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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6051 |
6051
Vesey Street Capital Partners
New York
| USD 108 M | -USD 80.1 M | -42% | 42.5% | 47.8% | 1 | 0% | 1 |
|
| 6052 |
ICMP
6052
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| USD 108 M | +USD 7.1 M | +7% | 6.36% | 39.7% | 78 | 8.97% | 2.1 |
|
| 6053 |
6053
My Personal CFO LLC
Vancouver,
Washington
| USD 108 M | +USD 42.5 M | +65% | 6.87% | 83.4% | 896 | 93.42% | 0.1 |
|
| 6054 |
6054
Hudson Canyon Capital Management
New York
| USD 108 M | +USD 7.71 M | +8% | 11% | 160% | 57 | 5.26% | 1.7 |
|
| 6055 |
6055
Carl Stuart Investment Advisor
Austin,
Texas
| USD 108 M | -USD 4.63 M | -4% | 7.93% | 84.4% | 26 | 11.54% | 0.9 |
|
| 6056 |
6056
Aufman Associates
Sewickley,
Pennsylvania
| USD 108 M | +USD 13.2 M | +14% | 8.57% | 136% | 45 | 15.56% | 2.1 |
|
| 6057 |
6057
Emerson Point Capital
Larchmont,
New York
| USD 108 M | -USD 151 M | -58% | 13.4% | 94.8% | 31 | 67.74% | 1.5 |
|
| 6058 |
6058
Ted Buchan & Co
San Diego,
California
| USD 108 M | – | – | 12% | 65.2% | 76 | – | 0 |
|
| 6059 |
6059
Cravens & Co Advisors
Cookeville,
Tennessee
| USD 108 M | – | – | 8.46% | 70.4% | 80 | – | 0 |
|
| 6060 |
JKSF
6060
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
| USD 108 M | +USD 7.47 M | +7% | 10.3% | 30.8% | 4 | 0% | 0.8 |
|
| 6061 |
WAM
6061
Werlinich Asset Management
Stamford,
Connecticut
| USD 108 M | +USD 10.2 M | +10% | 12.5% | 232% | 56 | 1.79% | 1.6 |
|
| 6062 |
6062
Arena Investors
Purchase,
New York
| USD 108 M | -USD 106 M | -49% | 4.82% | – | 181 | 55.8% | 0.5 |
|
| 6063 |
6063
Altai Capital Management
West Hollywood,
California
| USD 108 M | +USD 6.22 M | +6% | 26.2% | 24.9% | 8 | 37.5% | 2.1 |
|
| 6064 |
BSWA
6064
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
| USD 108 M | +USD 23.3 M | +28% | 4.56% | – | 95 | 7.37% | 0.7 |
|
| 6065 |
6065
IMPACTfolio
Denver,
Colorado
| USD 108 M | +USD 5.38 M | +5% | 6.88% | 58.8% | 52 | 32.69% | 0.7 |
|
| 6066 |
FA
6066
Financial Advantage
Columbia,
Maryland
| USD 108 M | +USD 6.51 M | +6% | 10% | 24.3% | 128 | 74.22% | 5.2 |
|
| 6067 |
AIM
6067
AHL Investment Management
Winter Park,
Florida
| USD 108 M | +USD 10.5 M | +11% | 10.3% | 57.7% | 66 | 24.24% | 0.8 |
|
| 6068 |
6068
Andrews Lucia Wealth Management
Danville,
California
| USD 108 M | +USD 12.6 M | +13% | 11% | 59.7% | 25 | 8% | 0.7 |
|
| 6069 |
6069
Francis Financial
| USD 108 M | +USD 9.7 M | +10% | 8.03% | 56.2% | 43 | 25.58% | 1.7 |
|
| 6070 |
6070
Merrion Investment Management
Cranford,
New Jersey
| USD 107 M | +USD 6.03 M | +6% | 9.09% | 161% | 97 | 19.59% | 1.6 |
|
| 6071 |
6071
Paragon Capital Management (Utah)
Provo,
Utah
| USD 107 M | +USD 5.24 M | +5% | 7.81% | 72.3% | 93 | 38.71% | 0.6 |
|
| 6072 |
6072
Center For Asset Management
Palm Beach Gardens,
Florida
| USD 107 M | +USD 6.76 M | +7% | 5.95% | 66.6% | 118 | 17.8% | 1.1 |
|
| 6073 |
6073
San Luis Wealth Advisors
San Luis Obispo,
California
| USD 107 M | +USD 11.7 M | +12% | 7.01% | 65% | 88 | 30.68% | 1.1 |
|
| 6074 |
6074
Maryland Capital Advisors
Chester,
Maryland
| USD 107 M | +USD 11.8 M | +12% | 7.8% | – | 263 | 17.49% | 0.9 |
|
| 6075 |
6075
Flagship Private Wealth
Woburn,
Massachusetts
| USD 107 M | +USD 10.1 M | +10% | 6.48% | 62.7% | 75 | 12% | 1.7 |
|