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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5776 |
BHCM
5776
Boulder Hill Capital Management
New York
| USD 120 M | -USD 11.3 M | -9% | 13.5% | – | 245 | 94.69% | 0 |
|
| 5777 |
5777
Family Asset Management
Charleston,
South Carolina
| USD 120 M | – | – | 7.38% | – | 164 | – | 0 |
|
| 5778 |
5778
Green Alpha Advisors
Niwot,
Colorado
| USD 120 M | +USD 2.33 M | +2% | 3.96% | 316% | 149 | 8.72% | 1.5 |
|
| 5779 |
5779
Fairfield University
Fairfield,
Connecticut
| USD 120 M | +USD 4.05 M | +3% | 7.72% | 61.9% | 4 | 0% | 5.6 |
|
| 5780 |
5780
Western Pacific Wealth Management
Lake Forest,
Illinois
| USD 120 M | +USD 19.6 M | +19% | 25.8% | 91.4% | 302 | 25.17% | 0.6 |
|
| 5781 |
5781
Fortress Wealth Management
Culver City,
California
| USD 120 M | +USD 21.8 M | +22% | 9.49% | 52.1% | 59 | 15.25% | 0.7 |
|
| 5782 |
5782
Caligan Partners
New York
| USD 120 M | – | – | 21.7% | 2,628% | 11 | – | 0 |
|
| 5783 |
5783
Cascade Investment Advisors
Oregon City,
Oregon
| USD 120 M | +USD 3.77 M | +3% | 11.3% | 71.4% | 112 | 8.04% | 3.9 |
|
| 5784 |
5784
Asset Planning Corporation
Knoxville,
Tennessee
| USD 120 M | +USD 13.2 M | +12% | 8.04% | 44.5% | 39 | 15.38% | 1.5 |
|
| 5785 |
5785
Syntax Advisors
New York
| USD 120 M | +USD 3.07 M | +3% | 11.2% | – | 234 | 17.52% | 0.9 |
|
| 5786 |
5786
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| USD 120 M | +USD 12.6 M | +12% | 10.1% | 74.4% | 116 | 9.48% | 1.6 |
|
| 5787 |
5787
W Advisors LLC
Germantown,
Tennessee
| USD 120 M | +USD 12.6 M | +12% | 10.4% | 73.8% | 110 | 16.36% | 0.8 |
|
| 5788 |
5788
Cohen Investment Advisors
Bedford,
New Hampshire
| USD 120 M | +USD 11.1 M | +10% | 10.3% | 90.6% | 76 | 1.32% | 1.9 |
|
| 5789 |
5789
Colorado Capital Management
Boulder,
Colorado
| USD 120 M | +USD 4.31 M | +4% | 5.26% | 60.4% | 76 | 6.58% | 5.2 |
|
| 5790 |
5790
General Motors Holdings
Detroit,
Michigan
| USD 120 M | -USD 77.5 M | -39% | 38.2% | 4.78% | 3 | 0% | 0.9 |
|
| 5791 |
5791
Wealth Management Partners
Tucson,
Arizona
| USD 120 M | +USD 6.1 M | +5% | 6.95% | 194% | 102 | 14.71% | 1.6 |
|
| 5792 |
5792
Oracle Investment Management
Greenwich,
Connecticut
| USD 120 M | -USD 56.2 M | -32% | 25.3% | 865% | 32 | 50% | 2.9 |
|
| 5793 |
5793
Beacon Investment Advisors
Gaithersburg,
Maryland
| USD 120 M | – | – | 10.6% | 96.4% | 126 | – | 0 |
|
| 5794 |
5794
Flynn Zito Capital Management
Garden City,
New York
| USD 120 M | +USD 18.8 M | +19% | 7.05% | 97.3% | 81 | 29.63% | 0.4 |
|
| 5795 |
CC
5795
Codex Capital
New York
| USD 120 M | +USD 3.03 M | +3% | 6.35% | 84.4% | 37 | 0% | 1.8 |
|
| 5796 |
KC
5796
Kades & Cheifetz
Berwyn,
Pennsylvania
| USD 120 M | – | – | 5.71% | – | 74 | – | 0 |
|
| 5797 |
CP
5797
CPV Partners
Stamford,
Connecticut
| USD 120 M | -USD 43.9 M | -27% | 18.2% | 105% | 6 | 0% | 2 |
|
| 5798 |
5798
Solstein Capital
Menlo Park,
California
| USD 120 M | +USD 6.02 M | +5% | 5.74% | 91.4% | 320 | 16.25% | 1.6 |
|
| 5799 |
5799
TFB Advisors
Overland Park,
Kansas
| USD 119 M | – | – | 6.72% | 80.4% | 126 | – | 0 |
|
| 5800 |
LLTP
5800
Lion Long Term Partners
Grand Cayman,
Cayman Islands
| USD 119 M | – | – | 31.9% | – | 2 | – | 0 |
|