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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6601 |
6601
Chaney Capital Management
Lynnwood,
Washington
| USD 112 M | – | – | 12.2% | – | 31 | – | 0 |
|
| 6602 |
6602
Clay Northam Wealth Management
Huntington Beach,
California
| USD 112 M | +USD 11.6 M | +12% | 12.1% | 125% | 85 | 14.12% | 1.6 |
|
| 6603 |
6603
Nalls Sherbakoff Group
Knoxville,
Tennessee
| USD 112 M | +USD 9.5 M | +9% | 10.7% | – | 491 | 11.81% | 3 |
|
| 6604 |
6604
D. Scott Neal
Lexington,
Kentucky
| USD 112 M | -USD 4.74 M | -4% | 13.6% | 105% | 67 | 19.4% | 3.2 |
|
| 6605 |
6605
Northwestern University
Evanston,
Illinois
| USD 112 M | -USD 17.1 M | -13% | 0.63% | 28.2% | 7 | 14.29% | 2.3 |
|
| 6606 |
6606
Chesapeake Asset Management
New York
| USD 112 M | +USD 9 M | +9% | 11.7% | 153% | 468 | 25% | 1.4 |
|
| 6607 |
6607
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
| USD 112 M | +USD 39.5 M | +54% | 9.39% | 72.3% | 62 | 24.19% | 1.8 |
|
| 6608 |
6608
NVP Associates
Menlo Park,
California
| USD 112 M | +USD 395 k | +0.4% | 44.4% | 953% | 8 | 25% | 1 |
|
| 6609 |
CE
6609
Cornerstone Enterprises
Appleton,
Wisconsin
| USD 112 M | – | – | 8.79% | 85.7% | 25 | – | 0 |
|
| 6610 |
6610
Coalescence Partners Investment Management
New York
| USD 112 M | – | – | 18% | – | 19 | – | 0.1 |
|
| 6611 |
6611
Atlantic Private Wealth
Chapel Hill,
North Carolina
| USD 112 M | +USD 12.9 M | +13% | 8.72% | 55.7% | 121 | 19.01% | 0.9 |
|
| 6612 |
6612
Motiv8 Investments
Port St. Lucie,
Florida
| USD 112 M | – | – | 8.6% | – | 96 | – | 0 |
|
| 6613 |
6613
Foundation Wealth Management (Missouri)
Clayton,
Missouri
| USD 112 M | +USD 11.8 M | +12% | 10% | 74.9% | 41 | 21.95% | 0.9 |
|
| 6614 |
6614
Richelieu Gestion
Paris,
France
| USD 112 M | +USD 4.15 M | +4% | 12.5% | – | 86 | 30.23% | 1 |
|
| 6615 |
6615
Livelsberger Financial Advisory
Ashland,
Ohio
| USD 112 M | – | – | 1.44% | – | 462 | – | 0 |
|
| 6616 |
6616
Northern Capital Management (Washington)
Spokane,
Washington
| USD 112 M | +USD 4.66 M | +4% | 12.2% | 80% | 39 | 28.21% | 2.4 |
|
| 6617 |
6617
NewView Capital Partners I
Burlingame,
California
| USD 112 M | +USD 29.8 M | +36% | 41% | 20.8% | 3 | 0% | 1.8 |
|
| 6618 |
6618
Bank of Marin
Novato,
California
| USD 112 M | +USD 8.97 M | +9% | 12.3% | 80.3% | 121 | 6.61% | 2.9 |
|
| 6619 |
6619
SRN Advisors
Huntingdon Valley,
Pennsylvania
| USD 111 M | +USD 10.6 M | +10% | 27.5% | 146% | 117 | 49.57% | 1.6 |
|
| 6620 |
6620
Oaktree Fund Advisors
Los Angles,
California
| USD 111 M | +USD 11.7 M | +12% | 13% | 132% | 46 | 15.22% | 1 |
|
| 6621 |
6621
Unionview LLC
Seattle,
Washington
| USD 111 M | +USD 5.56 M | +5% | 12.1% | 21.2% | 86 | 8.14% | 1.6 |
|
| 6622 |
PCC
6622
Park Circle Company
Baltimore,
Maryland
| USD 111 M | +USD 4.65 M | +4% | 10.3% | 70.5% | 124 | 20.97% | 3.2 |
|
| 6623 |
6623
AMH Equity
Great Neck,
New York
| USD 111 M | +USD 20.4 M | +22% | 5.87% | 267% | 46 | 56.52% | 0.5 |
|
| 6624 |
6624
Nabity-Jensen Investment Management
Omaha,
Nebraska
| USD 111 M | – | – | 11% | 85.3% | 79 | – | 0 |
|
| 6625 |
6625
Safir Wealth Advisors
Greenland,
New Hampshire
| USD 111 M | +USD 7.75 M | +7% | 9% | 52.1% | 16 | 12.5% | 2.4 |
|