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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
Arosa Capital Management
Miami Beach,
Florida
| USD 561 M | -USD 99.3 M | -15% | 83.5% | 536% | 95 | 73.68% | 0.3 |
|
| 3627 |
3627
Drive Wealth Management
Lehi,
Utah
| USD 561 M | +USD 87.2 M | +18% | 20% | 94.4% | 484 | 27.48% | 1.6 |
|
| 3628 |
3628
WESPAC Advisors SoCal
Pasadena,
California
| USD 560 M | +USD 90.1 M | +19% | 23.1% | 135% | 132 | 17.42% | 2.5 |
|
| 3629 |
3629
NatWest Group
Edinburgh, Scotland,
United Kingdom
| USD 560 M | +USD 98.1 M | +21% | 24.2% | 207% | 49 | 12.24% | 2.4 |
|
| 3630 |
3630
Riggs Asset Management
Dallas,
Pennsylvania
| USD 560 M | +USD 74.5 M | +15% | 26.2% | 207% | 151 | 28.48% | 3.4 |
|
| 3631 |
3631
Okabena Investment Services
Minneapolis,
Minnesota
| USD 560 M | +USD 41.1 M | +8% | 14.2% | 72.4% | 158 | 17.09% | 2.4 |
|
| 3632 |
3632
University of Illinois Foundation
Champaign,
Illinois
| USD 560 M | +USD 72.4 M | +15% | 17.5% | – | 43 | 60.47% | 0.4 |
|
| 3633 |
3633
Opal Capital
Boca Raton,
Florida
| USD 560 M | -USD 5.01 M | -0.9% | 13.4% | – | 171 | 38.01% | 0.3 |
|
| 3634 |
3634
Equitec Proprietary Markets
Chicago,
Illinois
| USD 559 M | +USD 372 M | +199% | 46.2% | 352% | 125 | 57.6% | 0.8 |
|
| 3635 |
SCM
3635
Soros Capital Management
New York
| USD 559 M | +USD 329 M | +143% | 79% | 732% | 65 | 38.46% | 1.1 |
|
| 3636 |
3636
Bleichroeder LP
New York
| USD 559 M | -USD 19.6 M | -3% | 8.56% | 202% | 87 | 17.24% | 2.7 |
|
| 3637 |
3637
Noble Family Wealth
Clearwater,
Florida
| USD 559 M | +USD 74.5 M | +15% | 12.8% | 60% | 80 | 12.5% | 2.6 |
|
| 3638 |
3638
Investors Research Corp
Atlanta,
Georgia
| USD 559 M | +USD 35.5 M | +7% | 10.6% | 62.1% | 903 | 16.94% | 4.5 |
|
| 3639 |
PHC
3639
Palidye Holdings (Caymans)
Grand Cayman,
Cayman Islands
| USD 559 M | +USD 19.6 M | +4% | 9.71% | – | 14 | 21.43% | 0.5 |
|
| 3640 |
3640
Brasada Capital Management
Houston,
Texas
| USD 558 M | +USD 13.3 M | +2% | 13.3% | 76.5% | 177 | 32.2% | 2.3 |
|
| 3641 |
3641
Frontier Asset Management
Sheridan,
Wyoming
| USD 558 M | +USD 81.3 M | +17% | 10.5% | 57.1% | 98 | 15.31% | 2 |
|
| 3642 |
3642
Wealth Dimensions Group
Cincinnati,
Ohio
| USD 558 M | +USD 50 M | +10% | 11.8% | 63.6% | 185 | 11.35% | 3.6 |
|
| 3643 |
3643
Strong Tower Advisory Services
Minneapolis,
Minnesota
| USD 558 M | +USD 26.7 M | +5% | 8.66% | 155% | 102 | 17.65% | 3 |
|
| 3644 |
3644
Moody Aldrich Partners
Marblehead,
Massachusetts
| USD 557 M | +USD 2.08 M | +0.4% | 36.8% | 312% | 223 | 36.32% | 1.4 |
|
| 3645 |
3645
Foresight Group
London,
United Kingdom
| USD 556 M | -USD 10.4 M | -2% | 4.71% | – | 66 | 16.67% | 1.5 |
|
| 3646 |
3646
Northwest Bancshares
Warren,
Pennsylvania
| USD 555 M | +USD 53 M | +11% | 20.1% | 84.8% | 181 | 10.5% | 5 |
|
| 3647 |
WCMN
3647
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| USD 555 M | +USD 58.9 M | +12% | 22.7% | 121% | 46 | 2.17% | 8.3 |
|
| 3648 |
3648
BCS Wealth Management
Johnson City,
Tennessee
| USD 555 M | +USD 65.2 M | +13% | 10.4% | 51% | 272 | 9.56% | 2.2 |
|
| 3649 |
3649
Moment Partners
San Francisco,
California
| USD 555 M | -USD 5.62 M | -1% | 18.4% | – | 118 | 18.64% | 1.3 |
|
| 3650 |
CBTWT
3650
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| USD 555 M | +USD 50 M | +10% | 25.2% | 124% | 170 | 6.47% | 6.1 |
|