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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
3001
Wealthstream Advisors
New York
| USD 661 M | +USD 59.7 M | +10% | 8.27% | 88.2% | 207 | 12.56% | 1.9 |
|
| 3002 |
3002
TownSquare Capital
Provo,
Utah
| USD 661 M | -USD 366 M | -36% | 8.07% | 96.9% | 615 | 41.3% | 4.9 |
|
| 3003 |
3003
Rollins Financial Advisors
New York City,
New York
| USD 661 M | +USD 33.6 M | +5% | 11.2% | – | 154 | 15.58% | 1.3 |
|
| 3004 |
3004
Strategic Global Advisors
Newport Beach,
California
| USD 660 M | +USD 46.4 M | +8% | 10.6% | 137% | 173 | 41.04% | 2.1 |
|
| 3005 |
3005
Maltese Capital Management
New York
| USD 660 M | -USD 52.4 M | -7% | 6.44% | 114% | 140 | 23.57% | 2.6 |
|
| 3006 |
3006
Octagon Capital Advisors
New York
| USD 660 M | +USD 204 M | +45% | 234% | 2,969% | 34 | 32.35% | 1.2 |
|
| 3007 |
3007
Adams Natural Resources Fund
Baltimore,
Maryland
| USD 659 M | +USD 28 M | +4% | 5.96% | 50.6% | 56 | 5.36% | 7 |
|
| 3008 |
3008
Wellington Shields Capital Management
New York
| USD 659 M | +USD 67.9 M | +11% | 17.4% | 137% | 348 | 11.21% | 5.1 |
|
| 3009 |
3009
GCQ Funds Management
Sydney,
Australia
| USD 658 M | +USD 108 M | +20% | 0.38% | – | 12 | 16.67% | 0.6 |
|
| 3010 |
3010
Hudock Inc
Williamsport,
Pennsylvania
| USD 658 M | +USD 36.3 M | +6% | 7.27% | 69.7% | 206 | 14.56% | 6 |
|
| 3011 |
3011
Tobias Financial Advisors
Plantation,
Florida
| USD 658 M | +USD 74 M | +13% | 5.73% | 44.5% | 137 | 13.87% | 2.3 |
|
| 3012 |
3012
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| USD 658 M | +USD 59.5 M | +10% | 7.93% | 68.2% | 769 | 9.88% | 3.3 |
|
| 3013 |
3013
GCM Grosvenor Holdings
Chicago,
Illinois
| USD 658 M | -USD 39.4 M | -6% | 12% | 78.7% | 22 | 13.64% | 1.4 |
|
| 3014 |
3014
Trifecta Capital Advisors
Northbrook,
Illinois
| USD 658 M | +USD 56.9 M | +9% | 9.47% | 149% | 498 | 16.47% | 2.2 |
|
| 3015 |
KAS
3015
Kemnay Advisory Services
New York
| USD 658 M | +USD 28.8 M | +5% | 10.6% | 167% | 26 | 26.92% | 4.2 |
|
| 3016 |
3016
Brandywine Trust
Hockessin,
Delaware
| USD 657 M | +USD 2.78 M | +0.4% | 6.46% | 32.7% | 35 | 5.71% | 8 |
|
| 3017 |
3017
Radnor Capital Management
Wayne,
Pennsylvania
| USD 657 M | +USD 30.5 M | +5% | 7.35% | 96.9% | 326 | 5.83% | 2.3 |
|
| 3018 |
3018
Nextech Invest
Zurich,
Switzerland
| USD 657 M | +USD 129 M | +24% | 29.7% | 982% | 16 | 6.25% | 2.3 |
|
| 3019 |
3019
Cannell Capital
Alta,
Wyoming
| USD 656 M | +USD 322 M | +96% | 24.8% | 127% | 68 | 29.41% | 1.7 |
|
| 3020 |
OTL
3020
Oak Thistle LLC
New York
| USD 656 M | -USD 23 M | -3% | 6.58% | 58.3% | 660 | 65% | 0.3 |
|
| 3021 |
3021
Sierra Summit Advisors
Incline Village,
Nevada
| USD 656 M | +USD 94.3 M | +17% | 19.7% | 302% | 221 | 39.82% | 0.9 |
|
| 3022 |
3022
White Lighthouse Investment Management
Bedford,
Massachusetts
| USD 656 M | +USD 41.2 M | +7% | 6.59% | 62% | 142 | 4.93% | 5 |
|
| 3023 |
3023
Trustees of Columbia University in the City of New York
New York
| USD 655 M | -USD 35.6 M | -5% | 8.08% | – | 10 | 30% | 2.6 |
|
| 3024 |
3024
Enclave Advisors
Austin,
Texas
| USD 655 M | +USD 35.7 M | +6% | 6.49% | – | 128 | 14.84% | 0.9 |
|
| 3025 |
3025
Horst & Graben Wealth Management
Portland,
Oregon
| USD 655 M | +USD 50.7 M | +8% | 7.3% | 62.2% | 183 | 7.65% | 2.9 |
|