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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8151 |
8151
Essential Investment Partners
Englewood,
Colorado
| USD 106 M | – | – | 0.74% | – | 284 | – | 0 |
|
| 8152 |
SC
8152
Simcoe Capital
Spokane,
Washington
| USD 106 M | – | – | 8.92% | – | 31 | – | 0 |
|
| 8153 |
8153
Credit Capital Investments
Livingston,
New Jersey
| USD 106 M | +USD 16.7 M | +19% | 24.2% | 500% | 47 | 25.53% | 1.5 |
|
| 8154 |
8154
Ethos Capital Management
Newtown,
Pennsylvania
| USD 106 M | – | – | 1.98% | – | 55 | – | 0 |
|
| 8155 |
8155
Fiscal Wisdom Wealth Management
Canton,
Connecticut
| USD 106 M | +USD 549 k | +0.5% | 4.56% | – | 90 | 11.11% | 0.2 |
|
| 8156 |
8156
SaddleRock Capital Management
New York
| USD 106 M | – | – | 14% | – | 20 | – | 0 |
|
| 8157 |
8157
RK Asset Management
Grosse Pointe Farms,
Michigan
| USD 106 M | -USD 3.98 M | -4% | 0.06% | 47.6% | 23 | 0% | 4.8 |
|
| 8158 |
8158
Portus Wealth Advisors
Charlotte,
North Carolina
| USD 106 M | +USD 5.7 M | +6% | 3.77% | – | 52 | 0% | 0.3 |
|
| 8159 |
8159
Opus Financial Solutions
Downers Grove,
Illinois
| USD 106 M | – | – | 1.85% | – | 103 | – | 0 |
|
| 8160 |
8160
North Forty Two & Co
Lake Oswego,
Oregon
| USD 106 M | +USD 3.58 M | +3% | 2.05% | – | 103 | 7.77% | 0.9 |
|
| 8161 |
8161
Weber Capital Management
San Francisco,
California
| USD 106 M | – | – | 3.66% | – | 14 | – | 0 |
|
| 8162 |
8162
Stembrook Asset Management
Red Bank,
New Jersey
| USD 106 M | – | – | 4.15% | – | 48 | – | 0 |
|
| 8163 |
8163
Stonebridge Wealth Management
Oak Brook,
Illinois
| USD 106 M | -USD 10.7 M | -9% | 1.06% | – | 40 | 15% | 0.4 |
|
| 8164 |
8164
Gumshoe Capital Management
New York
| USD 106 M | – | – | 2.29% | – | 6 | – | 0 |
|
| 8165 |
KCM
8165
Kempner Capital Management
Galveston,
Texas
| USD 106 M | -USD 14.3 M | -12% | 13% | 60.9% | 48 | 10.42% | 4.7 |
|
| 8166 |
8166
Peck Wealth Management
White Plains,
New York
| USD 106 M | +USD 1.12 M | +1% | 2.42% | – | 139 | 10.79% | 0.2 |
|
| 8167 |
8167
Northwestern University
Evanston,
Illinois
| USD 106 M | +USD 49.1 M | +87% | 0.24% | 28.2% | 5 | 80% | 5 |
|
| 8168 |
8168
Blantyre Capital
London,
United Kingdom
| USD 106 M | -USD 16.8 M | -14% | 13.7% | – | 1 | 0% | 2 |
|
| 8169 |
LC
8169
Lawood & Co
Williamsport,
Pennsylvania
| USD 106 M | – | – | 3.8% | – | 93 | – | 0 |
|
| 8170 |
8170
Catalyst Investment Management
Windham,
New Hampshire
| USD 106 M | – | – | 1.96% | – | 72 | – | 0 |
|
| 8171 |
8171
Moulton Wealth Management
Spokane,
Washington
| USD 106 M | -USD 32 M | -23% | 1.88% | 47.8% | 57 | 50.88% | 1.2 |
|
| 8172 |
GIA
8172
Gem Investment Advisors
Teaneck,
New Jersey
| USD 105 M | – | – | 14.7% | – | 32 | – | 0 |
|
| 8173 |
8173
Palladiem
Bryn Mawr,
Pennsylvania
| USD 105 M | – | – | 2.23% | – | 164 | – | 1 |
|
| 8174 |
8174
Frankly Finances
Winter Park,
Florida
| USD 105 M | – | – | 2.62% | – | 63 | – | 0 |
|
| 8175 |
8175
Town Lane Management
New York
| USD 105 M | – | – | 12.7% | – | 4 | – | 0 |
|