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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 |
PK
4726
Pflug Koory
Omaha,
Nebraska
| USD 180 M | +USD 15.6 M | +9% | 12.2% | – | 467 | 9.42% | 4.3 |
|
| 4727 |
4727
Valley Financial Management
New York
| USD 180 M | +USD 12.9 M | +8% | 9.14% | – | 44 | 20.45% | 0.2 |
|
| 4728 |
4728
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| USD 180 M | -USD 172 M | -49% | 6.88% | 70.9% | 40 | 52.5% | 6.8 |
|
| 4729 |
4729
Wills Financial Group
Richmond,
Virginia
| USD 180 M | -USD 505 k | -0.3% | 7.72% | 57.5% | 63 | 17.46% | 4.7 |
|
| 4730 |
4730
Teramo Advisors
Naples,
Florida
| USD 179 M | +USD 24 M | +15% | 3.05% | 72.1% | 25 | 48% | 0.6 |
|
| 4731 |
WCM
4731
Wunderlich Capital Managemnt
Memphis,
Tennessee
| USD 179 M | +USD 23.2 M | +15% | 9.29% | 33.6% | 88 | 20.45% | 4.7 |
|
| 4732 |
4732
Columbia Trust
Portland,
Oregon
| USD 179 M | +USD 2.28 M | +1% | 9.66% | 36% | 144 | 14.58% | 2.3 |
|
| 4733 |
4733
SkyKnight Capital
San Francisco,
California
| USD 179 M | +USD 5.21 M | +3% | 3.1% | 11% | 3 | 0% | 1 |
|
| 4734 |
4734
Deane Retirement Strategies
New Orleans,
Louisiana
| USD 179 M | +USD 16.4 M | +10% | 7.72% | 73.4% | 79 | 35.44% | 2.3 |
|
| 4735 |
4735
Essex Woodlands Management
The Woodlands,
Texas
| USD 179 M | -USD 62.6 M | -26% | 10.6% | 55% | 7 | 0% | 4.7 |
|
| 4736 |
4736
EdgeRock Capital
Denver,
Colorado
| USD 179 M | +USD 3.63 M | +2% | 5.81% | 71.3% | 432 | 87.04% | 0.4 |
|
| 4737 |
4737
Cambridge Financial Group
Columbus,
Ohio
| USD 179 M | +USD 13 M | +8% | 13.2% | – | 32 | 3.13% | 4.1 |
|
| 4738 |
4738
Northcape Wealth Management
Williamsville,
New York
| USD 179 M | -USD 102 M | -36% | 10.3% | 66% | 136 | 46.32% | 0.9 |
|
| 4739 |
4739
FirstPurpose Wealth
Orem,
Utah
| USD 179 M | +USD 27.3 M | +18% | 6.15% | – | 195 | 26.67% | 0.6 |
|
| 4740 |
4740
Impala Asset Management
Palm Beach,
Florida
| USD 179 M | +USD 31.6 M | +21% | 13.3% | 62.6% | 37 | 59.46% | 1.1 |
|
| 4741 |
4741
Centennial Wealth Advisory
Traverse City,
Michigan
| USD 179 M | +USD 8.86 M | +5% | 5.49% | 63% | 129 | 19.38% | 0.9 |
|
| 4742 |
CNBT
4742
Cornerstone National Bank & Trust
Palatine,
Illinois
| USD 179 M | -USD 3.38 M | -2% | 6.47% | 38.5% | 62 | 6.45% | 2.5 |
|
| 4743 |
ZCM
4743
Zenyatta Capital Management
Dover,
Delaware
| USD 179 M | +USD 6.7 M | +4% | 12.4% | – | 58 | 74.14% | 0.3 |
|
| 4744 |
4744
Lumature Wealth Partners
Alpharetta,
Georgia
| USD 179 M | -USD 7.74 M | -4% | 8.66% | – | 407 | 6.88% | 1.6 |
|
| 4745 |
4745
Horizon Bancorp
Michigan City,
Indiana
| USD 179 M | – | – | 2.31% | 33.4% | 213 | – | 2.4 |
|
| 4746 |
4746
Global Financial Private Client
Sarasota,
Florida
| USD 179 M | +USD 5.04 M | +3% | 9.61% | 100% | 694 | 7.93% | 2.1 |
|
| 4747 |
4747
SG Capital Management
Chicago,
Illinois
| USD 179 M | -USD 35.7 M | -17% | 23.2% | 250% | 80 | 72.5% | 0.3 |
|
| 4748 |
IAMH
4748
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
| USD 179 M | +USD 49.9 M | +39% | 6.94% | 76% | 17 | 35.29% | 0.6 |
|
| 4749 |
4749
Northern Right Capital Management
Darien,
Connecticut
| USD 179 M | -USD 10 M | -5% | 4.29% | 187% | 26 | 30.77% | 1.9 |
|
| 4750 |
4750
Topel & Distasi Wealth Management
Berkeley,
California
| USD 179 M | -USD 2.56 M | -1% | 6.54% | 40% | 74 | 12.16% | 0.8 |
|