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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
Snow Phipps Group
New York
| USD 318 M | -USD 33.1 M | -9% | 8.95% | 58% | 2 | 0% | 6 |
|
| 4777 |
TM
4777
TigerOak Management
Albuquerque,
New Mexico
| USD 317 M | -USD 10.4 M | -3% | 2.97% | – | 130 | 9.23% | 1 |
|
| 4778 |
NAH
4778
Neumann Advisory (HK)
Central,
Hong Kong
| USD 317 M | -USD 60.4 M | -16% | 15.6% | 77.3% | 7 | 14.29% | 5.6 |
|
| 4779 |
4779
Omnia Family Wealth
Aventura,
Florida
| USD 317 M | -USD 21.3 M | -6% | 0.8% | 80.6% | 110 | 25.45% | 4.3 |
|
| 4780 |
4780
Gen-Wealth Partners
Zeeland,
Michigan
| USD 317 M | +USD 5.39 M | +2% | 0.36% | – | 750 | 11.2% | 1.5 |
|
| 4781 |
4781
Crestmont Private Wealth
Houston,
Texas
| USD 317 M | +USD 9.6 M | +3% | 0.42% | 54.8% | 108 | 14.81% | 1.8 |
|
| 4782 |
4782
Cisco Systems
San Jose,
California
| USD 317 M | -USD 11.9 M | -4% | 1.04% | 210% | 4 | 25% | 2.7 |
|
| 4783 |
4783
Keewaydin Investments
Southampton,
New York
| USD 317 M | -USD 58.9 M | -16% | 0.05% | – | 16 | 0% | 0.3 |
|
| 4784 |
CPH
4784
C Partners Holding
Zurich,
Switzerland
| USD 317 M | -USD 54.8 M | -15% | 12% | 25.6% | 9 | 22.22% | 5.9 |
|
| 4785 |
4785
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| USD 317 M | -USD 222 M | -41% | 5.43% | 106% | 465 | 42.58% | 2.1 |
|
| 4786 |
4786
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
| USD 317 M | +USD 27 M | +9% | 1.18% | 83% | 200 | 37% | 2.1 |
|
| 4787 |
4787
Arkfeld Wealth Strategies
Omaha,
Nebraska
| USD 316 M | +USD 25.3 M | +9% | 4.23% | 90.8% | 118 | 6.78% | 3.3 |
|
| 4788 |
FNWM
4788
Financial Network Wealth Management
Draper,
Utah
| USD 316 M | -USD 9.24 M | -3% | 3.18% | – | 120 | 6.67% | 2.5 |
|
| 4789 |
GBFG
4789
Gerald Baker Financial Group
Arlington,
Texas
| USD 316 M | – | – | 6.11% | – | 114 | – | 0 |
|
| 4790 |
4790
MTM Investment Management
Spartanburg,
South Carolina
| USD 316 M | +USD 2.36 M | +0.8% | 1.26% | 87.7% | 722 | 3.46% | 2 |
|
| 4791 |
4791
Mars Jewett Financial Group
Bellevue,
Washington
| USD 316 M | -USD 20.4 M | -6% | 4.25% | – | 41 | 14.63% | 0.2 |
|
| 4792 |
KC
4792
KHIS Custodian
Dallas,
Texas
| USD 316 M | +USD 27.1 M | +9% | 9.4% | – | 1 | 0% | 0.3 |
|
| 4793 |
4793
Waterford Advisors
Orchard Park,
New York
| USD 315 M | +USD 59.3 M | +23% | 1.29% | 50.5% | 58 | 18.97% | 1.9 |
|
| 4794 |
4794
Orion Investment Company
St. Louis,
Missouri
| USD 315 M | -USD 13.1 M | -4% | 1.97% | – | 69 | 1.45% | 1.6 |
|
| 4795 |
4795
Vert Asset Management
Sausalito,
California
| USD 315 M | +USD 14.5 M | +5% | 4.57% | 43.1% | 46 | 2.17% | 3.5 |
|
| 4796 |
KHCM
4796
Kirtland Hills Capital Management
Bratenahl,
Ohio
| USD 315 M | +USD 29.7 M | +10% | 3.81% | – | 174 | 20.69% | 1.4 |
|
| 4797 |
NTCM
4797
Nine Ten Capital Management
Chicago,
Illinois
| USD 315 M | -USD 1.01 M | -0.3% | 11.2% | 166% | 8 | 0% | 5.3 |
|
| 4798 |
4798
Spectrum Asset Management (California)
Newport Beach,
California
| USD 315 M | +USD 15 M | +5% | 2.09% | 68.3% | 125 | 25.6% | 3.4 |
|
| 4799 |
4799
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
| USD 315 M | +USD 44.1 M | +16% | 4.62% | – | 98 | 44.9% | 0.9 |
|
| 4800 |
HNH
4800
Hopwood Nicholas Hunter
| USD 315 M | +USD 7.23 M | +2% | 1.78% | – | 132 | 15.91% | 0.2 |
|