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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3101 |
3101
Stelac Advisory Services
New York
| USD 235 M | -USD 97.6 M | -29% | 3.91% | 84.9% | 90 | 34.44% | 2 |
|
| 3102 |
AC
3102
AMS Capital
Sao Paulo,
Brazil
| USD 235 M | – | – | 4.02% | 63.1% | 22 | – | 0 |
|
| 3103 |
3103
Skye Global Management
West Palm Beach,
Florida
| USD 234 M | – | – | 8.49% | 77.8% | 42 | – | 0 |
|
| 3104 |
CCM
3104
Compton Capital Management
Providence,
Rhode Island
| USD 234 M | +USD 11.5 M | +5% | 6.28% | 75.6% | 150 | 6.67% | 3.3 |
|
| 3105 |
3105
Traynor Capital Management
Malvern,
Pennsylvania
| USD 234 M | +USD 24 M | +11% | 7.3% | 225% | 189 | 19.05% | 1.7 |
|
| 3106 |
WAM
3106
WIM Asset Management
Hong Kong
| USD 234 M | – | – | 0.42% | – | 15 | – | 0 |
|
| 3107 |
3107
Next Financial Group
Houston,
Texas
| USD 234 M | -USD 125 M | -35% | 6.28% | 85.4% | 1,801 | 84.34% | 3.1 |
|
| 3108 |
3108
Main Management ETF Advisors
San Francisco,
California
| USD 234 M | – | – | 6.31% | 97.2% | 11 | – | 0 |
|
| 3109 |
3109
Chou Associates Management
Toronto,
Ontario, Canada
| USD 234 M | -USD 52.4 M | -18% | 30.9% | 66.4% | 25 | 4% | 3.4 |
|
| 3110 |
3110
Integrated Wealth Concepts
Waltham,
Massachusetts
| USD 234 M | – | – | 4.37% | 69.4% | 191 | – | 0 |
|
| 3111 |
3111
Heritage Wealth Advisors
Richmond,
Virginia
| USD 234 M | +USD 35 M | +18% | 4.74% | 65% | 113 | 8.85% | 2.3 |
|
| 3112 |
3112
Darwin Wealth Management
Tampa,
Florida
| USD 234 M | +USD 130 M | +126% | 5.5% | 56.8% | 172 | 37.21% | 0.7 |
|
| 3113 |
3113
Goldstein Munger & Associates
San Ramon,
California
| USD 234 M | +USD 10.3 M | +5% | 4.66% | 11.9% | 36 | 2.78% | 3.1 |
|
| 3114 |
3114
CVentures
Denver,
Colorado
| USD 234 M | – | – | 3.68% | – | 1 | – | 4 |
|
| 3115 |
3115
MANA Advisors
New York
| USD 233 M | – | – | 2.13% | 7.42% | 365 | – | 0 |
|
| 3116 |
KS
3116
Karpas Strategies
Litchfield,
Connecticut
| USD 233 M | +USD 5.49 M | +2% | 5.27% | 16.1% | 131 | 11.45% | 3.5 |
|
| 3117 |
3117
Tibra Equities Europe
London,
United Kingdom
| USD 233 M | – | – | 4.25% | 143% | 126 | – | 0 |
|
| 3118 |
3118
Nicolet Bankshares
Green Bay,
Wisconsin
| USD 233 M | +USD 8.36 M | +4% | 4.37% | 75.5% | 181 | 8.29% | 1.6 |
|
| 3119 |
3119
Redmond Asset Management
Henrico,
Virginia
| USD 233 M | +USD 13.3 M | +6% | 6.97% | 61.5% | 167 | 14.97% | 2.3 |
|
| 3120 |
3120
Matthew Goff Investment Advisor
Houston,
Texas
| USD 232 M | -USD 349 k | -0.1% | 4.54% | 89.6% | 75 | 8% | 0.5 |
|
| 3121 |
3121
Stansberry Asset Management
Westlake,
Texas
| USD 232 M | – | – | 10.1% | 79.6% | 84 | – | 0 |
|
| 3122 |
3122
Oarsman Capital
Milwaukee,
Wisconsin
| USD 232 M | -USD 4.26 M | -2% | 3.54% | 70.6% | 200 | 10% | 3 |
|
| 3123 |
3123
Brookmont Capital Management
Dallas,
Texas
| USD 232 M | +USD 49.3 M | +27% | 5.52% | 36.6% | 70 | 11.43% | 2.8 |
|
| 3124 |
3124
Redwood Investment Management
Scottsdale,
Arizona
| USD 232 M | – | – | 6.13% | 62.5% | 103 | – | 0 |
|
| 3125 |
3125
Capital Impact Advisors
Boston,
Massachusetts
| USD 232 M | +USD 7.64 M | +3% | 7.95% | – | 143 | 4.9% | 2 |
|