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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3701 |
3701
CV Advisors
Aventura,
Florida
| USD 542 M | +USD 175 M | +48% | 16.7% | 112% | 134 | 65.67% | 0.6 |
|
| 3702 |
3702
Artia Global Partners
Miami,
Florida
| USD 542 M | +USD 42.4 M | +8% | 28.5% | 725% | 57 | 28.07% | 0.9 |
|
| 3703 |
WCM
3703
Westerly Capital Management
San Francisco,
California
| USD 542 M | +USD 174 M | +47% | 16.1% | 116% | 52 | 40.38% | 1.2 |
|
| 3704 |
CWWM
3704
Clear Wave Wealth Management
Red Bank,
New Jersey
| USD 541 M | +USD 78.7 M | +17% | 17.8% | – | 212 | 26.89% | 0.2 |
|
| 3705 |
3705
Chemung Canal Trust
Elmira,
New York
| USD 541 M | +USD 47.1 M | +10% | 17.9% | 93.4% | 116 | 7.76% | 8.5 |
|
| 3706 |
DI
3706
DAGCO Inc
Westlake,
Ohio
| USD 541 M | +USD 79.7 M | +17% | 18.7% | 75% | 364 | 70.88% | 2.9 |
|
| 3707 |
3707
Verde Capital Management
Clarkston,
Michigan
| USD 541 M | +USD 73.2 M | +16% | 13.2% | 80.3% | 81 | 16.05% | 2.7 |
|
| 3708 |
WWMSC
3708
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| USD 541 M | +USD 45.4 M | +9% | 8% | 36.4% | 301 | 13.62% | 3.3 |
|
| 3709 |
CAM
3709
Cander Asset Management
New York
| USD 540 M | -USD 16.8 M | -3% | 8.53% | – | 56 | 37.5% | 0.3 |
|
| 3710 |
3710
Mandatum Life Insurance Company
Helsinki,
Finland
| USD 540 M | +USD 95.4 M | +21% | 19.5% | 95.9% | 94 | 14.89% | 4.9 |
|
| 3711 |
3711
Regent Peak Wealth Advisors
Atlanta,
Georgia
| USD 540 M | +USD 49.8 M | +10% | 17.1% | – | 232 | 19.4% | 3.2 |
|
| 3712 |
3712
Northwest Quadrant Wealth Management
Bend,
Oregon
| USD 540 M | +USD 58.9 M | +12% | 10.7% | 45.6% | 77 | 12.99% | 4.8 |
|
| 3713 |
3713
DecisionPoint Financial
Mesa,
Arizona
| USD 540 M | +USD 76 M | +16% | 9.74% | 48% | 1,474 | 57.94% | 0.7 |
|
| 3714 |
ACM
3714
Aljian Capital Management
Carson City,
Nevada
| USD 540 M | +USD 52.9 M | +11% | 17.5% | 162% | 143 | 14.69% | 2.6 |
|
| 3715 |
MWM
3715
Mascoma Wealth Management
Hanover,
New Hampshire
| USD 539 M | +USD 55.5 M | +11% | 9.11% | 43.7% | 636 | 23.27% | 3 |
|
| 3716 |
3716
GoalVest Advisory
New York
| USD 539 M | +USD 27.1 M | +5% | 16.3% | 94.8% | 568 | 33.63% | 1.9 |
|
| 3717 |
3717
America First Investment Advisors
Omaha,
Nebraska
| USD 539 M | +USD 2.38 M | +0.4% | 2.63% | 78.2% | 46 | 13.04% | 8.6 |
|
| 3718 |
3718
Keystone Wealth Services
Palm Desert,
California
| USD 539 M | +USD 70.9 M | +15% | 19.3% | 91.1% | 335 | 14.63% | 1.9 |
|
| 3719 |
3719
Manitou Investment Management
Toronto,
Ontario, Canada
| USD 538 M | +USD 32.3 M | +6% | 9.96% | 69.3% | 53 | 11.32% | 4 |
|
| 3720 |
3720
Reverence Capital Partners
New York
| USD 538 M | +USD 63.7 M | +13% | 13.4% | 5.38% | 1 | 0% | 2.3 |
|
| 3721 |
AW
3721
Avion Wealth
The Woodlands,
Texas
| USD 537 M | +USD 53.5 M | +11% | 9.33% | 48.8% | 1,840 | 20.27% | 2.2 |
|
| 3722 |
3722
Basecamp Wealth Advisors
Bellevue,
Washington
| USD 537 M | +USD 54.1 M | +11% | 18.8% | – | 2,015 | 9.68% | 0.4 |
|
| 3723 |
3723
Firestone Capital Management
Coral Gables,
Florida
| USD 537 M | +USD 56.8 M | +12% | 10.1% | 56.9% | 174 | 11.49% | 3.9 |
|
| 3724 |
3724
Second Line Capital
Metairie,
Louisiana
| USD 537 M | +USD 9.04 M | +2% | 11.3% | – | 198 | 17.68% | 1.6 |
|
| 3725 |
MHR
3725
Matthew Hamilton Rosenberg
| USD 537 M | +USD 48.7 M | +10% | 9.81% | 52% | 818 | 5.5% | 4.4 |
|