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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7451 |
7451
C2C Wealth Management
Scottsdale,
Arizona
| USD 108 M | +USD 528 k | +0.5% | 0.7% | 77.2% | 90 | 6.67% | 2.6 |
|
| 7452 |
7452
AGH Wealth Advisors
Wichita,
Kansas
| USD 108 M | – | – | 2.88% | – | 113 | – | 0 |
|
| 7453 |
7453
Ranmore Fund Management
Cobham,
United Kingdom
| USD 108 M | – | – | 4.24% | – | 14 | – | 0 |
|
| 7454 |
7454
Alexander Randolph Advisory
Mclean,
Virginia
| USD 108 M | -USD 5.12 M | -5% | 0.99% | 56% | 53 | 1.89% | 1 |
|
| 7455 |
7455
SLT Holdings
Scottsdale,
Arizona
| USD 108 M | – | – | 78.6% | – | 90 | – | 0 |
|
| 7456 |
7456
EHP Funds Inc
Toronto,
Canada
| USD 108 M | -USD 51.1 M | -32% | 0.77% | 173% | 74 | 72.97% | 0.4 |
|
| 7457 |
WSA
7457
Warm Springs Advisors
Larkspur,
California
| USD 108 M | – | – | 12.7% | – | 50 | – | 0 |
|
| 7458 |
SCM
7458
Sunbeam Capital Management
Atlanta,
Georgia
| USD 108 M | – | – | 2.04% | – | 81 | – | 0 |
|
| 7459 |
7459
WPG Advisers
Baltimore,
Maryland
| USD 108 M | – | – | 2.78% | – | 1,456 | – | 0 |
|
| 7460 |
7460
Columbia Advisory Partners
Spokane,
Washington
| USD 108 M | +USD 1.96 M | +2% | 0.81% | 69.7% | 73 | 32.88% | 1.4 |
|
| 7461 |
7461
Mittelman Wealth Management
Andover,
Massachusetts
| USD 107 M | -USD 68.5 M | -39% | 2.95% | – | 33 | 21.21% | 0.6 |
|
| 7462 |
7462
Astra Wealth Partners
Jersey City,
New Jersey
| USD 107 M | – | – | 1.03% | – | 71 | – | 0 |
|
| 7463 |
7463
Arrow Investment Advisors
Laurel,
Maryland
| USD 107 M | USD 0 | 0% | 1.63% | 38.1% | 47 | 0% | 1.4 |
|
| 7464 |
7464
Chesapeake Asset Management
New York
| USD 107 M | -USD 7.78 M | -7% | 6.45% | 153% | 584 | 19.86% | 1.4 |
|
| 7465 |
7465
Karani Asset Management
New York
| USD 107 M | – | – | 0.8% | – | 28 | – | 2.8 |
|
| 7466 |
7466
Jacksonville Wealth Management
Jacksonville,
Florida
| USD 107 M | – | – | 5.5% | – | 59 | – | 0 |
|
| 7467 |
7467
Centricity Wealth Management
Westerville,
Ohio
| USD 107 M | – | – | 0.01% | – | 454 | – | 0 |
|
| 7468 |
TF
7468
TME Financial
Huntington Beach,
California
| USD 107 M | – | – | 1.8% | – | 65 | – | 0 |
|
| 7469 |
7469
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
| USD 107 M | – | – | 1.85% | – | 152 | – | 0 |
|
| 7470 |
PCMN
7470
Paradigm Capital Management (Nevada)
Reno,
Nevada
| USD 107 M | +USD 2.72 M | +3% | 0.26% | – | 60 | 8.33% | 2 |
|
| 7471 |
7471
WealthGarden F.S.
El Segundo,
California
| USD 107 M | +USD 4.19 M | +4% | 0.46% | – | 130 | 14.62% | 0.4 |
|
| 7472 |
7472
Centerstone Investors
New York
| USD 107 M | +USD 3.8 M | +4% | 1.24% | 73.7% | 28 | 7.14% | 3.2 |
|
| 7473 |
ECP
7473
Elemental Capital Partners
San Francisco,
California
| USD 107 M | – | – | 84.5% | – | 6 | – | 2.1 |
|
| 7474 |
RCP
7474
RPM Capital Partners
New York
| USD 107 M | -USD 34.4 M | -24% | 24.4% | 8.37% | 1 | 0% | 1 |
|
| 7475 |
7475
J2 Capital Management
Troy,
Michigan
| USD 107 M | – | – | 0.42% | – | 107 | – | 1.5 |
|