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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
CCM
4126
Carmel Capital Management
Carmel,
California
| USD 456 M | +USD 107 M | +31% | 41.1% | 265% | 29 | 17.24% | 3.4 |
|
| 4127 |
CIC
4127
Canal Insurance Company
Greenville,
South Carolina
| USD 456 M | -USD 9.1 M | -2% | 11.9% | 103% | 79 | 7.59% | 6.1 |
|
| 4128 |
WPW
4128
Warther Private Wealth
Akron,
Ohio
| USD 456 M | +USD 29.4 M | +7% | 12.8% | 94.1% | 51 | 23.53% | 2 |
|
| 4129 |
CCM
4129
Carderock Capital Management
Chevy Chase,
Maryland
| USD 456 M | +USD 51 M | +13% | 22.8% | 88.6% | 76 | 15.79% | 5.6 |
|
| 4130 |
LWAM
4130
Legacy Wealth Asset Management
Woodbury,
Minnesota
| USD 456 M | +USD 44.7 M | +11% | 22.4% | 116% | 405 | 13.83% | 3 |
|
| 4131 |
CL
4131
CLG LLC
Long Beach,
California
| USD 455 M | +USD 52.7 M | +13% | 12.3% | – | 159 | 17.61% | 1.1 |
|
| 4132 |
CWM
4132
Cordatus Wealth Management
Newtown,
Pennsylvania
| USD 455 M | +USD 35.1 M | +8% | 11.3% | 96.3% | 182 | 17.58% | 1.5 |
|
| 4133 |
NI
4133
Natural Investments
Windsor,
California
| USD 455 M | +USD 49.8 M | +12% | 18.8% | – | 320 | 15.94% | 1 |
|
| 4134 |
CFO
4134
Colony Family Offices
Charlotte,
North Carolina
| USD 455 M | +USD 49.5 M | +12% | 11.2% | 49.6% | 62 | 1.61% | 3.5 |
|
| 4135 |
MC
4135
Miramar Capital
Northbrook,
Illinois
| USD 455 M | +USD 5.76 M | +1% | 2.19% | 47.3% | 60 | 11.67% | 4.1 |
|
| 4136 |
BI
4136
Bulldog Investors
Saddle Brook,
New Jersey
| USD 455 M | +USD 9.7 M | +2% | 3.67% | 22.5% | 282 | 43.62% | 0.9 |
|
| 4137 |
LCG
4137
Lisanti Capital Growth
New York
| USD 455 M | +USD 57.7 M | +15% | 66.2% | 1,490% | 153 | 61.44% | 0.5 |
|
| 4138 |
HFA
4138
Highland Financial Advisors
Wayne,
New Jersey
| USD 455 M | +USD 75.9 M | +20% | 13.9% | 63.3% | 75 | 13.33% | 2.3 |
|
| 4139 |
PIM
4139
Progressive Investment Management
Lake Oswego,
Oregon
| USD 454 M | +USD 75.6 M | +20% | 34.3% | 126% | 59 | 6.78% | 4.9 |
|
| 4140 |
GA
4140
GSG Advisors
Mount Laurel,
New Jersey
| USD 454 M | +USD 69.3 M | +18% | 17.3% | 88% | 153 | 13.07% | 1.8 |
|
| 4141 |
MI
4141
Markowski Investments
Tampa,
Florida
| USD 454 M | – | – | 13.9% | – | 619 | – | 0 |
|
| 4142 |
IIA
4142
Integral Investment Advisors
Turlock,
California
| USD 454 M | +USD 52.1 M | +13% | 14.1% | 60% | 184 | 7.07% | 2.5 |
|
| 4143 |
WCM
4143
Weaver Capital Management
Suwanee,
Georgia
| USD 454 M | -USD 7.07 M | -2% | 10.3% | 79.4% | 174 | 1.15% | 2 |
|
| 4144 |
GF
4144
Gray Foundation
Cohoes,
New York
| USD 454 M | +USD 57 M | +14% | 21.1% | – | 11 | 18.18% | 2.1 |
|
| 4145 |
BWA
4145
Beam Wealth Advisors
Covington,
Louisiana
| USD 453 M | +USD 51.7 M | +13% | 9.62% | 59.7% | 120 | 12.5% | 2.4 |
|
| 4146 |
IP
4146
Indigo Partners
Phoenix,
Arizona
| USD 453 M | +USD 186 M | +70% | 82.5% | 2.56% | 2 | 0% | 5 |
|
| 4147 |
ACM
4147
Aspen Capital Management
Boise,
Idaho
| USD 453 M | +USD 49 M | +12% | 10.5% | – | 86 | 13.95% | 1 |
|
| 4148 |
BRM
4148
Boston Research & Management
Manchester,
Massachusetts
| USD 453 M | +USD 24.3 M | +6% | 7.47% | 53.2% | 121 | 4.96% | 8.7 |
|
| 4149 |
BFT
4149
Bitwise Funds Trust
San Francisco,
California
| USD 452 M | – | – | 35.1% | – | 46 | – | 0 |
|
| 4150 |
BAMG
4150
Brand Asset Management Group
Chesterfield,
Missouri
| USD 452 M | +USD 67.8 M | +18% | 15.1% | 70.2% | 242 | 28.1% | 2.5 |
|