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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
Financial Gravity Asset Management
Lakeway,
Texas
| USD 506 M | – | – | 4.46% | – | 993 | – | 1.8 |
|
| 3527 |
3527
Mission Creek Capital Partners
San Francisco,
California
| USD 506 M | +USD 55.7 M | +12% | 7.64% | 138% | 208 | 4.81% | 3.9 |
|
| 3528 |
3528
Madison Wealth Partners
Madison,
Wisconsin
| USD 506 M | +USD 47.6 M | +10% | 7.58% | 66.9% | 189 | 10.58% | 2.3 |
|
| 3529 |
3529
JMAC Enterprises
Newtown,
Pennsylvania
| USD 506 M | +USD 38.6 M | +8% | 5.89% | 68.5% | 121 | 5.79% | 2.5 |
|
| 3530 |
3530
TruNorth Capital Management
Kalamazoo,
Michigan
| USD 506 M | +USD 55.5 M | +12% | 5.86% | – | 417 | 17.51% | 1.1 |
|
| 3531 |
3531
Curran Financial Partners
Daniel Island,
South Carolina
| USD 505 M | +USD 52.8 M | +12% | 5.26% | 49.4% | 133 | 12.78% | 2.1 |
|
| 3532 |
3532
Asset Allocation Strategies
Farmington,
Michigan
| USD 505 M | +USD 52.6 M | +12% | 6.09% | 58.1% | 152 | 13.16% | 1.4 |
|
| 3533 |
DA
3533
Dash Acquisitions
Woodland Hills,
California
| USD 504 M | +USD 32 M | +7% | 5.13% | 52% | 74 | 18.92% | 2.2 |
|
| 3534 |
3534
Johnson & Johnson
New Brunswick,
New Jersey
| USD 504 M | +USD 170 M | +51% | 104% | 339% | 20 | 0% | 3.1 |
|
| 3535 |
3535
McRae Capital Management
Morristown,
New Jersey
| USD 504 M | +USD 15.4 M | +3% | 5.9% | 78.2% | 106 | 6.6% | 6.2 |
|
| 3536 |
3536
Shorepoint Capital Partners
Norwood,
Massachusetts
| USD 503 M | – | – | 8.27% | – | 98 | – | 3.7 |
|
| 3537 |
3537
West Paces Advisors
Atlanta,
Georgia
| USD 502 M | +USD 32.4 M | +7% | 6.15% | 57.7% | 216 | 19.91% | 6.4 |
|
| 3538 |
3538
Chemung Canal Trust
Elmira,
New York
| USD 502 M | +USD 25.6 M | +5% | 7.93% | 80.9% | 120 | 2.5% | 7.9 |
|
| 3539 |
MLCM
3539
M & L Capital Management
London,
United Kingdom
| USD 502 M | +USD 57.6 M | +13% | 16.5% | – | 32 | 43.75% | 0.4 |
|
| 3540 |
3540
VisionPoint Advisory Group
Dallas,
Texas
| USD 501 M | +USD 41.4 M | +9% | 8.45% | 79.3% | 419 | 20.53% | 1.2 |
|
| 3541 |
MAM
3541
Morse Asset Management
Darien,
Connecticut
| USD 501 M | +USD 44.7 M | +10% | 15.1% | 222% | 415 | 23.37% | 1.9 |
|
| 3542 |
3542
Satovsky Asset Management
New York
| USD 501 M | +USD 31.4 M | +7% | 6.48% | 53.6% | 72 | 18.06% | 2.5 |
|
| 3543 |
3543
Mattern Wealth Management
Lawrence,
Kansas
| USD 501 M | +USD 20.4 M | +4% | 6.27% | 54% | 167 | 10.18% | 3.8 |
|
| 3544 |
3544
Blue Zone Wealth Advisors
Los Angeles,
California
| USD 501 M | +USD 101 M | +25% | 7.95% | 91.1% | 131 | 17.56% | 2.5 |
|
| 3545 |
3545
Manchester Financial
Westlake Village,
California
| USD 501 M | +USD 23 M | +5% | 7.27% | 73% | 139 | 17.99% | 3 |
|
| 3546 |
AHT
3546
Amanah Holdings Trust
London,
| USD 501 M | +USD 96.6 M | +24% | 33% | – | 16 | 12.5% | 0.3 |
|
| 3547 |
3547
Speece Thorson Capital Group
Minnetonka,
Minnesota
| USD 500 M | +USD 9.35 M | +2% | 4.63% | 34.2% | 44 | 2.27% | 7.9 |
|
| 3548 |
3548
FCPM III Services
Naarden,
Netherlands
| USD 500 M | +USD 131 M | +36% | 52.5% | – | 9 | 11.11% | 1.2 |
|
| 3549 |
3549
MIC Capital Management (UK)
London,
United Kingdom
| USD 500 M | -USD 8.95 M | -2% | 6.09% | 67.2% | 14 | 14.29% | 2.5 |
|
| 3550 |
3550
P/E Global LLC
Boston,
Massachusetts
| USD 500 M | +USD 19.1 M | +4% | 5.67% | 49% | 4 | 0% | 1.8 |
|