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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3051 |
3051
Y.D. More Investments
Ramat Gan,
Israel
| USD 434 M | -USD 10.2 M | -2% | 6.88% | 305% | 359 | 10.58% | 0.5 |
|
| 3052 |
3052
Compound Global Advisors
Mercer Island,
Washington
| USD 433 M | +USD 40 M | +10% | 8.09% | – | 45 | 42.22% | 0.4 |
|
| 3053 |
3053
Faithward Advisors
Lancaster,
Pennsylvania
| USD 433 M | -USD 8 M | -2% | 2.51% | 119% | 327 | 23.85% | 1.6 |
|
| 3054 |
GCMG
3054
Gyroscope Capital Management Group
Naples,
Florida
| USD 433 M | +USD 40.7 M | +10% | 5.54% | 24.8% | 220 | 39.09% | 1.7 |
|
| 3055 |
3055
JAT Capital Management
Greenwich,
Connecticut
| USD 433 M | +USD 97.6 M | +29% | 25.2% | 734% | 50 | 68% | 0.3 |
|
| 3056 |
3056
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| USD 433 M | +USD 11 M | +3% | 1.77% | 71.4% | 134 | 15.67% | 4.4 |
|
| 3057 |
3057
Peak Asset Management
Louisville,
Colorado
| USD 432 M | +USD 23.3 M | +6% | 6.99% | 70.1% | 145 | 6.21% | 5 |
|
| 3058 |
3058
EFG Asset Management (Americas)
Miami,
Florida
| USD 432 M | +USD 13.9 M | +3% | 9.35% | 112% | 148 | 16.22% | 3.3 |
|
| 3059 |
3059
EFG Capital International
Miami,
Florida
| USD 432 M | – | – | 9.35% | – | 138 | – | 0 |
|
| 3060 |
3060
Advanced Asset Management Advisors
Dublin,
Ohio
| USD 432 M | +USD 21.3 M | +5% | 5.85% | 93.6% | 93 | 0% | 3.9 |
|
| 3061 |
3061
NWF Advisory Services
Los Angeles,
California
| USD 432 M | +USD 585 k | +0.1% | 5.85% | 120% | 285 | 0.35% | 0.2 |
|
| 3062 |
3062
Greystone Financial Group
Bloomfield Hills,
Michigan
| USD 431 M | +USD 34.8 M | +9% | 3.58% | 79.3% | 116 | 27.59% | 0.8 |
|
| 3063 |
3063
Insight Wealth Partners
Plano,
Texas
| USD 431 M | -USD 14.2 M | -3% | 1.39% | 56.2% | 73 | 19.18% | 1.9 |
|
| 3064 |
3064
MA Private Wealth
San Carlos,
California
| USD 431 M | +USD 19.8 M | +5% | 4.14% | 57.5% | 69 | 5.8% | 2.5 |
|
| 3065 |
III
3065
Independent Investors Inc
Nesconset,
New York
| USD 431 M | +USD 28.4 M | +7% | 11.4% | 61.6% | 69 | 4.35% | 7.6 |
|
| 3066 |
3066
Benjamin Edwards Inc
Clayton,
Missouri
| USD 431 M | +USD 20.8 M | +5% | 5.5% | 66.5% | 735 | 11.43% | 2.1 |
|
| 3067 |
3067
Sunflower Bank
Dallas,
Texas
| USD 430 M | -USD 12.2 M | -3% | 0.92% | 42.7% | 111 | 4.5% | 2.6 |
|
| 3068 |
3068
EMG Holdings
Old Greenwich,
Connecticut
| USD 429 M | -USD 527 M | -55% | 17.2% | 4.17% | 94 | 50% | 0.8 |
|
| 3069 |
EWA
3069
ERTS Wealth Advisors
Marquette,
Michigan
| USD 429 M | +USD 16.5 M | +4% | 2.5% | 39.3% | 95 | 10.53% | 2.9 |
|
| 3070 |
3070
MSD Capital
New York
| USD 429 M | +USD 5.96 M | +1% | 6.48% | 11.5% | 5 | 0% | 4.4 |
|
| 3071 |
3071
Bright Rock Capital Management
Hanover,
Massachusetts
| USD 429 M | +USD 29 M | +7% | 6.21% | 53.1% | 82 | 6.1% | 4.5 |
|
| 3072 |
3072
Taikang Asset Management (HK)
Hong Kong
| USD 429 M | -USD 123 M | -22% | 5.21% | 172% | 69 | 13.04% | 3.2 |
|
| 3073 |
3073
Bourgeon Capital Management
Darien,
Connecticut
| USD 429 M | +USD 8.73 M | +2% | 3.81% | 121% | 360 | 17.22% | 2.8 |
|
| 3074 |
3074
NBW Capital
Boston,
Massachusetts
| USD 429 M | +USD 17.1 M | +4% | 6.85% | 86% | 117 | 14.53% | 3.5 |
|
| 3075 |
3075
D'Orazio & Associates
Falls Church,
Virginia
| USD 429 M | +USD 42.8 M | +11% | 8.42% | 61.2% | 167 | 29.94% | 4 |
|