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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4876 |
4876
BNC Wealth Management
Beaverton,
Oregon
| USD 188 M | +USD 9.25 M | +5% | 11.6% | 204% | 118 | 26.27% | 1.6 |
|
| 4877 |
AFP
4877
Advus Financial Partners
Winter Park,
Florida
| USD 188 M | +USD 6.37 M | +4% | 3.75% | 56.5% | 56 | 12.5% | 1.2 |
|
| 4878 |
4878
Standard General
New York
| USD 188 M | -USD 221 M | -54% | 15.7% | 259% | 5 | 20% | 5.1 |
|
| 4879 |
4879
Horiko Capital Management
New York
| USD 188 M | +USD 22 M | +13% | 17.1% | 275% | 27 | 7.41% | 2.9 |
|
| 4880 |
TPWM
4880
Twelve Points Wealth Management
Concord,
Massachusetts
| USD 188 M | +USD 13.6 M | +8% | 2.61% | 50.7% | 169 | 5.92% | 1.3 |
|
| 4881 |
4881
SRH Advisors
Salina,
Kansas
| USD 188 M | -USD 2.64 k | -0% | 5.91% | 55.7% | 294 | 0% | 5.8 |
|
| 4882 |
4882
Thames Capital Management
Roseland,
New Jersey
| USD 188 M | +USD 45.6 M | +32% | 14.4% | 1,177% | 25 | 28% | 1.9 |
|
| 4883 |
4883
InceptionR
Lafayette,
California
| USD 188 M | -USD 124 M | -40% | 5.55% | 62.9% | 646 | 74.92% | 0.1 |
|
| 4884 |
4884
Eastover Investment Advisors
Charlotte,
North Carolina
| USD 187 M | +USD 8.65 M | +5% | 6.04% | 105% | 47 | 6.38% | 2.5 |
|
| 4885 |
CC
4885
Claybrook Capital
Wellesley,
Massachusetts
| USD 187 M | +USD 8.46 M | +5% | 4.57% | 7.15% | 144 | 6.25% | 1.6 |
|
| 4886 |
4886
Morton Brown Family Wealth
Allentown,
Pennsylvania
| USD 187 M | +USD 19.6 M | +12% | 3.15% | 54.5% | 302 | 45.36% | 1.2 |
|
| 4887 |
DI
4887
Disciplined Investments
Tulsa,
Oklahoma
| USD 187 M | -USD 50.3 M | -21% | 2.88% | 51.4% | 1,741 | 6.49% | 1.5 |
|
| 4888 |
SLA
4888
Silver Lake Advisory
Cottonwood Heights,
Utah
| USD 187 M | +USD 6.9 M | +4% | 2.57% | 76.7% | 97 | 11.34% | 3.6 |
|
| 4889 |
4889
Invus Financial Advisors
New York
| USD 187 M | +USD 33.5 M | +22% | 29.8% | 29.5% | 8 | 0% | 2.2 |
|
| 4890 |
HIC
4890
Harbor Island Capital
Topsfield,
Massachusetts
| USD 187 M | +USD 4.88 M | +3% | 13.8% | 218% | 15 | 0% | 4.9 |
|
| 4891 |
4891
Jessup Wealth Management
Dayton,
Ohio
| USD 187 M | +USD 18.1 M | +11% | 11.2% | 181% | 81 | 41.98% | 0.3 |
|
| 4892 |
4892
UG Investment Advisers
Taipei,
Taiwan
| USD 187 M | +USD 49.5 M | +36% | 2.01% | 172% | 22 | 27.27% | 1.1 |
|
| 4893 |
4893
Brick & Kyle Associates
Newtown,
Pennsylvania
| USD 187 M | +USD 12.2 M | +7% | 8.53% | 97.4% | 55 | 0% | 5.6 |
|
| 4894 |
SI
4894
Saxon Interests
Houston,
Texas
| USD 187 M | +USD 9.8 M | +6% | 5.97% | 81.2% | 182 | 15.38% | 1.1 |
|
| 4895 |
MAM
4895
Mystic Asset Management
Warwick,
Rhode Island
| USD 187 M | +USD 5.28 M | +3% | 8.01% | 114% | 151 | 9.93% | 1.4 |
|
| 4896 |
4896
Exane Asset Management
Paris,
France
| USD 186 M | +USD 10.7 M | +6% | 2.8% | 74.5% | 18 | 66.67% | 0.3 |
|
| 4897 |
4897
Trinity Financial Advisors
Columbus,
Ohio
| USD 186 M | +USD 22.7 M | +14% | 6.29% | 74.5% | 81 | 22.22% | 0.9 |
|
| 4898 |
4898
ICW Investment Advisors
Scottsdale,
Arizona
| USD 186 M | +USD 10.1 M | +6% | 4.14% | 50.1% | 133 | 5.26% | 3.1 |
|
| 4899 |
4899
IRON Financial
Northbrook,
Illinois
| USD 186 M | +USD 4.1 M | +2% | 3.56% | 60.6% | 106 | 12.26% | 2.8 |
|
| 4900 |
KFO
4900
Kopp Family Office
Bloomington,
Minnesota
| USD 186 M | +USD 656 k | +0.4% | 6.79% | 47.9% | 22 | 0% | 1.9 |
|