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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7526 |
7526
Davis Wealth Advisors
Salem,
New Hampshire
| USD 111 M | +USD 17.2 M | +18% | 6.65% | – | 76 | 22.37% | 0.6 |
|
| 7527 |
7527
LWM Advisors
El Dorado Hills,
California
| USD 111 M | +USD 7.36 M | +7% | 6.88% | – | 29 | 10.34% | 0.7 |
|
| 7528 |
7528
Luminus Management
Houston,
Texas
| USD 111 M | -USD 273 M | -71% | 8.04% | 8.7% | 25 | 48% | 1.1 |
|
| 7529 |
7529
Legacy Solutions LLC
Kennett Square,
Pennsylvania
| USD 111 M | +USD 6.83 M | +7% | 6.59% | – | 82 | 9.76% | 0.7 |
|
| 7530 |
7530
10Elms LLP
Tulsa,
Oklahoma
| USD 111 M | +USD 6.14 M | +6% | 4.77% | – | 505 | 2.97% | 0.7 |
|
| 7531 |
D
7531
Drystone
Ivy,
Virginia
| USD 111 M | +USD 2.03 M | +2% | 2% | – | 18 | 0% | 3.4 |
|
| 7532 |
MAM
7532
Maytree Asset Management
Hong Kong
| USD 111 M | +USD 51.3 M | +86% | 28.7% | 441% | 14 | 35.71% | 1 |
|
| 7533 |
7533
Trustco Bank (New York)
Albany,
New York
| USD 111 M | +USD 8.99 M | +9% | 9.57% | 131% | 72 | 8.33% | 7.4 |
|
| 7534 |
7534
SharpePoint
Phoenix,
Arizona
| USD 111 M | +USD 13.7 M | +14% | 11.5% | – | 45 | 11.11% | 0.6 |
|
| 7535 |
CWD
7535
Clarity Wealth Development
Corvallis,
Oregon
| USD 111 M | +USD 10.3 M | +10% | 6.37% | – | 47 | 10.64% | 0.7 |
|
| 7536 |
7536
Alan B. Lancz & Associates
Toledo,
Ohio
| USD 111 M | +USD 10.8 M | +11% | 12.6% | – | 137 | 10.95% | 2.9 |
|
| 7537 |
7537
DB Fitzpatrick & Co
Boise,
Idaho
| USD 111 M | -USD 2.06 M | -2% | 4.06% | 42.7% | 110 | 18.18% | 2.3 |
|
| 7538 |
7538
Square Peg Capital
Surry Hills, NSW,
Australia
| USD 111 M | -USD 13.4 M | -11% | 6.08% | – | 9 | 11.11% | 0.7 |
|
| 7539 |
7539
Minot DeBlois Advisors
Boston,
Massachusetts
| USD 110 M | +USD 4.81 M | +5% | 5.8% | – | 259 | 6.18% | 0.7 |
|
| 7540 |
7540
Bolthouse Investments
Bakersfield,
California
| USD 110 M | +USD 9.38 M | +9% | 15% | – | 77 | 9.09% | 0.7 |
|
| 7541 |
SF
7541
Schaeffer Financial
Rockville,
Maryland
| USD 110 M | +USD 7.9 M | +8% | 5.61% | 52.2% | 20 | 10% | 2.4 |
|
| 7542 |
7542
Clarendon Private
Boston,
Massachusetts
| USD 110 M | +USD 6.16 M | +6% | 8.67% | – | 108 | 13.89% | 0.6 |
|
| 7543 |
7543
Shuttleworth & Co
Powell,
Ohio
| USD 110 M | – | – | 7.65% | – | 63 | – | 0 |
|
| 7544 |
7544
RK Asset Management
Grosse Pointe Farms,
Michigan
| USD 110 M | +USD 6.23 M | +6% | 8.28% | 47.6% | 23 | 0% | 4.6 |
|
| 7545 |
7545
DRH Investments
Thousand Oaks,
California
| USD 110 M | +USD 13.1 M | +14% | 9.39% | 81.2% | 12 | 8.33% | 2.9 |
|
| 7546 |
7546
V.M. Manning & Co
Greenville,
South Carolina
| USD 110 M | +USD 19.3 M | +21% | 13.1% | – | 54 | 16.67% | 0.2 |
|
| 7547 |
7547
Kennebec Savings Bank
Augusta,
Maine
| USD 110 M | +USD 7.67 M | +8% | 9.12% | – | 264 | 6.44% | 0.9 |
|
| 7548 |
7548
TRV GP VI
Boston,
Massachusetts
| USD 110 M | +USD 45.4 M | +71% | 99.6% | – | 4 | 25% | 0.8 |
|
| 7549 |
7549
Katamaran Capital
London,
United Kingdom
| USD 110 M | +USD 1.95 M | +2% | 7.73% | – | 36 | 52.78% | 0.3 |
|
| 7550 |
7550
Blue Water Life Science Advisors
Larkspur,
California
| USD 110 M | -USD 16.7 M | -13% | 10.8% | 503% | 9 | 33.33% | 2.1 |
|