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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3076 |
3076
MA Private Wealth
San Carlos,
California
| USD 535 M | +USD 29.3 M | +6% | 4.79% | 57.5% | 80 | 17.5% | 2.5 |
|
| 3077 |
MTC
3077
Matrix Trust Company
Denver,
Colorado
| USD 535 M | +USD 91.9 M | +21% | 7.05% | 51.4% | 278 | 52.52% | 0.7 |
|
| 3078 |
3078
Hoey Investments
Coatesville,
Pennsylvania
| USD 534 M | USD 0 | 0% | 0.48% | 247% | 397 | 0% | 2.2 |
|
| 3079 |
3079
Gries Financial
Cleveland,
Ohio
| USD 534 M | +USD 48 M | +10% | 5.77% | 71.3% | 291 | 22.34% | 1.5 |
|
| 3080 |
EWA
3080
ERTS Wealth Advisors
Marquette,
Michigan
| USD 534 M | +USD 36.7 M | +7% | 6.36% | 39.3% | 91 | 7.69% | 3.8 |
|
| 3081 |
PPP
3081
Private Portfolio Partners
Paramus,
New Jersey
| USD 533 M | +USD 411 M | +334% | 5.73% | 16.9% | 295 | 70.51% | 0.9 |
|
| 3082 |
3082
Tufton Capital Management
Hunt Valley,
Maryland
| USD 533 M | +USD 19.2 M | +4% | 6.76% | 96.1% | 125 | 8% | 7.4 |
|
| 3083 |
3083
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| USD 533 M | +USD 39.8 M | +8% | 6.7% | 71.4% | 154 | 10.39% | 4.2 |
|
| 3084 |
3084
Sycale Advisors
New York
| USD 533 M | +USD 184 M | +53% | 8.38% | 31.5% | 23 | 34.78% | 0.7 |
|
| 3085 |
3085
Summit Asset Management
Memphis,
Tennessee
| USD 532 M | +USD 49.3 M | +10% | 6.78% | 48.9% | 168 | 8.33% | 5.9 |
|
| 3086 |
3086
Alpha Capital Management
Austin,
Texas
| USD 532 M | +USD 18.3 M | +4% | 7.68% | 88% | 118 | 7.63% | 4.1 |
|
| 3087 |
3087
Point72 Asia (Singapore)
Singapore
| USD 532 M | +USD 52 M | +11% | 6.29% | – | 1,414 | 63.72% | 0.2 |
|
| 3088 |
3088
Beck Bode LLC
Dedham,
Massachusetts
| USD 531 M | +USD 33.9 M | +7% | 10.4% | 155% | 135 | 46.67% | 1 |
|
| 3089 |
3089
Chandler Asset Management
San Diego,
California
| USD 531 M | +USD 37.3 M | +8% | 6.91% | 35.6% | 24 | 0% | 4.8 |
|
| 3090 |
3090
Peak Asset Management
Louisville,
Colorado
| USD 531 M | +USD 20 M | +4% | 6.12% | 70.1% | 152 | 3.29% | 5.4 |
|
| 3091 |
3091
NBW Capital
Boston,
Massachusetts
| USD 530 M | +USD 23.5 M | +5% | 4.94% | 86% | 117 | 23.08% | 3.8 |
|
| 3092 |
3092
Bremer Bank National Association
St Paul,
Minnesota
| USD 530 M | +USD 18 M | +4% | 6.41% | 37.4% | 182 | 7.69% | 3.9 |
|
| 3093 |
3093
Cheviot Value Management
Beverly Hills,
California
| USD 530 M | +USD 18.2 M | +4% | 7.98% | 77.8% | 70 | 5.71% | 5.5 |
|
| 3094 |
3094
Act Two Investors
Santa Cruz,
California
| USD 530 M | +USD 24.9 M | +5% | 3.24% | 53% | 52 | 19.23% | 2.4 |
|
| 3095 |
3095
Tyler-Stone Wealth Management
Beachwood,
Ohio
| USD 530 M | +USD 286 M | +118% | 7.51% | – | 990 | 68.59% | 2.4 |
|
| 3096 |
3096
Peterson Wealth Advisors
Orem,
Utah
| USD 529 M | +USD 52.6 M | +11% | 5.62% | 50.9% | 84 | 11.9% | 3.3 |
|
| 3097 |
3097
Ellenbecker Investment Group
Waukesha,
Wisconsin
| USD 529 M | +USD 32.3 M | +6% | 6.63% | 56.3% | 121 | 13.22% | 3.7 |
|
| 3098 |
3098
Medicxi Ventures Management
St. Helier,
Jersey
| USD 529 M | +USD 194 M | +58% | 65.5% | 505% | 4 | 0% | 3.1 |
|
| 3099 |
3099
Stieven Capital Advisors
St. Louis,
Missouri
| USD 529 M | +USD 77.3 M | +17% | 18.2% | 117% | 57 | 35.09% | 3.2 |
|
| 3100 |
3100
Sugarloaf Wealth Management
Duluth,
Georgia
| USD 529 M | +USD 35 M | +7% | 6.5% | 10.2% | 716 | 13.41% | 3.5 |
|