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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7001 |
MWS
7001
MFA Wealth Services
Thousand Oaks,
California
| USD 133 M | +USD 11.5 M | +9% | 7.63% | – | 116 | 10.34% | 0.5 |
|
| 7002 |
7002
Penbrook Management
New York
| USD 133 M | +USD 691 k | +0.5% | 12.3% | 107% | 111 | 11.71% | 5.8 |
|
| 7003 |
AV
7003
Alamea Verwaltungs
Edison,
New Jersey
| USD 133 M | +USD 17.2 M | +15% | 11.7% | – | 98 | 17.35% | 0.2 |
|
| 7004 |
7004
Stoneridge Investment Partners
Radnor,
Pennsylvania
| USD 133 M | +USD 14.5 M | +12% | 8.25% | 44.2% | 153 | 43.14% | 1.4 |
|
| 7005 |
7005
Clark & Stuart Inc
Portland,
Maine
| USD 133 M | -USD 4.44 M | -3% | 0.9% | – | 49 | 14.29% | 0.4 |
|
| 7006 |
7006
Holcombe Financial
Atlanta,
Georgia
| USD 133 M | +USD 12.4 M | +10% | 2.28% | – | 43 | 11.63% | 0.4 |
|
| 7007 |
7007
IDG China Venture Capital Fund V Associates
Hong Kong
| USD 133 M | +USD 19.8 M | +18% | 17.6% | 7.34% | 1 | 0% | 3.5 |
|
| 7008 |
7008
Claris Financial
Glen Allen,
Virginia
| USD 133 M | -USD 19.4 M | -13% | 8.71% | – | 174 | 34.48% | 0.4 |
|
| 7009 |
7009
Asset Planning Inc
Cypress,
California
| USD 133 M | +USD 5.22 M | +4% | 6.34% | – | 308 | 7.47% | 0.5 |
|
| 7010 |
7010
Aspetuck Financial Management
Westport,
Connecticut
| USD 133 M | +USD 16.4 M | +14% | 15.8% | – | 73 | 8.22% | 0.5 |
|
| 7011 |
7011
Fairtree Asset Management
Bellville, Cape Town,
South Africa
| USD 133 M | +USD 8.37 M | +7% | 6.25% | – | 117 | 32.48% | 0.4 |
|
| 7012 |
BCM
7012
Bluefin Capital Management
New York
| USD 133 M | -USD 5.92 M | -4% | 25.3% | – | 187 | 68.45% | 0.3 |
|
| 7013 |
7013
Eschler Asset Management
London,
United Kingdom
| USD 133 M | +USD 92.2 M | +228% | 19.2% | 274% | 78 | 74.36% | 0.4 |
|
| 7014 |
7014
Bank of Marin
Novato,
California
| USD 133 M | +USD 54.1 M | +69% | 11.4% | 80.3% | 136 | 41.18% | 2.4 |
|
| 7015 |
NWM
7015
Navigoe Wealth Management
Redondo Beach,
California
| USD 132 M | +USD 17 M | +15% | 6.66% | – | 190 | 10.53% | 0.5 |
|
| 7016 |
7016
Octahedron Capital Management
Burlingame,
California
| USD 132 M | +USD 17.6 M | +15% | 31.4% | 234% | 25 | 36% | 1 |
|
| 7017 |
7017
Axos Invest
Las Vegas,
Nevada
| USD 132 M | +USD 3.42 M | +3% | 8.47% | – | 22 | 0% | 0.8 |
|
| 7018 |
7018
Oder Investment Management
Woodland Hills,
California
| USD 132 M | +USD 14.6 M | +12% | 17% | 97.5% | 99 | 7.07% | 2.9 |
|
| 7019 |
7019
Accredited Investor Services
St. Cloud,
Minnesota
| USD 132 M | +USD 12.6 M | +11% | 10.2% | – | 73 | 8.22% | 0.3 |
|
| 7020 |
7020
Kuhn & Co Investment Counsel
Chicago,
Illinois
| USD 132 M | +USD 13.7 M | +12% | 8.38% | – | 135 | 8.15% | 1.3 |
|
| 7021 |
7021
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
| USD 132 M | +USD 15.8 M | +14% | 8.97% | – | 59 | 13.56% | 0.4 |
|
| 7022 |
PI
7022
Pachira Investments
Dana Point,
California
| USD 132 M | -USD 10 M | -7% | 9.5% | 82.3% | 58 | 13.79% | 2.8 |
|
| 7023 |
7023
Moulton Wealth Management
Spokane,
Washington
| USD 132 M | +USD 1.1 M | +0.8% | 5.14% | 47.8% | 43 | 34.88% | 1.2 |
|
| 7024 |
PC
7024
Panoramic Capital
Larkspur,
California
| USD 132 M | +USD 45.7 M | +53% | 37.8% | – | 49 | 61.22% | 0.2 |
|
| 7025 |
BCM
7025
BML Capital Management
Zionsville,
Indiana
| USD 132 M | +USD 8.62 M | +7% | 14.9% | 349% | 29 | 24.14% | 1.2 |
|