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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6576 |
6576
Schubert & Co
Mckinney,
Texas
| USD 148 M | +USD 7.9 M | +6% | 6.15% | 47.3% | 75 | 34.67% | 1.5 |
|
| 6577 |
6577
Lakehouse Capital
Sydney NSW,
Australia
| USD 148 M | +USD 6.2 M | +4% | 10.7% | 87.4% | 13 | 0% | 3.5 |
|
| 6578 |
6578
Caldwell Investment Management
Toronto,
Ontario, Canada
| USD 148 M | +USD 5.7 M | +4% | 6.71% | 162% | 37 | 21.62% | 1.3 |
|
| 6579 |
6579
Manuka Financial
Richmond,
Virginia
| USD 148 M | – | – | 0% | – | 46 | – | 0 |
|
| 6580 |
BFS
6580
Burr Financial Services
Pleasant Hill,
California
| USD 148 M | +USD 6.99 M | +5% | 22.2% | 478% | 34 | 32.35% | 0.7 |
|
| 6581 |
MKW
6581
Mullaney, Keating & Wright
Middletown,
Connecticut
| USD 148 M | +USD 4.07 M | +3% | 1.77% | – | 60 | 6.67% | 0.5 |
|
| 6582 |
6582
Aufman Associates
Sewickley,
Pennsylvania
| USD 148 M | -USD 7.43 M | -5% | 2.1% | 141% | 65 | 10.77% | 2.9 |
|
| 6583 |
6583
Diametric Capital
Boston,
Massachusetts
| USD 148 M | -USD 54.2 M | -27% | 17.3% | 175% | 494 | 64.37% | 0.6 |
|
| 6584 |
6584
Pivotal bioVenture Partners Investment Advisor
San Francisco,
California
| USD 148 M | -USD 20.4 M | -12% | 2.01% | 667% | 12 | 16.67% | 2.3 |
|
| 6585 |
PVAMC
6585
PPS&V Asset Management Consultants
Portage,
Michigan
| USD 148 M | +USD 2.22 M | +2% | 2.87% | 80.7% | 41 | 7.32% | 1.7 |
|
| 6586 |
6586
Peak Retirement Planning
Columbus,
Ohio
| USD 148 M | – | – | 1.37% | – | 96 | – | 0 |
|
| 6587 |
6587
Vienna Asset Management
Saratoga,
California
| USD 148 M | +USD 12.5 M | +9% | 9.58% | – | 55 | 30.91% | 1.2 |
|
| 6588 |
6588
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
| USD 148 M | – | – | 2.53% | – | 109 | – | 0 |
|
| 6589 |
6589
Cedar Point Capital Partners
Cedar Rapids,
Iowa
| USD 148 M | +USD 2.14 M | +1% | 1.26% | 55.4% | 65 | 7.69% | 0.8 |
|
| 6590 |
6590
Cascade Wealth Advisors
Wenatchee,
Washington
| USD 148 M | +USD 7.79 M | +6% | 0.07% | – | 50 | 6% | 0.7 |
|
| 6591 |
FA
6591
FF Advisors
Manhattan Beach,
California
| USD 148 M | -USD 7.64 M | -5% | 0.62% | 59.7% | 89 | 2.25% | 0.9 |
|
| 6592 |
6592
Priebe Wealth Holdings
Maple Grove,
Minnesota
| USD 148 M | +USD 10.3 M | +7% | 3.29% | – | 72 | 16.67% | 0.7 |
|
| 6593 |
6593
General Motors Holdings
Detroit,
Michigan
| USD 148 M | +USD 16.8 M | +13% | 74.2% | 21.4% | 5 | 0% | 1.9 |
|
| 6594 |
6594
Financial Symmetry
Raleigh,
North Carolina
| USD 148 M | +USD 4.38 M | +3% | 3.02% | 68.4% | 48 | 12.5% | 0.8 |
|
| 6595 |
6595
Conscious Wealth Investments
Coral Gables,
Florida
| USD 147 M | +USD 2.12 M | +1% | 1.67% | – | 51 | 7.84% | 0.9 |
|
| 6596 |
6596
Shearwater Capital
Denver,
Colorado
| USD 147 M | +USD 2.37 M | +2% | 3.08% | 74.4% | 48 | 8.33% | 2.5 |
|
| 6597 |
6597
Financially Speaking
Greenwood Village,
Colorado
| USD 147 M | – | – | 3.37% | – | 181 | – | 0 |
|
| 6598 |
6598
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
| USD 147 M | – | – | 3.64% | – | 66 | – | 0 |
|
| 6599 |
6599
Equinox Partners Investment Management
Stamford,
Connecticut
| USD 147 M | +USD 1.42 M | +1% | 8.63% | 241% | 10 | 20% | 2.5 |
|
| 6600 |
6600
Petra Financial Advisors
Colorado Srpings,
Colorado
| USD 147 M | -USD 4.56 M | -3% | 1.19% | 129% | 155 | 20.65% | 1.2 |
|