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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
Luminus Management
Houston,
Texas
| USD 324 M | -USD 8.35 M | -3% | 0.53% | 8.7% | 34 | 38.24% | 1.4 |
|
| 3552 |
3552
Burton Enright Welch
Walnut Creek,
California
| USD 324 M | +USD 3.58 M | +1% | 2.18% | 62.8% | 76 | 11.84% | 1.3 |
|
| 3553 |
3553
Austin Wealth Management
Austin,
Texas
| USD 323 M | – | – | 3.03% | 48.2% | 100 | – | 0 |
|
| 3554 |
3554
Sio Capital Management
New York
| USD 323 M | -USD 70.1 M | -18% | 12.6% | 564% | 64 | 45.31% | 0.8 |
|
| 3555 |
3555
Abacus Wealth Partners
Santa Monica,
California
| USD 323 M | -USD 9.01 M | -3% | 3.44% | 46% | 91 | 29.67% | 1.7 |
|
| 3556 |
3556
Teton Advisors
Rye,
New York
| USD 323 M | -USD 35.8 M | -10% | 1.45% | 139% | 247 | 6.07% | 7 |
|
| 3557 |
3557
Kickstand Ventures
Pittsford,
New York
| USD 323 M | – | – | 3.52% | 51.4% | 97 | – | 0 |
|
| 3558 |
FSI
3558
Flow State Investments
Chicago,
Illinois
| USD 323 M | +USD 61.9 M | +24% | 2.64% | – | 291 | 46.05% | 0.4 |
|
| 3559 |
3559
Levy Wealth Management Group
Philadelphia,
Pennsylvania
| USD 323 M | -USD 15.2 M | -4% | 2.71% | 21.1% | 112 | 8.04% | 1.7 |
|
| 3560 |
3560
Marcho Partners
London,
United Kingdom
| USD 322 M | -USD 116 M | -26% | 4.14% | 115% | 12 | 16.67% | 2.1 |
|
| 3561 |
3561
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| USD 322 M | -USD 14.9 M | -4% | 3.73% | 49.3% | 50 | 4% | 6.7 |
|
| 3562 |
3562
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| USD 322 M | +USD 4.38 M | +1% | 1.84% | 68.6% | 80 | 11.25% | 1.4 |
|
| 3563 |
3563
Financial & Tax Architects
St Louis,
Missouri
| USD 322 M | -USD 1.97 M | -0.6% | 2.47% | 50.2% | 94 | 28.72% | 1.3 |
|
| 3564 |
3564
Parkside Advisors
Berkeley,
California
| USD 322 M | -USD 975 k | -0.3% | 3.94% | 36.7% | 82 | 12.2% | 3.6 |
|
| 3565 |
GJCM
3565
Grand Jean Capital Management
San Francisco,
California
| USD 322 M | +USD 26.8 M | +9% | 2.23% | 61.4% | 46 | 6.52% | 4.7 |
|
| 3566 |
3566
Arosa Capital Management
Miami Beach,
Florida
| USD 322 M | -USD 73.3 M | -19% | 8.62% | 536% | 57 | 38.6% | 0.5 |
|
| 3567 |
3567
Dorsey Wright & Associates
Pasadena,
California
| USD 322 M | -USD 10.4 M | -3% | 2.12% | 311% | 340 | 33.53% | 0.7 |
|
| 3568 |
3568
DAFNA Capital Management
Los Angeles,
California
| USD 321 M | -USD 44.2 M | -12% | 9.26% | 313% | 83 | 21.69% | 2.5 |
|
| 3569 |
3569
Impact Partnership Wealth
Marietta,
Georgia
| USD 321 M | +USD 33.6 M | +12% | 1.99% | 47.3% | 1,255 | 47.81% | 0.2 |
|
| 3570 |
3570
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| USD 321 M | -USD 29.2 M | -8% | 2.82% | 52.1% | 125 | 12% | 3 |
|
| 3571 |
3571
Fortis Capital Management
Bellevue,
Washington
| USD 321 M | +USD 38.1 M | +13% | 4.97% | 82% | 139 | 29.5% | 1.4 |
|
| 3572 |
IFS
3572
Ifrah Financial Services
Little Rock,
Arkansas
| USD 321 M | -USD 8.29 M | -3% | 2.33% | 64.1% | 204 | 4.9% | 4.4 |
|
| 3573 |
AA
3573
AF Advisors
Sacramento,
California
| USD 321 M | +USD 21.7 M | +7% | 7.11% | 76.5% | 16 | 0% | 2.3 |
|
| 3574 |
3574
RB Capital Management
Reno,
Nevada
| USD 321 M | -USD 11.5 M | -3% | 4.06% | 79.4% | 177 | 4.52% | 4.1 |
|
| 3575 |
GF
3575
Greenfield FTC
Reno,
Nevada
| USD 321 M | -USD 35.6 M | -10% | 3.68% | 75.4% | 4 | 0% | 2.4 |
|