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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4451 |
ACM
4451
Arcataur Capital Management
Milwaukee,
Wisconsin
| USD 403 M | +USD 44.1 M | +12% | 14.1% | 60% | 110 | 10.91% | 2.5 |
|
| 4452 |
WI
4452
WBI Investments
Red Bank,
New Jersey
| USD 403 M | +USD 41.1 M | +11% | 20.6% | 97.3% | 381 | 52.76% | 0.8 |
|
| 4453 |
BHBT
4453
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| USD 403 M | +USD 41.5 M | +11% | 13.6% | 67.8% | 255 | 11.37% | 5.1 |
|
| 4454 |
OFP
4454
OLIO Financial Planning
Mclean,
Virginia
| USD 403 M | +USD 42.2 M | +12% | 11% | 47.8% | 73 | 8.22% | 2.8 |
|
| 4455 |
CYG
4455
Clean Yield Group
Norwich,
Vermont
| USD 403 M | +USD 47.8 M | +13% | 14.5% | 65% | 413 | 11.14% | 5.1 |
|
| 4456 |
OAJ
4456
Ogorek Anthony Joseph
Williamsville,
New York
| USD 403 M | +USD 37.8 M | +10% | 12.6% | 61.1% | 712 | 5.48% | 2.7 |
|
| 4457 |
MWM
4457
Manske Wealth Management
Houston,
Texas
| USD 403 M | +USD 45.7 M | +13% | 12% | – | 235 | 12.34% | 1.2 |
|
| 4458 |
GAM
4458
Grandview Asset Management
Harrisburg,
Pennsylvania
| USD 403 M | +USD 60.9 M | +18% | 25.2% | 172% | 150 | 11.33% | 2.4 |
|
| 4459 |
SWM
4459
Sterling Wealth Management
Champaign,
Illinois
| USD 402 M | +USD 38 M | +10% | 10.3% | – | 121 | 11.57% | 1.9 |
|
| 4460 |
GMF
4460
Grace & Mercy Foundation
New York
| USD 402 M | -USD 7.99 M | -2% | 4.59% | 67.6% | 21 | 0% | 2.4 |
|
| 4461 |
C
4461
Cliffwater
Marina Del Rey,
California
| USD 402 M | +USD 24.3 M | +6% | 6.39% | 29.4% | 22 | 9.09% | 4.6 |
|
| 4462 |
PCM
4462
Ping Capital Management
New York
| USD 401 M | +USD 50.7 M | +14% | 0.51% | – | 106 | 33.96% | 1 |
|
| 4463 |
HWMO
4463
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
| USD 401 M | +USD 199 M | +98% | 15.6% | – | 277 | 45.13% | 0.9 |
|
| 4464 |
ACM
4464
Absolute Capital Management
Pittsburgh,
Pennsylvania
| USD 401 M | +USD 100 M | +33% | 24.8% | 98.2% | 174 | 22.99% | 1.4 |
|
| 4465 |
WG
4465
Wealth Group
Raleigh,
North Carolina
| USD 401 M | +USD 294 M | +274% | 15.4% | – | 118 | 35.59% | 1.4 |
|
| 4466 |
PFS
4466
Physicians Financial Services
Raleigh,
North Carolina
| USD 401 M | +USD 35.5 M | +10% | 15.4% | 100% | 107 | 3.74% | 7.1 |
|
| 4467 |
RAM
4467
Redmond Asset Management
Henrico,
Virginia
| USD 401 M | +USD 34.4 M | +9% | 10.9% | 61.5% | 204 | 5.88% | 4.7 |
|
| 4468 |
I
4468
InterCapital
Austin,
Texas
| USD 401 M | +USD 101 M | +34% | 45.9% | – | 169 | 64.5% | 0.2 |
|
| 4469 |
OCM
4469
OLP Capital Management
Causeway Bay,
Hong Kong
| USD 400 M | -USD 542 M | -58% | 11% | 146% | 9 | 55.56% | 0.8 |
|
| 4470 |
PCM
4470
Presidio Capital Management
San Diego,
California
| USD 400 M | +USD 55.6 M | +16% | 12.9% | 56.1% | 96 | 28.13% | 1.8 |
|
| 4471 |
TWM
4471
TriaGen Wealth Management
Calabasas,
California
| USD 400 M | +USD 33.8 M | +9% | 19% | 132% | 211 | 31.28% | 2.5 |
|
| 4472 |
EWM
4472
Elmwood Wealth Management
Berkeley,
California
| USD 400 M | +USD 38.2 M | +11% | 10.9% | 42.1% | 203 | 13.79% | 3.2 |
|
| 4473 |
FFO
4473
Fiduciary Family Office
Boca Raton,
Florida
| USD 400 M | +USD 48.9 M | +14% | 16.8% | – | 198 | 20.2% | 1 |
|
| 4474 |
SCA
4474
Sandy Cove Advisors
Hingham,
Massachusetts
| USD 400 M | +USD 65.7 M | +20% | 16.8% | 78% | 166 | 15.66% | 2.5 |
|
| 4475 |
AA
4475
Argent Advisors
Monroe,
Louisiana
| USD 400 M | +USD 33.5 M | +9% | 10.3% | 63.1% | 191 | 12.04% | 3.6 |
|