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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4726 |
4726
Atwater Malick
Lancaster,
Pennsylvania
| USD 207 M | -USD 8.29 M | -4% | 4.87% | 83.4% | 62 | 12.9% | 2.1 |
|
| 4727 |
4727
Monterey Private Wealth
Monterey,
California
| USD 207 M | +USD 5.12 M | +3% | 3.07% | 29.8% | 133 | 30.08% | 1.3 |
|
| 4728 |
GA
4728
Greytown Advisors
Miami,
Florida
| USD 207 M | -USD 28.4 M | -12% | 4.16% | 14.1% | 122 | 17.21% | 2.5 |
|
| 4729 |
4729
Baymount Management
Miami,
Florida
| USD 207 M | +USD 39 M | +23% | – | – | 7 | 100% | 0 |
|
| 4730 |
4730
Kendall Capital Management
Rockville,
Maryland
| USD 207 M | -USD 3.76 M | -2% | 2.81% | 130% | 168 | 5.95% | 2.3 |
|
| 4731 |
4731
Exane Asset Management
Paris,
France
| USD 207 M | -USD 176 M | -46% | 4.7% | 74.5% | 12 | 66.67% | 1 |
|
| 4732 |
4732
Global Financial Private Client
Sarasota,
Florida
| USD 207 M | -USD 168 k | -0.1% | 1.95% | 100% | 682 | 9.38% | 1.6 |
|
| 4733 |
4733
Olympus Wealth Management
Cottonwood Heights,
Utah
| USD 207 M | +USD 62.7 M | +44% | 3.64% | 43.1% | 14 | 14.29% | 0.2 |
|
| 4734 |
4734
MTM Investment Management
Spartanburg,
South Carolina
| USD 207 M | -USD 3.78 M | -2% | 1.6% | 80.5% | 304 | 13.82% | 1 |
|
| 4735 |
4735
Selway Asset Management
| USD 207 M | -USD 4.43 M | -2% | 4.7% | 36.5% | 79 | 10.13% | 4.1 |
|
| 4736 |
4736
Davis Rea
Toronto,
Ontario, Canada
| USD 206 M | -USD 8.93 M | -4% | 0.63% | 66.9% | 46 | 6.52% | 5.4 |
|
| 4737 |
4737
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| USD 206 M | +USD 633 k | +0.3% | 0.12% | 67.5% | 99 | 29.29% | 1.5 |
|
| 4738 |
4738
NIA Impact Advisors
Berkeley,
California
| USD 206 M | +USD 17.7 M | +9% | 5.95% | – | 61 | 8.2% | 1.1 |
|
| 4739 |
4739
Weaver Consulting Group
Huntington Beach,
California
| USD 206 M | -USD 1.51 M | -0.7% | 3.06% | 56.4% | 174 | 6.9% | 2 |
|
| 4740 |
4740
Brick & Kyle Associates
Newtown,
Pennsylvania
| USD 206 M | -USD 8.2 M | -4% | 1.29% | 97.4% | 60 | 6.67% | 4.5 |
|
| 4741 |
4741
Sozo Ventures GP II
Redwood City,
California
| USD 206 M | -USD 67.8 M | -25% | 24.8% | 8.44% | 1 | 0% | 0.3 |
|
| 4742 |
4742
Bull Street Advisors
Savannah,
Georgia
| USD 206 M | -USD 4.05 M | -2% | 2% | 48.5% | 95 | 1.05% | 2.3 |
|
| 4743 |
4743
Affiance Financial
St. Louis Park,
Minnesota
| USD 206 M | -USD 33.9 M | -14% | 4.22% | 57.8% | 150 | 14% | 3.9 |
|
| 4744 |
4744
Harbour Investment Management
Edmonds,
Washington
| USD 206 M | -USD 13.8 M | -6% | 2.95% | 58.8% | 78 | 6.41% | 6.3 |
|
| 4745 |
4745
Pinnbrook Capital Management
New York
| USD 205 M | -USD 51.1 M | -20% | 4.89% | 913% | 79 | 91.14% | 0 |
|
| 4746 |
4746
Pecaut & Co
Sioux City,
Iowa
| USD 205 M | +USD 8.42 M | +4% | 1.21% | 62.8% | 108 | 13.89% | 2.3 |
|
| 4747 |
4747
O'Keefe Stevens Advisory
Rochester,
New York
| USD 205 M | -USD 7.68 M | -4% | 0.55% | 208% | 44 | 15.91% | 3.5 |
|
| 4748 |
4748
Graybill Wealth Management
Elmhurst,
Illinois
| USD 205 M | -USD 15.5 M | -7% | 1.26% | – | 52 | 9.62% | 4.5 |
|
| 4749 |
4749
Matrix Private Capital Group
New York
| USD 205 M | -USD 6.39 M | -3% | 2.26% | 62.5% | 271 | 9.23% | 1.6 |
|
| 4750 |
4750
Lipe & Dalton
Syracuse,
New York
| USD 205 M | -USD 6.56 M | -3% | 1.41% | 101% | 116 | 14.66% | 4.2 |
|