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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5951 |
5951
BCU Wealth Advisors
Vernon Hills,
Illinois
| USD 168 M | +USD 32.3 M | +24% | 6.02% | 57.7% | 53 | 13.21% | 0.6 |
|
| 5952 |
5952
Pelham Capital
London,
United Kingdom
| USD 168 M | +USD 1.07 M | +0.6% | 9.15% | 135% | 13 | 38.46% | 1.2 |
|
| 5953 |
5953
Alpine Peaks Capital
New York
| USD 167 M | +USD 4.57 M | +3% | 3.13% | 24.3% | 25 | 8% | 2.3 |
|
| 5954 |
5954
Center For Asset Management
Palm Beach Gardens,
Florida
| USD 167 M | +USD 16.2 M | +11% | 5.07% | 66.6% | 130 | 13.85% | 1.8 |
|
| 5955 |
5955
Alcosta Capital Management
San Ramon,
California
| USD 167 M | +USD 5.01 M | +3% | 3.77% | 175% | 28 | 3.57% | 2.4 |
|
| 5956 |
5956
Toronado Partners
San Francisco,
California
| USD 167 M | +USD 11.3 M | +7% | 4% | 158% | 11 | 9.09% | 2.5 |
|
| 5957 |
5957
Gray Private Wealth
Canton,
Massachusetts
| USD 167 M | +USD 11.3 M | +7% | 6.73% | – | 41 | 7.32% | 0.5 |
|
| 5958 |
5958
BCK Capital Management
Stamford,
Connecticut
| USD 167 M | +USD 12.3 M | +8% | 4.93% | 161% | 91 | 43.96% | 0.9 |
|
| 5959 |
5959
Cox Capital Management
Andover,
Massachusetts
| USD 167 M | +USD 1.72 M | +1% | 6.62% | 106% | 79 | 27.85% | 3.2 |
|
| 5960 |
5960
True Vision MN
Woodbury,
Minnesota
| USD 167 M | +USD 13.2 M | +9% | 5.93% | – | 112 | 20.54% | 0.5 |
|
| 5961 |
5961
Plotkin Financial Advisors
Chevy Chase,
Maryland
| USD 167 M | +USD 11.6 M | +7% | 5.71% | 95.3% | 92 | 8.7% | 2.7 |
|
| 5962 |
SCM
5962
Stonehill Capital Management
New York
| USD 167 M | +USD 33.2 M | +25% | 25.8% | 117% | 13 | 38.46% | 1.2 |
|
| 5963 |
5963
Oracle Investment Management
Greenwich,
Connecticut
| USD 167 M | +USD 59.7 M | +56% | 45.5% | 865% | 26 | 30.77% | 2.5 |
|
| 5964 |
SP
5964
SIH Partners
Wilmington,
Delaware
| USD 167 M | +USD 63.3 M | +61% | 24% | – | 31 | 41.94% | 0.3 |
|
| 5965 |
5965
Buttonwood Financial Group
Kansas City,
Missouri
| USD 167 M | -USD 8.62 M | -5% | 4.75% | 77.9% | 32 | 25% | 1.4 |
|
| 5966 |
5966
Yoder Wealth Management
Walnut Creek,
California
| USD 167 M | +USD 12.1 M | +8% | 5.5% | 69.3% | 112 | 8.04% | 1.1 |
|
| 5967 |
5967
Motive Wealth Advisors
Birmingham,
Michigan
| USD 166 M | USD 0 | 0% | 5.76% | 73.4% | 65 | 0% | 2.1 |
|
| 5968 |
5968
Monument Group Wealth Advisors
Concord,
Massachusetts
| USD 166 M | +USD 17.7 M | +12% | 6.75% | 68.6% | 50 | 4% | 0.7 |
|
| 5969 |
5969
Cobblestone Asset Management
Richmond,
Virginia
| USD 166 M | +USD 11.9 M | +8% | 5.82% | 60.6% | 47 | 10.64% | 0.8 |
|
| 5970 |
5970
Family Asset Management
Charleston,
South Carolina
| USD 166 M | +USD 10.8 M | +7% | 5.42% | – | 219 | 8.22% | 1.3 |
|
| 5971 |
5971
Ravenstone Capital Management
Toronto,
| USD 166 M | +USD 16.1 M | +11% | 8.66% | 63% | 35 | 5.71% | 2.5 |
|
| 5972 |
5972
Evergreen Wealth Management
Williamston,
Michigan
| USD 166 M | +USD 15.3 M | +10% | 6.53% | 62.1% | 60 | 20% | 1.5 |
|
| 5973 |
5973
TrueWealth Financial Partners
Bellevue,
Washington
| USD 166 M | +USD 11.2 M | +7% | 6.96% | 36.4% | 18 | 0% | 2.2 |
|
| 5974 |
5974
Aryeh Capital Management
Toronto,
Ontario, Canada
| USD 166 M | +USD 10.3 M | +7% | 14.1% | 87.7% | 11 | 18.18% | 1.4 |
|
| 5975 |
CMS
5975
Capital Market Strategies
Palm Beach Gardens,
Florida
| USD 166 M | +USD 7.56 M | +5% | 4.97% | 120% | 156 | 5.77% | 1.4 |
|