41% | 0.8 |
|
| 4041 |
4041
Old Port Advisors
Portland,
Maine
| USD 295 M | +USD 19.3 M | +7% | 8.84% | 114% | 232 | 9.48% | 2.3 |
|
| 4042 |
4042
Essex Savings Bank
Essex,
Connecticut
| USD 295 M | +USD 20.1 M | +7% | 11.4% | 95.2% | 227 | 10.57% | 2.1 |
|
| 4043 |
4043
Arcus Capital Partners
Atlanta,
Georgia
| USD 295 M | +USD 28.3 M | +11% | 8.01% | 69.2% | 119 | 24.37% | 1.9 |
|
| 4044 |
4044
Trinity Legacy Partners
Houston,
Texas
| USD 295 M | +USD 16.4 M | +6% | 9% | 63.3% | 122 | 25.41% | 1.2 |
|
| 4045 |
4045
Miramar Capital
Northbrook,
Illinois
| USD 295 M | +USD 44.1 M | +18% | 10.7% | 47.3% | 60 | 15% | 1.9 |
|
| 4046 |
4046
Magma Venture Partners General Partner
Tel Aviv,
Israel
| USD 295 M | – | – | 33.2% | 4.7% | 3 | – | 0 |
|
| 4047 |
4047
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| USD 295 M | +USD 9.8 M | +3% | 8.26% | 53.6% | 61 | 26.23% | 3.7 |
|
| 4048 |
DMKJ
4048
David M. Knott Jr
| USD 295 M | – | – | 14% | 169% | 133 | – | 0 |
|
| 4049 |
4049
Archer Investment Corporation
Carmel,
Indiana
| USD 295 M | +USD 27.2 M | +10% | 8.98% | 76.1% | 833 | 17.89% | 1.5 |
|
| 4050 |
4050
Ovata Capital Management
Hong Kong
| USD 294 M | +USD 34 M | +13% | 7.41% | 69.1% | 86 | 75.58% | 0.4 |
|