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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4101 |
4101
Essex Savings Bank
Essex,
Connecticut
| USD 259 M | +USD 30.3 M | +13% | 7.17% | 95.2% | 214 | 9.81% | 1.8 |
|
| 4102 |
4102
Lumbard & Kellner
Hollis,
New Hampshire
| USD 258 M | -USD 26 M | -9% | 6.24% | 137% | 108 | 12.04% | 3 |
|
| 4103 |
4103
Waypoint Wealth Partners
Mill Valley,
California
| USD 258 M | +USD 121 M | +88% | 2.27% | 52.1% | 43 | 13.95% | 0.4 |
|
| 4104 |
EE
4104
EWG Elevate
Roseville,
California
| USD 258 M | +USD 32.1 M | +14% | 6.01% | 76% | 93 | 31.18% | 0.8 |
|
| 4105 |
4105
Crestwood Capital Management
New York
| USD 258 M | +USD 48.5 M | +23% | 9.77% | 203% | 23 | 34.78% | 1.7 |
|
| 4106 |
4106
Shulman DeMeo Asset Management
Lake Success,
New York
| USD 258 M | -USD 109 M | -30% | 8.13% | 79.3% | 148 | 67.57% | 1.5 |
|
| 4107 |
4107
Guidance Point Advisors
Wellesley,
Massachusetts
| USD 258 M | +USD 16.3 M | +7% | 4.06% | 71.8% | 88 | 4.55% | 1.8 |
|
| 4108 |
4108
Compass Ion Advisors
Conshohocken,
Pennsylvania
| USD 257 M | +USD 14.4 M | +6% | 5.24% | 75.6% | 100 | 25% | 0.8 |
|
| 4109 |
4109
Knightsbridge Asset Management
Newport Beach,
California
| USD 257 M | +USD 20.8 M | +9% | 8.84% | 150% | 70 | 15.71% | 1.6 |
|
| 4110 |
4110
Liberty Wealth Management
Oakland,
California
| USD 257 M | +USD 52.4 M | +26% | 6.74% | 64.2% | 1,219 | 24.77% | 1.5 |
|
| 4111 |
4111
Red Door Wealth Management
Memphis,
Tennessee
| USD 257 M | +USD 61 M | +31% | 7.81% | 100% | 666 | 82.43% | 0.2 |
|
| 4112 |
CP
4112
CPV Partners
Stamford,
Connecticut
| USD 257 M | +USD 81.7 M | +47% | 54.2% | 105% | 4 | 25% | 1.7 |
|
| 4113 |
4113
Weik Capital Management
Wyomissing,
Pennsylvania
| USD 257 M | +USD 20.8 M | +9% | 7.14% | 66.9% | 117 | 6.84% | 4.9 |
|
| 4114 |
4114
Stone House Investment Management
Tunkhannock,
Pennsylvania
| USD 257 M | +USD 58 M | +29% | 5.37% | 57.9% | 50 | 54% | 1.1 |
|
| 4115 |
4115
Independent Family Office
Albany,
New York
| USD 256 M | +USD 1.64 M | +0.6% | 6.09% | 68.4% | 70 | 21.43% | 1.2 |
|
| 4116 |
MFM
4116
Mohican Financial Management
Wilton,
Connecticut
| USD 256 M | +USD 102 M | +66% | 0% | 0% | 73 | 34.25% | 0.8 |
|
| 4117 |
4117
Black Diamond Financial
Towson,
Maryland
| USD 256 M | +USD 20.3 M | +9% | 6.36% | 61% | 90 | 10% | 1.7 |
|
| 4118 |
4118
Frank Rimerman Advisors
Palo Alto,
California
| USD 256 M | +USD 29.9 M | +13% | 10.6% | 149% | 89 | 14.61% | 0.5 |
|
| 4119 |
4119
WealthOne
Albany,
New York
| USD 256 M | +USD 23.2 M | +10% | 6.25% | 23.4% | 142 | 27.46% | 1.4 |
|
| 4120 |
SA
4120
SoftVest Advisors
Abilene,
Texas
| USD 256 M | -USD 83.2 M | -25% | 4.2% | 178% | 11 | 36.36% | 0.7 |
|
| 4121 |
4121
Abacus Wealth Partners
Santa Monica,
California
| USD 255 M | +USD 115 M | +82% | 3.45% | 46% | 126 | 21.43% | 0.4 |
|
| 4122 |
4122
Wisconsin Capital Management
Madison,
Wisconsin
| USD 255 M | +USD 13.1 M | +5% | 12.4% | 153% | 59 | 13.56% | 3 |
|
| 4123 |
KP
4123
Kuvari Partners
London,
United Kingdom
| USD 255 M | +USD 151 M | +145% | 0.84% | – | 9 | 77.78% | 0.1 |
|
| 4124 |
4124
Bandera Partners
New York
| USD 255 M | +USD 834 k | +0.3% | 38.8% | 55.4% | 18 | 0% | 3.4 |
|
| 4125 |
4125
Howard Financial Services
Dallas,
Texas
| USD 255 M | +USD 32.6 M | +15% | 6.94% | 55.9% | 134 | 14.18% | 1.4 |
|