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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
3551
AlpInvest Partners
Amsterdam,
Netherlands
| USD 296 M | -USD 16.2 M | -5% | 21.7% | 138% | 26 | 11.54% | 0.6 |
|
| 3552 |
3552
Granger Management
New York
| USD 296 M | -USD 83.8 M | -22% | 11.2% | 69.9% | 32 | 15.63% | 1.2 |
|
| 3553 |
3553
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| USD 296 M | -USD 40.2 M | -12% | 11.3% | 41.6% | 52 | 9.62% | 6.2 |
|
| 3554 |
3554
Kelman-Lazarov Inc
Memphis,
Tennessee
| USD 296 M | -USD 4.62 M | -2% | 13.8% | 46.6% | 90 | 17.78% | 4.1 |
|
| 3555 |
3555
Bank Pictet & Cie (Asia)
Singapore
| USD 296 M | -USD 73.2 M | -20% | 13.5% | 30.4% | 99 | 13.13% | 3.4 |
|
| 3556 |
EGA
3556
E&G Advisors
Houston,
Texas
| USD 296 M | -USD 70.6 M | -19% | 13.4% | 97.7% | 222 | 13.06% | 0.7 |
|
| 3557 |
3557
Peninsula Wealth
San Francisco,
California
| USD 296 M | -USD 55.6 M | -16% | 16.1% | 30% | 72 | 15.28% | 1.3 |
|
| 3558 |
3558
Brandywine Trust
Hockessin,
Delaware
| USD 295 M | -USD 9.5 M | -3% | 1.94% | 32.7% | 29 | 17.24% | 7.6 |
|
| 3559 |
3559
Equius Partners
Novato,
California
| USD 295 M | +USD 63.4 M | +27% | 11.9% | – | 19 | 31.58% | 0.4 |
|
| 3560 |
3560
Siena Capital Partners
Chicago,
Illinois
| USD 295 M | -USD 26.7 M | -8% | 5.11% | 44.2% | 109 | 6.42% | 2.7 |
|
| 3561 |
3561
WNY Asset Management
Williamsville,
New York
| USD 295 M | -USD 28.8 M | -9% | 7.39% | – | 179 | 14.53% | 1.1 |
|
| 3562 |
3562
Moller Wealth Partners
| USD 295 M | -USD 26.7 M | -8% | 12.3% | 44.1% | 54 | 11.11% | 5.5 |
|
| 3563 |
3563
Insight Advisors
Newtown,
Pennsylvania
| USD 295 M | -USD 38.8 M | -12% | 15.8% | 74% | 338 | 17.75% | 1.2 |
|
| 3564 |
3564
Howard Financial Services
Dallas,
Texas
| USD 294 M | -USD 43.1 M | -13% | 13.5% | 55.9% | 145 | 20% | 2 |
|
| 3565 |
3565
Falcon Wealth Planning
Ontario,
California
| USD 294 M | -USD 25.4 M | -8% | 14.6% | 52.7% | 84 | 14.29% | 1.1 |
|
| 3566 |
3566
West Paces Advisors
Atlanta,
Georgia
| USD 294 M | -USD 26.8 M | -8% | 11.4% | 57.7% | 609 | 10.34% | 3.3 |
|
| 3567 |
3567
Affinity Capital Advisors
Berkeley,
California
| USD 294 M | -USD 26.1 M | -8% | 15.5% | 72.7% | 119 | 13.45% | 2 |
|
| 3568 |
GWM
3568
GSB Wealth Management
Guilford,
Connecticut
| USD 293 M | -USD 49.4 M | -14% | 9.87% | 61.8% | 220 | 10.45% | 1.5 |
|
| 3569 |
3569
Scarborough Advisors
Annapolis,
Maryland
| USD 293 M | -USD 19.8 M | -6% | 12.5% | 63.3% | 67 | 31.34% | 0.4 |
|
| 3570 |
3570
Nepsis Inc
Minneapolis,
Minnesota
| USD 293 M | -USD 41.9 M | -12% | 8.3% | 131% | 35 | 25.71% | 2.7 |
|
| 3571 |
3571
Tekne Capital Management
New York
| USD 293 M | -USD 180 M | -38% | 28.9% | 516% | 14 | 0% | 1.9 |
|
| 3572 |
3572
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| USD 293 M | -USD 228 M | -44% | 12% | 82.6% | 218 | 26.61% | 4.6 |
|
| 3573 |
3573
BCWM LLC
Overland Park,
Kansas
| USD 293 M | -USD 42.1 M | -13% | 10.8% | – | 62 | 14.52% | 3.7 |
|
| 3574 |
ACM
3574
Aquilo Capital Management
San Francisco,
California
| USD 293 M | -USD 387 M | -57% | 21.8% | 6.84% | 15 | 20% | 2 |
|
| 3575 |
3575
SkyOak Wealth
Southfield,
Michigan
| USD 293 M | -USD 67.1 M | -19% | 13.6% | 73.4% | 259 | 21.24% | 1.8 |
|