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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5251 |
5251
Hahn Capital Management
Walnut Creek,
California
| USD 228 M | +USD 72.9 M | +47% | 0.36% | 71.7% | 30 | 6.67% | 6.8 |
|
| 5252 |
5252
Family Office Research
Bethesda,
Maryland
| USD 228 M | – | – | 3.67% | – | 75 | – | 0 |
|
| 5253 |
5253
Sensible Money
Scottsdale,
Arizona
| USD 228 M | -USD 784 k | -0.3% | 2.11% | 69.1% | 87 | 6.9% | 1.7 |
|
| 5254 |
5254
Ruggaard & Associates
Hudson,
Ohio
| USD 228 M | -USD 1.71 M | -0.7% | 0.18% | 47.6% | 118 | 8.47% | 1.5 |
|
| 5255 |
5255
Harbour Investment Management
Edmonds,
Washington
| USD 228 M | +USD 2.28 M | +1% | 0.25% | 58.8% | 99 | 9.09% | 5.9 |
|
| 5256 |
BNMT
5256
Bawa N Mallick Trust
Forest Hills,
New York
| USD 228 M | – | – | 4.06% | – | 68 | – | 0 |
|
| 5257 |
5257
Orion Capital Management
Coronado,
California
| USD 228 M | +USD 21.7 M | +11% | 3.58% | 75.3% | 482 | 72.41% | 0.8 |
|
| 5258 |
5258
ANB Bank
Denver,
Colorado
| USD 228 M | – | – | 0.68% | – | 115 | – | 0 |
|
| 5259 |
5259
RP Management
New York
| USD 228 M | USD 0 | 0% | 18.9% | 208% | 4 | 0% | 2.9 |
|
| 5260 |
5260
Hanwha Asset Management
Seoul,
South Korea
| USD 228 M | – | – | 24.2% | – | 1 | – | 2 |
|
| 5261 |
OGF
5261
Orin Green Financial
San Diego,
California
| USD 228 M | -USD 4.25 M | -2% | 0.86% | 59.1% | 85 | 97.65% | 0 |
|
| 5262 |
5262
Buttonwood Financial Advisors
Baltimore,
Maryland
| USD 227 M | -USD 1.79 M | -0.8% | 0.89% | 73.4% | 98 | 3.06% | 2.2 |
|
| 5263 |
5263
MY.Alpha Management HK Advisors
Hong Kong
| USD 227 M | -USD 52.8 M | -19% | 12.4% | 423% | 22 | 59.09% | 0.7 |
|
| 5264 |
PHM
5264
Prospect Hill Management
Short Hills,
New Jersey
| USD 227 M | +USD 28.2 M | +14% | 16.8% | 85.1% | 16 | 0% | 3.1 |
|
| 5265 |
SLA
5265
Silver Lake Advisory
Cottonwood Heights,
Utah
| USD 227 M | -USD 16.7 M | -7% | 1.2% | 76.7% | 101 | 6.93% | 4.1 |
|
| 5266 |
5266
Waterway Wealth Management
The Woodlands,
Texas
| USD 227 M | -USD 5.44 M | -2% | 1.9% | 52.2% | 80 | 15% | 0.7 |
|
| 5267 |
DQRIM
5267
Dale Q Rice Investment Management
Vancouver,
Washington
| USD 227 M | – | – | 7.09% | – | 64 | – | 0 |
|
| 5268 |
5268
NKCFO LLC
Geneva,
Illinois
| USD 227 M | +USD 18 M | +9% | 10.5% | 237% | 136 | 64.71% | 0.7 |
|
| 5269 |
5269
Gullane Capital
Memphis,
Tennessee
| USD 227 M | – | – | 19.5% | – | 5 | – | 0 |
|
| 5270 |
5270
Squire Investment Management Company
Orem,
Utah
| USD 227 M | +USD 17 M | +8% | 1.99% | 62.4% | 66 | 6.06% | 0.8 |
|
| 5271 |
SI
5271
Saxon Interests
Houston,
Texas
| USD 227 M | +USD 7.59 M | +3% | 1.58% | 81.2% | 199 | 11.56% | 1 |
|
| 5272 |
5272
Sharper & Granite
El Segundo,
California
| USD 227 M | +USD 2.99 M | +1% | 1.34% | 50.8% | 105 | 4.76% | 1.8 |
|
| 5273 |
5273
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| USD 227 M | +USD 3.4 M | +2% | 1.98% | 107% | 207 | 9.66% | 1.9 |
|
| 5274 |
5274
Ashburton (Jersey)
St Helier,
Jersey
| USD 227 M | -USD 49.1 M | -18% | 4.59% | – | 58 | 27.59% | 3.1 |
|
| 5275 |
OIA
5275
Optimum Investment Advisors
Chicago,
Illinois
| USD 227 M | -USD 4.71 M | -2% | 2.8% | 125% | 649 | 6.78% | 6 |
|