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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 |
WPI
3076
Walter Public Investments
Westmount,
Canada
| USD 559 M | -USD 14.1 M | -2% | 1.77% | 72.7% | 43 | 2.33% | 1.9 |
|
| 3077 |
3077
Ellenbecker Investment Group
Waukesha,
Wisconsin
| USD 559 M | +USD 30 M | +6% | 0.62% | 56.3% | 115 | 7.83% | 3.8 |
|
| 3078 |
3078
LM Advisors
San Diego,
California
| USD 559 M | +USD 66.9 M | +14% | 5.42% | – | 200 | 21.5% | 0.8 |
|
| 3079 |
3079
PAX Financial Group
San Antonio,
Texas
| USD 559 M | +USD 1.23 M | +0.2% | 0.39% | 56% | 248 | 17.74% | 2.6 |
|
| 3080 |
3080
First Turn Management
Del Mar,
California
| USD 558 M | -USD 73.3 M | -12% | 0.83% | – | 45 | 35.56% | 0.5 |
|
| 3081 |
3081
High Probability Advisors
Pittsford,
New York
| USD 558 M | -USD 29.5 M | -5% | 1.83% | 52.6% | 57 | 3.51% | 2.8 |
|
| 3082 |
CM
3082
Capital Management
Glen Allen,
Virginia
| USD 558 M | -USD 5.29 M | -0.9% | 2.5% | 63.6% | 81 | 7.41% | 4.3 |
|
| 3083 |
3083
EAM Global Investors
Solana Beach,
California
| USD 557 M | +USD 61.6 M | +12% | 27.2% | 2,399% | 168 | 69.05% | 0.3 |
|
| 3084 |
3084
Sirios Capital Management
Boston,
Massachusetts
| USD 557 M | -USD 7.95 M | -1% | 6.42% | 177% | 69 | 17.39% | 1.9 |
|
| 3085 |
3085
Valley National Advisers
Bethlehem,
Pennsylvania
| USD 557 M | +USD 3.04 M | +0.5% | 1.29% | 87.2% | 811 | 14.8% | 5.5 |
|
| 3086 |
KAS
3086
Kemnay Advisory Services
New York
| USD 557 M | +USD 4.6 M | +0.8% | 7.26% | 167% | 27 | 22.22% | 3.5 |
|
| 3087 |
3087
MJP Associates
Farmington,
Connecticut
| USD 557 M | +USD 29.1 M | +6% | 2.33% | 60.9% | 249 | 23.69% | 1.6 |
|
| 3088 |
3088
Essex Investment Management
Boston,
Massachusetts
| USD 556 M | -USD 17.5 M | -3% | 12% | 370% | 322 | 10.87% | 3.7 |
|
| 3089 |
3089
Thrive Wealth Management
Audubon,
Pennsylvania
| USD 556 M | +USD 11.1 M | +2% | 1.79% | 84.1% | 226 | 18.58% | 2.1 |
|
| 3090 |
3090
Kelman-Lazarov Inc
Memphis,
Tennessee
| USD 556 M | -USD 25.7 M | -4% | 1.6% | 46.6% | 113 | 7.08% | 4.7 |
|
| 3091 |
3091
O'Brien Wealth Partners
Waltham,
Massachusetts
| USD 555 M | +USD 45.1 M | +9% | 0.26% | 56.7% | 70 | 10% | 3.4 |
|
| 3092 |
3092
Peterson Wealth Advisors
Orem,
Utah
| USD 555 M | +USD 25.6 M | +5% | 0.88% | 50.9% | 88 | 11.36% | 3.5 |
|
| 3093 |
3093
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
| USD 555 M | +USD 5.88 M | +1% | 3.11% | 94.6% | 1,018 | 69.94% | 0.3 |
|
| 3094 |
3094
Lifeworks Advisors
Grand Rapids,
Michigan
| USD 554 M | +USD 45.4 M | +9% | 1.96% | 80.4% | 325 | 14.77% | 1.3 |
|
| 3095 |
SA
3095
Strategic Advisors
New York
| USD 554 M | +USD 17.7 M | +3% | 5.53% | 106% | 219 | 17.81% | 4.7 |
|
| 3096 |
3096
Oliver Luxxe Assets
Gladstone,
New Jersey
| USD 553 M | -USD 6.27 M | -1% | 1.59% | 137% | 183 | 0.55% | 3 |
|
| 3097 |
3097
Sphera Funds Management
Tel Aviv,
Israel
| USD 553 M | -USD 75.2 M | -12% | 0.94% | 245% | 133 | 33.08% | 1.2 |
|
| 3098 |
3098
Elk River Wealth Management
Denver,
Colorado
| USD 552 M | +USD 2.49 M | +0.5% | 1.33% | 81.8% | 102 | 7.84% | 3 |
|
| 3099 |
3099
DSG Capital Advisors
Edina,
Minnesota
| USD 552 M | – | – | 3.77% | – | 122 | – | 0 |
|
| 3100 |
3100
Mirador Capital Partners
Pleasanton,
California
| USD 552 M | -USD 4.12 M | -0.7% | 2.45% | 120% | 211 | 15.17% | 3.7 |
|