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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
3526
Riversedge Advisors
Wilmington,
Delaware
| USD 442 M | +USD 1.44 M | +0.3% | 1.31% | 71.3% | 109 | 16.51% | 2.2 |
|
| 3527 |
3527
WESPAC Advisors SoCal
Pasadena,
California
| USD 442 M | +USD 9.7 M | +2% | 4.69% | 135% | 103 | 11.65% | 2.4 |
|
| 3528 |
3528
Pettinga Financial Advisors
Evansville,
Indiana
| USD 442 M | +USD 19.7 M | +5% | 0.06% | 78.1% | 129 | 14.73% | 3.1 |
|
| 3529 |
3529
Privium Fund Management
Amsterdam,
Netherlands
| USD 442 M | +USD 39.9 M | +10% | 47.1% | 465% | 92 | 41.3% | 1.4 |
|
| 3530 |
3530
First National Corp
Rockland,
Massachusetts
| USD 442 M | -USD 7.9 M | -2% | 0.41% | 56.3% | 158 | 11.39% | 3.8 |
|
| 3531 |
AAM
3531
AR Asset Management
West Hollywood,
California
| USD 441 M | -USD 8.56 M | -2% | 0.41% | 64.9% | 113 | 2.65% | 8.5 |
|
| 3532 |
3532
ASK Capital Management
San Francisco,
California
| USD 441 M | – | – | 33.4% | – | 4 | – | 0 |
|
| 3533 |
3533
Pale Fire Capital SE
Prague,
Czech Republic
| USD 441 M | -USD 197 M | -31% | 0.84% | 223% | 67 | 43.28% | 0.7 |
|
| 3534 |
3534
Granger Management
New York
| USD 440 M | -USD 68.5 M | -13% | 0.86% | 69.9% | 22 | 68.18% | 4 |
|
| 3535 |
3535
Key Financial Inc
West Chester,
Pennsylvania
| USD 440 M | -USD 12.6 M | -3% | 0.19% | 64.1% | 1,411 | 6.38% | 2.9 |
|
| 3536 |
3536
Old Second National Bank of Aurora
Aurora,
Illinois
| USD 440 M | +USD 25.6 M | +6% | 1.47% | 93.7% | 519 | 38.73% | 4.2 |
|
| 3537 |
3537
Northwest Quadrant Wealth Management
Bend,
Oregon
| USD 440 M | +USD 5.84 M | +1% | 0.76% | 45.6% | 78 | 20.51% | 4.3 |
|
| 3538 |
3538
Garrett Wealth Advisory Group
Weatherford,
Texas
| USD 440 M | +USD 34.7 M | +9% | 5.53% | 74.6% | 108 | 16.67% | 2.3 |
|
| 3539 |
IIA
3539
IPG Investment Advisors
San Diego,
California
| USD 439 M | -USD 19.5 M | -4% | 5.08% | 126% | 215 | 37.67% | 2.2 |
|
| 3540 |
3540
GenWealth Group
Maplewood,
New Jersey
| USD 439 M | +USD 4.37 M | +1% | 0.5% | 73.9% | 77 | 9.09% | 4.4 |
|
| 3541 |
3541
Park Presidio Capital
San Francisco,
California
| USD 439 M | +USD 2.03 M | +0.5% | 4.15% | 94.1% | 11 | 0% | 5 |
|
| 3542 |
3542
Pacific Sage Partners
Edmonds,
Washington
| USD 438 M | +USD 18.4 M | +4% | 0.95% | 58.9% | 113 | 15.93% | 1.5 |
|
| 3543 |
3543
RB Capital Management
Reno,
Nevada
| USD 438 M | +USD 8.6 M | +2% | 2.94% | 79.4% | 193 | 6.74% | 4.6 |
|
| 3544 |
3544
Balboa Wealth Partners
Scottsdale,
Arizona
| USD 438 M | +USD 36.7 M | +9% | 12.1% | 214% | 395 | 30.38% | 1.1 |
|
| 3545 |
CBTWT
3545
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| USD 438 M | -USD 5.85 M | -1% | 0.3% | 124% | 144 | 4.17% | 6 |
|
| 3546 |
3546
Financial Gravity Companies
Lakeway,
Texas
| USD 438 M | +USD 64.2 M | +17% | 0.91% | – | 1,068 | 41.67% | 1.6 |
|
| 3547 |
MAM
3547
Morse Asset Management
Darien,
Connecticut
| USD 438 M | -USD 25.6 M | -6% | 5.47% | 222% | 383 | 24.54% | 1.6 |
|
| 3548 |
3548
Kozak & Associates
Highlands Ranch,
Colorado
| USD 437 M | +USD 14.4 M | +3% | 4.44% | 111% | 483 | 21.53% | 2.1 |
|
| 3549 |
3549
Shorepoint Capital Partners
Norwood,
Massachusetts
| USD 437 M | -USD 1.75 M | -0.4% | 0.78% | – | 103 | 4.85% | 3.2 |
|
| 3550 |
3550
Satovsky Asset Management
New York
| USD 437 M | -USD 6.89 M | -2% | 0.22% | 53.6% | 57 | 10.53% | 2.4 |
|