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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8501 |
KC
8501
Kepos Capital
New York
| USD 73.4 M | +USD 12.1 M | +20% | 1.36% | 21.1% | 215 | 45.12% | 0.5 |
|
| 8502 |
MSWM
8502
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
| USD 73.4 M | +USD 7.93 M | +12% | 17.6% | – | 387 | 15.5% | 1.6 |
|
| 8503 |
SWCM
8503
Sullivan Wood Capital Management
Washington,
District of Columbia
| USD 73 M | +USD 15.9 M | +28% | 34.2% | – | 23 | 8.7% | 0.8 |
|
| 8504 |
EHMS
8504
Empower Harvest Management Services
Grand Cayman,
Cayman Islands
| USD 72.8 M | -USD 1.61 M | -2% | 2.17% | – | 1 | 0% | 1.5 |
|
| 8505 |
IG
8505
IFS Group
York,
Pennsylvania
| USD 72.8 M | -USD 39.5 M | -35% | 15.2% | – | 148 | 43.92% | 0.7 |
|
| 8506 |
FCI
8506
Financial Counselors Inc
Overland Park,
Kansas
| USD 72.7 M | +USD 1.8 M | +3% | 15.1% | 77.1% | 15 | 33.33% | 8.9 |
|
| 8507 |
JAWA
8507
John A. Wolfe & Associates
Portage,
Michigan
| USD 72.6 M | +USD 7.48 M | +11% | 7.66% | – | 42 | 0% | 0.4 |
|
| 8508 |
NWM
8508
Navigation Wealth Management
Fort Collins,
Colorado
| USD 72.6 M | +USD 44.8 M | +162% | 11.6% | 9.65% | 33 | 3.03% | 1 |
|
| 8509 |
NIP
8509
Norwood Investment Partners
Mill Valley,
California
| USD 72.4 M | +USD 7.45 M | +11% | 14.2% | 25.2% | 17 | 29.41% | 1.6 |
|
| 8510 |
MAMU
8510
Myriad Asset Management US
West Palm Beach,
Florida
| USD 72.4 M | +USD 5.72 M | +9% | 24.9% | – | 67 | 53.73% | 0.4 |
|
| 8511 |
KA
8511
KDT Advisors
New York
| USD 72.3 M | +USD 9.49 M | +15% | 13.1% | – | 75 | 10.67% | 1.2 |
|
| 8512 |
HCVG
8512
H Capital V GP
Grand Cayman,
Cayman Islands
| USD 71.9 M | -USD 2.18 M | -3% | 2.94% | – | 1 | 0% | 4.5 |
|
| 8513 |
NI
8513
NCP Inc
La Quinta,
California
| USD 71.9 M | +USD 11.8 M | +20% | 29.3% | – | 89 | 29.21% | 1.1 |
|
| 8514 |
APW
8514
Axim Planning & Wealth
Springboro,
Ohio
| USD 71.5 M | -USD 10.9 M | -13% | 0.22% | 3.66% | 100 | 24% | 1 |
|
| 8515 |
1M
8515
13D Management
New York
| USD 71.3 M | +USD 6.84 M | +11% | 43.6% | 157% | 14 | 28.57% | 2.4 |
|
| 8516 |
UOP
8516
University of Pittsburgh
Pittsburgh,
Pennsylvania
| USD 71.3 M | -USD 63.6 M | -47% | 19.4% | 69.2% | 2 | 50% | 1.8 |
|
| 8517 |
HSPW
8517
Harrison Street Private Wealth
Denver,
Colorado
| USD 71 M | -USD 4.55 M | -6% | 2.25% | – | 22 | 9.09% | 0.2 |
|
| 8518 |
BWM
8518
Blossom Wealth Management
San Ramon, Ca,
California
| USD 71 M | +USD 3.56 M | +5% | 8.6% | 89.7% | 75 | 5.33% | 3.1 |
|
| 8519 |
1C
8519
1060 Capital
Denver,
Colorado
| USD 70.9 M | -USD 11.4 M | -14% | 8.37% | 301% | 20 | 90% | 0.1 |
|
| 8520 |
QWM
8520
QP Wealth Management
Eatontown,
New Jersey
| USD 70.1 M | +USD 11.7 M | +20% | 36.1% | – | 86 | 41.86% | 2.2 |
|
| 8521 |
FAM
8521
Flaharty Asset Management
Clearwater,
Florida
| USD 69.9 M | -USD 736 M | -91% | 7.49% | 33.4% | 138 | 65.94% | 3.7 |
|
| 8522 |
BSP
8522
Benefit Street Partners
New York
| USD 69.6 M | -USD 16.7 M | -19% | 0.66% | – | 22 | 18.18% | 0.3 |
|
| 8523 |
SAMC
8523
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| USD 69.6 M | +USD 19.6 M | +39% | 0.03% | 0.74% | 4 | 0% | 4.6 |
|
| 8524 |
AIS
8524
Altium Investment Strategies
Wesley Chapel,
Florida
| USD 69.4 M | +USD 35.4 M | +104% | 1.28% | – | 20 | 35% | 0.2 |
|
| 8525 |
CAS
8525
CTC Alternative Strategies
Chicago,
Illinois
| USD 69.3 M | +USD 25.3 M | +57% | 21.5% | 111% | 172 | 95.93% | 0 |
|