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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
3351
Rice Partnership
Honolulu,
Hawaii
| USD 312 M | +USD 26.6 M | +9% | 4.72% | 123% | 127 | 10.24% | 2.7 |
|
| 3352 |
3352
Fourthstone LLC
St Louis,
Missouri
| USD 311 M | +USD 60.5 M | +24% | 3.82% | 104% | 63 | 39.68% | 0.9 |
|
| 3353 |
3353
Hohimer Wealth Management
Seattle,
Washington
| USD 311 M | -USD 27.3 M | -8% | 5.12% | 99.7% | 202 | 9.9% | 1.9 |
|
| 3354 |
KAS
3354
Kemnay Advisory Services
New York
| USD 311 M | -USD 100 M | -24% | 4.12% | 167% | 38 | 18.42% | 3.1 |
|
| 3355 |
HWMA
3355
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
| USD 311 M | +USD 10.8 M | +4% | 2.77% | – | 1,131 | 19.01% | 1.1 |
|
| 3356 |
3356
Cedar Brook Financial Partners
Cleveland,
Ohio
| USD 311 M | -USD 8.17 M | -3% | 5.48% | 47% | 371 | 12.94% | 2.4 |
|
| 3357 |
3357
Foresite Capital Management IV
Larkspur,
California
| USD 311 M | -USD 60.4 M | -16% | 2.51% | 151% | 9 | 22.22% | 1.6 |
|
| 3358 |
3358
Accel Growth Fund IV Associates
Palo Alto,
California
| USD 310 M | -USD 41.3 M | -12% | 2.93% | 61.4% | 3 | 0% | 0.8 |
|
| 3359 |
3359
Walkner Condon Financial Advisors
Madison,
Wisconsin
| USD 310 M | -USD 9.2 M | -3% | 5.95% | 56.8% | 230 | 13.04% | 1 |
|
| 3360 |
3360
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
| USD 310 M | -USD 49.5 M | -14% | 12.7% | 82.3% | 23 | 13.04% | 1.7 |
|
| 3361 |
WCMN
3361
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| USD 310 M | -USD 17.6 M | -5% | 4.71% | 121% | 53 | 5.66% | 5.5 |
|
| 3362 |
3362
Solus Alternative Asset Management
Summit,
New Jersey
| USD 310 M | -USD 54.6 M | -15% | 0.58% | 79.3% | 13 | 7.69% | 1.4 |
|
| 3363 |
3363
Nextech Invest
Zurich,
Switzerland
| USD 310 M | +USD 13.2 M | +4% | 5.45% | 982% | 14 | 0% | 0.7 |
|
| 3364 |
3364
Activest Wealth Management
Aventure,
Florida
| USD 309 M | +USD 168 M | +119% | 5.35% | 117% | 636 | 67.45% | 0.5 |
|
| 3365 |
3365
Summit Asset Management
Memphis,
Tennessee
| USD 309 M | -USD 13.7 M | -4% | 5.3% | 48.9% | 158 | 8.23% | 5.1 |
|
| 3366 |
3366
Shelter Mutual Insurance
Columbia,
Missouri
| USD 309 M | -USD 21.3 M | -6% | 5.43% | 51.2% | 54 | 1.85% | 5.4 |
|
| 3367 |
3367
Howard Financial Services
Dallas,
Texas
| USD 308 M | +USD 14 M | +5% | 5.6% | 55.9% | 135 | 12.59% | 2.1 |
|
| 3368 |
3368
Susquehanna International Group (Ireland)
Dublin,
Ireland
| USD 308 M | -USD 111 M | -26% | 11.2% | 5.26% | 107 | 68.22% | 0.4 |
|
| 3369 |
3369
Lineweaver Wealth Advisors
Valley View,
Ohio
| USD 308 M | +USD 5.56 M | +2% | 5.11% | 68.4% | 136 | 14.71% | 1.6 |
|
| 3370 |
3370
RiverPark Advisors
New York
| USD 308 M | -USD 7.5 M | -2% | 0.47% | 87.5% | 171 | 40.35% | 1.6 |
|
| 3371 |
3371
Northside Capital Management
Hood River,
Oregon
| USD 308 M | -USD 8.64 M | -3% | 4.51% | 99.6% | 93 | 11.83% | 4.4 |
|
| 3372 |
3372
SMI Advisory Services
Columbus,
Indiana
| USD 308 M | +USD 27.3 M | +10% | 2.9% | 80.7% | 44 | 29.55% | 0.8 |
|
| 3373 |
3373
Fermata Advisors
Sonoma,
California
| USD 307 M | +USD 20.5 M | +7% | 4.6% | 58.3% | 165 | 24.85% | 1 |
|
| 3374 |
3374
Ratio Wealth Group
Denver,
Colorado
| USD 307 M | -USD 170 k | -0.1% | 6.84% | – | 63 | 14.29% | 1.3 |
|
| 3375 |
ECM
3375
Endurant Capital Management
San Mateo,
California
| USD 307 M | +USD 22 M | +8% | 4.03% | 18.4% | 71 | 60.56% | 0.6 |
|