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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
Schrum Private Wealth Management
St. Augustine,
Florida
| USD 135 M | -USD 1.12 M | -0.8% | 1.58% | 60.9% | 130 | 6.92% | 2.9 |
|
| 7527 |
7527
EMG Holdings
Old Greenwich,
Connecticut
| USD 135 M | -USD 131 M | -49% | 3.39% | 4.17% | 40 | 67.5% | 0.8 |
|
| 7528 |
MSK
7528
Melissa S. Kampmann
| USD 135 M | -USD 1.94 M | -1% | 3.11% | 82.1% | 43 | 11.63% | 1.9 |
|
| 7529 |
7529
Bright Futures Wealth Management
Webster, Ny 14580,
New York
| USD 135 M | +USD 7.11 M | +6% | 3.93% | – | 173 | 23.12% | 1 |
|
| 7530 |
7530
Wellington-Altus USA
Winnipeg, Manitoba,
Manitoba, Canada
| USD 135 M | – | – | 3.18% | – | 672 | – | 0 |
|
| 7531 |
7531
Cushing Capital Partners
Delafield,
Wisconsin
| USD 135 M | +USD 7.34 M | +6% | 2.91% | – | 89 | 8.99% | 0.8 |
|
| 7532 |
7532
Global Trust Wealth Management
West Palm Beach,
Florida
| USD 135 M | – | – | 2.25% | – | 85 | – | 0 |
|
| 7533 |
MAM
7533
Maytree Asset Management
Hong Kong
| USD 135 M | +USD 23.7 M | +21% | 19.3% | 441% | 20 | 60% | 0.7 |
|
| 7534 |
7534
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
| USD 135 M | – | – | 4.55% | – | 212 | – | 0.8 |
|
| 7535 |
7535
Guild Investment Management
Los Angeles,
California
| USD 135 M | +USD 8.88 M | +7% | 1.65% | 119% | 58 | 29.31% | 2.1 |
|
| 7536 |
7536
Dalton Investments
Las Vegas,
Nevada
| USD 135 M | -USD 14.4 M | -10% | 1.33% | 125% | 20 | 15% | 2.8 |
|
| 7537 |
CTA
7537
Camelot Technology Advisors
San Francisco,
California
| USD 135 M | +USD 8.77 M | +7% | 3.34% | 71% | 58 | 3.45% | 1.7 |
|
| 7538 |
7538
WPG Advisers
Baltimore,
Maryland
| USD 135 M | +USD 5.79 M | +4% | 2.09% | – | 1,538 | 10.14% | 0.9 |
|
| 7539 |
7539
Lauer Wealth
Valparaiso,
Indiana
| USD 135 M | -USD 5.25 M | -4% | 0.13% | 89.4% | 75 | 28% | 0.9 |
|
| 7540 |
7540
Entrust Financial
Wayne,
Pennsylvania
| USD 135 M | – | – | 2.16% | – | 420 | – | 0 |
|
| 7541 |
7541
Peterson Wealth Management
Sparks,
Nevada
| USD 135 M | -USD 9.7 M | -7% | 1.4% | 88.9% | 46 | 26.09% | 2.4 |
|
| 7542 |
FPC
7542
Flax Pond Capital
Falmouth,
Massachusetts
| USD 135 M | – | – | 6.35% | – | 51 | – | 0 |
|
| 7543 |
7543
Kids Capital Management
Los Angeles,
California
| USD 134 M | +USD 3.85 M | +3% | 2.78% | – | 14 | 14.29% | 1.6 |
|
| 7544 |
7544
Hamrick Investment Counsel
Seattle,
Washington
| USD 134 M | – | – | 1.92% | – | 184 | – | 0 |
|
| 7545 |
7545
Steinberg Asset Management
New York
| USD 134 M | -USD 4.78 M | -3% | 1.78% | 108% | 41 | 7.32% | 4.5 |
|
| 7546 |
MCM
7546
Magnolia Capital Management
Cold Spring,
New York
| USD 134 M | +USD 4.1 M | +3% | 3.48% | 85.9% | 77 | 11.69% | 3.9 |
|
| 7547 |
7547
Farley Capital
New York
| USD 134 M | -USD 4.11 M | -3% | 8.74% | 105% | 17 | 0% | 5.7 |
|
| 7548 |
7548
Lesa Sroufe & Co
Seattle,
Washington
| USD 134 M | +USD 10.5 M | +9% | 15.4% | – | 71 | 5.63% | 5.3 |
|
| 7549 |
7549
Lubar & Co
Milwaukee,
Wisconsin
| USD 134 M | – | – | 2.08% | – | 3 | – | 8.3 |
|
| 7550 |
7550
Hallstatt Advisors
New York
| USD 134 M | – | – | 6.56% | – | 16 | – | 0 |
|