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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4601 |
4601
University of Massachusetts Foundation
Newton,
Massachusetts
| USD 205 M | -USD 7.85 M | -4% | 3.69% | 53.6% | 4 | 0% | 3.4 |
|
| 4602 |
4602
LaSalle St. Investment Advisors
Elmhurst,
Illinois
| USD 204 M | -USD 20.9 M | -9% | 1.36% | 61.9% | 137 | 26.28% | 0.6 |
|
| 4603 |
4603
DGS Capital Management
Jersey City,
New Jersey
| USD 204 M | +USD 3.56 M | +2% | 1.01% | 177% | 252 | 15.08% | 1.2 |
|
| 4604 |
4604
Centurion Wealth Management
Mclean,
Virginia
| USD 204 M | -USD 3.09 M | -1% | 3.75% | – | 172 | 20.93% | 0.6 |
|
| 4605 |
WA
4605
Win Advisors
Palm Beach Gardens,
Florida
| USD 204 M | +USD 129 M | +173% | 1.85% | 226% | 72 | 87.5% | 0.2 |
|
| 4606 |
SL
4606
SOF Ltd
George Town,
Cayman Islands
| USD 204 M | +USD 11.2 M | +6% | 5.83% | 42.3% | 1 | 0% | 6.8 |
|
| 4607 |
4607
United Community Bank
Greenville,
South Carolina
| USD 204 M | +USD 90.2 M | +79% | 2.39% | 72.7% | 348 | 37.64% | 1 |
|
| 4608 |
BCH
4608
Berkshire Capital Holdings
San Jose,
California
| USD 204 M | -USD 38.6 M | -16% | 1.27% | 2,748% | 88 | 4.55% | 2.7 |
|
| 4609 |
4609
Stone Run Capital
New York
| USD 204 M | -USD 21.1 M | -9% | 4.44% | 77.8% | 59 | 6.78% | 7.2 |
|
| 4610 |
4610
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
| USD 204 M | -USD 53.3 M | -21% | 2.46% | 75.5% | 510 | 3.33% | 2.1 |
|
| 4611 |
4611
Iron Horse Wealth Management
Johston,
Iowa
| USD 204 M | +USD 132 k | +0.1% | 3.9% | 29.1% | 513 | 39.77% | 0.9 |
|
| 4612 |
4612
Headlands Technologies
Chicago,
Illinois
| USD 203 M | -USD 109 M | -35% | 1.84% | 158% | 1,279 | 70.13% | 0.1 |
|
| 4613 |
4613
Sutton Wealth Advisors
Tampa,
Florida
| USD 203 M | -USD 3.04 M | -1% | 3.4% | 40.9% | 893 | 7.39% | 4.9 |
|
| 4614 |
4614
Weik Capital Management
Wyomissing,
Pennsylvania
| USD 203 M | -USD 8.42 M | -4% | 0.9% | 66.9% | 98 | 5.1% | 7.2 |
|
| 4615 |
MWM
4615
MTC Wealth Management
Tampa,
Florida
| USD 203 M | -USD 4.01 M | -2% | 4.07% | 30.5% | 13 | 0% | 2 |
|
| 4616 |
4616
Adamsbrown Wealth Consultants
Wichita,
Kansas
| USD 203 M | +USD 13.7 M | +7% | 2.87% | 60.6% | 85 | 11.76% | 1.3 |
|
| 4617 |
4617
SimpliFi Inc
San Diego,
California
| USD 203 M | -USD 8.6 M | -4% | 3.43% | 27.9% | 34 | 2.94% | 2.3 |
|
| 4618 |
4618
LSP Investment Advisors
New York
| USD 203 M | +USD 24.5 M | +14% | 27.3% | 79.5% | 24 | 8.33% | 2 |
|
| 4619 |
4619
Aquamarine Zurich
Zurich,
Switzerland
| USD 203 M | -USD 6.91 M | -3% | 2.71% | 74.8% | 12 | 0% | 1 |
|
| 4620 |
4620
Norway Savings Bank
Portland,
Maine
| USD 203 M | +USD 19.3 M | +11% | 3.56% | 117% | 136 | 15.44% | 4.9 |
|
| 4621 |
4621
Summit Rock Advisors
New York
| USD 203 M | -USD 3.36 M | -2% | 0.59% | – | 4 | 50% | 0.3 |
|
| 4622 |
PL
4622
Polianta Ltd
St Helier,
Jersey
| USD 203 M | -USD 12.9 M | -6% | 4.36% | 31.6% | 104 | 62.5% | 0.4 |
|
| 4623 |
WCM
4623
Wunderlich Capital Managemnt
Memphis,
Tennessee
| USD 203 M | -USD 983 k | -0.5% | 1.01% | 33.6% | 92 | 2.17% | 4.7 |
|
| 4624 |
LFGO
4624
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
| USD 203 M | +USD 2.42 M | +1% | 2.75% | 64.2% | 73 | 9.59% | 0.6 |
|
| 4625 |
RL
4625
Rogco LP
Claremore,
Oklahoma
| USD 203 M | – | – | 3.68% | 53.3% | 269 | – | 0 |
|