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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3201 |
3201
American Money Management
Rancho Santa Fe,
California
| USD 401 M | +USD 24.4 M | +6% | 5.13% | 65% | 139 | 5.76% | 3.9 |
|
| 3202 |
3202
Alpha Capital Management
Austin,
Texas
| USD 400 M | -USD 77.7 k | -0% | 7.23% | 88% | 105 | 0.95% | 4.2 |
|
| 3203 |
3203
Truxt Investmentos
Rio De Janeiro,
Brazil
| USD 400 M | +USD 121 M | +44% | 52% | – | 21 | 38.1% | 0.8 |
|
| 3204 |
3204
Point72 Hong Kong
Hong Kong
| USD 400 M | -USD 10.6 M | -3% | 12.4% | 396% | 57 | 68.42% | 0.3 |
|
| 3205 |
3205
ICA Group Wealth Management
Denver,
Colorado
| USD 399 M | -USD 20.3 M | -5% | 6.12% | – | 1,438 | 18.64% | 0.6 |
|
| 3206 |
3206
Summit Wealth Partners
Orlando,
Florida
| USD 399 M | +USD 9.6 M | +2% | 4.3% | 44.9% | 192 | 8.33% | 2.2 |
|
| 3207 |
3207
Iowa State Bank
Urbandale,
Iowa
| USD 398 M | -USD 553 k | -0.1% | 4.5% | 85.7% | 115 | 6.96% | 5.3 |
|
| 3208 |
3208
SJS Investment Consulting
Sylvania,
Ohio
| USD 398 M | +USD 31.5 M | +9% | 6.26% | 69.4% | 1,636 | 6.11% | 1.2 |
|
| 3209 |
3209
Rhino Investment Partners
West Conshohocken,
Pennsylvania
| USD 398 M | +USD 28.1 M | +8% | 8.33% | 110% | 37 | 48.65% | 0.8 |
|
| 3210 |
3210
Beryl Capital Management
Redondo Beach,
California
| USD 397 M | +USD 270 M | +213% | 46% | 3,932% | 34 | 91.18% | 0 |
|
| 3211 |
3211
Independent Solutions Wealth Management
Williamsville,
New York
| USD 397 M | +USD 58.1 M | +17% | 6.91% | 112% | 236 | 18.22% | 2.3 |
|
| 3212 |
3212
Cisco Systems
San Jose,
California
| USD 397 M | +USD 62.2 M | +19% | 7.57% | 210% | 5 | 60% | 0.7 |
|
| 3213 |
3213
American Assets Capital Advisers
San Diego,
California
| USD 397 M | -USD 31.4 M | -7% | 1.55% | 73.5% | 37 | 13.51% | 2.8 |
|
| 3214 |
3214
Ellenbecker Investment Group
Waukesha,
Wisconsin
| USD 396 M | +USD 29.1 M | +8% | 6.03% | 56.3% | 95 | 5.26% | 3.1 |
|
| 3215 |
3215
Inlet Private Wealth
Jupiter,
Florida
| USD 396 M | +USD 11.8 M | +3% | 4.92% | 111% | 136 | 8.09% | 3.3 |
|
| 3216 |
3216
Investors Research Corp
Atlanta,
Georgia
| USD 396 M | +USD 11.2 M | +3% | 3.4% | 62.1% | 1,142 | 6.04% | 3.4 |
|
| 3217 |
3217
Liquid Strategies
Atlanta,
Georgia
| USD 396 M | +USD 28.3 M | +8% | 4.89% | 46.8% | 16 | 56.25% | 1.3 |
|
| 3218 |
3218
Brickley Wealth Management
San Mateo,
California
| USD 396 M | +USD 31 M | +9% | 6.05% | 62.6% | 41 | 7.32% | 3.1 |
|
| 3219 |
3219
Martin & Co
Knoxville,
Tennessee
| USD 396 M | +USD 7.25 M | +2% | 5.41% | 67.8% | 108 | 0.93% | 8.1 |
|
| 3220 |
3220
Raine Capital
New York
| USD 395 M | -USD 103 M | -21% | 3.93% | 119% | 15 | 66.67% | 2.4 |
|
| 3221 |
3221
Park Presidio Capital
San Francisco,
California
| USD 395 M | -USD 7.83 M | -2% | 16.6% | 94.1% | 11 | 18.18% | 4.1 |
|
| 3222 |
3222
Arosa Capital Management
Miami Beach,
Florida
| USD 395 M | -USD 244 M | -38% | 2.6% | 536% | 74 | 59.46% | 0.4 |
|
| 3223 |
FBT
3223
First Bank & Trust
Brookings,
South Dakota
| USD 395 M | +USD 16.5 M | +4% | 4.49% | 85.6% | 204 | 11.27% | 3.7 |
|
| 3224 |
3224
Pacific Capital Wealth Advisors
Corona,
California
| USD 394 M | +USD 5.78 M | +1% | 3.78% | 54.1% | 88 | 26.14% | 2.1 |
|
| 3225 |
3225
Miramar Capital
Northbrook,
Illinois
| USD 394 M | +USD 5.44 M | +1% | 3.01% | 47.3% | 92 | 27.17% | 2.4 |
|