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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
Okabena Investment Services
Minneapolis,
Minnesota
| USD 519 M | -USD 5.45 M | -1% | 0.73% | 72.4% | 156 | 16.03% | 2.2 |
|
| 3552 |
3552
Platform Technology Partners
New York
| USD 519 M | +USD 49.1 M | +10% | 1.04% | – | 356 | 30.34% | 2.6 |
|
| 3553 |
3553
Wendel SE
Paris,
| USD 518 M | +USD 48.5 M | +10% | 10.3% | – | 1 | 0% | 1 |
|
| 3554 |
3554
Whalerock Point Partners
Providence,
Rhode Island
| USD 518 M | -USD 7.56 M | -1% | 2.25% | 103% | 202 | 6.93% | 5.6 |
|
| 3555 |
3555
Grey Fox Wealth Advisors
Rockland,
Delaware
| USD 518 M | +USD 29.5 M | +6% | 0.72% | 45.3% | 143 | 8.39% | 2.2 |
|
| 3556 |
LHC
3556
Lodge Hill Capital
New York
| USD 518 M | -USD 11.4 M | -2% | 4.28% | 17.9% | 27 | 37.04% | 1.2 |
|
| 3557 |
3557
WealthPLAN Partners
Omaha,
Nebraska
| USD 518 M | -USD 152 M | -23% | 0.67% | 71.6% | 287 | 28.22% | 4.7 |
|
| 3558 |
AAM
3558
AR Asset Management
West Hollywood,
California
| USD 517 M | +USD 27.8 M | +6% | 2.99% | 66% | 123 | 9.76% | 8.2 |
|
| 3559 |
3559
RS Crum Inc
Newport Beach,
California
| USD 517 M | +USD 16.5 M | +3% | 1.37% | 54.2% | 104 | 8.65% | 2.9 |
|
| 3560 |
3560
Schoolcraft Capital
Boulder,
Colorado
| USD 516 M | +USD 1.56 M | +0.3% | 0.6% | 58.7% | 67 | 4.48% | 5.2 |
|
| 3561 |
3561
Mason & Associates (California)
Los Angeles,
California
| USD 516 M | -USD 15.1 M | -3% | 1.73% | 68.5% | 171 | 14.62% | 1.9 |
|
| 3562 |
3562
West Paces Advisors
Atlanta,
Georgia
| USD 516 M | -USD 821 k | -0.2% | 0.53% | 57.7% | 213 | 13.62% | 6.3 |
|
| 3563 |
3563
Sivia Capital Partners
Mill Valley,
California
| USD 516 M | +USD 21.8 M | +4% | 0.44% | – | 643 | 43.23% | 0.9 |
|
| 3564 |
3564
Cambridge Advisors
Omaha,
Nebraska
| USD 515 M | -USD 10 M | -2% | 0.9% | 58.6% | 182 | 5.49% | 6.7 |
|
| 3565 |
3565
TFG Asset Management
Grand Cayman,
Cayman Islands
| USD 515 M | +USD 40.8 M | +9% | 16.4% | 72.1% | 40 | 40% | 1.1 |
|
| 3566 |
3566
Vertex Planning Partners
Downers Grove,
Illinois
| USD 515 M | +USD 84.5 M | +20% | 1.88% | 55.4% | 144 | 15.97% | 1.9 |
|
| 3567 |
3567
Winslow Asset Management
Beachwood,
Ohio
| USD 515 M | -USD 27.5 M | -5% | 0.96% | 89.9% | 82 | 6.1% | 7.6 |
|
| 3568 |
3568
Palo Duro Investment Partners
Chicago,
Illinois
| USD 515 M | +USD 181 M | +54% | 34.8% | 62.8% | 29 | 24.14% | 1 |
|
| 3569 |
3569
Systelligence LLC
Bloomington,
Minnesota
| USD 514 M | -USD 10.9 M | -2% | 0.21% | 58.3% | 69 | 43.48% | 1 |
|
| 3570 |
3570
Aspen Grove Capital
Avon,
Colorado
| USD 514 M | -USD 62.5 M | -11% | 4.6% | 90% | 220 | 16.36% | 2.2 |
|
| 3571 |
3571
TrueMark Investments
Chicago,
Illinois
| USD 514 M | -USD 9.8 M | -2% | 6.07% | 87.7% | 288 | 58.68% | 0.7 |
|
| 3572 |
3572
Hamilton Wealth
Encino,
California
| USD 513 M | -USD 12.2 M | -2% | 2.89% | 108% | 135 | 33.33% | 2 |
|
| 3573 |
SEP
3573
Southland Equity Partners
Wildwood,
Missouri
| USD 513 M | +USD 6.38 M | +1% | 0.66% | 66.1% | 282 | 12.41% | 2.9 |
|
| 3574 |
3574
Mattern Wealth Management
Lawrence,
Kansas
| USD 513 M | -USD 6.61 M | -1% | 0.25% | 62.2% | 166 | 10.84% | 3.9 |
|
| 3575 |
3575
Kozak & Associates
Highlands Ranch,
Colorado
| USD 513 M | -USD 4.7 M | -0.9% | 4.82% | 111% | 462 | 10.82% | 2.9 |
|