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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3451 |
3451
Baring Fintech Fund III Managers
St Peter Port,
Guernsey
| USD 616 M | -USD 278 M | -31% | 17% | – | 1 | 0% | 1.5 |
|
| 3452 |
AGM
3452
Alpine Global Management
New York
| USD 615 M | -USD 52.6 M | -8% | 30.8% | 149% | 367 | 67.3% | 0.4 |
|
| 3453 |
3453
TLWM Financial
San Antonio,
Texas
| USD 615 M | +USD 59.8 M | +11% | 11.9% | 53.9% | 78 | 17.95% | 3.9 |
|
| 3454 |
OL
3454
Odyssean LLC
Darien,
Connecticut
| USD 615 M | +USD 341 M | +124% | 24.7% | – | 584 | 45.38% | 0.2 |
|
| 3455 |
3455
Financial Security Advisor
Virginia Beach,
Virginia
| USD 615 M | +USD 70.3 M | +13% | 16.1% | 83.5% | 173 | 14.45% | 1.8 |
|
| 3456 |
3456
Aire Advisors
Beverly Hills,
California
| USD 615 M | +USD 68.1 M | +12% | 13.4% | 77.4% | 190 | 17.89% | 2.8 |
|
| 3457 |
3457
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| USD 615 M | +USD 189 M | +45% | 19.6% | 71.1% | 169 | 20.12% | 3.2 |
|
| 3458 |
3458
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
| USD 615 M | +USD 60.6 M | +11% | 12.1% | 64.9% | 75 | 17.33% | 2 |
|
| 3459 |
3459
Sands Capital Ventures
Arlington,
Virginia
| USD 614 M | +USD 192 M | +46% | 17% | 167% | 24 | 12.5% | 2.7 |
|
| 3460 |
3460
Turim 21 Investimentos
Rio De Janeiro,
Brazil
| USD 613 M | +USD 215 M | +54% | 4.96% | 62.1% | 125 | 9.6% | 1.3 |
|
| 3461 |
3461
VisionPoint Advisory Group
Dallas,
Texas
| USD 613 M | +USD 82.2 M | +15% | 15.5% | 79.3% | 528 | 26.89% | 1.3 |
|
| 3462 |
3462
M. Kulyk & Associates
Decatur,
Georgia
| USD 613 M | +USD 77.1 M | +14% | 12.2% | 63.3% | 126 | 15.87% | 3 |
|
| 3463 |
3463
Fonville Wealth Management
Richmond,
Virginia
| USD 612 M | +USD 87 M | +17% | 9.46% | 53.9% | 152 | 12.5% | 1.8 |
|
| 3464 |
3464
Twele Capital Management
Minnetonka,
Minnesota
| USD 612 M | +USD 51.4 M | +9% | 8.01% | 37.1% | 40 | 2.5% | 9.9 |
|
| 3465 |
3465
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| USD 612 M | +USD 60.8 M | +11% | 12.4% | 70.3% | 86 | 15.12% | 2.8 |
|
| 3466 |
3466
SkyOak Wealth
Southfield,
Michigan
| USD 612 M | +USD 66 M | +12% | 14% | 80.7% | 276 | 16.3% | 3.7 |
|
| 3467 |
3467
West Wealth Group
Irvine,
California
| USD 611 M | +USD 105 M | +21% | 16.1% | 79.8% | 147 | 14.29% | 1.8 |
|
| 3468 |
3468
Platform Technology Partners
New York
| USD 611 M | +USD 92.5 M | +18% | 13.9% | – | 425 | 26.35% | 2.5 |
|
| 3469 |
3469
Key Financial Inc
West Chester,
Pennsylvania
| USD 611 M | +USD 48.8 M | +9% | 11.2% | 64.1% | 1,466 | 12.41% | 3.9 |
|
| 3470 |
3470
Integrated Quantitative Investments
Bellevue,
Washington
| USD 610 M | +USD 59.2 M | +11% | 32.6% | – | 546 | 61.17% | 0.4 |
|
| 3471 |
3471
Addison Capital
Conshohocken,
Pennsylvania
| USD 610 M | +USD 48.2 M | +9% | 8.84% | 59.7% | 189 | 6.35% | 3.9 |
|
| 3472 |
3472
Grant Street Asset Management
Canonsburg,
Pennsylvania
| USD 610 M | +USD 91.3 M | +18% | 9.35% | 47.2% | 105 | 20.95% | 2.8 |
|
| 3473 |
3473
Childress Capital Advisors
Houston,
Texas
| USD 610 M | +USD 55.4 M | +10% | 17.9% | 107% | 425 | 22.59% | 1.7 |
|
| 3474 |
3474
Francis Financial
| USD 610 M | +USD 70.9 M | +13% | 11% | 56.2% | 138 | 19.57% | 2.1 |
|
| 3475 |
3475
Portfolio Design Labs
Encino,
California
| USD 610 M | +USD 47.7 M | +8% | 21% | 115% | 243 | 11.11% | 1.2 |
|