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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 |
5826
Sand Grove Capital Management
London,
United Kingdom
| USD 199 M | +USD 77.9 M | +65% | 17.9% | 410% | 14 | 78.57% | 0.2 |
|
| 5827 |
5827
University of Massachusetts Foundation
Newton,
Massachusetts
| USD 199 M | +USD 20.3 M | +11% | 10.7% | 53.6% | 4 | 0% | 5.1 |
|
| 5828 |
5828
PFS Partners
Mine Hill,
New Jersey
| USD 199 M | +USD 9.5 M | +5% | 4.34% | 65.2% | 525 | 19.24% | 2.2 |
|
| 5829 |
5829
Johnson & White Wealth Management
York,
Pennsylvania
| USD 199 M | +USD 20.4 M | +11% | 8.58% | 76.5% | 105 | 9.52% | 1.2 |
|
| 5830 |
5830
Maripau Wealth Management
Fort Wayne,
Indiana
| USD 199 M | +USD 24.3 M | +14% | 9.78% | 55.6% | 171 | 28.07% | 0.9 |
|
| 5831 |
AIC
5831
Anthracite Investment Company
Fort Worth,
Texas
| USD 198 M | +USD 18.8 M | +10% | 27.8% | – | 82 | 43.9% | 0.8 |
|
| 5832 |
5832
Unison Asset Management
North Miami Beach,
Florida
| USD 198 M | +USD 28.5 M | +17% | 11.4% | 81.4% | 29 | 10.34% | 3.5 |
|
| 5833 |
5833
M1 Capital Management
Bloomfield Hills,
Michigan
| USD 198 M | +USD 38.5 M | +24% | 10.3% | – | 98 | 13.27% | 0.4 |
|
| 5834 |
5834
Index Venture Growth Associates III
St. Helier, Channel Islands,
Jersey
| USD 198 M | +USD 108 M | +119% | 123% | 740% | 2 | 0% | 3.5 |
|
| 5835 |
5835
Able Wealth Management
Toms River,
New Jersey
| USD 198 M | +USD 28.8 M | +17% | 7.52% | 58.1% | 122 | 33.61% | 0.9 |
|
| 5836 |
5836
Cambridge Financial Group
Columbus,
Ohio
| USD 198 M | -USD 32 M | -14% | 11.8% | – | 33 | 0% | 5 |
|
| 5837 |
5837
American Trust Investment Advisors
Lebanon,
New Hampshire
| USD 198 M | -USD 41 M | -17% | 14.3% | 91% | 101 | 19.8% | 4.6 |
|
| 5838 |
5838
Brentview Investment Management
Northfield,
Illinois
| USD 198 M | +USD 10.1 M | +5% | 10.5% | – | 69 | 5.8% | 0.4 |
|
| 5839 |
5839
Jupiter Wealth Management
Glendale,
Colorado
| USD 198 M | +USD 32.9 M | +20% | 14.8% | 99.2% | 93 | 29.03% | 2.6 |
|
| 5840 |
DFS
5840
Dixon Fnancial Services
Lafayette,
California
| USD 198 M | +USD 13 M | +7% | 7.81% | 76.6% | 41 | 9.76% | 2.3 |
|
| 5841 |
5841
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| USD 198 M | +USD 18.4 M | +10% | 10.3% | 58.5% | 38 | 26.32% | 3.1 |
|
| 5842 |
5842
Hiley Hunt Wealth Management
Omaha,
Nebraska
| USD 198 M | +USD 14.6 M | +8% | 6.85% | 48.4% | 45 | 8.89% | 1.3 |
|
| 5843 |
5843
Millington Financial Advisors
Naperville,
Illinois
| USD 198 M | +USD 35.2 M | +22% | 11.5% | 77.5% | 106 | 20.75% | 1.5 |
|
| 5844 |
5844
Howard Wealth Management
Madison,
Connecticut
| USD 198 M | +USD 18.4 M | +10% | 7.86% | 69.9% | 125 | 11.2% | 2.6 |
|
| 5845 |
5845
Carl P. Sherr & Co
Worcester,
Massachusetts
| USD 198 M | +USD 15 M | +8% | 10.3% | 68.8% | 121 | 5.79% | 3.6 |
|
| 5846 |
5846
Heritage Family Offices
Scottsdale,
Arizona
| USD 198 M | +USD 2.24 M | +1% | 6.83% | – | 181 | 2.21% | 0.9 |
|
| 5847 |
5847
Woodward Diversified Capital
Bakersfield,
California
| USD 198 M | +USD 56.4 M | +40% | 11.4% | 118% | 180 | 28.89% | 2.2 |
|
| 5848 |
5848
Copperleaf Capital
Raleigh,
North Carolina
| USD 198 M | +USD 30.4 M | +18% | 14.3% | 102% | 116 | 10.34% | 2 |
|
| 5849 |
5849
Tandem Capital Management
Woodcliff Lake,
New Jersey
| USD 198 M | +USD 18.7 M | +10% | 16.4% | 128% | 119 | 10.92% | 3.3 |
|
| 5850 |
5850
Darrow Company
Needham,
Massachusetts
| USD 198 M | +USD 18.2 M | +10% | 7.02% | 44.5% | 52 | 3.85% | 2.1 |
|