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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5226 |
5226
Privium Fund Management (UK)
London,
United Kingdom
| USD 202 M | +USD 54.3 M | +37% | 8.95% | 34.4% | 108 | 48.15% | 0.6 |
|
| 5227 |
5227
Crestmont Private Wealth
Houston,
Texas
| USD 202 M | +USD 5.01 M | +3% | 6.37% | 54.8% | 59 | 15.25% | 1.2 |
|
| 5228 |
5228
Bridge Advisory
Pasadena,
California
| USD 202 M | +USD 2.12 M | +1% | 4.84% | 6.7% | 117 | 22.22% | 1.7 |
|
| 5229 |
5229
Lunt Capital Management
Holladay,
Utah
| USD 201 M | +USD 8.32 M | +4% | 5.35% | 36.9% | 94 | 15.96% | 0.6 |
|
| 5230 |
5230
Moseley Investment Management
Bradenton,
Florida
| USD 201 M | +USD 21.5 M | +12% | 12.8% | 96.6% | 158 | 12.66% | 3.3 |
|
| 5231 |
5231
Benedetti & Gucer
Atlanta,
Georgia
| USD 201 M | +USD 10.5 M | +6% | 13% | 42.7% | 154 | 15.58% | 1.5 |
|
| 5232 |
5232
Addison Capital
Conshohocken,
Pennsylvania
| USD 201 M | +USD 40.2 M | +25% | 7.62% | 59.7% | 131 | 21.37% | 4.1 |
|
| 5233 |
5233
Wilshire Advisors
Santa Monica,
California
| USD 201 M | +USD 7.97 M | +4% | 4.8% | 118% | 11 | 0% | 2.7 |
|
| 5234 |
5234
Juniper Investment Company
New York
| USD 201 M | +USD 12.9 M | +7% | 10.9% | 358% | 11 | 18.18% | 3.1 |
|
| 5235 |
5235
Sterling Wealth Management
Champaign,
Illinois
| USD 201 M | +USD 23.2 M | +13% | 6.56% | – | 97 | 5.15% | 0.2 |
|
| 5236 |
5236
One Degree Advisors
San Diego,
California
| USD 201 M | +USD 5.26 M | +3% | 6.01% | 54.1% | 54 | 7.41% | 0.3 |
|
| 5237 |
5237
Lokken Investment Group
Lewes,
Delaware
| USD 201 M | +USD 23.9 M | +13% | 7.21% | 65.3% | 150 | 14.67% | 1.9 |
|
| 5238 |
5238
Long Walk Management
Greenwich,
Connecticut
| USD 200 M | +USD 46.1 M | +30% | 21.4% | 302% | 11 | 27.27% | 1.2 |
|
| 5239 |
WAM
5239
Westport Asset Management
Southport,
Connecticut
| USD 200 M | +USD 14.4 M | +8% | 8.24% | 64.2% | 75 | 5.33% | 6.4 |
|
| 5240 |
5240
Elevation Wealth Partners
Santa Rosa,
California
| USD 200 M | +USD 33.4 M | +20% | 5.94% | 69.9% | 516 | 21.32% | 0.7 |
|
| 5241 |
5241
Christensen King & Associates Investment Services
Richland,
Washington
| USD 200 M | +USD 13.4 M | +7% | 6.27% | 57.9% | 99 | 8.08% | 0.2 |
|
| 5242 |
5242
CNA Financial
Chicago,
Illinois
| USD 200 M | +USD 47.7 M | +31% | 8.82% | 48.6% | 20 | 45% | 1.7 |
|
| 5243 |
5243
May Barnhard Investments
Bethesda,
Maryland
| USD 200 M | +USD 5.33 M | +3% | 7.54% | 65.4% | 84 | 7.14% | 0.2 |
|
| 5244 |
5244
Amtrust Financial Services
New York
| USD 200 M | +USD 14.3 M | +8% | 7.36% | 61.9% | 16 | 12.5% | 2.6 |
|
| 5245 |
5245
Essential Planning
Portsmouth,
New Hampshire
| USD 200 M | +USD 1.56 M | +0.8% | 4.86% | 40.9% | 65 | 1.54% | 1.1 |
|
| 5246 |
5246
Ausbil Investment Management
Sydney,
Australia
| USD 200 M | +USD 15.1 M | +8% | 7.65% | 115% | 67 | 37.31% | 0.7 |
|
| 5247 |
5247
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
| USD 200 M | +USD 26.3 M | +15% | 7.81% | 81.9% | 487 | 2.05% | 2.6 |
|
| 5248 |
5248
Evergreen Private Wealth
Greenwood Village,
Colorado
| USD 200 M | +USD 14.1 M | +8% | 6.39% | 80.2% | 234 | 14.1% | 0.2 |
|
| 5249 |
5249
Joseph Group Capital Management
Columbus,
Ohio
| USD 200 M | +USD 27.3 M | +16% | 6.51% | 64.3% | 88 | 12.5% | 1.7 |
|
| 5250 |
5250
Warner Financial
Bethesda,
Maryland
| USD 200 M | +USD 22.1 M | +12% | 7.47% | 69.2% | 109 | 8.26% | 1.7 |
|