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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3176 |
3176
Lucia Wealth Services
San Diego,
California
| USD 228 M | -USD 79.5 M | -26% | 2.23% | 45.6% | 234 | 32.05% | 0.3 |
|
| 3177 |
3177
YorkBridge Wealth Partners
New York
| USD 228 M | +USD 10.8 M | +5% | 5.21% | 36.5% | 910 | 10% | 1.3 |
|
| 3178 |
3178
Arax Advisory Partners
Denver,
Colorado
| USD 228 M | +USD 35.2 M | +18% | 1.51% | 64.7% | 500 | 7.2% | 1.3 |
|
| 3179 |
3179
Stanley Capital Management
Houston,
Texas
| USD 228 M | +USD 6.53 M | +3% | 4.92% | 158% | 35 | 5.71% | 2.5 |
|
| 3180 |
3180
Smith & Howard Wealth Management
Atlanta,
Georgia
| USD 228 M | -USD 4.45 M | -2% | 0.1% | 40.4% | 51 | 21.57% | 2.7 |
|
| 3181 |
3181
Engle Capital Management
Greenwich,
Connecticut
| USD 228 M | +USD 24.7 M | +12% | 18% | 398% | 27 | 40.74% | 0.7 |
|
| 3182 |
3182
BFSG LLC
Irvine,
California
| USD 228 M | +USD 2.2 M | +1% | 3.18% | 81.9% | 165 | 35.76% | 0.9 |
|
| 3183 |
3183
McNamara Financial Services
Marshfield,
Massachusetts
| USD 227 M | +USD 7.9 M | +4% | 1.48% | 42.6% | 42 | 11.9% | 1.8 |
|
| 3184 |
3184
Riggs Asset Management
Dallas,
Pennsylvania
| USD 227 M | -USD 15.5 M | -6% | 4.28% | 207% | 291 | 15.46% | 2.4 |
|
| 3185 |
3185
Atlas Venture Associates IX
Boston,
Massachusetts
| USD 227 M | +USD 94.9 M | +72% | 21.1% | 89.8% | 7 | 28.57% | 0.6 |
|
| 3186 |
3186
Aveo Capital Partners
Englewood,
Colorado
| USD 227 M | -USD 12.8 M | -5% | 2.15% | 19.1% | 157 | 20.38% | 1.1 |
|
| 3187 |
3187
Cedar Capital
Barrington,
Illinois
| USD 226 M | +USD 11.8 M | +5% | 4.96% | 98% | 171 | 25.15% | 1.1 |
|
| 3188 |
3188
Crestone Asset Management
Boulder,
Colorado
| USD 226 M | +USD 6.79 M | +3% | 2.49% | 6.65% | 49 | 22.45% | 1.5 |
|
| 3189 |
3189
Polunin Capital Partners
London,
United Kingdom
| USD 226 M | -USD 14.7 M | -6% | 11.9% | 268% | 12 | 25% | 0.5 |
|
| 3190 |
GCMG
3190
Gyroscope Capital Management Group
Naples,
Florida
| USD 226 M | +USD 15.4 M | +7% | 0.93% | 24.8% | 133 | 27.82% | 1.1 |
|
| 3191 |
3191
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| USD 226 M | -USD 17.1 M | -7% | 2.36% | 52% | 634 | 17.67% | 3.2 |
|
| 3192 |
3192
Claar Advisors
New York
| USD 226 M | -USD 54.3 M | -19% | 3.86% | 65.5% | 35 | 37.14% | 1 |
|
| 3193 |
3193
TCI Wealth Advisors
Tucson,
Arizona
| USD 225 M | +USD 9.01 M | +4% | 4.41% | 65% | 1,705 | 26.16% | 2.4 |
|
| 3194 |
FCT
3194
Family Capital Trust
Peabody,
Massachusetts
| USD 225 M | +USD 5.68 M | +3% | 6.06% | 39.1% | 59 | 5.08% | 3.5 |
|
| 3195 |
3195
Taylor Wealth Management Partners
Boston,
Massachusetts
| USD 225 M | +USD 17 M | +8% | 7.72% | 62% | 145 | 5.52% | 2.2 |
|
| 3196 |
3196
HughesLittle Investment Management
Vancouver,
| USD 224 M | +USD 17.6 M | +9% | 3.57% | 106% | 20 | 5% | 3.1 |
|
| 3197 |
3197
Shah Capital Management
Raleigh,
North Carolina
| USD 224 M | +USD 9.23 M | +4% | 14% | 287% | 12 | 0% | 2.9 |
|
| 3198 |
3198
Arias Resource Capital
George Town, Grand Cayman,
Cayman Islands
| USD 224 M | +USD 3.63 M | +2% | 4.47% | 81.3% | 2 | 0% | 0.5 |
|
| 3199 |
3199
Advisors Preferred
Rockville,
Maryland
| USD 224 M | +USD 8.42 M | +4% | 5.62% | 102% | 327 | 67.28% | 0.6 |
|
| 3200 |
3200
C.V. Starr & Co Trust
New York
| USD 224 M | +USD 13.8 M | +7% | 7.63% | 51.7% | 30 | 0% | 3.9 |
|