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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4501 |
4501
Beacon Financial Advisory
Cleveland,
Ohio
| USD 268 M | +USD 62.2 M | +30% | 2.1% | 76.8% | 298 | 21.48% | 2 |
|
| 4502 |
4502
Nicollet Investment Management
Minneapolis,
Minnesota
| USD 268 M | -USD 3.17 M | -1% | 5.38% | 104% | 70 | 5.71% | 4.2 |
|
| 4503 |
4503
Clean Yield Group
Norwich,
Vermont
| USD 268 M | +USD 10.7 M | +4% | 3.42% | 65% | 404 | 14.6% | 4.2 |
|
| 4504 |
4504
LCNB Corp
Lebanon,
Ohio
| USD 268 M | -USD 8.72 M | -3% | 1.92% | 75.2% | 183 | 7.1% | 4.7 |
|
| 4505 |
4505
Sector Gamma AS
Oslo,
Norway
| USD 268 M | -USD 87.1 M | -25% | 4.67% | 35.3% | 30 | 13.33% | 2.9 |
|
| 4506 |
4506
Bulldog Investors
Saddle Brook,
New Jersey
| USD 268 M | -USD 35 M | -12% | 1.87% | 22.5% | 182 | 33.52% | 1.3 |
|
| 4507 |
VM
4507
VPR Management
Houston,
Texas
| USD 268 M | -USD 92.8 M | -26% | 1.13% | 54.5% | 54 | 5.56% | 3.5 |
|
| 4508 |
4508
Monterey Private Wealth
Monterey,
California
| USD 267 M | +USD 18.4 M | +7% | 2.96% | 29.8% | 124 | 14.52% | 2.7 |
|
| 4509 |
FAP
4509
Financial Advisory Partners
Winter Park,
Florida
| USD 267 M | +USD 8.63 M | +3% | 1.15% | 52.9% | 70 | 10% | 1.8 |
|
| 4510 |
MWM
4510
MGB Wealth Management
Addison,
Texas
| USD 267 M | +USD 21.2 M | +9% | 5.59% | – | 281 | 7.47% | 0.5 |
|
| 4511 |
4511
Elevatus Welath Management
Victor,
New York
| USD 267 M | +USD 13.8 M | +5% | 5.12% | 270% | 125 | 39.2% | 0.5 |
|
| 4512 |
ATI
4512
ARK & TLK Investments
Oklahoma City,
Oklahoma
| USD 267 M | +USD 11.1 M | +4% | 0.92% | 62.2% | 109 | 6.42% | 0.5 |
|
| 4513 |
4513
IronBridge Private Wealth
Austin,
Texas
| USD 267 M | +USD 26 M | +11% | 10.1% | 122% | 47 | 8.51% | 1.3 |
|
| 4514 |
4514
Once Capital Management
New York
| USD 267 M | +USD 53.3 M | +25% | 30% | 570% | 26 | 15.38% | 1.9 |
|
| 4515 |
4515
Field & Main Bank
Henderson,
Kentucky
| USD 267 M | +USD 9.6 M | +4% | 4.28% | 107% | 255 | 6.27% | 6 |
|
| 4516 |
4516
Weybosset Research & Management
Province,
Rhode Island
| USD 267 M | -USD 20.7 M | -7% | 2.89% | 74.8% | 53 | 26.42% | 4.1 |
|
| 4517 |
CWM
4517
Cordatus Wealth Management
Newtown,
Pennsylvania
| USD 267 M | +USD 129 M | +93% | 4.22% | 108% | 125 | 55.2% | 0.5 |
|
| 4518 |
4518
Evexia Wealth
Stevens Point,
Wisconsin
| USD 266 M | +USD 23.5 M | +10% | 1.3% | 92.5% | 65 | 16.92% | 0.9 |
|
| 4519 |
4519
Catalina Capital Group
Torrance,
California
| USD 266 M | +USD 25.8 M | +11% | 5.4% | – | 356 | 25.28% | 0.3 |
|
| 4520 |
4520
ArchPoint Investors
Coral Gables,
Florida
| USD 266 M | +USD 26.7 M | +11% | 2.78% | 111% | 75 | 16% | 3.3 |
|
| 4521 |
4521
TTP Investments
San Jose,
California
| USD 266 M | +USD 37.6 M | +16% | 9.65% | 197% | 34 | 14.71% | 1.7 |
|
| 4522 |
4522
Arch Venture Management
Chicago,
Illinois
| USD 266 M | +USD 186 M | +231% | 11.9% | 228% | 10 | 30% | 1.2 |
|
| 4523 |
4523
Permit Capital
West Conshohocken,
Pennsylvania
| USD 266 M | +USD 109 M | +70% | 4.04% | 121% | 30 | 13.33% | 5 |
|
| 4524 |
4524
Great Oak Capital Partners
South Easton,
Massachusetts
| USD 266 M | +USD 40.5 M | +18% | 0.69% | – | 33 | 12.12% | 0.4 |
|
| 4525 |
4525
Empirical Asset Management
Wellesley,
Massachusetts
| USD 266 M | +USD 58.4 M | +28% | 3.41% | 94.5% | 399 | 43.86% | 0.7 |
|