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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2876 |
2876
NEIRG Wealth Management
North Andover,
Massachusetts
| USD 511 M | -USD 10.8 M | -2% | 1.49% | – | 158 | 29.11% | 0.2 |
|
| 2877 |
2877
Private Advisory Group
Redmond,
Washington
| USD 511 M | -USD 19.5 M | -4% | 4.76% | 177% | 213 | 55.4% | 1.1 |
|
| 2878 |
2878
Arden Trust
Wilmington,
Delaware
| USD 511 M | -USD 78.5 M | -13% | 1.18% | 22.5% | 303 | 16.17% | 4.7 |
|
| 2879 |
2879
Wealthspring Capital
West Harrison,
New York
| USD 510 M | +USD 43.8 M | +9% | 0.53% | 24.1% | 470 | 22.77% | 0.6 |
|
| 2880 |
WM
2880
Wishbone Management
Chicago,
Illinois
| USD 510 M | -USD 225 M | -31% | 9.75% | 58.7% | 12 | 33.33% | 1 |
|
| 2881 |
2881
Golden State Wealth Management
Santa Ana,
California
| USD 510 M | -USD 70.7 M | -12% | 5.13% | – | 375 | 22.13% | 1.3 |
|
| 2882 |
2882
East Coast Asset Management
Essex,
Massachusetts
| USD 510 M | -USD 44.6 M | -8% | 5.39% | 167% | 68 | 2.94% | 7 |
|
| 2883 |
2883
Euro Pacific Asset Management
Dorado,
Puerto Rico
| USD 510 M | +USD 65.8 M | +15% | 15.3% | 172% | 67 | 14.93% | 1.5 |
|
| 2884 |
2884
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| USD 510 M | +USD 10.7 M | +2% | 5.25% | 42.8% | 142 | 20.42% | 2.8 |
|
| 2885 |
2885
RK Capital Management (Colorado)
Denver,
Colorado
| USD 510 M | -USD 40.8 M | -7% | 5.17% | 89% | 65 | 26.15% | 2 |
|
| 2886 |
KWMG
2886
King Wealth Management Group
Naples,
Florida
| USD 509 M | -USD 29.5 M | -5% | 5.15% | 86% | 185 | 14.05% | 3.9 |
|
| 2887 |
2887
Oslo Pensjonsforsikring
Oslo,
| USD 509 M | -USD 298 M | -37% | 4.29% | 79% | 17 | 11.76% | 3.5 |
|
| 2888 |
2888
Grove Bank & Trust
Miami,
Florida
| USD 508 M | -USD 15.2 M | -3% | 3.66% | 80.5% | 246 | 10.57% | 3.7 |
|
| 2889 |
2889
IA Venture Strategies Fund II
New York
| USD 508 M | -USD 278 M | -35% | 27.3% | 375% | 2 | 0% | 0.3 |
|
| 2890 |
2890
Edge Wealth Management
New York
| USD 508 M | -USD 39.1 M | -7% | 4.48% | 75.3% | 523 | 82.6% | 4.6 |
|
| 2891 |
2891
Personal CFO Solutions
Chester,
New Jersey
| USD 507 M | -USD 27.1 M | -5% | 2.95% | 91.4% | 526 | 19.77% | 1.3 |
|
| 2892 |
2892
Hohimer Wealth Management
Seattle,
Washington
| USD 507 M | +USD 31.9 M | +7% | 3.47% | 99.7% | 235 | 20% | 1.5 |
|
| 2893 |
2893
Emerson Point Capital
Larchmont,
New York
| USD 507 M | -USD 135 M | -21% | 12.4% | 94.8% | 35 | 20% | 2.1 |
|
| 2894 |
2894
Winslow Asset Management
Beachwood,
Ohio
| USD 506 M | -USD 60 M | -11% | 5.52% | 89.9% | 88 | 4.55% | 5.5 |
|
| 2895 |
2895
Oracle Investment Management
Greenwich,
Connecticut
| USD 506 M | -USD 198 M | -28% | 15.2% | 865% | 42 | 47.62% | 2.5 |
|
| 2896 |
2896
Sourcerock Group
Denver,
Colorado
| USD 506 M | +USD 133 M | +36% | 43.8% | 59.1% | 24 | 50% | 0.5 |
|
| 2897 |
2897
TFO Wealth Partners
Maumee,
Ohio
| USD 505 M | -USD 16.8 M | -3% | 5.32% | 63.6% | 183 | 62.3% | 0.9 |
|
| 2898 |
2898
LL Funds
Philadelphia,
Pennsylvania
| USD 504 M | -USD 137 M | -21% | 21.4% | 96.9% | 1 | 0% | 0.3 |
|
| 2899 |
2899
Titleist Capital
San Antonio,
Texas
| USD 504 M | -USD 16.2 M | -3% | 7.8% | – | 297 | 31.99% | 0.2 |
|
| 2900 |
2900
American National Bank & Trust
Wichita Falls,
Texas
| USD 504 M | -USD 7.95 M | -2% | 2.83% | 102% | 446 | 27.58% | 2 |
|