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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7401 |
LBC
7401
Lane Brothers & Co
Prescott,
Arizona
| USD 153 M | +USD 15.6 M | +11% | 8.58% | – | 96 | 14.58% | 0.4 |
|
| 7402 |
TWA
7402
Trace Wealth Advisors
Los Angeles,
California
| USD 153 M | +USD 19.4 M | +15% | 13.5% | – | 72 | 12.5% | 1.2 |
|
| 7403 |
AFA
7403
Allium Financial Advisors
Lake Oswego,
Oregon
| USD 153 M | +USD 28 M | +22% | 20.2% | – | 86 | 15.12% | 1.1 |
|
| 7404 |
SOWBOCOPL
7404
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
| USD 153 M | +USD 842 k | +0.6% | 0.41% | 4.83% | 6 | 0% | 3.3 |
|
| 7405 |
CCM
7405
Crestwood Capital Management
New York
| USD 153 M | +USD 7.14 M | +5% | 46.6% | 203% | 16 | 6.25% | 2.4 |
|
| 7406 |
DW
7406
Durante & Waters
Brewster,
New York
| USD 153 M | +USD 14.5 M | +10% | 10.1% | – | 31 | 0% | 2.4 |
|
| 7407 |
TL
7407
TowerView LLC
New York
| USD 152 M | -USD 2.47 M | -2% | 2.5% | 17.9% | 17 | 5.88% | 5.6 |
|
| 7408 |
SIP
7408
Stoneridge Investment Partners
Radnor,
Pennsylvania
| USD 152 M | +USD 14.2 M | +10% | 21.2% | 44.2% | 199 | 62.31% | 1.1 |
|
| 7409 |
HAM
7409
Hedges Asset Management
Reno,
Nevada
| USD 152 M | – | – | 12% | – | 108 | – | 3 |
|
| 7410 |
MWM
7410
Madrid Wealth Management
Albuquerque,
New Mexico
| USD 152 M | +USD 19.9 M | +15% | 11.9% | – | 72 | 5.56% | 0.5 |
|
| 7411 |
CIM
7411
Caldwell Investment Management
Toronto,
Ontario, Canada
| USD 152 M | -USD 103 M | -40% | 3.29% | 162% | 68 | 67.65% | 1.2 |
|
| 7412 |
PAMP
7412
Phoenix Asset Management Partners
London,
| USD 152 M | +USD 19.6 M | +15% | 8.51% | 139% | 12 | 16.67% | 2.3 |
|
| 7413 |
RPA
7413
Redwood Park Advisors
Redwood City,
California
| USD 152 M | +USD 2.09 M | +1% | 3.16% | – | 361 | 11.36% | 1.2 |
|
| 7414 |
CP
7414
Clayton Partners
Berkeley,
California
| USD 152 M | +USD 14.6 M | +11% | 10.7% | 109% | 50 | 36% | 2.3 |
|
| 7415 |
TC
7415
Tannin Capital
Charlotte,
North Carolina
| USD 152 M | +USD 14.4 M | +10% | 14.7% | – | 179 | 20.67% | 0.4 |
|
| 7416 |
CL
7416
CRCM LP
San Francisco,
California
| USD 152 M | +USD 10.9 M | +8% | 15.6% | – | 15 | 53.33% | 0.6 |
|
| 7417 |
IA
7417
IF Advisors
San Antonio,
Texas
| USD 152 M | +USD 10.7 M | +8% | 9.95% | – | 60 | 11.67% | 0.4 |
|
| 7418 |
MWM
7418
Moulton Wealth Management
Spokane,
Washington
| USD 152 M | +USD 5.2 M | +4% | 8.63% | 47.8% | 83 | 57.83% | 0.6 |
|
| 7419 |
CWIG
7419
Chung Wu Investment Group
Sugar Land,
Texas
| USD 152 M | +USD 36 M | +31% | 44.7% | – | 315 | 27.94% | 0.8 |
|
| 7420 |
WCM
7420
WealthTrak Capital Management
Virginia Beach,
Virginia
| USD 152 M | +USD 12 M | +9% | 10.9% | – | 86 | 17.44% | 1.2 |
|
| 7421 |
HFAS
7421
Hummer Financial Advisory Services
Chicago,
Illinois
| USD 152 M | +USD 10.6 M | +7% | 13.1% | 71.8% | 135 | 8.89% | 4 |
|
| 7422 |
LAIC
7422
Lederer & Associates Investment Counsel
Long Beach,
California
| USD 152 M | +USD 10.7 M | +8% | 10.2% | 75.5% | 87 | 8.05% | 6 |
|
| 7423 |
PF
7423
Prota Financial
Houston,
Texas
| USD 152 M | +USD 13.9 M | +10% | 11.6% | – | 74 | 14.86% | 0.4 |
|
| 7424 |
UFA
7424
Uptown Financial Advisors
Dallas,
Texas
| USD 152 M | +USD 26 M | +21% | 10.4% | – | 91 | 19.78% | 1.1 |
|
| 7425 |
AL
7425
Advaya LLP
London,
United Kingdom
| USD 152 M | +USD 8.05 M | +6% | 28.5% | – | 8 | 37.5% | 0.4 |
|