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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
Standpoint Asset Management
Scottsdale,
Arizona
| USD 437 M | +USD 53.5 M | +14% | 2.36% | 71.9% | 8 | 0% | 1.5 |
|
| 3352 |
3352
Great Point Wealth Advisors
Boston,
Massachusetts
| USD 437 M | +USD 8.47 M | +2% | 0.51% | – | 57 | 8.77% | 3.2 |
|
| 3353 |
3353
Westside Investment Management
Santa Monica,
California
| USD 437 M | +USD 19.7 M | +5% | 4.11% | 114% | 1,011 | 13.65% | 3.9 |
|
| 3354 |
3354
Regent Peak Wealth Advisors
Atlanta,
Georgia
| USD 437 M | +USD 43.2 M | +11% | 2.84% | – | 180 | 15% | 3 |
|
| 3355 |
3355
IDG China Venture Capital Fund IV Associates
Hong Kong
| USD 437 M | -USD 6.15 M | -1% | 14.4% | 59.2% | 4 | 0% | 3.3 |
|
| 3356 |
3356
Independent Solutions Wealth Management
Williamsville,
New York
| USD 436 M | +USD 15.2 M | +4% | 4.31% | 112% | 176 | 7.39% | 3.3 |
|
| 3357 |
3357
Fourth Sail Capital
Camana Bay Grand Cayman,
Cayman Islands
| USD 436 M | +USD 101 M | +30% | 5.93% | – | 28 | 39.29% | 0.3 |
|
| 3358 |
3358
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| USD 436 M | +USD 40.3 M | +10% | 5.35% | 87.9% | 266 | 16.54% | 3.1 |
|
| 3359 |
CAM
3359
Centre Asset Management
New York
| USD 436 M | +USD 16.5 M | +4% | 3.53% | 45.3% | 66 | 16.67% | 2.8 |
|
| 3360 |
3360
Fermata Advisors
Sonoma,
California
| USD 435 M | -USD 8.48 M | -2% | 1.88% | 58.3% | 249 | 23.29% | 1 |
|
| 3361 |
3361
Steginsky Capital
Port Washington,
New York
| USD 435 M | +USD 20 M | +5% | 6.99% | 99.4% | 7 | 0% | 7.4 |
|
| 3362 |
3362
Light Street Capital Management
Palo Alto,
California
| USD 435 M | +USD 21.8 M | +5% | 13% | 377% | 34 | 58.82% | 0.8 |
|
| 3363 |
3363
Adams Wealth Management
Logan,
Utah
| USD 434 M | +USD 24.2 M | +6% | 3.31% | 105% | 107 | 7.48% | 2.3 |
|
| 3364 |
3364
CacheTech Inc
Logan,
Utah
| USD 434 M | – | – | 3.31% | – | 105 | – | 0 |
|
| 3365 |
3365
Burton Enright Welch
Walnut Creek,
California
| USD 434 M | +USD 18.2 M | +4% | 0.83% | 62.8% | 98 | 15.31% | 1.6 |
|
| 3366 |
3366
Vantage Wealth
Pasadena,
California
| USD 434 M | +USD 4.93 M | +1% | 3.07% | 56.1% | 37 | 16.22% | 4.3 |
|
| 3367 |
3367
Gould Asset Management
Claremont,
California
| USD 434 M | +USD 20.1 M | +5% | 1.83% | 42.8% | 169 | 6.51% | 5.3 |
|
| 3368 |
3368
Black Swift Group
Boulder,
Colorado
| USD 433 M | +USD 42.9 M | +11% | 7.89% | 139% | 138 | 49.28% | 0.8 |
|
| 3369 |
3369
Kathryn A. Hall
| USD 433 M | -USD 1.07 M | -0.2% | 1.93% | 95.2% | 53 | 7.55% | 4 |
|
| 3370 |
3370
Pasadena Private Wealth
Pasadena,
California
| USD 433 M | -USD 2.14 M | -0.5% | 0.99% | 53% | 170 | 23.53% | 1.9 |
|
| 3371 |
3371
Herold Advisors
New York
| USD 432 M | +USD 18.9 M | +5% | 2.87% | 90.2% | 276 | 8.7% | 1.9 |
|
| 3372 |
3372
Turtle Creek Wealth Advisors
Dallas,
Texas
| USD 432 M | +USD 24.2 M | +6% | 2.38% | 112% | 221 | 25.79% | 0.4 |
|
| 3373 |
3373
Makena Capital Management
Menlo Park,
California
| USD 432 M | +USD 2.01 M | +0.5% | 1.62% | 78.7% | 52 | 51.92% | 1 |
|
| 3374 |
3374
Hohimer Wealth Management
Seattle,
Washington
| USD 431 M | +USD 4.16 M | +1% | 2.25% | 99.7% | 264 | 34.47% | 2 |
|
| 3375 |
3375
M. Kulyk & Associates
Decatur,
Georgia
| USD 430 M | -USD 815 k | -0.2% | 1.78% | 63.3% | 115 | 12.17% | 2.2 |
|