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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
3601
Affiance Financial
St. Louis Park,
Minnesota
| USD 412 M | +USD 29.1 M | +8% | 6.33% | 57.8% | 103 | 8.74% | 5.2 |
|
| 3602 |
3602
Wilson Asset Management
Sydney,
Australia
| USD 412 M | +USD 30.7 M | +8% | 12.4% | 58% | 30 | 20% | 1.5 |
|
| 3603 |
3603
Westwind Capital
Las Cruces,
New Mexico
| USD 412 M | +USD 9.2 M | +2% | 7.51% | 87.6% | 51 | 25.49% | 2.6 |
|
| 3604 |
3604
Brave Asset Management
Summit,
New Jersey
| USD 412 M | +USD 19.3 M | +5% | 4.99% | 76.3% | 177 | 14.12% | 4.5 |
|
| 3605 |
UAM
3605
UAS Asset Management
New York
| USD 412 M | -USD 5.75 M | -1% | 5.37% | 98% | 18 | 44.44% | 4.6 |
|
| 3606 |
WCMN
3606
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| USD 412 M | +USD 15.6 M | +4% | 7.51% | 121% | 41 | 0% | 8 |
|
| 3607 |
HWM
3607
HFR Wealth Management
Niskayuna,
New York
| USD 412 M | +USD 18.6 M | +5% | 7.81% | 47.5% | 56 | 8.93% | 2.9 |
|
| 3608 |
DA
3608
Dash Acquisitions
Woodland Hills,
California
| USD 411 M | +USD 45.6 M | +12% | 7.24% | 52% | 58 | 12.07% | 2 |
|
| 3609 |
AIS
3609
AM Investment Strategies
Chattanooga,
Tennessee
| USD 411 M | +USD 5.66 M | +1% | 8.41% | 121% | 120 | 24.17% | 2.3 |
|
| 3610 |
SXL
3610
Summit X LLC
Chesterfield,
Missouri
| USD 411 M | -USD 34.6 M | -8% | 5.01% | 62.9% | 237 | 11.39% | 3.6 |
|
| 3611 |
SEP
3611
Southland Equity Partners
Wildwood,
Missouri
| USD 411 M | +USD 60.9 M | +17% | 6.3% | 66.1% | 237 | 17.72% | 2.2 |
|
| 3612 |
3612
Element Pointe Advisors
Miami,
Florida
| USD 411 M | +USD 16.7 M | +4% | 4.88% | 75.1% | 79 | 18.99% | 2.9 |
|
| 3613 |
RS
3613
Retirement Solution
Redmond,
Washington
| USD 411 M | +USD 38.4 M | +10% | 6.22% | 77.3% | 61 | 42.62% | 1.4 |
|
| 3614 |
3614
DoubleLine ETF Adviser
Tampa,
Florida
| USD 411 M | +USD 30.7 M | +8% | 10.6% | 51.6% | 241 | 47.72% | 0.8 |
|
| 3615 |
3615
Kapitalo Investimentos
Sao Paulo,
Brazil
| USD 410 M | +USD 76.6 M | +23% | 7.74% | 66.5% | 242 | 66.94% | 0.4 |
|
| 3616 |
3616
Concentric Wealth Management
Lafayette,
California
| USD 410 M | +USD 26.5 M | +7% | 7.61% | 33.4% | 138 | 5.8% | 5.1 |
|
| 3617 |
NTIC
3617
Napean Trading & Investment Company
Singapore
| USD 410 M | -USD 10.5 M | -3% | 2.28% | – | 46 | 26.09% | 0.5 |
|
| 3618 |
3618
Chan Zuckerberg Initiative
Redwood City,
California
| USD 410 M | +USD 108 M | +36% | 7.1% | 59% | 3 | 33.33% | 0.7 |
|
| 3619 |
3619
InceptionR
Lafayette,
California
| USD 410 M | +USD 55.4 M | +16% | 10.3% | 62.9% | 919 | 72.14% | 0.2 |
|
| 3620 |
3620
P. Schoenfeld Asset Management (PSAM)
New York
| USD 409 M | -USD 4.48 M | -1% | 14% | 367% | 55 | 50.91% | 0.7 |
|
| 3621 |
3621
Hamilton Wealth
Encino,
California
| USD 409 M | +USD 36.9 M | +10% | 5.31% | 108% | 135 | 46.67% | 1.4 |
|
| 3622 |
3622
Blankinship & Foster
Solana Beach,
California
| USD 409 M | +USD 21 M | +5% | 5.64% | 67.1% | 73 | 5.48% | 4 |
|
| 3623 |
3623
Carrera Capital Advisors
Troy,
Michigan
| USD 409 M | +USD 103 M | +34% | 6.09% | – | 117 | 35.04% | 0.2 |
|
| 3624 |
3624
Spinnaker Investment Group
Newport Beach,
California
| USD 409 M | +USD 46 M | +13% | 5.69% | 56.9% | 93 | 12.9% | 1.9 |
|
| 3625 |
3625
SeaBridge Investment Advisors
Summit,
New Jersey
| USD 409 M | +USD 23.2 M | +6% | 7.44% | 128% | 162 | 15.43% | 4.2 |
|