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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4276 |
BWM
4276
Biltmore Wealth Management
Tempe,
Arizona
| USD 110 M | +USD 4.81 M | +5% | 2.15% | 59.8% | 43 | 18.6% | 1.9 |
|
| 4277 |
JPC
4277
Jabodon PT Co
Reno,
Nevada
| USD 110 M | -USD 423 k | -0.4% | 0.58% | 61.9% | 22 | 63.64% | 0.5 |
|
| 4278 |
ODCM
4278
Old Dominion Capital Management
Charlottesville,
Virginia
| USD 110 M | +USD 3.72 M | +3% | 1.29% | 45.9% | 65 | 10.77% | 2.3 |
|
| 4279 |
RVM
4279
Robinson Value Management
San Antonio,
Texas
| USD 110 M | +USD 1.73 M | +2% | 1.17% | 70.8% | 83 | 34.94% | 0.9 |
|
| 4280 |
HLA
4280
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| USD 110 M | -USD 16 M | -13% | 9.08% | 187% | 57 | 59.65% | 0.6 |
|
| 4281 |
EWM
4281
Elmwood Wealth Management
Berkeley,
California
| USD 110 M | +USD 5.37 M | +5% | 3.51% | 42.1% | 316 | 11.08% | 0.2 |
|
| 4282 |
FMB
4282
Field & Main Bank
Henderson,
Kentucky
| USD 110 M | +USD 7.29 M | +7% | 3.35% | 107% | 246 | 10.98% | 2.8 |
|
| 4283 |
CWM
4283
Capital Wealth Management
W. Warwick,
Rhode Island
| USD 110 M | +USD 3.02 M | +3% | 3.34% | 46.7% | 43 | 23.26% | 0.4 |
|
| 4284 |
HFA
4284
Huber Financial Advisors
Lincolnshire,
Illinois
| USD 110 M | +USD 8.18 M | +8% | 1.87% | – | 102 | 14.71% | 0.4 |
|
| 4285 |
MTM
4285
Millennium TVP Management
New York
| USD 110 M | +USD 18.8 M | +21% | 25.7% | – | 7 | 28.57% | 3 |
|
| 4286 |
CRA
4286
Circle Road Advisors
New York
| USD 110 M | -USD 12.5 M | -10% | 0.98% | – | 28 | 50% | 0.3 |
|
| 4287 |
ABP
4287
Arthur B. Page
| USD 110 M | -USD 926 k | -0.8% | 2.89% | 40.4% | 61 | 4.92% | 3.6 |
|
| 4288 |
NSB
4288
Norway Savings Bank
Portland,
Maine
| USD 110 M | +USD 3.55 M | +3% | 1.53% | 117% | 252 | 3.57% | 1.4 |
|
| 4289 |
NEGWA
4289
New England Guild Wealth Advisors
Avon,
Connecticut
| USD 109 M | +USD 3.87 M | +4% | 0.24% | 6.04% | 55 | 5.45% | 0.5 |
|
| 4290 |
AAM
4290
Ascension Asset Management
New York
| USD 109 M | -USD 186 k | -0.2% | 0.86% | – | 78 | 5.13% | 0.5 |
|
| 4291 |
KAM
4291
Kazazian Asset Management
Fort Lauderdale,
Florida
| USD 109 M | +USD 13.7 M | +14% | 4.5% | – | 94 | 15.96% | 1.2 |
|
| 4292 |
AA
4292
Altman Advisors
Chicago,
Illinois
| USD 109 M | +USD 4.52 M | +4% | 4.35% | 127% | 104 | 70.19% | 0.2 |
|
| 4293 |
CS
4293
Cisco Systems
San Jose,
California
| USD 109 M | -USD 530 M | -83% | 21.2% | 210% | 5 | 80% | 5 |
|
| 4294 |
RTM
4294
Rizvi Traverse Management
West Palm Beach,
Florida
| USD 109 M | -USD 23.1 M | -18% | 17.5% | – | 1 | 0% | 0.5 |
|
| 4295 |
PPL
4295
PATRIZIA Pty Ltd
Barton,
Australia
| USD 109 M | -USD 4.64 M | -4% | 4.61% | – | 20 | 15% | 0.4 |
|
| 4296 |
HA
4296
Harborview Advisors
Portland,
Maine
| USD 109 M | +USD 3.26 M | +3% | 1.43% | 27.1% | 75 | 8% | 0.4 |
|
| 4297 |
NF
4297
Nikulski Financial
Bettendorf,
Iowa
| USD 108 M | +USD 7.68 M | +8% | 4.01% | 95.8% | 83 | 14.46% | 0.4 |
|
| 4298 |
DIS
4298
Diversified Investment Strategies
Baton Rouge,
Louisiana
| USD 108 M | +USD 6.21 M | +6% | 5.08% | 86% | 46 | 15.22% | 3 |
|
| 4299 |
OC
4299
Oppenheimer & Close
New York
| USD 108 M | +USD 3.38 M | +3% | 4.11% | 149% | 37 | 2.7% | 3.4 |
|
| 4300 |
AWM
4300
Aries Wealth Management
Portland,
Maine
| USD 108 M | +USD 4.96 M | +5% | 2.82% | 75% | 137 | 8.76% | 0.5 |
|