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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3751 |
3751
B&I Capital
Zurich,
Switzerland
| USD 253 M | -USD 56 M | -18% | 12.5% | 30.5% | 29 | 10.34% | 1.4 |
|
| 3752 |
3752
Chemistry Wealth Management
New York
| USD 253 M | -USD 8.4 M | -3% | 4.9% | 77.1% | 136 | 6.62% | 0.5 |
|
| 3753 |
3753
Sycale Advisors
New York
| USD 253 M | -USD 27.4 M | -10% | 6.8% | 31.5% | 28 | 32.14% | 1.1 |
|
| 3754 |
3754
RPD Fund Management
New York
| USD 253 M | -USD 25.2 M | -9% | 14.5% | – | 7 | 14.29% | 0.7 |
|
| 3755 |
HA
3755
Hamel Associates
Chatham,
New Jersey
| USD 253 M | -USD 877 k | -0.3% | 4.67% | 50.6% | 84 | 13.1% | 5 |
|
| 3756 |
HF
3756
Halpern Financial
Ashburn,
Virginia
| USD 253 M | -USD 3.78 M | -1% | 5.93% | 26.3% | 336 | 42.26% | 1.7 |
|
| 3757 |
3757
Ardmore Road Asset Management
New York
| USD 253 M | +USD 98.2 M | +64% | 3.5% | 245% | 36 | 47.22% | 0.3 |
|
| 3758 |
3758
Winmill & Co
Walpole,
New Hampshire
| USD 253 M | -USD 23.1 M | -8% | 6.51% | 146% | 80 | 12.5% | 2 |
|
| 3759 |
3759
Timber Creek Capital Management
Boston,
Massachusetts
| USD 253 M | -USD 49.8 M | -16% | 6.12% | 139% | 141 | 9.22% | 4.8 |
|
| 3760 |
3760
Source Financial Advisors
New York
| USD 253 M | -USD 2.58 M | -1% | 0.91% | 18.5% | 117 | 14.53% | 1.3 |
|
| 3761 |
3761
Long Run Wealth Advisors
Lake Placid,
New York
| USD 252 M | -USD 5.75 M | -2% | 5.31% | 50.5% | 102 | 19.61% | 0.6 |
|
| 3762 |
3762
Ninety One
Cape Town,
South Africa
| USD 252 M | -USD 30.1 M | -11% | 5.05% | 232% | 103 | 31.07% | 2.8 |
|
| 3763 |
3763
Riggs Asset Management
Dallas,
Pennsylvania
| USD 252 M | +USD 9.9 M | +4% | 1.92% | 207% | 359 | 20.61% | 2.6 |
|
| 3764 |
3764
OneAscent Financial Services
Birmingham,
Alabama
| USD 252 M | +USD 31.5 M | +14% | 5.05% | 63.8% | 249 | 32.93% | 0.5 |
|
| 3765 |
3765
NVWM LLC
Yardley,
Pennsylvania
| USD 252 M | -USD 5.44 M | -2% | 2.38% | 119% | 528 | 17.99% | 2.4 |
|
| 3766 |
3766
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| USD 252 M | -USD 24.9 M | -9% | 5.09% | 70.2% | 259 | 17.37% | 3.1 |
|
| 3767 |
3767
Essex Savings Bank
Essex,
Connecticut
| USD 252 M | -USD 10 M | -4% | 3.53% | 95.2% | 225 | 14.22% | 2.8 |
|
| 3768 |
3768
Claro Advisors
Boston,
Massachusetts
| USD 252 M | USD 0 | 0% | 5.49% | 85.5% | 280 | 1.43% | 2.2 |
|
| 3769 |
3769
Old Port Advisors
Portland,
Maine
| USD 251 M | -USD 7.07 M | -3% | 6.69% | 114% | 225 | 7.56% | 3 |
|
| 3770 |
3770
Advisors Management Group
La Crosse,
Wisconsin
| USD 251 M | -USD 33.9 M | -12% | 8.74% | 125% | 148 | 10.14% | 3.5 |
|
| 3771 |
3771
Centric Wealth Management
Chicago,
Illinois
| USD 251 M | -USD 21.2 M | -8% | 5.89% | 44.4% | 144 | 31.94% | 1.8 |
|
| 3772 |
3772
Summit Wealth & Retirement Planning
San Ramon,
California
| USD 251 M | -USD 9.27 M | -4% | 4.35% | 67.6% | 118 | 14.41% | 1.8 |
|
| 3773 |
3773
Packer & Co
Cottesloe,
Australia
| USD 251 M | +USD 15.8 M | +7% | 2.96% | – | 3 | 33.33% | 2.8 |
|
| 3774 |
3774
Cumberland Advisors
Sarasota,
Florida
| USD 251 M | -USD 49.9 M | -17% | 5.44% | 73.5% | 57 | 8.77% | 3.4 |
|
| 3775 |
3775
Virtus ETF Advisers
New York
| USD 251 M | -USD 19 M | -7% | 2.98% | 177% | 477 | 17.61% | 1.8 |
|