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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6801 |
6801
Impala Asset Management
Palm Beach,
Florida
| USD 111 M | -USD 326 k | -0.3% | 0.02% | 62.6% | 25 | 68% | 0.7 |
|
| 6802 |
6802
Wasserstein Debt Opportunities Management
New York
| USD 111 M | +USD 11.1 M | +11% | 8.01% | – | 1 | 0% | 0.5 |
|
| 6803 |
6803
IDG China Venture Capital Fund V Associates
Hong Kong
| USD 111 M | -USD 4.81 M | -4% | 4.17% | 7.34% | 1 | 0% | 2.5 |
|
| 6804 |
6804
Prossimo Advisors
San Luis Obispo,
California
| USD 110 M | +USD 58.8 M | +114% | 3.17% | 78.4% | 128 | 54.69% | 0.6 |
|
| 6805 |
6805
OmniStar Financial Group
Wilmington,
North Carolina
| USD 110 M | +USD 1.27 M | +1% | 1.75% | 67.1% | 124 | 12.9% | 0.9 |
|
| 6806 |
6806
LTG Capital
Newton,
Massachusetts
| USD 110 M | -USD 6.23 M | -5% | 2.74% | 56% | 26 | 0% | 2.4 |
|
| 6807 |
6807
Oder Investment Management
Woodland Hills,
California
| USD 110 M | +USD 3.08 M | +3% | 4.11% | 97.5% | 92 | 6.52% | 2.5 |
|
| 6808 |
6808
EDMP Inc
Lutz,
Florida
| USD 110 M | -USD 9.4 M | -8% | 0.99% | 78% | 80 | 6.25% | 3.7 |
|
| 6809 |
VM
6809
Valinor Management
New York
| USD 110 M | +USD 30 M | +37% | 39.8% | 12.8% | 1 | 0% | 6.8 |
|
| 6810 |
6810
Moulton Wealth Management
Spokane,
Washington
| USD 110 M | +USD 15 M | +16% | 1.1% | 47.8% | 34 | 41.18% | 1.1 |
|
| 6811 |
ASFA
6811
All Season Financial Advisors
Denver,
Colorado
| USD 110 M | -USD 10.4 M | -9% | 0.5% | 33.8% | 121 | 43.8% | 1.2 |
|
| 6812 |
6812
Life Planning Partners
Jacksonville,
Florida
| USD 110 M | +USD 9.8 M | +10% | 0.62% | – | 64 | 7.81% | 2.1 |
|
| 6813 |
6813
LDR Capital Management
New York
| USD 110 M | -USD 38.8 M | -26% | 1.22% | 28.4% | 42 | 11.9% | 1.8 |
|
| 6814 |
6814
Arrow Investment Advisors
Laurel,
Maryland
| USD 110 M | -USD 7.41 M | -6% | 0.72% | 36.3% | 66 | 50% | 1.1 |
|
| 6815 |
6815
Stonepine Capital Management
Bend,
Oregon
| USD 110 M | -USD 16.5 M | -13% | 7.28% | 231% | 31 | 54.84% | 0.7 |
|
| 6816 |
RCM
6816
RMR Capital Management
Tustin,
California
| USD 110 M | +USD 264 k | +0.2% | 0.88% | 57% | 73 | 12.33% | 0.4 |
|
| 6817 |
6817
Legacy Advisory Services
Exton,
Pennsylvania
| USD 109 M | +USD 3.79 M | +4% | 3.85% | 59.4% | 48 | 2.08% | 0.5 |
|
| 6818 |
GIM
6818
Greenwich Investment Management
Norwalk,
Connecticut
| USD 109 M | -USD 17.9 M | -14% | 1.77% | – | 39 | 12.82% | 4.3 |
|
| 6819 |
6819
Arbor Capital Management (Alaska)
Anchorage,
Alaska
| USD 109 M | +USD 3.82 M | +4% | 1.63% | 62.7% | 112 | 11.61% | 1.6 |
|
| 6820 |
6820
Chico Wealth RIA
Chico,
California
| USD 109 M | +USD 3.4 M | +3% | 1.51% | 74.7% | 30 | 10% | 1.6 |
|
| 6821 |
CM
6821
CM Management
Gulf Breeze,
Florida
| USD 109 M | -USD 10.1 M | -8% | 6.85% | 110% | 73 | 19.18% | 1.8 |
|
| 6822 |
6822
Kennon-Green & Company
New Albany,
Ohio
| USD 109 M | +USD 1.64 M | +2% | 0.97% | 58.4% | 45 | 6.67% | 1.4 |
|
| 6823 |
6823
Merkkuri Wealth Advisors
Hicksville,
New York
| USD 109 M | – | – | 1.67% | – | 79 | – | 0 |
|
| 6824 |
6824
GGM Financials
Columbus,
Ohio
| USD 109 M | – | – | 0.27% | – | 52 | – | 0 |
|
| 6825 |
6825
In-Depth Partners
Miami,
Florida
| USD 109 M | -USD 18.7 M | -15% | 5.06% | 157% | 13 | 7.69% | 2.3 |
|