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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
3776
Paragon Wealth Strategies
Jacksonville,
Florida
| USD 201 M | +USD 14.3 M | +8% | 5.51% | 59.8% | 50 | 22% | 1.4 |
|
| 3777 |
LA
3777
Lau Associates
Greenville,
Delaware
| USD 201 M | +USD 11.8 M | +6% | 9.37% | 44.5% | 99 | 8.08% | 3.4 |
|
| 3778 |
3778
Nixon Peabody Trust
Boston,
Massachusetts
| USD 201 M | +USD 13 M | +7% | 8.26% | 101% | 78 | 5.13% | 2.8 |
|
| 3779 |
CWM
3779
Cordatus Wealth Management
Newtown,
Pennsylvania
| USD 201 M | +USD 9.31 M | +5% | 8.12% | 108% | 131 | 17.56% | 0.7 |
|
| 3780 |
MKC
3780
M. Kraus & Co
Shelburne,
Vermont
| USD 201 M | +USD 16.3 M | +9% | 5.75% | 65.9% | 49 | 6.12% | 4.3 |
|
| 3781 |
3781
Squar Milner Financial Services
Irvine,
California
| USD 200 M | +USD 4.48 M | +2% | 7.62% | – | 895 | 77.09% | 0.4 |
|
| 3782 |
3782
Roanoke Asset Management
Jersey City,
New Jersey
| USD 200 M | -USD 13.7 M | -6% | 9.39% | 50.3% | 108 | 10.19% | 4.2 |
|
| 3783 |
3783
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| USD 200 M | +USD 16.6 M | +9% | 7.74% | 73.3% | 108 | 5.56% | 3.9 |
|
| 3784 |
3784
Reliant Wealth Planning
Louisville,
Kentucky
| USD 200 M | – | – | 6.67% | 39.4% | 8 | – | 0 |
|
| 3785 |
3785
Context Capital Management
Lajolla,
California
| USD 200 M | +USD 23.1 M | +13% | 1.2% | 3.38% | 111 | 26.13% | 0.6 |
|
| 3786 |
3786
Selkirk Management
Chatham,
New Jersey
| USD 200 M | +USD 22.3 M | +13% | 20.5% | 245% | 22 | 27.27% | 3.5 |
|
| 3787 |
3787
Waller Financial Planning Group
Columbus,
Ohio
| USD 200 M | +USD 10.7 M | +6% | 7.27% | 47.5% | 47 | 14.89% | 0.9 |
|
| 3788 |
3788
O'Dell Group
Cincinnati,
Ohio
| USD 199 M | +USD 20.8 M | +12% | 8.11% | 72.2% | 65 | 16.92% | 1.6 |
|
| 3789 |
3789
Institutional Venture Management XIV
Menlo Park,
California
| USD 199 M | +USD 476 k | +0.2% | 20.1% | 18.1% | 5 | 20% | 1.3 |
|
| 3790 |
3790
Blue Whale Capital
London,
United Kingdom
| USD 199 M | – | – | 12.2% | 409% | 16 | – | 0 |
|
| 3791 |
3791
SimplyRich
Carlsbad,
California
| USD 199 M | +USD 15.9 M | +9% | 8.01% | 98.3% | 159 | 8.18% | 1.1 |
|
| 3792 |
3792
Graticule Asia Macro Advisors
New York
| USD 199 M | -USD 1088 M | -85% | 6.63% | – | 95 | 88.42% | 0.5 |
|
| 3793 |
3793
Rainwater Charitable Foundation
Fort Worth,
Texas
| USD 199 M | +USD 8.6 M | +5% | 8.29% | 44% | 5 | 40% | 0.8 |
|
| 3794 |
NAH
3794
Neumann Advisory (HK)
Central,
Hong Kong
| USD 198 M | +USD 27.2 M | +16% | 18.8% | 77.3% | 12 | 16.67% | 1.6 |
|
| 3795 |
3795
Versant Capital Management
Phoenix,
Arizona
| USD 198 M | -USD 14.8 M | -7% | 7.67% | 97.3% | 1,752 | 11.82% | 3.1 |
|
| 3796 |
3796
Robertson Stephens Wealth Management
San Francisco,
California
| USD 198 M | +USD 749 k | +0.4% | 9.93% | 109% | 123 | 17.07% | 0.6 |
|
| 3797 |
3797
Constellation Investimentos e Participacoes
Sao Paulo,
Brazil
| USD 198 M | +USD 19.3 M | +11% | 10% | 172% | 5 | 40% | 0.5 |
|
| 3798 |
3798
Stokes Capital Advisors
Greenwood,
South Carolina
| USD 198 M | +USD 13.1 M | +7% | 4.84% | 61.3% | 77 | 11.69% | 1.7 |
|
| 3799 |
3799
Canal Capital Management
Richmond,
Virginia
| USD 198 M | +USD 31.5 M | +19% | 9% | 67.8% | 130 | 23.85% | 2.4 |
|
| 3800 |
3800
Algebris (UK)
London,
United Kingdom
| USD 198 M | +USD 16.3 M | +9% | 7.33% | 24.5% | 40 | 67.5% | 0.4 |
|