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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7151 |
ACM
7151
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| USD 121 M | +USD 3.97 M | +3% | 25.4% | 2,106% | 16 | 62.5% | 0.3 |
|
| 7152 |
7152
Crew Capital Management
Cincinnati,
Ohio
| USD 121 M | -USD 4.35 M | -3% | 0.78% | 111% | 156 | 23.08% | 1.6 |
|
| 7153 |
7153
Momentous Wealth Management
Vancouver,
Washington
| USD 121 M | – | – | 2.29% | – | 39 | – | 0 |
|
| 7154 |
7154
Avant Capital
Lafayette,
Louisiana
| USD 121 M | – | – | 0.32% | – | 65 | – | 2.4 |
|
| 7155 |
7155
Marquette Associates
Chicago,
Illinois
| USD 121 M | -USD 18.3 M | -13% | 2.28% | – | 44 | 31.82% | 0.7 |
|
| 7156 |
7156
XXEC Inc
Tulsa,
Oklahoma
| USD 121 M | -USD 11.8 M | -9% | 3.26% | 30.1% | 22 | 13.64% | 2.5 |
|
| 7157 |
7157
Persistent Asset Partners
Hong Kong
| USD 121 M | – | – | 1.66% | – | 143 | – | 0 |
|
| 7158 |
BAWM
7158
Bennett Associates Wealth Management
Butler,
Pennsylvania
| USD 121 M | -USD 1.59 M | -1% | 3.08% | 51% | 51 | 21.57% | 0.7 |
|
| 7159 |
7159
Kagan Cocozza Asset Management
Mickleton,
New Jersey
| USD 120 M | – | – | 1.77% | – | 63 | – | 0 |
|
| 7160 |
7160
PKO BP Bankowy Universal Pension Society
Warsaw,
Poland
| USD 120 M | – | – | 0.86% | – | 14 | – | 0 |
|
| 7161 |
BWM
7161
BCO Wealth Management
Carlsbad,
New Mexico
| USD 120 M | – | – | 2% | – | 34 | – | 0 |
|
| 7162 |
7162
Parkworth Wealth Management
Los Gatos,
California
| USD 120 M | – | – | 1.86% | – | 1,271 | – | 0 |
|
| 7163 |
7163
Foresite Capital Management V
Larkspur,
California
| USD 120 M | -USD 23.7 M | -16% | 7.59% | 401% | 6 | 16.67% | 1.6 |
|
| 7164 |
7164
Partnership Wealth Management
Towson,
Maryland
| USD 120 M | -USD 21.5 M | -15% | 3.71% | 67.6% | 189 | 62.96% | 0.9 |
|
| 7165 |
7165
Collar Capital Management
Appleton,
Wisconsin
| USD 120 M | – | – | 16% | – | 75 | – | 0 |
|
| 7166 |
SR
7166
Summer Road
West Palm Beach,
Florida
| USD 120 M | -USD 6.86 M | -5% | 1.92% | 214% | 29 | 24.14% | 0.7 |
|
| 7167 |
7167
Tru Independence Asset Management 2
Portland,
Oregon
| USD 120 M | +USD 1.37 M | +1% | 0.23% | – | 87 | 13.79% | 1.3 |
|
| 7168 |
7168
Oder Investment Management
Woodland Hills,
California
| USD 120 M | +USD 3.66 M | +3% | 12.4% | 97.5% | 96 | 10.42% | 2.7 |
|
| 7169 |
7169
Affinity Investment Advisors
Newport Beach,
California
| USD 120 M | -USD 25.7 M | -18% | 3.47% | 189% | 151 | 26.49% | 3.3 |
|
| 7170 |
7170
Richwood Investment Advisors
Cincinnati,
Ohio
| USD 120 M | -USD 983 k | -0.8% | 0.65% | 71.9% | 104 | 5.77% | 2.8 |
|
| 7171 |
7171
Synergy Financial Group
San Ramon,
California
| USD 120 M | +USD 14.6 M | +14% | 12% | 133% | 104 | 12.5% | 1.9 |
|
| 7172 |
7172
Sound Financial Strategies Group
Madison,
Mississippi
| USD 120 M | -USD 4.63 M | -4% | 4.76% | 27.1% | 102 | 22.55% | 1.2 |
|
| 7173 |
7173
Allodium Investment Consultants
Minneapolis,
Minnesota
| USD 120 M | – | – | 3.44% | – | 47 | – | 0 |
|
| 7174 |
7174
NDWM LLC
La Jolla,
California
| USD 120 M | -USD 1.68 M | -1% | 2.29% | 50.3% | 34 | 14.71% | 0.9 |
|
| 7175 |
7175
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| USD 120 M | -USD 12.9 M | -10% | 0.64% | 38.5% | 59 | 20.34% | 3.1 |
|