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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6201 |
6201
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| USD 87.9 M | -USD 38.1 M | -30% | 11.7% | 31.9% | 10 | 10% | 2.1 |
|
| 6202 |
6202
Old North State Wealth Management
Wilmington,
North Carolina
| USD 87.8 M | -USD 12.3 M | -12% | 11.7% | 91.5% | 62 | 16.13% | 0.5 |
|
| 6203 |
6203
Oppenheimer & Close
New York
| USD 87.6 M | -USD 28.3 M | -24% | 14.8% | 149% | 61 | 8.2% | 3.9 |
|
| 6204 |
BHCM
6204
Boulder Hill Capital Management
New York
| USD 87.6 M | -USD 98.7 M | -53% | 9.59% | – | 219 | 95.89% | 0 |
|
| 6205 |
AFA
6205
Atlas Financial Advisors
Oroville,
California
| USD 87.6 M | -USD 11.9 M | -12% | 13.3% | 5.34% | 25 | 20% | 0.4 |
|
| 6206 |
MIM
6206
Meixler Investment Management
Show Low,
Arizona
| USD 87.4 M | -USD 15 M | -15% | 9.21% | 66.2% | 85 | 11.76% | 0.5 |
|
| 6207 |
6207
Columbia Advisory Partners
Spokane,
Washington
| USD 87.3 M | -USD 12.3 M | -12% | 13.8% | 69.7% | 57 | 28.07% | 0.4 |
|
| 6208 |
6208
AdamCapital Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 87.3 M | -USD 339 M | -80% | 24.7% | 10.7% | 14 | 64.29% | 0.8 |
|
| 6209 |
6209
Fortune 45 LLC
Gonzales,
Louisiana
| USD 87.1 M | -USD 19 M | -18% | 13.6% | 85.2% | 57 | 24.56% | 0.4 |
|
| 6210 |
6210
San Luis Wealth Advisors
San Luis Obispo,
California
| USD 87.1 M | -USD 117 M | -57% | 11.8% | 61.9% | 465 | 87.53% | 1 |
|
| 6211 |
BC
6211
Breakline Capital
New York
| USD 87 M | +USD 21.9 M | +34% | 16.9% | – | 32 | 65.63% | 0.5 |
|
| 6212 |
ALS
6212
Andrew L. Share
| USD 87 M | -USD 11 M | -11% | 3.9% | 14.8% | 5 | 0% | 1.4 |
|
| 6213 |
JC
6213
JCSD Capital
Walnut Creek,
California
| USD 87 M | -USD 16.2 M | -16% | 11.1% | – | 87 | 13.79% | 1.3 |
|
| 6214 |
6214
Foundation Capital
Palo Alto,
California
| USD 87 M | -USD 69 M | -44% | 41.5% | – | 5 | 20% | 2.3 |
|
| 6215 |
BG
6215
BRX Global
New York
| USD 86.9 M | -USD 18.9 M | -18% | 22.5% | 65.8% | 9 | 44.44% | 1.2 |
|
| 6216 |
6216
Centerstone Investors
New York
| USD 86.8 M | -USD 9.6 M | -10% | 7.2% | 73.7% | 22 | 13.64% | 2.6 |
|
| 6217 |
6217
Westwood Wealth Management
Los Angeles,
California
| USD 86.7 M | -USD 171 M | -66% | 25.9% | 425% | 55 | 34.55% | 0.4 |
|
| 6218 |
HM
6218
Harvest Management
New York
| USD 86.6 M | -USD 27.6 M | -24% | 3.32% | 610% | 83 | 68.67% | 0.4 |
|
| 6219 |
6219
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| USD 86.5 M | +USD 121 k | +0.1% | 6.01% | 66% | 56 | 37.5% | 1.5 |
|
| 6220 |
PCM
6220
Potomac Capital Management
New York
| USD 86.5 M | -USD 29.5 M | -25% | 19.8% | – | 85 | 28.24% | 1.2 |
|
| 6221 |
6221
Upper Left Wealth Management
Tampa,
Florida
| USD 86.4 M | -USD 10.1 M | -11% | 10.8% | 52.7% | 57 | 21.05% | 0.4 |
|
| 6222 |
6222
Moon Capital Management
New York
| USD 86.3 M | -USD 13.3 M | -13% | 9.72% | 76.3% | 17 | 35.29% | 2.4 |
|
| 6223 |
6223
Kraematon Investment Advisors
Braintree,
Massachusetts
| USD 86.2 M | -USD 18.9 M | -18% | 14.5% | 80.5% | 95 | 12.63% | 0.5 |
|
| 6224 |
6224
Avondale Wealth Management
West Lake Hills,
Texas
| USD 86.2 M | +USD 1.07 M | +1% | 15.5% | 83.8% | 134 | 28.36% | 2.3 |
|
| 6225 |
6225
Horizon Family Wealth
Chicago,
Illinois
| USD 86.1 M | -USD 14.8 M | -15% | 15.9% | 68.6% | 62 | 16.13% | 0.4 |
|