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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5676 |
5676
R.W. Roge & Company
Bohemia,
New York
| USD 175 M | +USD 8.94 M | +5% | 3.38% | 68.1% | 47 | 6.38% | 2.7 |
|
| 5677 |
GCM
5677
Granby Capital Management
Miami Beach,
Florida
| USD 175 M | -USD 29.8 M | -15% | 0.37% | 50% | 25 | 40% | 1.5 |
|
| 5678 |
5678
Alternative Investment Advisors
Maitland,
Florida
| USD 175 M | +USD 8.94 M | +5% | 2.77% | 70.2% | 52 | 28.85% | 0.6 |
|
| 5679 |
HM
5679
HCC Manager
Chicago,
Illinois
| USD 175 M | +USD 495 k | +0.3% | 8.08% | – | 2 | 0% | 0.3 |
|
| 5680 |
WIA
5680
Wetzel Investment Advisors
Indianapolis,
Indiana
| USD 175 M | +USD 5.03 M | +3% | 0.85% | 72.2% | 1,134 | 22.66% | 0.5 |
|
| 5681 |
5681
MRA Advisory Group
Parsippany,
New Jersey
| USD 175 M | +USD 7.41 M | +4% | 2.8% | 86.8% | 123 | 22.76% | 1.7 |
|
| 5682 |
5682
Aspire Wealth Management
Waltham,
Massachusetts
| USD 175 M | +USD 9.1 M | +5% | 1.18% | 26% | 191 | 8.38% | 1.9 |
|
| 5683 |
5683
One Plus One Wealth Management
Jupiter,
Florida
| USD 175 M | +USD 385 k | +0.2% | 0.37% | 71.9% | 105 | 18.1% | 2 |
|
| 5684 |
5684
Velan Capital Investment Management
Alpharetta,
Georgia
| USD 175 M | -USD 45.7 M | -21% | 13.4% | 2,395% | 25 | 48% | 0.9 |
|
| 5685 |
5685
Applied Capital
Little Rock,
Arkansas
| USD 174 M | +USD 5.84 M | +3% | 0.76% | 52.6% | 40 | 7.5% | 2 |
|
| 5686 |
5686
Peak Financial Advisors
Denver,
Colorado
| USD 174 M | +USD 10 M | +6% | 1.11% | 40.1% | 89 | 42.7% | 1 |
|
| 5687 |
5687
Tower View Wealth Management
Shorewood,
Wisconsin
| USD 174 M | +USD 3.29 M | +2% | 8.07% | 135% | 201 | 13.93% | 3.1 |
|
| 5688 |
5688
Sterling Group Wealth Management
Pasadena,
California
| USD 174 M | +USD 173 M | +10,597% | 3.01% | 67.7% | 58 | 94.83% | 0.1 |
|
| 5689 |
5689
Pension & Wealth Management Advisors
Waltham,
Massachusetts
| USD 174 M | +USD 22.2 M | +15% | 1.32% | 49.9% | 383 | 15.4% | 1 |
|
| 5690 |
CIS
5690
Custom Index Systems
New York
| USD 174 M | -USD 1.66 M | -0.9% | 3.39% | – | 313 | 44.09% | 0.3 |
|
| 5691 |
5691
Lifestyle Asset Management
Friendswood,
Texas
| USD 174 M | +USD 4.76 M | +3% | 1.93% | 88.3% | 115 | 25.22% | 0.8 |
|
| 5692 |
5692
Evolution Advisers
Richmond,
Virginia
| USD 174 M | +USD 4.56 M | +3% | 1.02% | 40.8% | 203 | 17.73% | 1.7 |
|
| 5693 |
5693
Chicago Wealth Management
Chicago,
Illinois
| USD 174 M | +USD 5.59 M | +3% | 1.74% | 134% | 55 | 23.64% | 1.8 |
|
| 5694 |
5694
Resolute Capital Asset Partners
Denver,
Colorado
| USD 174 M | -USD 17.4 M | -9% | 9.31% | 657% | 70 | 72.86% | 0.3 |
|
| 5695 |
5695
Northstar Advisory Group
Northfield,
New Jersey
| USD 174 M | +USD 8.63 M | +5% | 5.44% | 141% | 102 | 17.65% | 1.4 |
|
| 5696 |
5696
Lagoda Investment Management
New York
| USD 174 M | +USD 10.8 M | +7% | 14.5% | 250% | 40 | 0% | 5.5 |
|
| 5697 |
5697
Anchor IV
Singapore
| USD 174 M | +USD 41.7 M | +32% | 31.6% | – | 1 | 0% | 0.8 |
|
| 5698 |
5698
Luminus Management
Houston,
Texas
| USD 174 M | -USD 46.2 M | -21% | 19.9% | 8.7% | 32 | 40.63% | 1.5 |
|
| 5699 |
LAI
5699
Legal Advantage Investments
Los Altos Hills,
California
| USD 174 M | -USD 5.22 M | -3% | 2.28% | 116% | 107 | 14.95% | 2.1 |
|
| 5700 |
5700
Transcendent Capital Group
Edmond,
Oklahoma
| USD 174 M | +USD 1.39 M | +0.8% | 3.79% | – | 470 | 24.04% | 0.4 |
|