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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4201 |
4201
Emory University
Atlanta,
Georgia
| USD 117 M | -USD 9.8 M | -8% | 3.22% | – | 61 | 42.62% | 0.9 |
|
| 4202 |
4202
Bishop & Co Investment Management
Erie,
Pennsylvania
| USD 117 M | +USD 5.44 M | +5% | 3.72% | 47.6% | 15 | 0% | 1.8 |
|
| 4203 |
4203
Tieton Capital Management
Yakima,
Washington
| USD 116 M | +USD 175 k | +0.2% | 5.93% | 172% | 30 | 13.33% | 2.5 |
|
| 4204 |
4204
PATRIZIA Pty Ltd
Barton,
Australia
| USD 116 M | – | – | 2.03% | – | 18 | – | 0 |
|
| 4205 |
SCC
4205
Steel Canyon Capital
Phoenix,
Arizona
| USD 116 M | +USD 14.6 M | +14% | 6.66% | 62.8% | 21 | 42.86% | 0.6 |
|
| 4206 |
4206
Whitener Capital Management
Rocky Mount,
North Carolina
| USD 116 M | – | – | 7.73% | 112% | 454 | – | 0 |
|
| 4207 |
WWM
4207
Windsor Wealth Management
Indianapolis,
Indiana
| USD 116 M | – | – | 5.19% | 37.3% | 118 | – | 0 |
|
| 4208 |
4208
Nixon Peabody Trust
Boston,
Massachusetts
| USD 116 M | +USD 5.98 M | +5% | 6.72% | 85.3% | 69 | 5.8% | 1.7 |
|
| 4209 |
4209
C.M. Bidwell & Associates
Honolulu,
Hawaii
| USD 116 M | +USD 50.8 M | +78% | 7.54% | 70.6% | 469 | 52.88% | 0.4 |
|
| 4210 |
4210
Landaas & Company
Milwaukee,
Wisconsin
| USD 116 M | +USD 2.23 M | +2% | 5.22% | 60.3% | 391 | 15.35% | 0.2 |
|
| 4211 |
CWM
4211
Capital Wealth Management
W. Warwick,
Rhode Island
| USD 116 M | – | – | 4.34% | 46.7% | 39 | – | 0 |
|
| 4212 |
4212
Blackhawk Capital Partners
Thiensville,
Wisconsin
| USD 116 M | – | – | 6.13% | 87.2% | 289 | – | 0 |
|
| 4213 |
4213
Opus Point Partners Management
New York
| USD 116 M | +USD 4.15 M | +4% | 10.7% | 85.2% | 66 | 7.58% | 1.6 |
|
| 4214 |
4214
Rainey & Randall Wealth Advisors
Celebration,
Florida
| USD 115 M | – | – | 3.88% | 47.8% | 30 | – | 0 |
|
| 4215 |
4215
Cliffwater
Marina Del Rey,
California
| USD 115 M | – | – | 1.69% | 29.4% | 19 | – | 0 |
|
| 4216 |
4216
Seelaus Asset Management
Chatham,
New Jersey
| USD 115 M | – | – | 5.64% | 134% | 179 | – | 0 |
|
| 4217 |
4217
MHI Funds
Woodstock,
New York
| USD 115 M | – | – | 4.89% | – | 75 | – | 0 |
|
| 4218 |
4218
Mangham Associates
Charlottesville,
Virginia
| USD 115 M | – | – | 5.51% | 24.4% | 6 | – | 0 |
|
| 4219 |
4219
Lucas Capital Management
Red Bank,
New Jersey
| USD 115 M | +USD 3.77 M | +3% | 3.18% | 44.5% | 117 | 14.53% | 2.9 |
|
| 4220 |
4220
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| USD 115 M | -USD 4.25 M | -4% | 3.1% | 82.6% | 84 | 7.14% | 3.4 |
|
| 4221 |
4221
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| USD 115 M | – | – | 5.79% | 84.8% | 244 | – | 0 |
|
| 4222 |
AM
4222
Account Management
Boxford,
Massachusetts
| USD 115 M | +USD 7.3 M | +7% | 9.24% | 87.4% | 24 | 4.17% | 2.9 |
|
| 4223 |
4223
Piper Sandler & Co
Minneapolis,
Minnesota
| USD 115 M | – | – | 5.45% | 0.04% | 14 | – | 0 |
|
| 4224 |
4224
Glen Eagle Advisors
Kingston,
New Jersey
| USD 115 M | +USD 7.98 M | +7% | 5.61% | 68.5% | 683 | 13.76% | 0.8 |
|
| 4225 |
4225
Altman Advisors
Chicago,
Illinois
| USD 115 M | – | – | 8.54% | 127% | 78 | – | 0 |
|