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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
Syquant Capital SAS
Paris,
France
| USD 141 M | +USD 70.5 M | +100% | 20.1% | 160% | 18 | 88.89% | 0 |
|
| 6602 |
RCM
6602
RMR Capital Management
Tustin,
California
| USD 141 M | +USD 5.45 M | +4% | 4.2% | 57% | 80 | 5% | 1 |
|
| 6603 |
6603
Independent Order of Foresters
Toronto,
Ontario, Canada
| USD 141 M | -USD 7.65 M | -5% | 5.15% | 75.1% | 2 | 0% | 5 |
|
| 6604 |
6604
Cloud Capital Management
Seattle,
Washington
| USD 141 M | – | – | 1.3% | – | 280 | – | 0 |
|
| 6605 |
6605
Empirical Capital Management
Hendersonville,
Tennessee
| USD 141 M | +USD 8.18 M | +6% | 1.2% | 205% | 14 | 14.29% | 3.7 |
|
| 6606 |
6606
Hibernia Wealth Partners
Baton Rouge,
Louisiana
| USD 141 M | -USD 12.7 M | -8% | 0.49% | 40.6% | 59 | 32.2% | 1.2 |
|
| 6607 |
6607
Corient IA
Miami,
Florida
| USD 141 M | – | – | 0.29% | – | 291 | – | 0 |
|
| 6608 |
MA
6608
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| USD 141 M | -USD 30.3 M | -18% | 4.2% | 166% | 57 | 3.51% | 7.9 |
|
| 6609 |
6609
Equitec Proprietary Markets
Chicago,
Illinois
| USD 141 M | +USD 38.3 M | +37% | 16.6% | 352% | 80 | 43.75% | 1 |
|
| 6610 |
6610
Wealth Forward LLC
Fargo,
North Dakota
| USD 141 M | -USD 1.2 M | -0.8% | 0.69% | 48.8% | 31 | 3.23% | 1.2 |
|
| 6611 |
6611
Sterling Investment Management
Tucson,
Arizona
| USD 140 M | +USD 13.1 M | +10% | 4.26% | 45.3% | 59 | 13.56% | 5.1 |
|
| 6612 |
6612
Andina Capital Management
Lehi,
Utah
| USD 140 M | +USD 17.7 M | +14% | 0.77% | 38.9% | 165 | 59.39% | 0.5 |
|
| 6613 |
6613
Trevian Wealth Management
Weston,
Massachusetts
| USD 140 M | +USD 4.83 M | +4% | 3.99% | 94.1% | 29 | 6.9% | 1.3 |
|
| 6614 |
OIM
6614
Opus Investment Management
Worcester,
Massachusetts
| USD 140 M | +USD 4.88 M | +4% | 1.43% | 52.8% | 30 | 3.33% | 9.4 |
|
| 6615 |
6615
Financial Alternatives
La Jolla,
California
| USD 140 M | -USD 1.53 M | -1% | 0.4% | 50.2% | 81 | 0% | 2 |
|
| 6616 |
6616
EdgeRock Capital
Denver,
Colorado
| USD 140 M | -USD 12.3 M | -8% | 3.63% | 79.7% | 73 | 15.07% | 1.2 |
|
| 6617 |
6617
Charter Oak Advisors
New York City,
New York
| USD 140 M | -USD 34.3 M | -20% | 6.54% | – | 19 | 42.11% | 0.2 |
|
| 6618 |
6618
Martin Capital Advisors
San Antonio,
Texas
| USD 140 M | -USD 15 M | -10% | 6.5% | 140% | 70 | 5.71% | 2.7 |
|
| 6619 |
6619
Keynote Financial Services
Vernon,
Connecticut
| USD 140 M | +USD 9.7 M | +7% | 4.51% | – | 162 | 8.64% | 0.9 |
|
| 6620 |
6620
Aryeh Capital Management
Toronto,
Ontario, Canada
| USD 140 M | -USD 26.8 M | -16% | 4.97% | 87.7% | 13 | 23.08% | 1.6 |
|
| 6621 |
6621
Sterling Manor Financial
Saratoga Springs,
New York
| USD 140 M | -USD 3.37 M | -2% | 0.18% | – | 30 | 13.33% | 1.6 |
|
| 6622 |
6622
Sapience Investments
Newport Beach,
California
| USD 140 M | -USD 31.3 M | -18% | 8.54% | 54.9% | 91 | 8.79% | 3.1 |
|
| 6623 |
WPA
6623
Wealth Preservation Advisors
Chattanooga,
Tennessee
| USD 140 M | – | – | 6.12% | – | 562 | – | 0 |
|
| 6624 |
6624
Kaufman Rossin Wealth
Miami,
Florida
| USD 140 M | +USD 42.7 M | +44% | 2.33% | – | 153 | 77.78% | 0.1 |
|
| 6625 |
6625
RF&L Wealth Management
Acton,
Massachusetts
| USD 140 M | -USD 1.57 M | -1% | 1.99% | 73.8% | 60 | 8.33% | 2 |
|