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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3276 |
3276
Bank of New Hampshire
Laconia,
New Hampshire
| USD 346 M | -USD 65.8 M | -16% | 13.3% | 96.5% | 544 | 7.9% | 0.5 |
|
| 3277 |
SXL
3277
Summit X LLC
Chesterfield,
Missouri
| USD 346 M | -USD 61.7 M | -15% | 13.8% | 62.9% | 272 | 17.65% | 2.8 |
|
| 3278 |
3278
Total Wealth Planning
Cincinnati,
Ohio
| USD 346 M | -USD 24.7 M | -7% | 11% | 37.2% | 90 | 17.78% | 1.4 |
|
| 3279 |
3279
Alphadyne Asset Management
New York
| USD 345 M | +USD 214 M | +163% | 15.8% | 159% | 16 | 93.75% | 0 |
|
| 3280 |
3280
Physician Wealth Advisors
Midvale,
Utah
| USD 345 M | -USD 31.4 M | -8% | 15.1% | 79.9% | 163 | 12.88% | 2 |
|
| 3281 |
3281
Compass Ion Advisors
Conshohocken,
Pennsylvania
| USD 345 M | +USD 22.1 M | +7% | 10.8% | 75.6% | 96 | 28.13% | 1.4 |
|
| 3282 |
3282
Schroders
London,
United Kingdom
| USD 345 M | -USD 111 M | -24% | 8.53% | 5.82% | 84 | 19.05% | 0.3 |
|
| 3283 |
3283
Monograph Wealth Advisors
Manhattan Beach,
California
| USD 345 M | -USD 51.2 M | -13% | 15.1% | 68% | 92 | 18.48% | 0.5 |
|
| 3284 |
3284
Systelligence LLC
Bloomington,
Minnesota
| USD 345 M | -USD 119 M | -26% | 12.6% | 57.3% | 48 | 39.58% | 0.9 |
|
| 3285 |
3285
Fieldpoint Private Securities
Greenwich,
Connecticut
| USD 344 M | -USD 141 M | -29% | 12.5% | 47.2% | 1,793 | 18.8% | 1.6 |
|
| 3286 |
3286
West Financial Advisors
Des Moines,
Iowa
| USD 344 M | -USD 36 M | -9% | 11.6% | 49.1% | 202 | 27.23% | 1.2 |
|
| 3287 |
3287
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| USD 344 M | -USD 44.6 M | -11% | 11.9% | 79.3% | 76 | 3.95% | 5.3 |
|
| 3288 |
3288
Canal Insurance Company
Greenville,
South Carolina
| USD 344 M | -USD 20.6 M | -6% | 6.33% | 114% | 105 | 22.86% | 3.3 |
|
| 3289 |
3289
Providence Capital Advisors
Charlotte,
North Carolina
| USD 344 M | -USD 64.7 M | -16% | 13.3% | 47.4% | 482 | 38.38% | 2.3 |
|
| 3290 |
3290
Haverford Financial Services
Radnor,
Pennsylvania
| USD 344 M | -USD 62.3 M | -15% | 10.9% | 57.9% | 70 | 10% | 4 |
|
| 3291 |
3291
IA Venture Strategies Fund II
New York
| USD 343 M | -USD 164 M | -32% | 31.2% | 375% | 2 | 0% | 0.5 |
|
| 3292 |
3292
American Money Management
Rancho Santa Fe,
California
| USD 343 M | -USD 32.8 M | -9% | 10.8% | 65% | 141 | 5.67% | 3.2 |
|
| 3293 |
3293
Berkshire Bank
Pittsfield,
Massachusetts
| USD 343 M | -USD 77.8 M | -18% | 12.7% | 69.7% | 140 | 5% | 1.5 |
|
| 3294 |
3294
Think Investments
San Francisco,
California
| USD 343 M | -USD 9.28 M | -3% | 17.8% | 285% | 26 | 30.77% | 1.8 |
|
| 3295 |
3295
Advisor OS
Chicago,
Illinois
| USD 343 M | -USD 2.58 M | -0.7% | 8.93% | 61.2% | 215 | 15.35% | 1.3 |
|
| 3296 |
3296
Thrive Capital Management (New York)
New York
| USD 342 M | -USD 398 M | -54% | 48.5% | 205% | 11 | 27.27% | 0.6 |
|
| 3297 |
3297
Ovata Capital Management
Hong Kong
| USD 342 M | +USD 17.4 M | +5% | 16.2% | 69.1% | 211 | 81.99% | 0.4 |
|
| 3298 |
3298
Smith Anglin Financial
Dallas,
Texas
| USD 342 M | -USD 89.5 M | -21% | 14.2% | 52.8% | 151 | 22.52% | 1.1 |
|
| 3299 |
3299
Bedel Financial Consulting
Indianapolis,
Indiana
| USD 342 M | +USD 23.6 M | +7% | 3.47% | 104% | 1,016 | 81.1% | 3.7 |
|
| 3300 |
3300
Waller Financial Planning Group
Columbus,
Ohio
| USD 342 M | -USD 35.7 M | -9% | 12.7% | 47.5% | 58 | 24.14% | 2.6 |
|