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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 |
BHCM
4726
Boulder Hill Capital Management
New York
| USD 243 M | +USD 56.2 M | +30% | 14.4% | – | 166 | 79.52% | 0.1 |
|
| 4727 |
4727
Evexia Wealth
Stevens Point,
Wisconsin
| USD 243 M | +USD 6.23 M | +3% | 10.9% | 95% | 59 | 6.78% | 0.7 |
|
| 4728 |
4728
Joule Financial
Lexington,
Kentucky
| USD 243 M | +USD 27.5 M | +13% | 5.22% | 55.5% | 119 | 21.85% | 1.2 |
|
| 4729 |
4729
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
| USD 243 M | -USD 9.43 M | -4% | 8.72% | 90.8% | 93 | 11.83% | 2.6 |
|
| 4730 |
4730
JVL Associates
Wyoming,
Michigan
| USD 243 M | +USD 21.5 M | +10% | 7.84% | 81% | 53 | 18.87% | 3.3 |
|
| 4731 |
4731
Harmony Asset Management
Scottsdale,
Arizona
| USD 243 M | +USD 6.02 M | +3% | 18.2% | 138% | 159 | 25.16% | 0.2 |
|
| 4732 |
4732
JCIC Asset Management
Toronto,
Ontario, Canada
| USD 243 M | +USD 18.4 M | +8% | 9.86% | – | 111 | 4.5% | 4.2 |
|
| 4733 |
4733
DCM Advisors
New York
| USD 243 M | -USD 36.5 M | -13% | 13.6% | 99.3% | 117 | 37.61% | 2.1 |
|
| 4734 |
4734
MTM Investment Management
Spartanburg,
South Carolina
| USD 242 M | +USD 23.6 M | +11% | 10.8% | 87.7% | 301 | 19.27% | 2.3 |
|
| 4735 |
4735
Morton Brown Family Wealth
Allentown,
Pennsylvania
| USD 242 M | +USD 14 M | +6% | 4.76% | 54.5% | 303 | 34.32% | 1.5 |
|
| 4736 |
4736
Miller Equity Capital Advisors
Irving,
Texas
| USD 242 M | +USD 20.9 M | +9% | 7.98% | 23.7% | 56 | 7.14% | 3.3 |
|
| 4737 |
4737
Eos Management LP
New York
| USD 242 M | +USD 16.2 M | +7% | 10.9% | 149% | 47 | 29.79% | 2.9 |
|
| 4738 |
4738
Convergence Financial
Columbia,
Missouri
| USD 242 M | +USD 18.2 M | +8% | 5.99% | 70.6% | 53 | 35.85% | 1 |
|
| 4739 |
4739
Almitas Capital
Santa Monica,
California
| USD 242 M | -USD 48.2 M | -17% | 5.37% | 86.1% | 121 | 47.93% | 1 |
|
| 4740 |
4740
Constellation Investimentos e Participacoes
Sao Paulo,
Brazil
| USD 242 M | -USD 42 M | -15% | 9.2% | 172% | 12 | 66.67% | 0.8 |
|
| 4741 |
4741
Carmel Capital Partners
San Diego,
California
| USD 242 M | +USD 46 M | +24% | 7.46% | 65.9% | 171 | 19.88% | 1.3 |
|
| 4742 |
4742
Investment Advisory Group
Hanover,
Massachusetts
| USD 242 M | +USD 24.3 M | +11% | 7.19% | 61.6% | 163 | 12.88% | 1.7 |
|
| 4743 |
BWM
4743
Brown Wealth Management
Naperville,
Illinois
| USD 242 M | +USD 15.8 M | +7% | 5.15% | 51.2% | 99 | 19.19% | 0.6 |
|
| 4744 |
4744
Integral Investment Advisors
Turlock,
California
| USD 242 M | +USD 84.8 M | +54% | 6.07% | 69% | 147 | 43.54% | 1 |
|
| 4745 |
MAM
4745
Mystic Asset Management
Warwick,
Rhode Island
| USD 242 M | +USD 32.5 M | +16% | 12.6% | 114% | 166 | 4.82% | 1.8 |
|
| 4746 |
4746
Bishop & Co Investment Management
Erie,
Pennsylvania
| USD 242 M | +USD 3.9 M | +2% | 6.61% | 53.7% | 26 | 11.54% | 5.8 |
|
| 4747 |
4747
Capasso Planning Partners
Charleston,
South Carolina
| USD 241 M | +USD 27.2 M | +13% | 6.63% | 51.6% | 113 | 13.27% | 1.5 |
|
| 4748 |
FP
4748
FFG Partners
Fort Lauderdale,
Florida
| USD 241 M | +USD 53.8 M | +29% | 22.2% | 277% | 33 | 24.24% | 0.2 |
|
| 4749 |
4749
IronBridge Private Wealth
Austin,
Texas
| USD 241 M | +USD 36.1 M | +18% | 24.2% | 143% | 48 | 12.5% | 1.1 |
|
| 4750 |
4750
Kelleher Financial Advisors
New York
| USD 241 M | +USD 28.2 M | +13% | 11.6% | 80.3% | 127 | 18.11% | 3.9 |
|