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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3726 |
3726
Louisbourg Investments
Dieppe,
New Brunswick, Canada
| USD 458 M | +USD 33.9 M | +8% | 11.3% | 93.1% | 215 | 10.23% | 1.3 |
|
| 3727 |
3727
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| USD 458 M | +USD 31.6 M | +7% | 6.97% | 68.6% | 95 | 12.63% | 2.4 |
|
| 3728 |
3728
Boston Research & Management
Manchester,
Massachusetts
| USD 458 M | +USD 34.2 M | +8% | 8.02% | 53.2% | 122 | 5.74% | 8.4 |
|
| 3729 |
3729
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| USD 458 M | +USD 18.3 M | +4% | 5.15% | 57.2% | 57 | 10.53% | 5.6 |
|
| 3730 |
3730
Blankinship & Foster
Solana Beach,
California
| USD 457 M | +USD 30.2 M | +7% | 7.04% | 67.1% | 78 | 5.13% | 4.4 |
|
| 3731 |
3731
Icon Advisers
Greenwood Village,
Colorado
| USD 457 M | +USD 19.1 M | +4% | 14.1% | 114% | 201 | 17.91% | 2.4 |
|
| 3732 |
CA
3732
Crumly & Associates
Springfield,
Illinois
| USD 457 M | +USD 46.4 M | +11% | 6.37% | 58.1% | 199 | 23.12% | 2.1 |
|
| 3733 |
3733
RPg Family Wealth Advisory
Burlington,
Massachusetts
| USD 457 M | +USD 80.6 M | +21% | 11.8% | 117% | 123 | 24.39% | 1.8 |
|
| 3734 |
3734
Aisling Capital Management
New York
| USD 456 M | +USD 96.8 M | +27% | 26% | 793% | 15 | 20% | 3.8 |
|
| 3735 |
3735
Sands Capital Ventures
Arlington,
Virginia
| USD 456 M | -USD 51.4 M | -10% | 7.76% | 167% | 20 | 5% | 2.7 |
|
| 3736 |
3736
Quarry LP
New York
| USD 456 M | -USD 13.9 M | -3% | 12.5% | 83.2% | 2,596 | 52.27% | 0.5 |
|
| 3737 |
SVCM
3737
Saturn V Capital Management
Austin,
Texas
| USD 456 M | +USD 209 M | +85% | 212% | 1,083% | 26 | 42.31% | 0.9 |
|
| 3738 |
3738
Cherry Tree Wealth Management
Minnetonka,
Minnesota
| USD 456 M | +USD 25.3 M | +6% | 4.46% | 38.9% | 613 | 4.89% | 2 |
|
| 3739 |
3739
Arosa Capital Management
Miami Beach,
Florida
| USD 455 M | -USD 75.7 M | -14% | 31.9% | 536% | 94 | 61.7% | 0.3 |
|
| 3740 |
3740
Symetra Investment Management
Farmington,
Connecticut
| USD 455 M | +USD 73.3 M | +19% | 6.64% | 37.3% | 6 | 16.67% | 2.6 |
|
| 3741 |
3741
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| USD 455 M | +USD 29.9 M | +7% | 6.16% | 53.6% | 59 | 10.17% | 5.5 |
|
| 3742 |
3742
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| USD 455 M | +USD 36.7 M | +9% | 14.6% | 149% | 140 | 8.57% | 5.6 |
|
| 3743 |
3743
Aspire Private Capital
Cornelius,
North Carolina
| USD 455 M | +USD 24.7 M | +6% | 5.89% | 49.6% | 189 | 13.23% | 3.9 |
|
| 3744 |
3744
Kickstand Ventures
Pittsford,
New York
| USD 454 M | +USD 26.6 M | +6% | 6.15% | 51.4% | 127 | 11.81% | 1.2 |
|
| 3745 |
3745
Kiley Juergens Wealth Management
Olympia,
Washington
| USD 454 M | +USD 21 M | +5% | 9.97% | 106% | 81 | 8.64% | 4.6 |
|
| 3746 |
3746
Precedent Wealth Partners
Houston,
Texas
| USD 454 M | +USD 45.9 M | +11% | 6.18% | 61.1% | 179 | 10.61% | 1.3 |
|
| 3747 |
3747
Clarity Wealth Advisors
San Jose,
California
| USD 454 M | +USD 48.5 M | +12% | 10.1% | 94.1% | 102 | 6.86% | 3.5 |
|
| 3748 |
MWM
3748
Mascoma Wealth Management
Hanover,
New Hampshire
| USD 454 M | +USD 23 M | +5% | 4.84% | 43.7% | 488 | 11.07% | 3.6 |
|
| 3749 |
3749
Noble Family Wealth
Clearwater,
Florida
| USD 453 M | +USD 44.2 M | +11% | 6.05% | 60% | 86 | 22.09% | 1.7 |
|
| 3750 |
3750
Madrona Financial Services
Everett,
Washington
| USD 453 M | +USD 36.2 M | +9% | 8.49% | 85.1% | 125 | 12% | 2.9 |
|