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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 |
SHA
4126
Seneca House Advisors
Richmond,
Virginia
| USD 123 M | +USD 3.48 M | +3% | 0.57% | 58.2% | 100 | 11% | 0.5 |
|
| 4127 |
EWMCB
4127
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
| USD 123 M | +USD 3.71 M | +3% | 0.9% | 13% | 38 | 23.68% | 2.4 |
|
| 4128 |
MWPCG
4128
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| USD 123 M | – | – | 2.09% | 84.3% | 139 | – | 0.2 |
|
| 4129 |
4129
Allied Investment Advisors
Billings,
Montana
| USD 123 M | +USD 1.32 M | +1% | 2.46% | 68.4% | 48 | 2.08% | 0.5 |
|
| 4130 |
FDS
4130
Freedom Day Solutions
Houston,
Texas
| USD 123 M | +USD 8.21 M | +7% | 3.28% | 86.6% | 81 | 14.81% | 0.4 |
|
| 4131 |
GCM
4131
Gables Capital Management
Miami,
Florida
| USD 123 M | +USD 9.7 M | +9% | 5.52% | 151% | 396 | 53.79% | 0.1 |
|
| 4132 |
AC
4132
Arjuna Capital
Durham,
North Carolina
| USD 123 M | +USD 4.17 M | +4% | 4.77% | 105% | 96 | 19.79% | 0.4 |
|
| 4133 |
HPC
4133
Hobart Private Capital
Charlotte,
North Carolina
| USD 123 M | +USD 8.63 M | +8% | 1.03% | 60% | 144 | 27.08% | 0.4 |
|
| 4134 |
ATIA
4134
American Trust Investment Advisors
Lebanon,
New Hampshire
| USD 122 M | -USD 3.07 M | -2% | 1.2% | 91% | 83 | 10.84% | 1.9 |
|
| 4135 |
GBA
4135
Garrison Bradford & Associates
New York
| USD 122 M | +USD 4.47 M | +4% | 4.05% | 63.5% | 89 | 10.11% | 3.2 |
|
| 4136 |
FLA
4136
Financial Life Advisors
San Antonio,
Texas
| USD 122 M | +USD 12.7 M | +12% | 0.1% | 47% | 48 | 8.33% | 0.5 |
|
| 4137 |
FU
4137
Fairfield University
Fairfield,
Connecticut
| USD 122 M | -USD 75.9 M | -38% | 1.8% | 61.9% | 6 | 66.67% | 1.1 |
|
| 4138 |
VCM
4138
Vivaldi Capital Management
Chicago,
Illinois
| USD 122 M | -USD 12.1 M | -9% | 3.21% | 69.2% | 167 | 26.95% | 0.6 |
|
| 4139 |
CIP
4139
Capital Insight Partners
Scottsdale,
Arizona
| USD 122 M | -USD 1.08 M | -0.9% | 2.22% | 51.7% | 81 | 9.88% | 1.9 |
|
| 4140 |
SV
4140
Stilwell Value
New York
| USD 122 M | +USD 1.79 M | +1% | 9.01% | 87.9% | 39 | 15.38% | 2.2 |
|
| 4141 |
ACM
4141
Aquilo Capital Management
San Francisco,
California
| USD 121 M | – | – | 7.88% | 6.84% | 14 | – | 0 |
|
| 4142 |
ADBIC
4142
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| USD 121 M | +USD 5.01 M | +4% | 2.95% | 83.3% | 93 | 10.75% | 2.8 |
|
| 4143 |
WVP
4143
Worth Venture Partners
Fort Lee,
New Jersey
| USD 121 M | +USD 6 M | +5% | 1.88% | 105% | 135 | 54.81% | 0.5 |
|
| 4144 |
TI
4144
TTP Investments
San Jose,
California
| USD 121 M | +USD 13.3 M | +12% | 7.61% | 197% | 20 | 25% | 0.4 |
|
| 4145 |
HH
4145
HWG Holdings
Houston,
Texas
| USD 121 M | +USD 12.9 M | +12% | 13.9% | – | 137 | 63.5% | 0.4 |
|
| 4146 |
AWM
4146
Avondale Wealth Management
West Lake Hills,
Texas
| USD 121 M | -USD 1.32 M | -1% | 1.89% | 83.8% | 100 | 5% | 0.5 |
|
| 4147 |
SIM
4147
Sigma Investment Management
Portland,
Oregon
| USD 121 M | +USD 1.5 M | +1% | 0.32% | 8.4% | 20 | 30% | 2.9 |
|
| 4148 |
MRI
4148
Mad River Investors
Boston,
Massachusetts
| USD 120 M | +USD 16.8 M | +16% | 14.1% | 225% | 30 | 10% | 2.4 |
|
| 4149 |
SF
4149
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
| USD 120 M | +USD 7.6 M | +7% | 6.64% | 36.7% | 4 | 0% | 0.3 |
|
| 4150 |
WPW
4150
Winthrop Partners - WNY
Buffalo,
New York
| USD 120 M | -USD 9.6 M | -7% | 0.83% | – | 448 | 33.93% | 0.3 |
|