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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3626 |
3626
Rezny Wealth Management
Fort Myers,
Florida
| USD 443 M | +USD 57.2 M | +15% | 15.1% | 99.6% | 40 | 15% | 1.5 |
|
| 3627 |
3627
Grant Street Asset Management
Canonsburg,
Pennsylvania
| USD 442 M | +USD 33.7 M | +8% | 7.44% | 47.2% | 88 | 12.5% | 2.4 |
|
| 3628 |
PCP
3628
Perbak Capital Partners
London,
United Kingdom
| USD 442 M | +USD 307 M | +228% | 7.09% | – | 343 | 63.27% | 0.2 |
|
| 3629 |
JWCA
3629
J.W. Coons Advisors
Columbus,
Ohio
| USD 442 M | +USD 62.9 M | +17% | 8.84% | 61.2% | 247 | 9.31% | 3.7 |
|
| 3630 |
3630
Generali Investments Management
Ljubljana,
Slovenia
| USD 442 M | +USD 90.3 M | +26% | 18.7% | – | 166 | 18.67% | 0.4 |
|
| 3631 |
3631
RB Capital Management
Reno,
Nevada
| USD 442 M | +USD 10.5 M | +2% | 8.16% | 79.4% | 183 | 6.56% | 5.1 |
|
| 3632 |
CBTWT
3632
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| USD 442 M | +USD 16.7 M | +4% | 6.81% | 124% | 146 | 4.11% | 6.3 |
|
| 3633 |
3633
Benedict Financial Advisors
Atlanta,
Georgia
| USD 441 M | +USD 10.1 M | +2% | 3.23% | 72.4% | 129 | 4.65% | 6.4 |
|
| 3634 |
3634
Aster Capital Management
Dubai,
United Arab Emirates
| USD 441 M | -USD 98.8 M | -18% | 8.36% | – | 1,671 | 69.84% | 0.2 |
|
| 3635 |
3635
Thames Capital Management
Roseland,
New Jersey
| USD 441 M | +USD 181 M | +69% | 34.5% | 1,177% | 49 | 55.1% | 1.7 |
|
| 3636 |
3636
Family Investment Center
Saint Joseph,
Missouri
| USD 441 M | +USD 32.2 M | +8% | 7.17% | 53.1% | 99 | 28.28% | 1.4 |
|
| 3637 |
3637
Vantage Wealth
Pasadena,
California
| USD 441 M | -USD 1.02 M | -0.2% | 6.99% | 56.1% | 32 | 12.5% | 5.5 |
|
| 3638 |
HPC
3638
Hobart Private Capital
Charlotte,
North Carolina
| USD 441 M | +USD 40.9 M | +10% | 8.44% | 60% | 117 | 19.66% | 1.3 |
|
| 3639 |
3639
Founders Financial Alliance
Raleigh,
North Carolina
| USD 440 M | +USD 27.1 M | +7% | 10.2% | 84.9% | 631 | 16.32% | 3 |
|
| 3640 |
3640
Legacy Capital Wealth Partners
Little Rock,
Arkansas
| USD 439 M | +USD 32.8 M | +8% | 7.42% | 70.4% | 401 | 21.2% | 0.8 |
|
| 3641 |
3641
WESCAP Management Group
Glendale,
California
| USD 439 M | +USD 29.5 M | +7% | 5.62% | 45.7% | 101 | 4.95% | 5.2 |
|
| 3642 |
3642
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| USD 439 M | +USD 34.7 M | +9% | 9.51% | 57.2% | 57 | 7.02% | 5.5 |
|
| 3643 |
3643
Park Place Capital
Homewood,
Alabama
| USD 439 M | +USD 70 M | +19% | 8.19% | 60% | 883 | 14.61% | 1.9 |
|
| 3644 |
3644
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| USD 439 M | +USD 17 M | +4% | 5.27% | 74% | 165 | 7.88% | 3.9 |
|
| 3645 |
AW
3645
Avion Wealth
The Woodlands,
Texas
| USD 439 M | +USD 48.9 M | +13% | 6.49% | 45.4% | 1,703 | 29.65% | 1.8 |
|
| 3646 |
WWMSC
3646
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| USD 439 M | +USD 37.2 M | +9% | 4.7% | 36.4% | 266 | 12.78% | 3.1 |
|
| 3647 |
3647
Icon Advisers
Greenwood Village,
Colorado
| USD 438 M | +USD 10.5 M | +2% | 8.22% | 114% | 205 | 30.73% | 2.2 |
|
| 3648 |
3648
Berkshire Bank
Pittsfield,
Massachusetts
| USD 438 M | +USD 27.7 M | +7% | 8.49% | 69.7% | 166 | 7.23% | 3.2 |
|
| 3649 |
3649
Hussman Strategic Advisors
Ellicott City,
Maryland
| USD 438 M | +USD 25.1 M | +6% | 4.73% | 41.6% | 312 | 58.33% | 2 |
|
| 3650 |
3650
Burt Wealth Advisors
North Bethesda,
Maryland
| USD 437 M | +USD 38.2 M | +10% | 8.13% | 57.3% | 118 | 8.47% | 5.6 |
|