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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7176 |
SCA
7176
Sippican Capital Advisors
Boston,
Massachusetts
| USD 164 M | +USD 17.8 M | +12% | 12.9% | 90.1% | 114 | 8.77% | 6.2 |
|
| 7177 |
BCP
7177
Breakout Capital Partners
New York
| USD 164 M | -USD 10 M | -6% | 1.38% | – | 10 | 40% | 1.2 |
|
| 7178 |
CAM
7178
Campion Asset Management
Falls Church,
Virginia
| USD 164 M | +USD 16.4 M | +11% | 11.9% | 70.2% | 85 | 5.88% | 4.3 |
|
| 7179 |
PCMNC
7179
Piedmont Capital Management (North Carolina)
Greensboro,
North Carolina
| USD 164 M | +USD 13.9 M | +9% | 18.5% | – | 134 | 19.4% | 0.4 |
|
| 7180 |
SAFS
7180
S&A Financial Services
Overland Park,
Kansas
| USD 164 M | +USD 18.2 M | +13% | 11.5% | – | 93 | 11.83% | 0.2 |
|
| 7181 |
MCWA
7181
Meadow Creek Wealth Advisors
Atlanta,
Georgia
| USD 164 M | +USD 9.26 M | +6% | 15% | – | 153 | 20.92% | 3.4 |
|
| 7182 |
BFM
7182
Broadview Financial Management
Wauwatosa,
Wisconsin
| USD 164 M | +USD 17.3 M | +12% | 12.5% | 52.4% | 43 | 6.98% | 6.4 |
|
| 7183 |
AWM
7183
Apex Wealth Management
Bedford,
New Hampshire
| USD 164 M | +USD 18 M | +12% | 13.9% | – | 64 | 12.5% | 1 |
|
| 7184 |
HFP
7184
Holistic Financial Partners
Indianapolis,
Indiana
| USD 164 M | -USD 105 M | -39% | 15.2% | 95.7% | 150 | 22.67% | 4.1 |
|
| 7185 |
AWA
7185
Arbor Wealth Advisors
Troy,
Michigan
| USD 164 M | +USD 21 M | +15% | 13.4% | 58.7% | 60 | 6.67% | 1.9 |
|
| 7186 |
AIM
7186
Aurora Investment Managers
Naples,
Florida
| USD 164 M | +USD 27.6 M | +20% | 13.7% | 74.4% | 55 | 50.91% | 1.7 |
|
| 7187 |
CC
7187
Climber Capital
Nyon,
Switzerland
| USD 164 M | +USD 10.9 M | +7% | 5.83% | – | 72 | 15.28% | 1.3 |
|
| 7188 |
PFW
7188
Petros Family Wealth
Bloomington,
Minnesota
| USD 164 M | +USD 23.2 M | +17% | 19.1% | – | 146 | 18.49% | 1 |
|
| 7189 |
TPM
7189
Totem Point Management
New York
| USD 163 M | +USD 85.1 M | +109% | 61% | 577% | 22 | 40.91% | 1.2 |
|
| 7190 |
WAM
7190
Waterfall Asset Management
New York
| USD 163 M | -USD 15.4 M | -9% | 9.72% | – | 22 | 31.82% | 0.7 |
|
| 7191 |
TNAM
7191
Terra Nova Asset Management
New York
| USD 163 M | +USD 28.2 M | +21% | 23.6% | 172% | 98 | 20.41% | 3.2 |
|
| 7192 |
RC
7192
Rexford Capital
Bellaire,
Texas
| USD 163 M | +USD 23.1 M | +16% | 24.1% | – | 330 | 13.03% | 0.9 |
|
| 7193 |
YMRC
7193
Yorktown Management & Research Company
Forest,
Virginia
| USD 163 M | +USD 43.7 M | +37% | 35.3% | 223% | 296 | 43.58% | 1.3 |
|
| 7194 |
KFO
7194
Kopp Family Office
Bloomington,
Minnesota
| USD 163 M | +USD 17.8 M | +12% | 11.2% | 34% | 30 | 33.33% | 2.2 |
|
| 7195 |
APW
7195
Atlantic Private Wealth
Chapel Hill,
North Carolina
| USD 163 M | +USD 10.2 M | +7% | 12.4% | 55.7% | 329 | 12.77% | 1.5 |
|
| 7196 |
NJIM
7196
Nabity-Jensen Investment Management
Omaha,
Nebraska
| USD 163 M | +USD 19 M | +13% | 15.6% | – | 73 | 8.22% | 2.1 |
|
| 7197 |
GIA
7197
Gem Investment Advisors
Teaneck,
New Jersey
| USD 163 M | +USD 61.4 M | +60% | 84.4% | – | 37 | 8.11% | 0.4 |
|
| 7198 |
MCS
7198
Mercuria Capital Strategies
Houston,
Texas
| USD 163 M | -USD 98.6 M | -38% | 112% | – | 35 | 45.71% | 0.3 |
|
| 7199 |
GCM
7199
Generation Capital Management
Pittsford,
New York
| USD 163 M | +USD 26.1 M | +19% | 30.1% | – | 93 | 31.18% | 1 |
|
| 7200 |
ACM
7200
Arrington Capital Management
Miami,
Florida
| USD 163 M | +USD 65.6 M | +68% | 5.74% | – | 52 | 48.08% | 0.3 |
|