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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
Regents of the University of California
Oakland,
California
| USD 183 M | -USD 161 M | -47% | 5.07% | 86.1% | 26 | 73.08% | 4.6 |
|
| 5552 |
5552
New Potomac Partners
Bethesda,
Maryland
| USD 183 M | +USD 2.85 M | +2% | 2.62% | 37.2% | 87 | 5.75% | 4 |
|
| 5553 |
5553
Solas Capital Management
Darien,
Connecticut
| USD 183 M | +USD 27.4 M | +18% | 3.24% | 62.5% | 22 | 22.73% | 2 |
|
| 5554 |
5554
Brookmont Capital Management
Dallas,
Texas
| USD 183 M | -USD 7.32 M | -4% | 2.8% | 32.2% | 56 | 12.5% | 6.5 |
|
| 5555 |
ACMC
5555
AyurMaya Capital Management Company
Portsmouth,
New Hampshire
| USD 183 M | +USD 120 M | +190% | 7.81% | 32.2% | 2 | 50% | 0.5 |
|
| 5556 |
5556
Solano Wealth Management
Fairfield,
California
| USD 183 M | +USD 4.32 M | +2% | 0.49% | – | 33 | 12.12% | 1 |
|
| 5557 |
5557
Iams Wealth Management
Omaha,
Nebraska
| USD 183 M | +USD 19 M | +12% | 1.86% | 57.7% | 155 | 36.77% | 0.5 |
|
| 5558 |
5558
Alhambra Investment Management
Palmetto Bay,
Florida
| USD 183 M | -USD 360 k | -0.2% | 1.94% | 67.7% | 181 | 17.68% | 2.5 |
|
| 5559 |
5559
Tandem Capital Management
Woodcliff Lake,
New Jersey
| USD 183 M | +USD 6.27 M | +4% | 3.71% | 128% | 117 | 11.11% | 2.7 |
|
| 5560 |
5560
Cincinnati Casualty Company
Fairfield,
Ohio
| USD 183 M | -USD 299 k | -0.2% | 0.21% | 56% | 26 | 0% | 8.2 |
|
| 5561 |
QC
5561
Qalhat Capital
Tortola,
British Virgin Islands
| USD 182 M | +USD 62.9 M | +53% | 3.27% | 90.3% | 8 | 75% | 1.5 |
|
| 5562 |
5562
Hutner Capital Management
Manchester,
Vermont
| USD 182 M | -USD 2.02 M | -1% | 0.62% | 52.2% | 44 | 2.27% | 6.2 |
|
| 5563 |
5563
Jackson Hill Advisors
Houston,
Texas
| USD 182 M | -USD 1.62 M | -0.9% | 0.38% | 61.2% | 13 | 7.69% | 1.7 |
|
| 5564 |
5564
Daily Journal Corp
Los Angeles,
California
| USD 182 M | +USD 5.05 M | +3% | 2.94% | 108% | 4 | 0% | 8.7 |
|
| 5565 |
PHM
5565
Prospect Hill Management
Short Hills,
New Jersey
| USD 182 M | +USD 27 M | +17% | 18% | 85.1% | 15 | 0% | 2.9 |
|
| 5566 |
5566
Trellis Wealth Advisors
San Luis Obispo,
California
| USD 182 M | +USD 5.21 M | +3% | 0.77% | 62.2% | 30 | 16.67% | 1.1 |
|
| 5567 |
5567
Laidlaw Wealth Management
New York City,
New York
| USD 182 M | +USD 2.91 M | +2% | 4.92% | 150% | 192 | 18.23% | 2.3 |
|
| 5568 |
5568
MPM Asset Management
Boston,
Massachusetts
| USD 182 M | -USD 63.1 M | -26% | 3.58% | 5.89% | 6 | 0% | 3 |
|
| 5569 |
5569
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
| USD 182 M | +USD 15.6 M | +9% | 2.22% | – | 67 | 8.96% | 1.6 |
|
| 5570 |
5570
Peninsula Asset Management
Bradenton,
Florida
| USD 182 M | -USD 4.71 M | -3% | 1.56% | 44.1% | 43 | 2.33% | 8.1 |
|
| 5571 |
LWMI
5571
Landmark Wealth Management (Illinois)
Normal,
Illinois
| USD 182 M | +USD 172 M | +1,770% | 0.35% | – | 41 | 85.37% | 0.1 |
|
| 5572 |
5572
Strategic Financial Partners
Bend,
Oregon
| USD 182 M | +USD 956 k | +0.5% | 1.6% | 54.8% | 75 | 14.67% | 3.2 |
|
| 5573 |
5573
Kiely Wealth Advisory Group
Kernersville,
North Carolina
| USD 181 M | +USD 5.81 M | +3% | 0.31% | – | 322 | 17.39% | 0.4 |
|
| 5574 |
5574
Interactive Financial Advisors
New Lenox,
Illinois
| USD 181 M | +USD 577 k | +0.3% | 1.07% | 47.6% | 86 | 1.16% | 6.3 |
|
| 5575 |
5575
Wealthspan Partners
Davenport,
Iowa
| USD 181 M | +USD 11.5 M | +7% | 1.58% | 65% | 104 | 7.69% | 1.5 |
|