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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
Optimist Retirement Group
Bellevue,
Washington
| USD 209 M | +USD 8.82 M | +4% | 5.44% | – | 124 | 11.29% | 1.1 |
|
| 5677 |
5677
Aristotle Pacific Capital
Newport Beach,
California
| USD 209 M | -USD 95.3 M | -31% | 1.61% | 1.84% | 6 | 0% | 2.9 |
|
| 5678 |
5678
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
| USD 208 M | +USD 26.8 M | +15% | 9.17% | – | 63 | 12.7% | 0.7 |
|
| 5679 |
5679
Ardent Capital Management
Cincinnati,
Ohio
| USD 208 M | -USD 22.6 M | -10% | 1.17% | 87.2% | 45 | 6.67% | 2.2 |
|
| 5680 |
5680
New Vernon Capital Holdings II
Morristown,
New Jersey
| USD 208 M | +USD 21.7 M | +12% | 12.7% | 114% | 87 | 45.98% | 1.1 |
|
| 5681 |
5681
Roubaix Capital
Denver,
Colorado
| USD 208 M | +USD 16.4 M | +9% | 22.8% | 174% | 73 | 61.64% | 0.5 |
|
| 5682 |
5682
Emprise Bank
Wichita,
Kansas
| USD 208 M | +USD 21.5 M | +11% | 10.7% | – | 109 | 16.51% | 1.1 |
|
| 5683 |
5683
Moser Wealth Advisors
Bellevue,
Washington
| USD 208 M | +USD 17.5 M | +9% | 9.57% | – | 206 | 24.27% | 2.6 |
|
| 5684 |
5684
Delap Wealth Advisory
Lake Oswego,
Oregon
| USD 208 M | +USD 28.9 M | +16% | 9.72% | 73% | 89 | 24.72% | 1.6 |
|
| 5685 |
5685
Ayrshire Capital Management
Westport,
Connecticut
| USD 208 M | +USD 1.64 M | +0.8% | 9.68% | 84.8% | 51 | 9.8% | 3.4 |
|
| 5686 |
5686
Continuum Wealth Advisors
Saratoga Springs,
New York
| USD 208 M | +USD 13.2 M | +7% | 7.73% | 69% | 68 | 26.47% | 1.5 |
|
| 5687 |
5687
Shore Point Advisors
Brielle,
New Jersey
| USD 208 M | +USD 19.3 M | +10% | 8.07% | 54.6% | 71 | 8.45% | 2.1 |
|
| 5688 |
MWM
5688
MTC Wealth Management
Tampa,
Florida
| USD 208 M | +USD 4.51 M | +2% | 5.33% | 30.5% | 13 | 0% | 3.2 |
|
| 5689 |
5689
Marshall & Sullivan
Seattle,
Washington
| USD 208 M | +USD 11 M | +6% | 7.5% | 82% | 119 | 64.71% | 2.8 |
|
| 5690 |
5690
Bull Street Advisors
Savannah,
Georgia
| USD 208 M | -USD 760 k | -0.4% | 1.78% | 48.5% | 90 | 2.22% | 5.3 |
|
| 5691 |
5691
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| USD 208 M | +USD 13.8 M | +7% | 10.5% | 83.9% | 108 | 9.26% | 2.6 |
|
| 5692 |
BCFD
5692
Boit C.F. David
| USD 208 M | +USD 8.63 M | +4% | 7.17% | 75.4% | 129 | 6.98% | 3 |
|
| 5693 |
SCM
5693
Sage Capital Management
Stockton,
New Jersey
| USD 208 M | +USD 23.5 M | +13% | 12.3% | 94.3% | 161 | 8.07% | 1.3 |
|
| 5694 |
5694
Breed's Hill Capital
Charlestown,
Massachusetts
| USD 208 M | +USD 22.3 M | +12% | 14.5% | – | 144 | 8.33% | 1.1 |
|
| 5695 |
5695
Shelton Wealth Management
Fort Worth,
Texas
| USD 208 M | +USD 23.6 M | +13% | 13.7% | 89.4% | 182 | 45.6% | 1.4 |
|
| 5696 |
SSA
5696
SSA Swiss Advisors
Zurich,
| USD 208 M | +USD 12.2 M | +6% | 8.28% | – | 135 | 22.96% | 0.2 |
|
| 5697 |
5697
Financial Council
Towson,
Maryland
| USD 207 M | +USD 21.9 M | +12% | 11.5% | 80% | 95 | 10.53% | 2.3 |
|
| 5698 |
5698
Grove Street Fiduciary
Peterborough,
New Hampshire
| USD 207 M | +USD 10.1 M | +5% | 7.98% | – | 76 | 11.84% | 0.4 |
|
| 5699 |
5699
Fortress Wealth Management
Culver City,
California
| USD 207 M | +USD 14.7 M | +8% | 5.47% | 52.1% | 76 | 10.53% | 2 |
|
| 5700 |
WA
5700
Win Advisors
Palm Beach Gardens,
Florida
| USD 207 M | +USD 12.7 M | +7% | 16.4% | 226% | 84 | 78.57% | 0.4 |
|