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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4951 |
4951
BKM Wealth Management
Brookfield,
Wisconsin
| USD 243 M | -USD 875 k | -0.4% | 0.21% | 69.6% | 166 | 8.43% | 1 |
|
| 4952 |
4952
Midwest Heritage Bank
West Des Moines,
Iowa
| USD 243 M | +USD 27.3 M | +13% | 1.67% | 52.2% | 61 | 14.75% | 2.2 |
|
| 4953 |
4953
ECP ControlCo
Summit,
New Jersey
| USD 243 M | -USD 16.8 M | -6% | 24.6% | 42.5% | 5 | 40% | 2.4 |
|
| 4954 |
AC
4954
AMS Capital
Sao Paulo,
Brazil
| USD 243 M | +USD 43.8 M | +22% | 5.13% | 63.1% | 18 | 22.22% | 1.1 |
|
| 4955 |
4955
Luminvest Wealth Management
Scottsdale,
Arizona
| USD 243 M | -USD 5.02 M | -2% | 0.05% | 47.7% | 34 | 11.76% | 1 |
|
| 4956 |
4956
Stelac Advisory Services
New York
| USD 243 M | -USD 13.9 M | -5% | 0.15% | 84.9% | 120 | 26.67% | 4.6 |
|
| 4957 |
4957
GPI Capital
New York
| USD 243 M | -USD 17.5 M | -7% | 2.6% | 261% | 4 | 0% | 3.6 |
|
| 4958 |
4958
Brown Financial Advisors
Milford,
Ohio
| USD 243 M | -USD 6.44 M | -3% | 1.36% | – | 136 | 12.5% | 0.6 |
|
| 4959 |
4959
Selway Asset Management
| USD 242 M | -USD 12.1 M | -5% | 3.05% | 36.5% | 80 | 8.75% | 5.8 |
|
| 4960 |
4960
SoundView Advisors
Olympia,
Washington
| USD 242 M | -USD 172 k | -0.1% | 1.34% | – | 35 | 11.43% | 0.2 |
|
| 4961 |
ODFS
4961
O'Donnell Financial Services
San Rafael,
California
| USD 242 M | +USD 3.38 M | +1% | 3.15% | 61% | 52 | 32.69% | 1.3 |
|
| 4962 |
4962
Lavaca Capital
Houston,
Texas
| USD 242 M | -USD 12.4 M | -5% | 3.16% | 46.5% | 312 | 22.12% | 1.3 |
|
| 4963 |
4963
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| USD 242 M | -USD 28.7 M | -11% | 1.28% | 63.9% | 136 | 3.68% | 6.2 |
|
| 4964 |
4964
Sharper & Granite
El Segundo,
California
| USD 242 M | +USD 15 M | +7% | 0.49% | 50.8% | 104 | 4.81% | 2 |
|
| 4965 |
4965
United Bank (Georgia)
Zebulon,
Georgia
| USD 242 M | +USD 5.26 M | +2% | 1.12% | 93.7% | 116 | 9.48% | 4.6 |
|
| 4966 |
4966
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
| USD 242 M | +USD 1.85 M | +0.8% | 0.23% | 66% | 266 | 6.77% | 2 |
|
| 4967 |
4967
John W. Brooker & Co
Oakland,
California
| USD 242 M | +USD 9.9 M | +4% | 1.39% | 43.4% | 80 | 10% | 3.6 |
|
| 4968 |
4968
Patient Square Capital
Menlo Park,
California
| USD 242 M | -USD 25.7 M | -10% | 9.77% | 329% | 24 | 37.5% | 0.4 |
|
| 4969 |
4969
25 LLC
St. Louis,
Missouri
| USD 242 M | +USD 5.44 M | +2% | 1.1% | 48.7% | 61 | 8.2% | 1.5 |
|
| 4970 |
4970
Stonehearth Capital Management
Danvers,
Massachusetts
| USD 242 M | -USD 7.73 M | -3% | 2.98% | 87.5% | 91 | 17.58% | 3.1 |
|
| 4971 |
4971
Armor Investment Advisors
Raleigh,
North Carolina
| USD 242 M | -USD 1.67 M | -0.7% | 2.27% | 62% | 164 | 9.15% | 4.9 |
|
| 4972 |
ACM
4972
AIGH Capital Management
Baltimore,
Maryland
| USD 242 M | -USD 78.3 M | -24% | 13% | 3,026% | 50 | 42% | 1.1 |
|
| 4973 |
4973
325 Capital
New York
| USD 241 M | -USD 17.2 M | -7% | 0.3% | 226% | 13 | 23.08% | 2.1 |
|
| 4974 |
IP
4974
Investment Partners
New Philadelphia,
Ohio
| USD 241 M | -USD 1.63 M | -0.7% | 0.24% | 83.2% | 153 | 7.84% | 5.8 |
|
| 4975 |
CWM
4975
Capital Wealth Management
W. Warwick,
Rhode Island
| USD 241 M | +USD 7.73 M | +3% | 0.32% | 51.3% | 41 | 2.44% | 3.2 |
|