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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7301 |
7301
Lionshead Wealth Management
New York
| USD 126 M | +USD 17.7 M | +16% | 7.4% | – | 104 | 11.54% | 0.6 |
|
| 7302 |
7302
Seelaus Asset Management
Chatham,
New Jersey
| USD 126 M | +USD 13 M | +11% | 14.5% | 134% | 192 | 13.02% | 3.4 |
|
| 7303 |
CTA
7303
Camelot Technology Advisors
San Francisco,
California
| USD 126 M | +USD 8.61 M | +7% | 6.37% | 71% | 59 | 16.95% | 1.4 |
|
| 7304 |
7304
Guild Investment Management
Los Angeles,
California
| USD 126 M | +USD 10.9 M | +9% | 10.6% | 101% | 57 | 35.09% | 1.9 |
|
| 7305 |
7305
PSquared Asset Management
Zurich,
Switzerland
| USD 126 M | -USD 329 M | -72% | 12.1% | 178% | 14 | 78.57% | 0.1 |
|
| 7306 |
7306
PlanWiser Financial
Colorado Springs,
Colorado
| USD 126 M | +USD 8.67 M | +7% | 5.79% | – | 49 | 12.24% | 0.4 |
|
| 7307 |
7307
ADG Wealth Management Group
Metairie,
Louisiana
| USD 126 M | +USD 8.37 M | +7% | 6.22% | – | 31 | 12.9% | 0.5 |
|
| 7308 |
7308
Argus Investors Counsel
New York
| USD 126 M | -USD 15.1 M | -11% | 6.83% | 132% | 116 | 9.48% | 5.4 |
|
| 7309 |
7309
Crowley Wealth Management
Wilmington,
Delaware
| USD 126 M | +USD 15.9 M | +14% | 12.8% | – | 428 | 9.11% | 0.7 |
|
| 7310 |
FF
7310
Fox Financial
Wyomissing,
Pennsylvania
| USD 126 M | +USD 7.4 M | +6% | 7.85% | 78.9% | 13 | 7.69% | 1.7 |
|
| 7311 |
7311
University of Pittsburgh
Pittsburgh,
Pennsylvania
| USD 126 M | +USD 11.5 M | +10% | 9.96% | 69.2% | 2 | 50% | 1.4 |
|
| 7312 |
7312
Yorktown Management & Research Company
Forest,
Virginia
| USD 125 M | +USD 20.7 M | +20% | 15.8% | 211% | 244 | 30.33% | 1.5 |
|
| 7313 |
7313
Slocum, Gordon & Co
Newport,
Rhode Island
| USD 125 M | +USD 1.22 M | +1% | 6.23% | 65.3% | 129 | 58.91% | 2.1 |
|
| 7314 |
7314
Summit Financial Consulting
Sterling Heights,
Michigan
| USD 125 M | +USD 14 M | +13% | 5.44% | – | 47 | 25.53% | 0.4 |
|
| 7315 |
7315
Ascent Capital Management
Bend,
Oregon
| USD 125 M | +USD 12.6 M | +11% | 8.94% | – | 67 | 13.43% | 0.6 |
|
| 7316 |
7316
Constant Guidance Financial
Attleboro Falls,
Massachusetts
| USD 125 M | +USD 25.8 M | +26% | 7.63% | 79.6% | 52 | 57.69% | 0.8 |
|
| 7317 |
7317
Karani Asset Management
New York
| USD 125 M | +USD 22 M | +21% | 8.99% | – | 43 | 23.26% | 2.3 |
|
| 7318 |
7318
Stephen J. Garry & Associates
Garden City,
New York
| USD 125 M | +USD 9.5 M | +8% | 7.84% | – | 52 | 11.54% | 1.3 |
|
| 7319 |
7319
Cook & Bynum Capital Management
Birmingham,
Alabama
| USD 125 M | -USD 1.33 M | -1% | 3.12% | 46.8% | 6 | 0% | 6.9 |
|
| 7320 |
7320
Vanguard Capital Wealth Advisors
Denver,
Colorado
| USD 125 M | +USD 24.2 M | +24% | 16.9% | 234% | 144 | 27.08% | 2.9 |
|
| 7321 |
HEC
7321
Hudson Executive Capital
New York
| USD 125 M | -USD 10 M | -7% | 3.15% | 127% | 3 | 33.33% | 5.5 |
|
| 7322 |
PCM
7322
Park Capital Management
Madison,
Wisconsin
| USD 125 M | +USD 17 M | +16% | 13.8% | – | 89 | 33.71% | 0.5 |
|
| 7323 |
7323
ClientFirst Wealth Management
Little Rock,
Arkansas
| USD 125 M | +USD 27.1 M | +28% | 30.2% | – | 50 | 8% | 2.4 |
|
| 7324 |
7324
Marathon Strategic Advisors
Pittsburgh,
Pennsylvania
| USD 125 M | +USD 17.3 M | +16% | 8.31% | 110% | 50 | 20% | 1 |
|
| 7325 |
XXIP
7325
Xiamen Xinweidachuang Investment Partnership
Xiamen,
China
| USD 125 M | -USD 13.9 M | -10% | 6.53% | 66.6% | 1 | 0% | 3.8 |
|