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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5801 |
5801
Zeno Equity Partners
London,
United Kingdom
| USD 215 M | -USD 16.8 M | -7% | 0.47% | – | 11 | 18.18% | 1.4 |
|
| 5802 |
5802
Boulder Wealth Advisors
Boulder,
Colorado
| USD 215 M | – | – | 7.28% | – | 28 | – | 1.8 |
|
| 5803 |
5803
Sterneck Capital Management
Kansas City,
Missouri
| USD 215 M | +USD 17.9 M | +9% | 8.45% | 61.5% | 108 | 10.19% | 4.5 |
|
| 5804 |
NME
5804
Notis-McConarty Edward
| USD 215 M | +USD 9.7 M | +5% | 6.98% | 91.2% | 78 | 3.85% | 7.6 |
|
| 5805 |
5805
Heritage Family Offices
Scottsdale,
Arizona
| USD 215 M | +USD 17.1 M | +9% | 5.95% | – | 209 | 19.14% | 1 |
|
| 5806 |
5806
Tandem Capital Management
Woodcliff Lake,
New Jersey
| USD 215 M | +USD 17.2 M | +9% | 8.99% | 128% | 122 | 11.48% | 3.3 |
|
| 5807 |
MWM
5807
MTC Wealth Management
Tampa,
Florida
| USD 215 M | +USD 6.65 M | +3% | 4.5% | 30.5% | 14 | 14.29% | 3.3 |
|
| 5808 |
5808
Roubaix Capital
Denver,
Colorado
| USD 215 M | +USD 6.37 M | +3% | 12.3% | 174% | 75 | 69.33% | 0.5 |
|
| 5809 |
5809
Woodward Diversified Capital
Bakersfield,
California
| USD 215 M | +USD 17 M | +9% | 11% | 118% | 193 | 16.58% | 2.3 |
|
| 5810 |
UFAC
5810
Urban Financial Advisory Corp
Chicago,
Illinois
| USD 215 M | +USD 15.7 M | +8% | 5.82% | – | 52 | 5.77% | 1.2 |
|
| 5811 |
5811
Ergawealth Advisors
Oak Brook,
Illinois
| USD 215 M | -USD 7.58 M | -3% | 5.68% | 50% | 82 | 39.02% | 1.7 |
|
| 5812 |
5812
Watchtower Advisors
Old Greenwich,
Connecticut
| USD 214 M | +USD 45.4 M | +27% | 10.4% | 384% | 21 | 38.1% | 0.8 |
|
| 5813 |
5813
Vista Investment Partners II
Richmond,
Indiana
| USD 214 M | +USD 6.98 M | +3% | 5.82% | – | 155 | 20.65% | 0.6 |
|
| 5814 |
5814
Avos Capital Management
Seattle,
Washington
| USD 214 M | +USD 38.9 M | +22% | 3.99% | – | 59 | 30.51% | 0.4 |
|
| 5815 |
5815
Bull Street Advisors
Savannah,
Georgia
| USD 214 M | +USD 6.24 M | +3% | 4.4% | 48.5% | 89 | 0% | 5.5 |
|
| 5816 |
5816
Beech Hill Advisors
New York
| USD 214 M | -USD 8.11 M | -4% | 9.62% | 105% | 100 | 8% | 5 |
|
| 5817 |
SA
5817
Sunesis Advisors
Overland Park,
Kansas
| USD 214 M | – | – | 5.8% | – | 51 | – | 2.9 |
|
| 5818 |
5818
Cooper/Haims Advisors
Victor,
New York
| USD 214 M | +USD 11 M | +5% | 5.9% | 58.8% | 91 | 9.89% | 4.2 |
|
| 5819 |
5819
Unison Asset Management
North Miami Beach,
Florida
| USD 214 M | +USD 15.6 M | +8% | 9.7% | 81.4% | 32 | 12.5% | 3.2 |
|
| 5820 |
ERFOTCOFW
5820
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
| USD 214 M | -USD 5.06 M | -2% | 3.04% | 30.5% | 19 | 31.58% | 1.5 |
|
| 5821 |
5821
Constitution Capital
Shelton,
Connecticut
| USD 214 M | +USD 17.9 M | +9% | 7% | 91.1% | 62 | 11.29% | 3.3 |
|
| 5822 |
5822
CastleKeep Investment Advisors
Westport,
Connecticut
| USD 214 M | +USD 9.36 M | +5% | 5.03% | – | 89 | 4.49% | 1.3 |
|
| 5823 |
5823
Old North State Wealth Management
Wilmington,
North Carolina
| USD 214 M | +USD 21.8 M | +11% | 9.29% | 91.5% | 129 | 11.63% | 2.1 |
|
| 5824 |
5824
Kieckhefer Group
Mequon,
Wisconsin
| USD 214 M | +USD 29.2 M | +16% | 18.8% | – | 57 | 21.05% | 0.6 |
|
| 5825 |
5825
Fox Hill Wealth Management
Dedham,
Massachusetts
| USD 214 M | +USD 19.1 M | +10% | 11.7% | – | 136 | 20.59% | 1.3 |
|