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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8376 |
AM
8376
Account Management
Boxford,
Massachusetts
| USD 99 M | +USD 7.74 M | +8% | 14.6% | 87.4% | 23 | 4.35% | 5.2 |
|
| 8377 |
8377
Professional Financial Management
Appleton,
Wisconsin
| USD 98.6 M | +USD 2.54 M | +3% | 1.3% | – | 26 | 19.23% | 0.4 |
|
| 8378 |
8378
Financial Network Wealth Advisors
Murray,
Utah
| USD 98.5 M | +USD 818 k | +0.8% | 8.2% | – | 895 | 17.88% | 1.3 |
|
| 8379 |
8379
Montchanin Asset Management
Montchanin,
Delaware
| USD 98.1 M | +USD 4.08 M | +4% | 18.3% | – | 64 | 18.75% | 2.2 |
|
| 8380 |
PWM
8380
Puff Wealth Management
Haddonfield,
New Jersey
| USD 98.1 M | – | – | 13.2% | – | 77 | – | 1 |
|
| 8381 |
8381
Zinnia Wealth Advisory
Ocala,
Florida
| USD 98.1 M | +USD 8.72 M | +10% | 16.3% | – | 109 | 22.94% | 0.4 |
|
| 8382 |
8382
Drum Hill Capital
Westport,
Connecticut
| USD 98 M | -USD 10.9 M | -10% | 1.11% | – | 49 | 14.29% | 1.3 |
|
| 8383 |
EAP
8383
Elevation Advisory Partners
Orlando,
Florida
| USD 97.7 M | -USD 9.45 M | -9% | 26.1% | – | 101 | 56.44% | 0.2 |
|
| 8384 |
8384
Wedgewood Investors
Erie,
Pennsylvania
| USD 97.4 M | +USD 10.1 M | +12% | 15.8% | – | 112 | 13.39% | 7.2 |
|
| 8385 |
8385
Schrum Private Wealth Management
St. Augustine,
Florida
| USD 97.3 M | -USD 33.7 M | -26% | 10.6% | 60.9% | 139 | 30.94% | 3.5 |
|
| 8386 |
8386
Lloyd Harbor Capital Management
Cold Spring Harbor,
New York
| USD 97.2 M | -USD 147 M | -60% | 9.41% | 144% | 35 | 74.29% | 0.6 |
|
| 8387 |
8387
Anchor Capital Management Company
Raleigh,
North Carolina
| USD 97 M | +USD 4.25 M | +5% | 20.4% | – | 12 | 75% | 0.5 |
|
| 8388 |
8388
Optimas Capital
Central,
Hong Kong
| USD 96.9 M | +USD 52.4 M | +118% | 43.5% | 355% | 24 | 91.67% | 0.1 |
|
| 8389 |
8389
Kore Advisors
Boynton Beach,
Florida
| USD 96.2 M | +USD 3.38 M | +4% | 16.5% | – | 19 | 31.58% | 1 |
|
| 8390 |
8390
Inkwell Capital
Miami,
Florida
| USD 96.2 M | -USD 2.04 M | -2% | 4.44% | – | 32 | 6.25% | 1.3 |
|
| 8391 |
JKSF
8391
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
| USD 95.8 M | -USD 1.75 M | -2% | 2.07% | 30.8% | 4 | 0% | 3.6 |
|
| 8392 |
OWMIAS
8392
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
| USD 95.3 M | +USD 12.2 M | +15% | 17.1% | – | 59 | 22.03% | 1.9 |
|
| 8393 |
8393
AIP LLC
New York
| USD 95.2 M | -USD 173 M | -65% | 0.19% | 54.9% | 3 | 33.33% | 1.4 |
|
| 8394 |
FF
8394
Formulate Financial
Boca Raton,
Florida
| USD 95 M | +USD 14 M | +17% | 16.5% | – | 27 | 7.41% | 0.7 |
|
| 8395 |
8395
Capitol Family Office
Beaverton,
Oregon
| USD 94.7 M | +USD 10 M | +12% | 19.2% | 72% | 49 | 8.16% | 1.9 |
|
| 8396 |
IWMO
8396
Integrated Wealth Management (Ohio)
Uniontown,
Ohio
| USD 94.7 M | +USD 7.48 M | +9% | 11.8% | – | 115 | 38.26% | 0.4 |
|
| 8397 |
8397
Prism Planning Partners
Libertyville,
Illinois
| USD 94.5 M | +USD 9.9 M | +12% | 10% | – | 45 | 28.89% | 0.5 |
|
| 8398 |
8398
Geremia Financial Services
Edison,
New Jersey
| USD 94.3 M | -USD 28.5 M | -23% | 35.3% | – | 10 | 10% | 0.5 |
|
| 8399 |
8399
SkyKnight Capital
San Francisco,
California
| USD 94.1 M | -USD 13 M | -12% | 12.1% | 11% | 3 | 0% | 4.5 |
|
| 8400 |
8400
Divco West Real Estate Services
San Francisco,
California
| USD 94 M | +USD 22.2 M | +31% | 32.9% | 22.3% | 4 | 0% | 3.5 |
|