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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3401 |
3401
Financial Gravity Asset Management
Lakeway,
Texas
| USD 562 M | +USD 42.5 M | +8% | 0.66% | – | 1,031 | 29.19% | 1.9 |
|
| 3402 |
3402
Maytus Capital Management
New York
| USD 562 M | +USD 139 M | +33% | 4.41% | 442% | 90 | 63.33% | 0.4 |
|
| 3403 |
3403
Key Financial Inc
West Chester,
Pennsylvania
| USD 562 M | +USD 13.9 M | +3% | 0.27% | 64.1% | 1,483 | 8.9% | 3.8 |
|
| 3404 |
3404
North Point Portfolio Managers
Orange Village,
Ohio
| USD 561 M | -USD 29.2 M | -5% | 1.37% | 72.8% | 79 | 8.86% | 4.8 |
|
| 3405 |
3405
Twele Capital Management
Minnetonka,
Minnesota
| USD 561 M | +USD 1.29 M | +0.2% | 0.53% | 37.1% | 39 | 0% | 9.9 |
|
| 3406 |
3406
Moment Partners
San Francisco,
California
| USD 561 M | +USD 74.5 M | +15% | 1.4% | – | 119 | 17.65% | 1 |
|
| 3407 |
3407
Oakwell Private Wealth Management
Austin,
Texas
| USD 560 M | +USD 24.5 M | +5% | 0.88% | 68.2% | 81 | 3.7% | 3 |
|
| 3408 |
3408
Harfst & Associates
Sheridan,
Wyoming
| USD 560 M | +USD 5.58 M | +1% | 2.97% | 88.1% | 126 | 15.87% | 3.6 |
|
| 3409 |
FCA
3409
FLC Capital Advisors
Palm Desert,
California
| USD 560 M | +USD 18.5 M | +3% | 0.71% | 59.3% | 231 | 13.85% | 3.4 |
|
| 3410 |
3410
Newbrook Capital Advisors
New York
| USD 560 M | -USD 237 M | -30% | 6.3% | 299% | 27 | 66.67% | 1 |
|
| 3411 |
3411
Delta Investment Management
San Francisco,
California
| USD 559 M | -USD 17.5 M | -3% | 1.32% | 65.8% | 319 | 26.65% | 2.6 |
|
| 3412 |
3412
Curran Financial Partners
Daniel Island,
South Carolina
| USD 559 M | +USD 32.1 M | +6% | 1.79% | 53.5% | 139 | 15.83% | 2.4 |
|
| 3413 |
3413
East Coast Asset Management
Essex,
Massachusetts
| USD 558 M | -USD 71.4 M | -11% | 8.28% | 167% | 82 | 10.98% | 8.4 |
|
| 3414 |
3414
Stone House Investment Management
Tunkhannock,
Pennsylvania
| USD 558 M | -USD 86.1 M | -13% | 1.34% | 57.9% | 1,181 | 37.43% | 0.6 |
|
| 3415 |
3415
Thames Capital Management
Roseland,
New Jersey
| USD 558 M | -USD 130 M | -19% | 25% | 1,177% | 61 | 50.82% | 1.6 |
|
| 3416 |
3416
Quarry LP
New York
| USD 558 M | -USD 81.7 M | -13% | 0.28% | 83.2% | 2,456 | 59.57% | 0.7 |
|
| 3417 |
3417
ALM First Financial Advisors
Dallas,
Texas
| USD 557 M | +USD 52.5 M | +10% | 2.16% | 50.5% | 25 | 0% | 2.7 |
|
| 3418 |
CAM
3418
Cander Asset Management
New York
| USD 557 M | +USD 16.7 M | +3% | 11.3% | – | 57 | 49.12% | 0.2 |
|
| 3419 |
3419
Marino Stram & Associates
Braintree,
Massachusetts
| USD 557 M | +USD 3.17 M | +0.6% | 0.43% | 72.2% | 193 | 8.29% | 4.2 |
|
| 3420 |
NI
3420
Naria Inc
Nassau,
Bahamas
| USD 556 M | +USD 174 M | +45% | 45.4% | – | 1 | 0% | 1.3 |
|
| 3421 |
3421
Three Arch Wealth Management
Irvine,
California
| USD 556 M | +USD 22.4 M | +4% | 2.35% | – | 62 | 6.45% | 0.2 |
|
| 3422 |
3422
TLWM Financial
San Antonio,
Texas
| USD 555 M | +USD 8.85 M | +2% | 2.65% | 53.9% | 72 | 4.17% | 4.3 |
|
| 3423 |
3423
Heirloom Wealth Management
Greenwood Village,
Colorado
| USD 555 M | +USD 122 M | +28% | 1.43% | 81.8% | 91 | 57.14% | 1.3 |
|
| 3424 |
ACPLP
3424
Amberjack Capital Partners, L.P.
Houston,
Texas
| USD 555 M | -USD 87.3 M | -14% | 11.5% | – | 1 | 0% | 1.3 |
|
| 3425 |
3425
Childress Capital Advisors
Houston,
Texas
| USD 555 M | -USD 68.2 M | -11% | 3.49% | 107% | 451 | 26.83% | 1.5 |
|