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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
BNC Wealth Management
Beaverton,
Oregon
| USD 203 M | -USD 8.57 M | -4% | 1.21% | 204% | 146 | 30.82% | 0.8 |
|
| 4777 |
CA
4777
Continental Advisors
Park City,
Utah
| USD 203 M | -USD 34.7 M | -15% | 3.9% | 73.6% | 66 | 24.24% | 4.2 |
|
| 4778 |
4778
Sunburst Financial Group
Vestavia Hills,
Alabama
| USD 203 M | +USD 5.59 M | +3% | 4% | 55.7% | 76 | 6.58% | 1.7 |
|
| 4779 |
BCM
4779
Breiter Capital Management
Bradenton,
Florida
| USD 202 M | -USD 1.69 M | -0.8% | 2.7% | 109% | 141 | 9.93% | 1.4 |
|
| 4780 |
4780
Reliant Wealth Planning
Louisville,
Kentucky
| USD 202 M | -USD 3.29 M | -2% | 4.24% | 39.4% | 6 | 33.33% | 1.7 |
|
| 4781 |
4781
Cabot-Wellington
Boston,
Massachusetts
| USD 202 M | -USD 15.5 M | -7% | 5.86% | 65% | 12 | 25% | 4.8 |
|
| 4782 |
CCM
4782
Chimera Capital Management
New York
| USD 202 M | +USD 41.6 M | +26% | 14.8% | – | 57 | 68.42% | 0.1 |
|
| 4783 |
4783
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| USD 202 M | +USD 76.9 M | +62% | 11.5% | 21.9% | 2 | 0% | 3.1 |
|
| 4784 |
CC
4784
Claybrook Capital
Wellesley,
Massachusetts
| USD 202 M | -USD 11.1 M | -5% | 4.25% | 7.15% | 138 | 11.59% | 0.9 |
|
| 4785 |
SCA
4785
Sander Capital Advisors
Seattle,
Washington
| USD 202 M | -USD 46.4 M | -19% | 7.31% | 113% | 17 | 23.53% | 2.5 |
|
| 4786 |
IGYL
4786
I.G.Y. Ltd
London,
United Kingdom
| USD 202 M | +USD 6.12 M | +3% | 3.67% | 80.5% | 3 | 0% | 2 |
|
| 4787 |
HH
4787
HWG Holdings
Houston,
Texas
| USD 202 M | -USD 28.8 M | -13% | 3.41% | – | 176 | 34.09% | 1.4 |
|
| 4788 |
4788
Shoker Investment Counsel
Oxford,
Ohio
| USD 202 M | -USD 16.6 M | -8% | 0.93% | 83.8% | 104 | 12.5% | 4.5 |
|
| 4789 |
CL
4789
COWA LLC
Tulsa,
Oklahoma
| USD 201 M | +USD 2.78 M | +1% | 1.97% | 65.5% | 154 | 24.03% | 0.9 |
|
| 4790 |
4790
Towerpoint Wealth
Sacramento,
California
| USD 201 M | -USD 9.9 M | -5% | 4.77% | 67.7% | 90 | 6.67% | 2.4 |
|
| 4791 |
4791
Scion Asset Management
Saratoga,
California
| USD 201 M | +USD 127 M | +170% | 6.66% | 1.91% | 17 | 94.12% | 0 |
|
| 4792 |
4792
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| USD 201 M | -USD 3.4 M | -2% | 3.24% | 56.9% | 95 | 13.68% | 2.1 |
|
| 4793 |
4793
Key Financial Inc
West Chester,
Pennsylvania
| USD 201 M | +USD 1.53 M | +0.8% | 3.21% | 55.5% | 1,130 | 12.83% | 1 |
|
| 4794 |
4794
Camelot Portfolios
Maumee,
Ohio
| USD 201 M | -USD 47.1 M | -19% | 0.02% | 41.3% | 275 | 23.27% | 2.8 |
|
| 4795 |
4795
Redwood Grove Capital
Palo Alto,
California
| USD 201 M | -USD 12.1 M | -6% | 4.49% | 79.8% | 26 | 11.54% | 1 |
|
| 4796 |
LM
4796
Lasry Marc
| USD 201 M | -USD 1.43 M | -0.7% | 13.5% | 14.8% | 15 | 46.67% | 1 |
|
| 4797 |
4797
LPWM LLC
Minneapolis,
Minnesota
| USD 201 M | +USD 12.4 M | +7% | 4.45% | 59.4% | 70 | 10% | 1.7 |
|
| 4798 |
4798
OneAscent Wealth Management
Birmingham,
Alabama
| USD 201 M | +USD 161 M | +401% | 4.49% | 50.6% | 235 | 73.62% | 0.2 |
|
| 4799 |
4799
Ceera Investments
Bellaire,
Texas
| USD 201 M | +USD 7.66 M | +4% | 3.71% | 47.9% | 74 | 14.86% | 0.7 |
|
| 4800 |
4800
Adalta Capital Management
New York
| USD 200 M | -USD 16.4 M | -8% | 5.31% | 80.4% | 105 | 22.86% | 2.3 |
|