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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4776 |
4776
Lebenthal Global Advisors
Hauppauge,
New York
| USD 186 M | +USD 23.4 M | +14% | 7.24% | 50.8% | 190 | 46.84% | 0.3 |
|
| 4777 |
4777
Muzinich & Co
New York
| USD 186 M | -USD 69.1 M | -27% | 5.3% | 13.5% | 64 | 48.44% | 3.5 |
|
| 4778 |
4778
Beacon Financial Advisory
Cleveland,
Ohio
| USD 186 M | +USD 11.4 M | +6% | 6.28% | 76.8% | 236 | 11.44% | 1 |
|
| 4779 |
4779
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| USD 186 M | +USD 1.5 M | +0.8% | 4.53% | 72.4% | 286 | 82.17% | 0.5 |
|
| 4780 |
BCM
4780
Breiter Capital Management
Bradenton,
Florida
| USD 186 M | +USD 88.7 M | +91% | 9.61% | 109% | 148 | 67.57% | 0.7 |
|
| 4781 |
4781
Investors Asset Management of Georgia
Atlanta,
Georgia
| USD 186 M | +USD 13.5 M | +8% | 8.32% | 118% | 169 | 9.47% | 4.3 |
|
| 4782 |
4782
Legacy Capital Wealth Partners
Little Rock,
Arkansas
| USD 186 M | -USD 56.3 M | -23% | 4.23% | 70.4% | 91 | 82.42% | 0.3 |
|
| 4783 |
MA
4783
Menlo Advisors
Menlo Park,
California
| USD 185 M | +USD 17.3 M | +10% | 7.44% | 108% | 42 | 9.52% | 3.6 |
|
| 4784 |
4784
Corriente Advisors
Fort Worth,
Texas
| USD 185 M | -USD 86.2 M | -32% | 2.55% | – | 19 | 68.42% | 0.4 |
|
| 4785 |
SWM
4785
Strategic Wealth Management
Kirkland,
Washington
| USD 185 M | +USD 18.7 M | +11% | 5.02% | 52.8% | 77 | 15.58% | 0.9 |
|
| 4786 |
4786
Bronson Point Management
Fairfield,
Connecticut
| USD 185 M | -USD 50 M | -21% | 7.13% | 7.56% | 59 | 50.85% | 0.6 |
|
| 4787 |
4787
Redwood Grove Capital
Palo Alto,
California
| USD 185 M | +USD 22.9 M | +14% | 2.2% | 79.8% | 27 | 14.81% | 0.4 |
|
| 4788 |
4788
JRM Investment Counsel
Omaha,
Nebraska
| USD 185 M | +USD 23.8 M | +15% | 9.87% | 65.5% | 17 | 5.88% | 4.7 |
|
| 4789 |
4789
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
| USD 185 M | +USD 17.8 M | +11% | 6.97% | 63.5% | 171 | 22.22% | 0.4 |
|
| 4790 |
4790
Western Financial Corp
San Diego,
California
| USD 185 M | +USD 21.3 M | +13% | 12.3% | 275% | 102 | 26.47% | 0.4 |
|
| 4791 |
4791
Little House Capital
Braintree,
Massachusetts
| USD 185 M | -USD 97.9 M | -35% | 6.74% | 108% | 199 | 79.9% | 0.5 |
|
| 4792 |
4792
Valley Forge Investment Consultants
Audubon,
Pennsylvania
| USD 185 M | +USD 39 M | +27% | 6.06% | 61.9% | 79 | 16.46% | 0.4 |
|
| 4793 |
4793
Black Maple Capital Management
Milwaukee,
Wisconsin
| USD 185 M | +USD 48.1 M | +35% | 4.97% | 35.7% | 119 | 60.5% | 0.2 |
|
| 4794 |
4794
Atlas Private Wealth Advisors
Matawan,
New Jersey
| USD 185 M | +USD 5.62 M | +3% | 5.64% | 57.8% | 979 | 26.56% | 0.8 |
|
| 4795 |
4795
BC Gestao de Recursos
Sao Paulo,
Brazil
| USD 185 M | +USD 10 M | +6% | 9.23% | – | 4 | 25% | 0.4 |
|
| 4796 |
4796
Titus Wealth Management
Larskpur,
California
| USD 184 M | +USD 13.2 M | +8% | 6.35% | 26.6% | 158 | 15.82% | 1.8 |
|
| 4797 |
NEGWA
4797
New England Guild Wealth Advisors
Avon,
Connecticut
| USD 184 M | +USD 6.52 M | +4% | 4.78% | 6.04% | 71 | 7.04% | 2.3 |
|
| 4798 |
AIM
4798
Alerce Investment Management
Chicago,
Illinois
| USD 184 M | -USD 41.8 M | -18% | 16.2% | 25.1% | 7 | 0% | 0.5 |
|
| 4799 |
BOCM
4799
Bontempo Ohly Capital Management
Bethesda,
Maryland
| USD 184 M | +USD 5.43 M | +3% | 4.16% | 49.6% | 32 | 0% | 3.2 |
|
| 4800 |
4800
St. Johns Investment Management
Jacksonville,
Florida
| USD 184 M | +USD 10.4 M | +6% | 6.85% | 80.9% | 213 | 21.13% | 3.9 |
|