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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5876 |
5876
University of Notre Dame du Lac
South Bend,
Indiana
| USD 97.3 M | – | – | 2.2% | – | 1 | – | 0 |
|
| 5877 |
5877
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
| USD 97.3 M | -USD 5.36 M | -5% | 7.41% | 58.3% | 38 | 26.32% | 1.8 |
|
| 5878 |
PCC
5878
Park Circle Company
Baltimore,
Maryland
| USD 97.2 M | -USD 24.6 M | -20% | 3.74% | 70.5% | 142 | 11.27% | 2.6 |
|
| 5879 |
AIM
5879
AHL Investment Management
Winter Park,
Florida
| USD 97.2 M | -USD 2.2 M | -2% | 5.6% | 57.7% | 58 | 8.62% | 0.7 |
|
| 5880 |
5880
Crystal Rock Capital Management
Bannockburn,
Illinois
| USD 97.1 M | -USD 8.32 M | -8% | 3.01% | 172% | 27 | 3.7% | 4.2 |
|
| 5881 |
MCM
5881
Magnolia Capital Management
Cold Spring,
New York
| USD 97.1 M | -USD 5.21 M | -5% | 4.94% | 85.9% | 124 | 4.03% | 1.4 |
|
| 5882 |
DA
5882
DSC Advisors
Chicago,
Illinois
| USD 97 M | -USD 3.03 M | -3% | 4.36% | 3.18% | 121 | 31.4% | 1.9 |
|
| 5883 |
5883
Meros Investment Management
Dallas,
Texas
| USD 97 M | -USD 10.8 M | -10% | 6.75% | 102% | 41 | 21.95% | 0.6 |
|
| 5884 |
5884
Meritech Capital Associates VI
Palo Alto,
California
| USD 97 M | -USD 5.99 M | -6% | 1.04% | – | 6 | 0% | 0.7 |
|
| 5885 |
5885
Gitterman Wealth Management
Edison,
New Jersey
| USD 97 M | -USD 10 M | -9% | 5.08% | 33% | 90 | 40% | 1 |
|
| 5886 |
AMAL
5886
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| USD 97 M | -USD 18.8 M | -16% | 5.87% | 124% | 17 | 17.65% | 4.3 |
|
| 5887 |
TM
5887
Titan Managers
Scottsdale,
Arizona
| USD 96.9 M | -USD 3.43 M | -3% | 0.15% | 2.57% | 8 | 12.5% | 1 |
|
| 5888 |
5888
Verity Asset Management
Durham,
North Carolina
| USD 96.9 M | – | – | 5.04% | 79.7% | 170 | – | 2.3 |
|
| 5889 |
5889
Flagship Private Wealth
Woburn,
Massachusetts
| USD 96.9 M | -USD 6.14 M | -6% | 5.41% | 62.7% | 73 | 8.22% | 1.5 |
|
| 5890 |
SC
5890
Sarissa Consulting
Santa Monica,
California
| USD 96.9 M | +USD 26.6 M | +38% | 12.3% | – | 78 | 66.67% | 0.2 |
|
| 5891 |
5891
swisspartners
Vaduz,
Liechtenstein
| USD 96.6 M | -USD 8 M | -8% | 5.59% | – | 87 | 18.39% | 1.3 |
|
| 5892 |
5892
Wealthspan Partners
Davenport,
Iowa
| USD 96.6 M | -USD 177 k | -0.2% | 4% | 65% | 67 | 7.46% | 0.7 |
|
| 5893 |
5893
Morris Financial Concepts
Mount Pleasant,
South Carolina
| USD 96.6 M | -USD 8.59 M | -8% | 5.56% | 56.5% | 132 | 13.64% | 0.7 |
|
| 5894 |
PAM
5894
Premier Asset Management
Chicago,
Illinois
| USD 96.5 M | -USD 27.2 M | -22% | 2.92% | 104% | 131 | 46.56% | 2.1 |
|
| 5895 |
5895
Acuitas Investments
Seattle,
Washington
| USD 96.5 M | -USD 7.18 M | -7% | 2.6% | 145% | 48 | 27.08% | 0.8 |
|
| 5896 |
5896
Zeit Capital
Greenwood Village,
Colorado
| USD 96.3 M | -USD 7.82 M | -8% | 6.65% | 56.5% | 35 | 8.57% | 1.7 |
|
| 5897 |
5897
Avaii Wealth Management
Appleton,
Wisconsin
| USD 96.3 M | +USD 2.75 M | +3% | 4.53% | 100% | 120 | 23.33% | 0.5 |
|
| 5898 |
5898
Buttonwood Financial Group
Kansas City,
Missouri
| USD 96.2 M | -USD 6 M | -6% | 6.51% | 77.9% | 22 | 18.18% | 0.4 |
|
| 5899 |
5899
Hickory Lane Capital Management
New York
| USD 96.2 M | -USD 13.4 M | -12% | 1.03% | – | 30 | 10% | 1.2 |
|
| 5900 |
5900
Safir Wealth Advisors
Greenland,
New Hampshire
| USD 96.1 M | -USD 6.11 M | -6% | 4.64% | 52.1% | 14 | 7.14% | 1.6 |
|