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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7601 |
7601
Beacon Hill Wealth Management
Victoria,
| USD 144 M | – | – | 8.26% | – | 27 | – | 0 |
|
| 7602 |
7602
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
| USD 144 M | +USD 12.2 M | +9% | 9.3% | 58.2% | 84 | 7.14% | 2.5 |
|
| 7603 |
7603
Marble Bar Asset Management LLP
London,
| USD 144 M | +USD 42.3 M | +42% | 6.22% | – | 49 | 53.06% | 0.2 |
|
| 7604 |
OIA
7604
Oakmont Investment Advisors
Pittsburgh,
Pennsylvania
| USD 144 M | +USD 34.8 M | +32% | 36.5% | – | 131 | 37.4% | 0.3 |
|
| 7605 |
7605
Aquamarine Zurich
Zurich,
Switzerland
| USD 144 M | +USD 8.79 M | +6% | 6.65% | 74.8% | 7 | 0% | 3.8 |
|
| 7606 |
7606
Sharp Capital Gestora de Recursos
Rio De Janeiro,
Brazil
| USD 144 M | -USD 47.9 M | -25% | 7.75% | 61.4% | 7 | 14.29% | 1.6 |
|
| 7607 |
7607
Carbahal Olsen Financial Services Group
Davis,
California
| USD 144 M | +USD 18.9 M | +15% | 15.9% | – | 42 | 16.67% | 1.2 |
|
| 7608 |
7608
PlanWiser Financial
Colorado Springs,
Colorado
| USD 144 M | +USD 5.77 M | +4% | 10.1% | – | 51 | 9.8% | 1 |
|
| 7609 |
YAVAPFMC
7609
Yahav Achim Ve Achayot - Provident Funds Management Company
Tel-Aviv,
Israel
| USD 144 M | +USD 90 M | +167% | 39% | 201% | 44 | 50% | 0.7 |
|
| 7610 |
7610
Blue Jean Financial
Albany,
New York
| USD 144 M | +USD 22.3 M | +18% | 19.3% | – | 106 | 69.81% | 0.2 |
|
| 7611 |
FF
7611
Fox Financial
Wyomissing,
Pennsylvania
| USD 144 M | +USD 21.1 M | +17% | 19.4% | 78.9% | 12 | 8.33% | 2.3 |
|
| 7612 |
7612
Woodside Wealth Management
Framingham,
Massachusetts
| USD 144 M | +USD 15.5 M | +12% | 11.8% | – | 46 | 6.52% | 1.1 |
|
| 7613 |
7613
Acuta Capital Partners
Redwood City,
California
| USD 143 M | +USD 1.74 M | +1% | 22.5% | 7,269% | 32 | 43.75% | 1 |
|
| 7614 |
FPC
7614
Flax Pond Capital
Falmouth,
Massachusetts
| USD 143 M | +USD 19.2 M | +15% | 12.7% | – | 68 | 26.47% | 0.4 |
|
| 7615 |
7615
Atlas Venture Advisors
Boston,
Massachusetts
| USD 143 M | +USD 21.8 M | +18% | 18.3% | 34.6% | 3 | 0% | 6.7 |
|
| 7616 |
7616
Bank of Marin
Novato,
California
| USD 143 M | +USD 6.38 M | +5% | 17.3% | 80.3% | 143 | 12.59% | 3 |
|
| 7617 |
PWM
7617
Pathway Wealth Management
Dallas,
Texas
| USD 143 M | +USD 37.6 M | +36% | 66.1% | – | 33 | 15.15% | 0.4 |
|
| 7618 |
7618
Jordan Park Trust
Portsmouth,
New Hampshire
| USD 143 M | +USD 12.3 M | +9% | 2.66% | – | 15 | 6.67% | 1.2 |
|
| 7619 |
ICMP
7619
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| USD 143 M | -USD 7.08 M | -5% | 7.22% | 39.7% | 60 | 11.67% | 3.1 |
|
| 7620 |
7620
Sectoral Asset Management
Montreal,
Quebec, Canada
| USD 143 M | +USD 22.6 M | +19% | 21.2% | 168% | 91 | 25.27% | 2.8 |
|
| 7621 |
SL
7621
Sonnipe Ltd
Douglas,
Isle Of Man
| USD 143 M | +USD 6.49 M | +5% | 4.75% | 57.8% | 1 | 0% | 3.5 |
|
| 7622 |
7622
Maxele Advisors
Webster Groves,
Missouri
| USD 143 M | – | – | 22% | – | 98 | – | 3.3 |
|
| 7623 |
7623
Vienna Asset Management
Saratoga,
California
| USD 143 M | +USD 14.3 M | +11% | 13.6% | – | 86 | 45.35% | 1.3 |
|
| 7624 |
7624
Grizzlyrock Capital
Chicago,
Illinois
| USD 143 M | +USD 16.7 M | +13% | 19.4% | – | 22 | 27.27% | 0.9 |
|
| 7625 |
7625
Commons Capital
Needham,
Massachusetts
| USD 143 M | +USD 23.3 M | +20% | 17.3% | 137% | 100 | 19% | 1.9 |
|