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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
Oak Hill Capital Management
New York
| USD 312 M | -USD 224 M | -42% | 7.11% | 1.19% | 1 | 0% | 2.5 |
|
| 4102 |
4102
EnCap Energy Capital Fund XI
Houston,
Texas
| USD 312 M | -USD 91.5 M | -23% | 8.55% | 21% | 1 | 0% | 0.5 |
|
| 4103 |
4103
Vickerman Investment Advisors
Spokane,
Washington
| USD 312 M | +USD 1.5 M | +0.5% | 0.99% | 47.3% | 65 | 3.08% | 2.3 |
|
| 4104 |
4104
Keating Investment Counselors
Delray Beach,
Florida
| USD 312 M | +USD 1.02 M | +0.3% | 1.14% | 50% | 84 | 23.81% | 6 |
|
| 4105 |
4105
Colony Family Offices
Charlotte,
North Carolina
| USD 311 M | +USD 2.34 M | +0.8% | 0.91% | 53.9% | 70 | 14.29% | 1.8 |
|
| 4106 |
4106
Opal Wealth Advisors
Jericho,
New York
| USD 311 M | +USD 16.6 M | +6% | 0.89% | 62.3% | 1,276 | 75.31% | 0.3 |
|
| 4107 |
4107
Claar Advisors
New York
| USD 311 M | +USD 519 k | +0.2% | 1.77% | 65.5% | 25 | 4% | 4.1 |
|
| 4108 |
4108
Weaver Capital Management
Suwanee,
Georgia
| USD 311 M | +USD 18.3 M | +6% | 3.25% | 79.4% | 187 | 18.72% | 0.4 |
|
| 4109 |
4109
Hilltop National Bank
Casper,
Wyoming
| USD 311 M | +USD 16.5 M | +6% | 3.45% | – | 850 | 8.24% | 0.2 |
|
| 4110 |
4110
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
| USD 311 M | -USD 9.6 M | -3% | 2.47% | 83.4% | 70 | 4.29% | 2.6 |
|
| 4111 |
4111
Algebris (UK)
London,
United Kingdom
| USD 311 M | +USD 85.4 M | +38% | 4.11% | 24.5% | 50 | 24% | 0.8 |
|
| 4112 |
4112
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| USD 311 M | -USD 1.66 M | -0.5% | 0.86% | 76.5% | 104 | 7.69% | 6.1 |
|
| 4113 |
4113
MPS Loria Financial Planners
Burr Ridge,
Illinois
| USD 310 M | +USD 12.5 M | +4% | 6.23% | 80% | 84 | 9.52% | 4.6 |
|
| 4114 |
CCM
4114
CAAS Capital Management
New York
| USD 310 M | -USD 1053 M | -77% | 3.33% | 11% | 557 | 70.74% | 1 |
|
| 4115 |
4115
Estuary Capital Management
Wayzata,
Minnesota
| USD 310 M | +USD 64 M | +26% | 12.7% | – | 20 | 35% | 0.3 |
|
| 4116 |
4116
Brady Family Wealth
Saint Louis,
Missouri
| USD 310 M | +USD 1.53 M | +0.5% | 1.88% | 61.8% | 117 | 0.85% | 1.4 |
|
| 4117 |
4117
Addison Advisors
Middlebury,
Vermont
| USD 310 M | +USD 18.9 M | +6% | 0.6% | 50.2% | 797 | 14.68% | 2.1 |
|
| 4118 |
WM
4118
Wishbone Management
Chicago,
Illinois
| USD 310 M | +USD 26.9 M | +9% | 0.53% | 58.7% | 5 | 20% | 1.1 |
|
| 4119 |
4119
Campbell Wealth Management
Alexandria,
Virginia
| USD 310 M | -USD 697 M | -69% | 1.7% | 11.2% | 98 | 55.1% | 1.7 |
|
| 4120 |
4120
Verum Partners
Charlotte,
North Carolina
| USD 310 M | +USD 28.1 M | +10% | 2.05% | 57.7% | 161 | 8.07% | 1 |
|
| 4121 |
4121
Strategic Investment Solutions
Orland Park,
Illinois
| USD 310 M | – | – | 2.37% | – | 629 | – | 0.8 |
|
| 4122 |
4122
Old Mission Investment Co
Traverse City,
Michigan
| USD 309 M | +USD 8.45 M | +3% | 3.26% | 82% | 122 | 6.56% | 3.3 |
|
| 4123 |
4123
Roman Butler Fullerton & Co
St Louis,
Missouri
| USD 309 M | +USD 42.4 M | +16% | 5.76% | 134% | 242 | 19.42% | 2.9 |
|
| 4124 |
4124
McLean Asset Management
Tysons,
Virginia
| USD 309 M | +USD 17.2 M | +6% | 1.65% | 64.3% | 163 | 11.04% | 2.3 |
|
| 4125 |
4125
Clarity Wealth Advisors
San Jose,
California
| USD 309 M | +USD 13.4 M | +5% | 5.44% | 94.1% | 88 | 3.41% | 2.8 |
|