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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3126 |
3126
Liberty Wealth Management
Oakland,
California
| USD 402 M | -USD 2.98 M | -0.7% | 4.45% | 64.2% | 198 | 15.66% | 2.2 |
|
| 3127 |
3127
Annandale Capital
Dallas,
Texas
| USD 401 M | +USD 55.4 M | +16% | 0.51% | 57.2% | 153 | 21.57% | 1.5 |
|
| 3128 |
3128
Pier 88 Investment Partners
San Francisco,
California
| USD 401 M | -USD 2.34 M | -0.6% | 0.87% | 40.3% | 103 | 13.59% | 1.9 |
|
| 3129 |
3129
Carolinas Wealth Consulting
Charlotte,
North Carolina
| USD 401 M | -USD 103 M | -20% | 3.02% | 24.6% | 1,143 | 18.46% | 2.3 |
|
| 3130 |
3130
Greystone Financial Group
Bloomfield Hills,
Michigan
| USD 401 M | -USD 30.7 M | -7% | 2.9% | 79.3% | 124 | 30.65% | 0.9 |
|
| 3131 |
PWS
3131
Private Wealth Strategies
New Albany,
Ohio
| USD 401 M | -USD 15.3 M | -4% | 2.8% | 18.8% | 81 | 17.28% | 2.6 |
|
| 3132 |
3132
Pinnbrook Capital Management
New York
| USD 401 M | +USD 119 M | +42% | 7.97% | 913% | 66 | 71.21% | 0.2 |
|
| 3133 |
3133
McNamara Financial Services
Marshfield,
Massachusetts
| USD 401 M | -USD 15.8 M | -4% | 3.75% | 42.6% | 67 | 8.96% | 4.4 |
|
| 3134 |
3134
Meridian Wealth Advisors
Austin,
Texas
| USD 400 M | -USD 13.2 M | -3% | 1.99% | 79.9% | 190 | 10% | 3.4 |
|
| 3135 |
3135
Red Door Wealth Management
Memphis,
Tennessee
| USD 400 M | -USD 51 M | -11% | 2.6% | 100% | 236 | 31.36% | 2.2 |
|
| 3136 |
3136
Claro Advisors
Boston,
Massachusetts
| USD 400 M | -USD 2.49 M | -0.6% | 3.73% | 98.8% | 400 | 14.25% | 2.2 |
|
| 3137 |
3137
Wellington Shields & Co
New York
| USD 400 M | -USD 25.4 M | -6% | 6.1% | 127% | 305 | 9.51% | 2.9 |
|
| 3138 |
3138
Night Owl Capital Management
Greenwich,
Connecticut
| USD 399 M | +USD 12.6 M | +3% | 3.23% | 162% | 25 | 4% | 3.9 |
|
| 3139 |
3139
Ratio Wealth Group
Denver,
Colorado
| USD 399 M | -USD 5.09 M | -1% | 3.3% | – | 72 | 9.72% | 1.9 |
|
| 3140 |
3140
RIT Capital Partners
London,
United Kingdom
| USD 399 M | +USD 41.3 M | +12% | 3.72% | 73.5% | 14 | 21.43% | 0.6 |
|
| 3141 |
3141
Gagnon Securities
New York
| USD 399 M | -USD 81.9 M | -17% | 9.94% | 210% | 104 | 13.46% | 3.8 |
|
| 3142 |
TP
3142
Thunderbird Partners
London,
United Kingdom
| USD 399 M | +USD 74 M | +23% | 10.9% | 38% | 12 | 16.67% | 1.8 |
|
| 3143 |
3143
Vantage Wealth
Pasadena,
California
| USD 399 M | +USD 9.7 M | +2% | 3.35% | 56.1% | 40 | 12.5% | 4.3 |
|
| 3144 |
3144
Bellecapital
Zurich,
Switzerland
| USD 399 M | -USD 14.6 M | -4% | 1.9% | 152% | 166 | 8.43% | 3.3 |
|
| 3145 |
3145
Crane Advisory
Fullerton,
California
| USD 399 M | +USD 50.4 M | +14% | 2.19% | 38.2% | 33 | 21.21% | 0.8 |
|
| 3146 |
3146
West Financial Advisors
Des Moines,
Iowa
| USD 399 M | -USD 7.78 M | -2% | 3.84% | 49.1% | 212 | 13.68% | 1.5 |
|
| 3147 |
3147
SJS Investment Consulting
Sylvania,
Ohio
| USD 398 M | +USD 128 k | +0% | 2.93% | 69.4% | 1,668 | 6.77% | 1.4 |
|
| 3148 |
CT
3148
Chicago Trust
Grayslake,
Illinois
| USD 398 M | -USD 18.9 M | -5% | 2.21% | 96.7% | 316 | 15.51% | 4.3 |
|
| 3149 |
3149
Kesler Norman & Wride
Ogden,
Utah
| USD 398 M | -USD 14.5 M | -4% | 3.89% | 90% | 165 | 7.88% | 2.3 |
|
| 3150 |
3150
Sensible Financial Planning & Management
Waltham,
Massachusetts
| USD 398 M | -USD 28.2 M | -7% | 3.57% | 24.5% | 32 | 12.5% | 5.3 |
|