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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
BCM
2951
Bayesian Capital Management
Brooklyn,
New York
| USD 633 M | +USD 28.6 M | +5% | 18.4% | 107% | 930 | 84.41% | 0.1 |
|
| 2952 |
2952
Lineweaver Wealth Advisors
Valley View,
Ohio
| USD 633 M | +USD 45.8 M | +8% | 6.93% | 68.4% | 163 | 16.56% | 2.6 |
|
| 2953 |
2953
Meridian Wealth Advisors
Austin,
Texas
| USD 632 M | +USD 43.4 M | +7% | 6.88% | 79.9% | 183 | 8.74% | 4.5 |
|
| 2954 |
2954
Riposte Capital
New York
| USD 632 M | +USD 84.8 M | +15% | 22% | 370% | 39 | 64.1% | 0.5 |
|
| 2955 |
2955
Eagle Rock Investment Company
Atlanta,
Georgia
| USD 632 M | +USD 49.3 M | +8% | 11.4% | 121% | 170 | 12.94% | 2.4 |
|
| 2956 |
2956
Klaas Financial Asset Advisors
Loves Park,
Illinois
| USD 632 M | +USD 51.8 M | +9% | 6.66% | 39.5% | 47 | 2.13% | 3.2 |
|
| 2957 |
RGC
2957
Rubicon Global Capital
London,
United Kingdom
| USD 632 M | +USD 339 M | +115% | 27.5% | – | 10 | 0% | 0.5 |
|
| 2958 |
2958
Capital Advantage
Walnut Creek,
California
| USD 631 M | +USD 82.6 M | +15% | 6.31% | 49.2% | 145 | 11.03% | 2.1 |
|
| 2959 |
2959
Adams Natural Resources Fund
Baltimore,
Maryland
| USD 631 M | -USD 48.7 M | -7% | 5.64% | 50.6% | 57 | 14.04% | 7 |
|
| 2960 |
2960
Texas Treasury Safekeeping Trust Company
Austin,
Texas
| USD 631 M | -USD 533 M | -46% | 9.64% | 43.7% | 5 | 20% | 2.9 |
|
| 2961 |
2961
SJS Investment Consulting
Sylvania,
Ohio
| USD 630 M | +USD 44 M | +8% | 8.14% | 63.8% | 1,692 | 13.77% | 2.6 |
|
| 2962 |
2962
Victory Financial Group
Austin,
Texas
| USD 630 M | +USD 109 M | +21% | 8.96% | – | 244 | 29.92% | 0.6 |
|
| 2963 |
KAS
2963
Kemnay Advisory Services
New York
| USD 629 M | +USD 97.1 M | +18% | 23.3% | 167% | 24 | 4.17% | 4 |
|
| 2964 |
2964
Ophir Asset Management
Sydney,
Australia
| USD 629 M | +USD 56.2 M | +10% | 21.5% | 282% | 40 | 55% | 0.7 |
|
| 2965 |
2965
Almanack Investment Partners
Wayne,
Pennsylvania
| USD 628 M | +USD 124 M | +25% | 7.64% | 77.8% | 224 | 39.29% | 2 |
|
| 2966 |
2966
CFM Wealth Partners
Austin,
Texas
| USD 628 M | +USD 61.3 M | +11% | 13.7% | 152% | 144 | 5.56% | 4 |
|
| 2967 |
MTC
2967
Matrix Trust Company
Denver,
Colorado
| USD 628 M | +USD 35.4 M | +6% | 6.17% | 51.4% | 286 | 21.68% | 1.2 |
|
| 2968 |
2968
Kadensa Capital
Central,
Hong Kong
| USD 628 M | -USD 178 M | -22% | 19.3% | 191% | 74 | 60.81% | 0.3 |
|
| 2969 |
JC
2969
JBF Capital
Aspen,
Colorado
| USD 628 M | +USD 108 M | +21% | 17.6% | 93.6% | 77 | 28.57% | 2.5 |
|
| 2970 |
2970
Rollins Financial Advisors
New York City,
New York
| USD 627 M | +USD 53.1 M | +9% | 14.9% | – | 154 | 24.03% | 1.1 |
|
| 2971 |
2971
Ellevest Inc
New York
| USD 627 M | -USD 874 M | -58% | 11.4% | 73.8% | 450 | 24% | 3.4 |
|
| 2972 |
2972
Radnor Capital Management
Wayne,
Pennsylvania
| USD 627 M | +USD 29.9 M | +5% | 7.55% | 96.9% | 325 | 4.31% | 2.1 |
|
| 2973 |
2973
Affinity Wealth Management
Wilmington,
Delaware
| USD 626 M | +USD 86.9 M | +16% | 13% | 116% | 104 | 13.46% | 3.1 |
|
| 2974 |
2974
Oslo Pensjonsforsikring
Oslo,
| USD 625 M | -USD 19.6 M | -3% | 9.01% | 79% | 496 | 13.31% | 1 |
|
| 2975 |
2975
Arcadia Investment Management
Kalamazoo,
Michigan
| USD 625 M | +USD 72.7 M | +13% | 15.1% | 83.5% | 277 | 10.83% | 6 |
|