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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5551 |
5551
Oxbow Capital Management (HK)
Hong Kong
| USD 141 M | +USD 15.6 M | +12% | 12.9% | 2,244% | 5 | 60% | 0.3 |
|
| 5552 |
5552
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| USD 141 M | -USD 8.78 M | -6% | 3.87% | 58.5% | 33 | 12.12% | 3.1 |
|
| 5553 |
5553
Beam Wealth Advisors
Covington,
Louisiana
| USD 141 M | -USD 3.39 M | -2% | 3.55% | 59.7% | 111 | 18.92% | 2.2 |
|
| 5554 |
5554
CEDRUS
Littleton,
Colorado
| USD 141 M | -USD 1.06 M | -0.7% | 3.11% | 19.8% | 155 | 14.84% | 1.3 |
|
| 5555 |
5555
NewGen Asset Management
Toronto,
Ontario, Canada
| USD 141 M | -USD 40.9 M | -23% | 5.29% | 402% | 34 | 67.65% | 0.4 |
|
| 5556 |
5556
AllGen Financial Advisors
Orlando,
Florida
| USD 141 M | -USD 18.2 M | -11% | 4.72% | 39.7% | 35 | 17.14% | 2.1 |
|
| 5557 |
CAM
5557
Crown Advisors Management
Larkspur,
California
| USD 141 M | -USD 12.9 M | -8% | 0.64% | 284% | 56 | 25% | 2 |
|
| 5558 |
5558
Rye Brook Capital
Greenwich,
Connecticut
| USD 141 M | -USD 71.2 M | -34% | 4.65% | 77.2% | 30 | 20% | 1.2 |
|
| 5559 |
NCM
5559
NCM Capital Management
Ramsey,
New Jersey
| USD 141 M | -USD 3.38 M | -2% | 1.85% | 105% | 156 | 8.97% | 1.5 |
|
| 5560 |
5560
Summit Place Financial Advisors
Summit,
New Jersey
| USD 141 M | -USD 13.9 M | -9% | 5.13% | 111% | 92 | 6.52% | 2.4 |
|
| 5561 |
5561
22NW LP
Seattle,
Washington
| USD 140 M | -USD 19.8 M | -12% | 11.7% | 138% | 15 | 13.33% | 2.4 |
|
| 5562 |
5562
Castle Wealth Management
West Palm Beach,
Florida
| USD 140 M | -USD 3.09 M | -2% | 3.65% | 53.6% | 114 | 13.16% | 1.1 |
|
| 5563 |
5563
Legacy Bridge
West Des Moines,
Iowa
| USD 140 M | -USD 9.5 M | -6% | 2.3% | 236% | 294 | 2.72% | 3.8 |
|
| 5564 |
5564
PCA Investment Advisory Services
Cincinnati,
Ohio
| USD 140 M | -USD 27.3 M | -16% | 3.65% | 71.4% | 444 | 75% | 0.5 |
|
| 5565 |
5565
Harbert Fund Advisors
Birmingham,
Alabama
| USD 140 M | -USD 38.1 M | -21% | 9.53% | 70.8% | 55 | 38.18% | 1.3 |
|
| 5566 |
5566
MRA Advisory Group
Parsippany,
New Jersey
| USD 140 M | -USD 5.22 M | -4% | 2.7% | 86.8% | 148 | 28.38% | 1.6 |
|
| 5567 |
5567
Herbst Group
Westport,
Connecticut
| USD 140 M | -USD 4.62 M | -3% | 1.1% | 142% | 76 | 13.16% | 1.4 |
|
| 5568 |
5568
Tilt Investment Management Holdings
New York
| USD 140 M | -USD 11.2 M | -7% | 5.37% | – | 148 | 10.81% | 0.7 |
|
| 5569 |
5569
Independent Order of Foresters
Toronto,
Ontario, Canada
| USD 140 M | -USD 5.72 M | -4% | 3.91% | 66.3% | 17 | 0% | 2.5 |
|
| 5570 |
LAI
5570
Legal Advantage Investments
Los Altos Hills,
California
| USD 140 M | -USD 10 M | -7% | 5.66% | 116% | 94 | 6.38% | 1.8 |
|
| 5571 |
5571
Jetstream Capital
Brentwood,
Tennessee
| USD 140 M | +USD 88.3 M | +172% | 14.1% | – | 24 | 79.17% | 0.2 |
|
| 5572 |
5572
Melone Private Wealth
Auburn Hills,
Michigan
| USD 140 M | -USD 1.91 M | -1% | 4.88% | 30.4% | 53 | 5.66% | 1.7 |
|
| 5573 |
5573
ETF Store
Overland Park,
Kansas
| USD 140 M | -USD 2.8 M | -2% | 2.99% | 61% | 99 | 8.08% | 1.4 |
|
| 5574 |
AIM
5574
Athena Investment Management
Orinda,
California
| USD 140 M | -USD 5.62 M | -4% | 2.86% | 80.6% | 139 | 4.32% | 1.4 |
|
| 5575 |
5575
American Securities
New York
| USD 140 M | -USD 35.8 M | -20% | 5.03% | – | 1 | 0% | 6.8 |
|