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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5826 |
PK
5826
Pflug Koory
Omaha,
Nebraska
| USD 250 M | +USD 32.1 M | +15% | 22.7% | – | 429 | 3.03% | 6.5 |
|
| 5827 |
DCM
5827
Dudley Capital Management
Middleburg,
Virginia
| USD 250 M | +USD 23.6 M | +10% | 14.2% | 110% | 157 | 16.56% | 2.3 |
|
| 5828 |
MA
5828
MW Advisory
Atlanta,
Georgia
| USD 250 M | – | – | 18.4% | – | 139 | – | 0 |
|
| 5829 |
QCM
5829
Quadratic Capital Management
Greenwich,
Connecticut
| USD 250 M | -USD 133 M | -35% | 0.4% | 0.6% | 2 | 0% | 5.1 |
|
| 5830 |
JWM
5830
Jupiter Wealth Management
Glendale,
Colorado
| USD 250 M | -USD 3.03 M | -1% | 15.1% | 99.2% | 97 | 11.34% | 3.2 |
|
| 5831 |
BCA
5831
Bernzott Capital Advisors
Camarillo,
California
| USD 250 M | +USD 41.2 M | +20% | 17.6% | 46.6% | 40 | 17.5% | 2.9 |
|
| 5832 |
MC
5832
Matisse Capital
Portland,
Oregon
| USD 250 M | +USD 15.3 M | +7% | 15.8% | 66.9% | 179 | 20.11% | 2.5 |
|
| 5833 |
LWM
5833
Level Wealth Management
Greensboro,
North Carolina
| USD 250 M | +USD 36.2 M | +17% | 9.28% | – | 73 | 12.33% | 1.1 |
|
| 5834 |
BF
5834
Brogan Financial
Knoxville,
Tennessee
| USD 250 M | +USD 22.2 M | +10% | 9.3% | 46.4% | 64 | 12.5% | 2.4 |
|
| 5835 |
FHWM
5835
Fox Hill Wealth Management
Dedham,
Massachusetts
| USD 249 M | +USD 41.5 M | +20% | 33.3% | – | 131 | 19.08% | 1.7 |
|
| 5836 |
MC
5836
Mirabaud & Cie
Geneva,
Switzerland
| USD 249 M | +USD 3.5 M | +1% | 30.8% | – | 60 | 21.67% | 1.7 |
|
| 5837 |
RA
5837
Rockingstone Advisors
Great Barrington,
Massachusetts
| USD 249 M | +USD 31.1 M | +14% | 16.1% | 114% | 119 | 8.4% | 2.6 |
|
| 5838 |
VM
5838
VPR Management
Houston,
Texas
| USD 249 M | -USD 1.21 M | -0.5% | 0.73% | 54.5% | 66 | 1.52% | 3.7 |
|
| 5839 |
RSC
5839
Rising Stella Capital
Singapore,
| USD 249 M | +USD 35.4 M | +17% | 17.9% | – | 3 | 0% | 0.5 |
|
| 5840 |
GITFIT
5840
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
| USD 249 M | +USD 55.2 M | +29% | 33.1% | 105% | 157 | 10.83% | 2.8 |
|
| 5841 |
SC
5841
Schulhoff & Co
Cincinnati,
Ohio
| USD 249 M | +USD 5.53 M | +2% | 8.49% | 51.8% | 136 | 3.68% | 8.5 |
|
| 5842 |
IFO
5842
Independent Family Office
Albany,
New York
| USD 249 M | +USD 5.94 M | +2% | 6% | 68.4% | 97 | 19.59% | 3.6 |
|
| 5843 |
USB
5843
Union Savings Bank
Litchfield,
Connecticut
| USD 249 M | +USD 20.8 M | +9% | 13% | – | 328 | 4.27% | 2.4 |
|
| 5844 |
CWA
5844
Cascade Wealth Advisors
Wenatchee,
Washington
| USD 249 M | +USD 21.1 M | +9% | 8.91% | – | 63 | 7.94% | 1.6 |
|
| 5845 |
WW
5845
Windle Wealth
Oklahoma City,
Oklahoma
| USD 249 M | +USD 12.2 M | +5% | 4.95% | 73% | 35 | 8.57% | 2.9 |
|
| 5846 |
BWM
5846
BlackDiamond Wealth Management
New York
| USD 249 M | +USD 40.7 M | +20% | 16.9% | 70.8% | 242 | 22.73% | 1.9 |
|
| 5847 |
FCM
5847
Fogel Capital Management
Stuart,
Florida
| USD 249 M | +USD 30 M | +14% | 11.6% | – | 60 | 18.33% | 1.6 |
|
| 5848 |
CSIA
5848
Carl Stuart Investment Advisor
Austin,
Texas
| USD 249 M | +USD 19.7 M | +9% | 8.98% | 84.4% | 29 | 34.48% | 2.3 |
|
| 5849 |
AFT
5849
Alpha Family Trust
Los Angeles,
California
| USD 249 M | +USD 42.5 M | +21% | 42.8% | 198% | 225 | 20.89% | 2 |
|
| 5850 |
JSA
5850
Jim Saulnier & Associates
Fort Collins,
Colorado
| USD 249 M | +USD 43.1 M | +21% | 7.7% | – | 160 | 18.13% | 1.1 |
|