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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5376 |
5376
Wealth Management Partners
Tucson,
Arizona
| USD 135 M | -USD 8.59 M | -6% | 0.16% | 194% | 124 | 16.13% | 0.6 |
|
| 5377 |
5377
Corundum Group
Colorado Springs,
Colorado
| USD 135 M | -USD 17.6 M | -12% | 1.66% | 89.5% | 105 | 12.38% | 2.8 |
|
| 5378 |
5378
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| USD 135 M | -USD 4.52 M | -3% | 0.92% | 38.1% | 42 | 50% | 0.7 |
|
| 5379 |
5379
AH Equity Partners V
Menlo Park,
California
| USD 135 M | -USD 19 M | -12% | 15.6% | – | 3 | 33.33% | 0.4 |
|
| 5380 |
ABP
5380
Arthur B. Page
| USD 135 M | -USD 5.7 M | -4% | 0.21% | 40.4% | 60 | 6.67% | 5.5 |
|
| 5381 |
OH
5381
Oikos Holdings
New York
| USD 134 M | +USD 40.8 M | +44% | 0.49% | 5.54% | 4 | 25% | 0.7 |
|
| 5382 |
5382
Hatton Consulting
Phoenix,
Arizona
| USD 134 M | +USD 6.86 M | +5% | 1.08% | – | 50 | 18% | 0.4 |
|
| 5383 |
5383
Beaumont Asset Management
Beaumont,
Texas
| USD 134 M | +USD 4.53 M | +3% | 1.3% | 73.1% | 70 | 8.57% | 1.2 |
|
| 5384 |
5384
Newton One Investments
Newark,
Delaware
| USD 134 M | +USD 8.14 M | +6% | 1.21% | 42% | 133 | 13.53% | 0.5 |
|
| 5385 |
CM
5385
CM Management
Gulf Breeze,
Florida
| USD 134 M | -USD 4.28 M | -3% | 4.06% | 110% | 98 | 19.39% | 0.5 |
|
| 5386 |
5386
Mason Street Advisors
Milwaukee,
Wisconsin
| USD 134 M | +USD 22.9 M | +21% | 1.46% | 32% | 9 | 11.11% | 4 |
|
| 5387 |
5387
Satovsky Asset Management
New York
| USD 134 M | +USD 2.99 M | +2% | 0.45% | 53.6% | 30 | 6.67% | 0.7 |
|
| 5388 |
5388
Moulton Wealth Management
Spokane,
Washington
| USD 134 M | -USD 3.01 M | -2% | 0.04% | 47.8% | 44 | 56.82% | 0.6 |
|
| 5389 |
5389
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| USD 134 M | -USD 4.68 M | -3% | 0.65% | 68.8% | 399 | 12.28% | 0.6 |
|
| 5390 |
5390
CMG Global Holdings
Plano,
Texas
| USD 134 M | +USD 1.39 M | +1% | 1.87% | 80.8% | 88 | 6.82% | 0.5 |
|
| 5391 |
5391
KPCB XV Associates
Menlo Park,
California
| USD 134 M | -USD 90.1 M | -40% | 5.45% | – | 4 | 25% | 0.8 |
|
| 5392 |
5392
Vaughan & Co Securities
Ridgewood,
New Jersey
| USD 134 M | -USD 1.51 M | -1% | 1.92% | 70.7% | 54 | 3.7% | 1.5 |
|
| 5393 |
PM
5393
Parametrica Management
Wanchai,
Hong Kong
| USD 134 M | -USD 1.64 M | -1% | 4.23% | 543% | 131 | 70.99% | 0.4 |
|
| 5394 |
5394
Harvey Partners
Tarrytown,
New York
| USD 134 M | -USD 10.7 M | -7% | 0.13% | 174% | 35 | 14.29% | 1.6 |
|
| 5395 |
5395
AWM Capital
Phoenix,
Arizona
| USD 134 M | – | – | 2.25% | 51.1% | 62 | – | 0 |
|
| 5396 |
RCA
5396
Reitz Capital Advisors
Freeland,
Michigan
| USD 134 M | -USD 8.18 M | -6% | 0.66% | 11% | 52 | 15.38% | 1.5 |
|
| 5397 |
5397
Tranquilli Financial Advisor
Clinton,
New Jersey
| USD 133 M | +USD 299 k | +0.2% | 0.45% | 55.1% | 80 | 8.75% | 0.6 |
|
| 5398 |
RHDIC
5398
R.H. Dinel Investment Counsel
Los Angeles,
California
| USD 133 M | -USD 6.96 M | -5% | 0.66% | 55.9% | 55 | 0% | 5.8 |
|
| 5399 |
5399
Clearshares
New York
| USD 133 M | +USD 4.44 M | +3% | 1.01% | – | 38 | 5.26% | 1.9 |
|
| 5400 |
5400
McCarthy Asset Management
Redwood Shores,
California
| USD 133 M | -USD 7.55 M | -5% | 0.24% | – | 451 | 25.94% | 0.6 |
|