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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6076 |
6076
Spring Capital Management
Amarillo,
Texas
| USD 126 M | – | – | 13.6% | 73.6% | 32 | – | 0 |
|
| 6077 |
6077
January Capital Advisors
San Francisco,
California
| USD 126 M | – | – | 5.35% | – | 46 | – | 0 |
|
| 6078 |
6078
PACK Private Wealth
Wayzata,
Minnesota
| USD 126 M | – | – | 8.7% | 52.8% | 38 | – | 0 |
|
| 6079 |
6079
Addition Three General Partner
New York
| USD 126 M | – | – | 13.2% | – | 1 | – | 0 |
|
| 6080 |
6080
Accel XI Associates
Palo Alto,
California
| USD 126 M | -USD 28.8 M | -19% | 5.75% | – | 2 | 50% | 0.5 |
|
| 6081 |
6081
HighVista Strategies
Boston,
Massachusetts
| USD 126 M | -USD 25.5 M | -17% | 5.08% | 622% | 143 | 62.94% | 0.6 |
|
| 6082 |
6082
Applied Capital
Little Rock,
Arkansas
| USD 126 M | +USD 11.3 M | +10% | 4.58% | 52.6% | 52 | 13.46% | 0.6 |
|
| 6083 |
6083
Lifeworks Advisors
Grand Rapids,
Michigan
| USD 126 M | – | – | 10.8% | 80.4% | 111 | – | 0 |
|
| 6084 |
6084
Resurgent Financial Advisors
Atlanta,
Georgia
| USD 125 M | – | – | 10.7% | 86.4% | 130 | – | 0 |
|
| 6085 |
6085
Northern Capital Management (Washington)
Spokane,
Washington
| USD 125 M | +USD 8.42 M | +7% | 6.69% | 90.9% | 44 | 9.09% | 0.9 |
|
| 6086 |
6086
Gordian Capital (Singapore)
Singapore
| USD 125 M | – | – | 7.54% | 321% | 128 | – | 0 |
|
| 6087 |
6087
Planning Center Inc
Moline,
Illinois
| USD 125 M | – | – | 6.21% | 38.9% | 52 | – | 0 |
|
| 6088 |
6088
Wells Financial Advisors
Framingham,
Massachusetts
| USD 125 M | +USD 6.95 M | +6% | 6.98% | 58.9% | 64 | 10.94% | 0.9 |
|
| 6089 |
6089
SBK Financial
Richmond,
Virginia
| USD 125 M | – | – | 12.9% | – | 132 | – | 0 |
|
| 6090 |
6090
Whitefort Capital Management
New York
| USD 125 M | – | – | 2.58% | 243% | 40 | – | 0 |
|
| 6091 |
6091
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| USD 125 M | +USD 11.5 M | +10% | 8.82% | 82.6% | 60 | 8.33% | 4.4 |
|
| 6092 |
EIM
6092
Ervin Investment Management
Seattle,
Washington
| USD 125 M | – | – | 12.1% | 92.9% | 31 | – | 0 |
|
| 6093 |
6093
Future Financial Wealth Management
Cincinnati,
Ohio
| USD 125 M | +USD 27.8 M | +29% | 5.8% | 65.2% | 559 | 78% | 0.2 |
|
| 6094 |
6094
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| USD 125 M | +USD 378 k | +0.3% | 0.3% | 21.9% | 2 | 0% | 2.9 |
|
| 6095 |
6095
Echo45 Advisors
Walnut Creek,
California
| USD 125 M | – | – | 4.52% | 53.6% | 90 | – | 0 |
|
| 6096 |
6096
Touchstone Capital
Pittsburgh,
Pennsylvania
| USD 125 M | +USD 15.1 M | +14% | 7.89% | – | 17 | 11.76% | 0.9 |
|
| 6097 |
MW
6097
Milestone Wealth
Buffalo,
New York
| USD 125 M | – | – | 5.19% | – | 245 | – | 0 |
|
| 6098 |
6098
Bradley & Co Private Wealth Management
Miami,
Florida
| USD 125 M | +USD 8.84 M | +8% | 8.9% | – | 174 | 8.62% | 0.7 |
|
| 6099 |
IPCP
6099
Iron Park Capital Partners
New York
| USD 125 M | – | – | 1.4% | – | 48 | – | 0 |
|
| 6100 |
6100
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
| USD 125 M | +USD 12.3 M | +11% | 6.29% | 62.6% | 68 | 10.29% | 0.9 |
|